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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,232
shares
|
$329,420
0.01% of portfolio
|
Q1 2025
Added 120.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,218
shares
|
$327,354
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,156
shares
|
$318,204
0.03% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,103
shares
|
$310,381
0.03% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,070
shares
|
$305,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,028
shares
|
$299,312
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,998
shares
|
$294,884
0.0% of portfolio
|
Q4 2024
Reduced 16.4%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,995
shares
|
$294,442
0.0% of portfolio
|
Q3 2023
Reduced 22.34%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,968
shares
|
$290,457
0.0% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
1,949
shares
|
$287,652
0.01% of portfolio
|
Q4 2024
Reduced 78.17%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
1,944
shares
|
$286,914
0.03% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
1,850
shares
|
$273,041
0.01% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,797
shares
|
$265,219
0.0% of portfolio
|
Q1 2025
Added 167.01%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
1,790
shares
|
$264,186
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,768
shares
|
$260,939
0.01% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
1,748
shares
|
$257,987
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,739
shares
|
$256,659
0.0% of portfolio
|
Q1 2025
Reduced 17.89%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,635
shares
|
$241,309
0.12% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
1,633
shares
|
$241,014
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,613
shares
|
$238,062
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
1,587
shares
|
$234,225
0.02% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,579
shares
|
$233,044
0.14% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,549
shares
|
$228,616
0.07% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,501
shares
|
$221,532
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,500
shares
|
$221,385
0.04% of portfolio
|
Q1 2025
New holding
|