Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 2.35 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
30
shares
|
$4,298
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
30
shares
|
$4,298
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
27
shares
|
$3,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
27
shares
|
$3,868
0.0% of portfolio
|
Q1 2024
Reduced 56.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
23
shares
|
$3,295
0.0% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
20
shares
|
$2,865
0.0% of portfolio
|
Q2 2024
Reduced 93.49%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$1,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6
shares
|
$859
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6
shares
|
$859
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2
shares
|
$286
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2
shares
|
$286
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1
shares
|
$143
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1
shares
|
$143
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1
shares
|
$143
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|