Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 207 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 $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
130
shares
|
$17,871
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
123
shares
|
$16,908
0.0% of portfolio
|
Q2 2021
Reduced 28.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
110
shares
|
$15,121
0.0% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
105
shares
|
$14,434
0.0% of portfolio
|
Q2 2024
Reduced 67.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$13,747
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$13,747
0.0% of portfolio
|
Q2 2021
Reduced 9.09%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
100
shares
|
$13,747
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
94
shares
|
$12,922
0.0% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
88
shares
|
$12,097
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
82
shares
|
$11,272
0.0% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
79
shares
|
$10,860
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$9,622
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
70
shares
|
$9,622
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
45
shares
|
$6,186
0.0% of portfolio
|
Q4 2022
Reduced 90.49%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
30
shares
|
$4,124
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
30
shares
|
$4,124
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
28
shares
|
$3,849
0.0% of portfolio
|
Q2 2024
Reduced 15.15%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
27
shares
|
$3,711
0.0% of portfolio
|
Q1 2024
Reduced 56.45%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
20
shares
|
$2,749
0.0% of portfolio
|
Q2 2024
Reduced 93.49%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
20
shares
|
$2,749
0.0% of portfolio
|
Q2 2024
Reduced 93.49%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
20
shares
|
$2,749
0.0% of portfolio
|
Q1 2022
Reduced 60.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6
shares
|
$824
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
6
shares
|
$824
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
3
shares
|
$412
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3
shares
|
$412
0.0% of portfolio
|
Q2 2024
Reduced 87.5%
|