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 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $392 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
1,421
shares
|
$197,831
0.06% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,374
shares
|
$191,288
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,264
shares
|
$175,974
0.0% of portfolio
|
Q2 2025
Reduced 27.31%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,245
shares
|
$173,328
0.02% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,199
shares
|
$166,924
0.0% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,170
shares
|
$162,887
0.04% of portfolio
|
Q2 2022
Reduced 1.27%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,114
shares
|
$155,091
0.06% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,031
shares
|
$143,535
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
1,020
shares
|
$142,004
0.12% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$139,220
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,000
shares
|
$139,220
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
888
shares
|
$123,627
0.0% of portfolio
|
Q2 2025
Reduced 23.25%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
784
shares
|
$109,148
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
673
shares
|
$93,695
0.0% of portfolio
|
Q4 2024
Added 146.52%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
625
shares
|
$87,012
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
617
shares
|
$85,898
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
598
shares
|
$83,253
0.0% of portfolio
|
Q1 2020
Reduced 40.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
581
shares
|
$80,886
0.01% of portfolio
|
Q1 2023
Reduced 93.36%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
495
shares
|
$68,913
0.01% of portfolio
|
Q3 2025
Reduced 45.12%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
490
shares
|
$68,217
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
475
shares
|
$66,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
457
shares
|
$63,623
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
420
shares
|
$58,472
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$58,333
0.0% of portfolio
|
Q4 2017
Added 179.71%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
376
shares
|
$52,346
0.01% of portfolio
|
Q2 2025
New holding
|