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 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
172
shares
|
$24,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
170
shares
|
$24,359
0.01% of portfolio
|
Q1 2023
Added 639.13%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
160
shares
|
$22,926
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
160
shares
|
$22,926
0.01% of portfolio
|
Q1 2020
Reduced 71.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
159
shares
|
$22,783
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
130
shares
|
$18,627
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
123
shares
|
$17,624
0.0% of portfolio
|
Q2 2021
Reduced 28.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
118
shares
|
$16,908
0.0% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
117
shares
|
$16,764
0.0% of portfolio
|
Q2 2025
Added 48.1%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
115
shares
|
$16,478
0.0% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
115
shares
|
$16,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
105
shares
|
$15,045
0.0% of portfolio
|
Q2 2024
Reduced 67.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$14,329
0.0% of portfolio
|
Q2 2025
Reduced 93.05%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$14,329
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
100
shares
|
$14,329
0.0% of portfolio
|
Q2 2021
Reduced 9.09%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
88
shares
|
$12,609
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
85
shares
|
$12,179
0.0% of portfolio
|
Q1 2025
Reduced 41.38%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
83
shares
|
$11,893
0.0% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
75
shares
|
$10,746
0.0% of portfolio
|
Q1 2025
Added 275.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
72
shares
|
$10,316
0.0% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$10,030
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
70
shares
|
$10,030
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
59
shares
|
$8,454
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
55
shares
|
$7,880
0.0% of portfolio
|
Q4 2024
Reduced 84.51%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
45
shares
|
$6,448
0.0% of portfolio
|
Q4 2022
Reduced 90.49%
|