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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,299
shares
|
$165,011
0.0% of portfolio
|
Q4 2024
Added 224.75%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,235
shares
|
$156,882
0.03% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,170
shares
|
$148,625
0.04% of portfolio
|
Q2 2022
Reduced 1.27%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
1,020
shares
|
$129,570
0.12% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,010
shares
|
$128,300
0.0% of portfolio
|
Q4 2024
Reduced 36.8%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,000
shares
|
$127,030
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
960
shares
|
$121,948
0.03% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
829
shares
|
$105,307
0.0% of portfolio
|
Q4 2024
Added 65.8%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Apr 02, 2025 Q4 2024 |
800
shares
|
$101,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
714
shares
|
$90,699
0.0% of portfolio
|
Q4 2024
Reduced 95.38%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
673
shares
|
$85,491
0.0% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
673
shares
|
$85,491
0.0% of portfolio
|
Q4 2024
Added 146.52%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
625
shares
|
$79,393
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
617
shares
|
$78,377
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
598
shares
|
$75,963
0.0% of portfolio
|
Q1 2020
Reduced 40.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
581
shares
|
$73,804
0.01% of portfolio
|
Q1 2023
Reduced 93.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
490
shares
|
$62,244
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
475
shares
|
$60,339
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
457
shares
|
$58,052
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
447
shares
|
$56,782
0.0% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$53,225
0.0% of portfolio
|
Q4 2017
Added 179.71%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
370
shares
|
$47,001
0.02% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
358
shares
|
$45,476
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
350
shares
|
$44,460
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
350
shares
|
$44,460
0.03% of portfolio
|
Q4 2019
Reduced 30.0%
|