Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 215 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 |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
3,159
shares
|
$410,480
0.07% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
3,092
shares
|
$401,774
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,087
shares
|
$401,124
0.03% of portfolio
|
Q3 2023
Added 1.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,015
shares
|
$391,769
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,955
shares
|
$383,972
0.01% of portfolio
|
Q4 2023
Reduced 13.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,869
shares
|
$372,797
0.0% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,850
shares
|
$370,329
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,822
shares
|
$366,690
0.16% of portfolio
|
Q3 2023
Reduced 13.65%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
2,798
shares
|
$363,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
2,794
shares
|
$363,052
0.05% of portfolio
|
Q1 2025
Added 28.52%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
2,736
shares
|
$355,515
0.33% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,706
shares
|
$351,617
0.09% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,580
shares
|
$335,245
0.0% of portfolio
|
Q4 2024
Reduced 45.27%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
2,559
shares
|
$332,516
0.16% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,555
shares
|
$331,996
0.04% of portfolio
|
Q4 2021
Reduced 2.48%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,432
shares
|
$316,014
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,383
shares
|
$309,647
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,250
shares
|
$292,365
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
2,225
shares
|
$289,116
0.0% of portfolio
|
Q4 2024
Added 31.81%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,180
shares
|
$283,269
0.01% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,175
shares
|
$282,619
0.0% of portfolio
|
Q4 2024
Reduced 25.67%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,162
shares
|
$280,930
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,156
shares
|
$280,150
0.03% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,145
shares
|
$278,721
0.0% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,118
shares
|
$275,212
0.0% of portfolio
|
Q4 2024
Added 66.9%
|