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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
1,500
shares
|
$221,385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,484
shares
|
$219,023
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,465
shares
|
$216,219
0.0% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,438
shares
|
$212,234
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,435
shares
|
$211,791
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,300
shares
|
$191,867
0.03% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,299
shares
|
$191,719
0.0% of portfolio
|
Q4 2024
Added 224.75%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,228
shares
|
$181,240
0.01% of portfolio
|
Q1 2025
Reduced 65.07%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,170
shares
|
$172,680
0.04% of portfolio
|
Q2 2022
Reduced 1.27%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,157
shares
|
$170,761
0.0% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,031
shares
|
$152,165
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,020
shares
|
$150,541
0.12% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,000
shares
|
$147,590
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
902
shares
|
$133,126
0.03% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
900
shares
|
$132,831
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
673
shares
|
$99,328
0.0% of portfolio
|
Q4 2024
Added 146.52%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
625
shares
|
$92,243
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
617
shares
|
$91,063
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
598
shares
|
$88,258
0.0% of portfolio
|
Q1 2020
Reduced 40.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
581
shares
|
$85,749
0.01% of portfolio
|
Q1 2023
Reduced 93.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
490
shares
|
$72,319
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
478
shares
|
$70,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
475
shares
|
$70,105
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
457
shares
|
$67,448
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
434
shares
|
$64,054
0.0% of portfolio
|
Q1 2025
Reduced 2.91%
|