Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 2.4 Million shares, which have been reported (via 13F filing form) to have a value of $354 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
4,526
shares
|
$667,992
0.12% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
4,452
shares
|
$657,070
0.13% of portfolio
|
Q1 2025
Added 40.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,373
shares
|
$645,411
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,340
shares
|
$640,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,224
shares
|
$623,420
0.4% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
4,223
shares
|
$623,272
0.04% of portfolio
|
Q1 2025
Reduced 19.19%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,933
shares
|
$580,471
0.0% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,908
shares
|
$576,781
0.01% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
3,874
shares
|
$571,763
0.37% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,848
shares
|
$567,926
0.01% of portfolio
|
Q3 2022
Reduced 18.23%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,830
shares
|
$565,269
0.06% of portfolio
|
Q2 2025
Added 37.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,823
shares
|
$564,236
0.0% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,818
shares
|
$563,498
0.0% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,771
shares
|
$556,561
0.09% of portfolio
|
Q3 2022
Reduced 0.63%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,664
shares
|
$540,769
0.39% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
3,618
shares
|
$533,980
0.01% of portfolio
|
Q1 2025
Added 123.61%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,595
shares
|
$530,586
0.17% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,500
shares
|
$516,565
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
3,496
shares
|
$515,974
0.1% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
3,445
shares
|
$508,447
0.01% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,343
shares
|
$493,393
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,278
shares
|
$483,800
0.0% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,233
shares
|
$477,158
0.0% of portfolio
|
Q1 2025
Reduced 89.93%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
3,152
shares
|
$465,203
0.2% of portfolio
|
Q1 2025
Reduced 39.69%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
3,101
shares
|
$457,676
0.02% of portfolio
|
Q1 2025
Added 0.29%
|