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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
20
shares
|
$2,541
0.0% of portfolio
|
Q2 2024
Reduced 93.49%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
20
shares
|
$2,541
0.0% of portfolio
|
Q1 2022
Reduced 60.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6
shares
|
$762
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
6
shares
|
$762
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
6
shares
|
$762
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
3
shares
|
$381
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2
shares
|
$254
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1
shares
|
$127
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1
shares
|
$127
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1
shares
|
$127
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
1
shares
|
$127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|