Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 2.51 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,211
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
13,318
shares
|
$1.75 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
12,248
shares
|
$1.61 Million
0.49% of portfolio
|
Q2 2024
Reduced 5.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,539
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,083
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,741
shares
|
$1.41 Million
0.54% of portfolio
|
Q3 2022
Reduced 0.31%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
10,614
shares
|
$1.39 Million
0.17% of portfolio
|
Q3 2024
Added 579.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,056
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,479
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
8,930
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,739
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 34.94%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
7,930
shares
|
$1.04 Million
1.31% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,693
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 158.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,501
shares
|
$983,981
0.0% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,912
shares
|
$906,716
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,490
shares
|
$851,358
0.01% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
6,253
shares
|
$820,268
0.28% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
6,073
shares
|
$796,656
0.21% of portfolio
|
Q3 2024
Added 13.09%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,891
shares
|
$772,781
0.44% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
5,226
shares
|
$685,546
0.06% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,033
shares
|
$660,228
0.02% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,883
shares
|
$640,551
0.0% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
4,835
shares
|
$634,255
0.18% of portfolio
|
Q2 2023
Reduced 14.42%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
4,770
shares
|
$625,728
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,714
shares
|
$618,382
0.0% of portfolio
|
Q3 2024
Added 40.63%
|