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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,683
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
11,302
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,741
shares
|
$1.59 Million
0.54% of portfolio
|
Q3 2022
Reduced 0.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
10,088
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,056
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,053
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
Reduced 40.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,876
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,479
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
9,362
shares
|
$1.38 Million
0.72% of portfolio
|
Q2 2025
Reduced 17.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
8,422
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2025
Added 84.57%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
7,993
shares
|
$1.18 Million
1.08% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
7,269
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,011
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,912
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
6,627
shares
|
$978,078
0.01% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
5,903
shares
|
$871,223
0.25% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
5,707
shares
|
$842,296
0.0% of portfolio
|
Q1 2025
Added 266.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,355
shares
|
$790,344
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,287
shares
|
$780,308
0.0% of portfolio
|
Q1 2025
Reduced 79.78%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
5,005
shares
|
$738,687
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
5,000
shares
|
$737,950
0.0% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
4,910
shares
|
$724,666
0.27% of portfolio
|
Q2 2025
Reduced 77.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
4,770
shares
|
$704,004
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,716
shares
|
$696,034
0.04% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
4,680
shares
|
$690,721
0.05% of portfolio
|
Q2 2025
Added 4.25%
|