Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,443
shares
|
$206,767
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,442
shares
|
$206,624
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,435
shares
|
$205,621
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
1,430
shares
|
$204,904
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,300
shares
|
$186,277
0.03% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,228
shares
|
$175,960
0.01% of portfolio
|
Q1 2025
Reduced 65.07%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,199
shares
|
$171,804
0.0% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,170
shares
|
$167,649
0.04% of portfolio
|
Q2 2022
Reduced 1.27%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,157
shares
|
$165,786
0.0% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
1,114
shares
|
$159,625
0.06% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,031
shares
|
$147,731
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,020
shares
|
$146,155
0.12% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$143,290
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,000
shares
|
$143,290
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
902
shares
|
$129,247
0.03% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
784
shares
|
$112,339
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
673
shares
|
$96,434
0.0% of portfolio
|
Q4 2024
Added 146.52%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
625
shares
|
$89,556
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
617
shares
|
$88,409
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
598
shares
|
$85,687
0.0% of portfolio
|
Q1 2020
Reduced 40.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
581
shares
|
$83,251
0.01% of portfolio
|
Q1 2023
Reduced 93.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
490
shares
|
$70,212
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
478
shares
|
$68,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
475
shares
|
$68,062
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
457
shares
|
$65,483
0.0% of portfolio
|
Q3 2024
Added 4.58%
|