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 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,817
shares
|
$407,957
0.0% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,769
shares
|
$401,006
0.03% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2,760
shares
|
$399,703
0.15% of portfolio
|
Q3 2025
Reduced 43.79%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,576
shares
|
$373,056
0.29% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,566
shares
|
$371,608
0.0% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,555
shares
|
$370,015
0.04% of portfolio
|
Q4 2021
Reduced 2.48%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,542
shares
|
$368,132
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,534
shares
|
$366,973
0.14% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
2,500
shares
|
$362,050
0.01% of portfolio
|
Q1 2025
Added 201.57%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
2,499
shares
|
$361,905
0.08% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
2,450
shares
|
$354,809
0.01% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
2,418
shares
|
$350,174
0.14% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
2,383
shares
|
$345,106
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
2,310
shares
|
$334,534
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,306
shares
|
$333,954
0.0% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
2,279
shares
|
$330,044
0.27% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,250
shares
|
$325,845
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,222
shares
|
$321,790
0.01% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,172
shares
|
$314,549
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,109
shares
|
$305,425
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,103
shares
|
$304,556
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,068
shares
|
$299,487
0.01% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,050
shares
|
$296,881
0.0% of portfolio
|
Q3 2025
Reduced 22.61%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,042
shares
|
$295,722
0.03% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,995
shares
|
$288,915
0.0% of portfolio
|
Q3 2023
Reduced 22.34%
|
|