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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
134
shares
|
$17,022
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
130
shares
|
$16,513
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
123
shares
|
$15,624
0.0% of portfolio
|
Q2 2021
Reduced 28.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
110
shares
|
$13,973
0.0% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
105
shares
|
$13,338
0.0% of portfolio
|
Q2 2024
Reduced 67.69%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
100
shares
|
$12,703
0.0% of portfolio
|
Q2 2021
Reduced 9.09%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
100
shares
|
$12,703
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$12,703
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
94
shares
|
$11,940
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
88
shares
|
$11,178
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
79
shares
|
$10,035
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
70
shares
|
$8,892
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$8,892
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
58
shares
|
$7,367
0.0% of portfolio
|
Q4 2024
Reduced 87.47%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
55
shares
|
$6,986
0.0% of portfolio
|
Q4 2024
Reduced 84.51%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
52
shares
|
$6,605
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
45
shares
|
$5,716
0.0% of portfolio
|
Q4 2022
Reduced 90.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
42
shares
|
$5,335
0.0% of portfolio
|
Q4 2024
Reduced 48.78%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
40
shares
|
$5,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
30
shares
|
$3,810
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
30
shares
|
$3,810
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
28
shares
|
$3,556
0.0% of portfolio
|
Q2 2024
Reduced 15.15%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
27
shares
|
$3,429
0.0% of portfolio
|
Q1 2024
Reduced 56.45%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
24
shares
|
$3,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
20
shares
|
$2,540
0.0% of portfolio
|
Q2 2024
Reduced 93.49%
|