Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 209 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 $342 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
350
shares
|
$48,422
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
324
shares
|
$44,825
0.02% of portfolio
|
Q4 2023
Added 64.95%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
322
shares
|
$44,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
305
shares
|
$42,196
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
295
shares
|
$40,813
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
273
shares
|
$37,769
0.0% of portfolio
|
Q2 2023
Reduced 48.2%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
250
shares
|
$34,587
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$34,587
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
236
shares
|
$32,650
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
230
shares
|
$31,820
0.0% of portfolio
|
Q2 2022
Reduced 21.77%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
230
shares
|
$31,820
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
211
shares
|
$29,191
0.0% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
208
shares
|
$28,776
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
190
shares
|
$26,286
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
180
shares
|
$24,903
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
180
shares
|
$24,903
0.02% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
176
shares
|
$24,349
0.01% of portfolio
|
Q1 2022
Added 79.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
172
shares
|
$23,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
170
shares
|
$23,519
0.01% of portfolio
|
Q1 2023
Added 639.13%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
160
shares
|
$22,136
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
160
shares
|
$22,136
0.0% of portfolio
|
Q1 2020
Reduced 71.73%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
148
shares
|
$20,475
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
145
shares
|
$20,060
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
141
shares
|
$19,507
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
140
shares
|
$19,369
0.0% of portfolio
|
Q4 2024
Added 40.0%
|