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 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $318 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
325
shares
|
$41,301
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
305
shares
|
$38,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
295
shares
|
$37,488
0.02% of portfolio
|
Q4 2019
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
250
shares
|
$31,770
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
250
shares
|
$31,770
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
239
shares
|
$30,372
0.0% of portfolio
|
Q4 2024
Reduced 38.24%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
236
shares
|
$29,990
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
230
shares
|
$29,228
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
230
shares
|
$29,228
0.0% of portfolio
|
Q2 2022
Reduced 21.77%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
214
shares
|
$27,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
211
shares
|
$26,813
0.0% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
190
shares
|
$24,145
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
185
shares
|
$23,509
0.0% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
180
shares
|
$22,874
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
180
shares
|
$22,874
0.02% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
176
shares
|
$22,366
0.01% of portfolio
|
Q1 2022
Added 79.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
176
shares
|
$22,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
172
shares
|
$21,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
170
shares
|
$21,603
0.01% of portfolio
|
Q1 2023
Added 639.13%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
160
shares
|
$20,332
0.0% of portfolio
|
Q1 2020
Reduced 71.73%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
160
shares
|
$20,332
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
148
shares
|
$18,807
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
145
shares
|
$18,426
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
141
shares
|
$17,918
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
140
shares
|
$17,791
0.0% of portfolio
|
Q4 2024
Added 40.0%
|