Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $356 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
452,739
shares
|
$66.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
301,931
shares
|
$44.6 Million
0.98% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
268,831
shares
|
$39.7 Million
0.0% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
125,352
shares
|
$18.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
120,939
shares
|
$17.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
85,424
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
83,942
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
73,125
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
71,150
shares
|
$10.5 Million
0.01% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,685
shares
|
$7.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.99%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
33,100
shares
|
$4.89 Million
0.01% of portfolio
|
Q4 2021
Reduced 0.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
33,027
shares
|
$4.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
31,677
shares
|
$4.68 Million
0.0% of portfolio
|
Q1 2025
Added 130.7%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
30,355
shares
|
$4.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
24,937
shares
|
$3.68 Million
2.63% of portfolio
|
Q3 2023
Added 15.68%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
23,027
shares
|
$3.4 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
22,311
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
22,130
shares
|
$3.27 Million
0.52% of portfolio
|
Q1 2023
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
22,072
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
21,799
shares
|
$3.22 Million
1.2% of portfolio
|
Q1 2025
Reduced 50.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,576
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
17,231
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
16,488
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
16,230
shares
|
$2.4 Million
0.07% of portfolio
|
Q4 2023
Reduced 2.03%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
14,412
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Added 1918.49%
|