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 |
---|---|---|---|---|---|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
400
shares
|
$61,300
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
376
shares
|
$57,622
0.01% of portfolio
|
Q1 2023
Reduced 99.25%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
358
shares
|
$54,863
0.02% of portfolio
|
Q1 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
356
shares
|
$54,557
0.0% of portfolio
|
Q2 2017
Reduced 84.55%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
350
shares
|
$53,637
0.03% of portfolio
|
Q4 2019
Reduced 30.0%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
350
shares
|
$53,637
0.01% of portfolio
|
Q4 2022
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
329
shares
|
$50,419
0.03% of portfolio
|
Q1 2024
Added 6.82%
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 09, 2024 Q2 2024 |
322
shares
|
$49,346
0.01% of portfolio
|
Q4 2022
Added 1.11%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
295
shares
|
$45,208
0.02% of portfolio
|
Q4 2019
New holding
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
280
shares
|
$42,910
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
273
shares
|
$41,837
0.0% of portfolio
|
Q2 2023
Reduced 48.2%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
250
shares
|
$38,312
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
250
shares
|
$38,312
0.02% of portfolio
|
Q3 2017
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
236
shares
|
$36,167
0.0% of portfolio
|
Q4 2022
New holding
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
230
shares
|
$35,247
0.01% of portfolio
|
Q2 2020
New holding
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
230
shares
|
$35,247
0.0% of portfolio
|
Q2 2022
Reduced 21.77%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
217
shares
|
$33,255
0.02% of portfolio
|
Q1 2024
Reduced 14.57%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
208
shares
|
$31,876
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
206
shares
|
$31,569
0.01% of portfolio
|
Q4 2023
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
190
shares
|
$29,117
0.01% of portfolio
|
Q1 2022
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
185
shares
|
$28,351
0.0% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
180
shares
|
$27,585
0.01% of portfolio
|
Q4 2022
New holding
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
176
shares
|
$26,972
0.01% of portfolio
|
Q1 2022
Added 79.55%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
170
shares
|
$26,052
0.01% of portfolio
|
Q1 2023
Added 639.13%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
160
shares
|
$24,520
0.01% of portfolio
|
Q4 2022
New holding
|