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 |
---|---|---|---|---|---|
Mycio Wealth Partners, LLC
|
Aug 12, 2024 Q2 2024 |
160
shares
|
$24,520
0.01% of portfolio
|
Q1 2020
Reduced 71.73%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 25, 2024 Q2 2024 |
157
shares
|
$24,060
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
145
shares
|
$22,221
0.01% of portfolio
|
Q4 2020
New holding
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
140
shares
|
$21,455
0.0% of portfolio
|
Q2 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
134
shares
|
$20,535
0.0% of portfolio
|
Q4 2021
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
130
shares
|
$19,922
0.01% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
123
shares
|
$18,849
0.0% of portfolio
|
Q2 2021
Reduced 28.9%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
122
shares
|
$18,696
0.0% of portfolio
|
Q2 2024
Reduced 96.42%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
110
shares
|
$16,857
0.0% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
105
shares
|
$16,091
0.0% of portfolio
|
Q2 2024
Reduced 67.69%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
100
shares
|
$15,325
0.0% of portfolio
|
Q1 2024
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$15,325
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
100
shares
|
$15,325
0.0% of portfolio
|
Q2 2021
Reduced 9.09%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
100
shares
|
$15,325
0.0% of portfolio
|
Q1 2024
Reduced 41.86%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
94
shares
|
$14,405
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
88
shares
|
$13,486
0.0% of portfolio
|
Q4 2023
Reduced 15.38%
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
88
shares
|
$13,486
0.01% of portfolio
|
Q1 2020
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
85
shares
|
$13,026
0.0% of portfolio
|
Q4 2023
Reduced 15.0%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
82
shares
|
$12,566
0.0% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
79
shares
|
$12,106
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$10,727
0.01% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
45
shares
|
$6,896
0.0% of portfolio
|
Q4 2022
Reduced 90.49%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
38
shares
|
$5,823
0.0% of portfolio
|
Q2 2024
New holding
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
34
shares
|
$5,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
30
shares
|
$4,597
0.0% of portfolio
|
Q3 2020
New holding
|