Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
420
shares
|
$60,181
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$60,038
0.0% of portfolio
|
Q4 2017
Added 179.71%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
376
shares
|
$53,877
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
358
shares
|
$51,297
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
350
shares
|
$50,151
0.03% of portfolio
|
Q4 2019
Reduced 30.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
350
shares
|
$50,151
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
335
shares
|
$48,002
0.02% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
283
shares
|
$40,551
0.0% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
282
shares
|
$40,407
0.0% of portfolio
|
Q2 2025
Added 4600.0%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
271
shares
|
$38,831
0.0% of portfolio
|
Q2 2025
Added 442.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$35,822
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
250
shares
|
$35,822
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
242
shares
|
$34,676
0.0% of portfolio
|
Q2 2025
Added 476.19%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
236
shares
|
$33,816
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
230
shares
|
$32,956
0.0% of portfolio
|
Q2 2022
Reduced 21.77%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
230
shares
|
$32,956
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
214
shares
|
$30,664
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
200
shares
|
$28,658
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
200
shares
|
$28,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
190
shares
|
$27,225
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
185
shares
|
$26,508
0.0% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
180
shares
|
$25,792
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
180
shares
|
$25,792
0.01% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
177
shares
|
$25,362
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
176
shares
|
$25,219
0.01% of portfolio
|
Q1 2022
Added 79.55%
|