Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 214 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $318 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,098
shares
|
$266,613
0.0% of portfolio
|
Q4 2024
Added 127.8%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
2,076
shares
|
$263,818
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,009
shares
|
$255,303
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,998
shares
|
$253,905
0.0% of portfolio
|
Q4 2024
Reduced 16.4%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,995
shares
|
$253,524
0.0% of portfolio
|
Q3 2023
Reduced 22.34%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,960
shares
|
$249,076
0.07% of portfolio
|
Q4 2024
Reduced 17.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
1,949
shares
|
$247,678
0.01% of portfolio
|
Q4 2024
Reduced 78.17%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
1,868
shares
|
$237,385
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,826
shares
|
$232,048
0.01% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
1,788
shares
|
$227,219
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
1,727
shares
|
$219,467
0.01% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
1,663
shares
|
$211,334
0.02% of portfolio
|
Q4 2024
Reduced 84.33%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,624
shares
|
$206,377
0.12% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,618
shares
|
$205,615
0.0% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,613
shares
|
$204,980
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
1,611
shares
|
$204,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,579
shares
|
$200,659
0.14% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,559
shares
|
$198,117
0.0% of portfolio
|
Q4 2024
Reduced 90.25%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,549
shares
|
$196,846
0.07% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
1,542
shares
|
$195,957
0.06% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,538
shares
|
$195,449
0.01% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,500
shares
|
$190,620
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,484
shares
|
$188,586
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,438
shares
|
$182,741
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
1,327
shares
|
$168,635
0.0% of portfolio
|
Q4 2024
Added 84.31%
|