Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 2.49 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,015
shares
|
$410,100
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,955
shares
|
$401,939
0.01% of portfolio
|
Q4 2023
Reduced 13.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,869
shares
|
$390,241
0.0% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,842
shares
|
$386,568
0.01% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,822
shares
|
$383,848
0.16% of portfolio
|
Q3 2023
Reduced 13.65%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
2,736
shares
|
$372,150
0.32% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,706
shares
|
$368,070
0.08% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
2,587
shares
|
$351,883
0.02% of portfolio
|
Q2 2023
Reduced 6.91%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,580
shares
|
$350,931
0.0% of portfolio
|
Q4 2024
Reduced 45.27%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,559
shares
|
$348,075
0.15% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,555
shares
|
$347,531
0.04% of portfolio
|
Q4 2021
Reduced 2.48%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
2,470
shares
|
$335,969
0.04% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,432
shares
|
$330,800
0.0% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,383
shares
|
$324,135
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,250
shares
|
$306,045
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
2,225
shares
|
$302,644
0.0% of portfolio
|
Q4 2024
Added 31.81%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,180
shares
|
$296,523
0.01% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,175
shares
|
$295,843
0.0% of portfolio
|
Q4 2024
Reduced 25.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,174
shares
|
$295,707
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,162
shares
|
$294,075
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,153
shares
|
$292,851
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,148
shares
|
$292,170
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,145
shares
|
$291,762
0.0% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,118
shares
|
$288,090
0.0% of portfolio
|
Q4 2024
Added 66.9%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,098
shares
|
$285,369
0.0% of portfolio
|
Q4 2024
Added 127.8%
|