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 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $446 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
1,431
shares
|
$219,300
0.11% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,406
shares
|
$215,469
0.01% of portfolio
|
Q1 2024
Added 1.74%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,359
shares
|
$208,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,320
shares
|
$202,290
0.04% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
1,312
shares
|
$201,064
0.01% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
1,236
shares
|
$189,417
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,170
shares
|
$179,302
0.04% of portfolio
|
Q2 2022
Reduced 1.27%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
1,157
shares
|
$177,310
0.0% of portfolio
|
Q2 2024
Added 1.05%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
1,000
shares
|
$153,250
0.01% of portfolio
|
Q3 2022
New holding
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
995
shares
|
$152,483
0.13% of portfolio
|
Q2 2023
Reduced 2.45%
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
980
shares
|
$150,185
0.03% of portfolio
|
Q2 2023
Reduced 15.15%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
724
shares
|
$110,953
0.0% of portfolio
|
Q3 2024
Added 15.29%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
671
shares
|
$102,830
0.0% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
632
shares
|
$96,854
0.0% of portfolio
|
Q2 2024
Added 178.41%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
625
shares
|
$95,781
0.01% of portfolio
|
Q1 2023
New holding
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
598
shares
|
$91,643
0.0% of portfolio
|
Q1 2020
Reduced 40.08%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
581
shares
|
$89,038
0.01% of portfolio
|
Q1 2023
Reduced 93.36%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
500
shares
|
$76,625
0.0% of portfolio
|
Q1 2020
Reduced 52.38%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
490
shares
|
$75,092
0.02% of portfolio
|
Q4 2023
New holding
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
464
shares
|
$71,108
0.02% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
449
shares
|
$68,809
0.0% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
437
shares
|
$66,970
0.0% of portfolio
|
Q4 2023
Reduced 1.8%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
426
shares
|
$65,284
0.01% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$64,211
0.0% of portfolio
|
Q4 2017
Added 179.71%
|
|
Field & Main Bank
|
Jul 25, 2024 Q2 2024 |
410
shares
|
$62,832
0.02% of portfolio
|
Q2 2023
Reduced 3.53%
|