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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$61,840
0.0% of portfolio
|
Q4 2017
Added 179.71%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
370
shares
|
$54,608
0.02% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
358
shares
|
$52,837
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
350
shares
|
$51,656
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
350
shares
|
$51,656
0.03% of portfolio
|
Q4 2019
Reduced 30.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
283
shares
|
$41,767
0.0% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
282
shares
|
$41,620
0.0% of portfolio
|
Q2 2025
Added 4600.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
250
shares
|
$36,897
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$36,897
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
236
shares
|
$34,831
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
230
shares
|
$33,945
0.0% of portfolio
|
Q2 2022
Reduced 21.77%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
230
shares
|
$33,945
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
214
shares
|
$31,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
200
shares
|
$29,518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
190
shares
|
$28,042
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
185
shares
|
$27,304
0.0% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
180
shares
|
$26,566
0.01% of portfolio
|
Q4 2024
Reduced 17.05%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
180
shares
|
$26,566
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
177
shares
|
$26,123
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
176
shares
|
$25,975
0.01% of portfolio
|
Q1 2022
Added 79.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
172
shares
|
$25,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
170
shares
|
$25,090
0.01% of portfolio
|
Q1 2023
Added 639.13%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
160
shares
|
$23,614
0.0% of portfolio
|
Q1 2020
Reduced 71.73%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
160
shares
|
$23,614
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
159
shares
|
$23,466
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|