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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
358
shares
|
$49,840
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
350
shares
|
$48,727
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
350
shares
|
$48,727
0.03% of portfolio
|
Q4 2019
Reduced 30.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
350
shares
|
$48,727
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
335
shares
|
$46,638
0.01% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
271
shares
|
$37,728
0.0% of portfolio
|
Q2 2025
Added 442.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
250
shares
|
$34,805
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$34,805
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
242
shares
|
$33,691
0.0% of portfolio
|
Q2 2025
Added 476.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
239
shares
|
$33,273
0.0% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
236
shares
|
$32,855
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
230
shares
|
$32,020
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
230
shares
|
$32,020
0.0% of portfolio
|
Q2 2022
Reduced 21.77%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
214
shares
|
$29,793
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
200
shares
|
$27,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
200
shares
|
$27,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
190
shares
|
$26,451
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
185
shares
|
$25,755
0.0% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
180
shares
|
$25,059
0.01% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
180
shares
|
$25,059
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
177
shares
|
$24,641
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
176
shares
|
$24,502
0.01% of portfolio
|
Q1 2022
Added 79.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
172
shares
|
$23,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
170
shares
|
$23,667
0.0% of portfolio
|
Q3 2025
Reduced 39.72%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
160
shares
|
$22,275
0.01% of portfolio
|
Q1 2020
Reduced 71.73%
|