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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
160
shares
|
$22,275
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
159
shares
|
$22,135
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
150
shares
|
$20,883
0.0% of portfolio
|
Q3 2025
Reduced 68.62%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
130
shares
|
$18,098
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
130
shares
|
$18,098
0.01% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
123
shares
|
$17,124
0.0% of portfolio
|
Q2 2021
Reduced 28.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
118
shares
|
$16,427
0.0% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
115
shares
|
$16,010
0.0% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
113
shares
|
$15,731
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
105
shares
|
$14,618
0.0% of portfolio
|
Q2 2024
Reduced 67.69%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$13,922
0.0% of portfolio
|
Q2 2021
Reduced 9.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$13,922
0.0% of portfolio
|
Q2 2025
Reduced 93.05%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$13,922
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
88
shares
|
$12,251
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
85
shares
|
$11,833
0.0% of portfolio
|
Q1 2025
Reduced 41.38%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
83
shares
|
$11,555
0.0% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
75
shares
|
$10,441
0.0% of portfolio
|
Q1 2025
Added 275.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
72
shares
|
$10,023
0.0% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$9,745
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
70
shares
|
$9,745
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
59
shares
|
$8,213
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
55
shares
|
$7,657
0.0% of portfolio
|
Q4 2024
Reduced 84.51%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
45
shares
|
$6,264
0.0% of portfolio
|
Q4 2022
Reduced 90.49%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
30
shares
|
$4,176
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$4,176
0.0% of portfolio
|
Q3 2020
New holding
|