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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
140
shares
|
$20,662
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
130
shares
|
$19,186
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
123
shares
|
$18,153
0.0% of portfolio
|
Q2 2021
Reduced 28.9%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
117
shares
|
$17,268
0.0% of portfolio
|
Q2 2025
Added 48.1%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
115
shares
|
$16,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
115
shares
|
$16,972
0.0% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
110
shares
|
$16,234
0.0% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
105
shares
|
$15,496
0.0% of portfolio
|
Q2 2024
Reduced 67.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
104
shares
|
$15,349
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$14,759
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
100
shares
|
$14,759
0.0% of portfolio
|
Q2 2021
Reduced 9.09%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
100
shares
|
$14,759
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
88
shares
|
$12,987
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
85
shares
|
$12,545
0.0% of portfolio
|
Q1 2025
Reduced 41.38%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
83
shares
|
$12,249
0.0% of portfolio
|
Q1 2025
Reduced 11.7%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
75
shares
|
$11,069
0.0% of portfolio
|
Q1 2025
Added 275.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
70
shares
|
$10,331
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$10,331
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
59
shares
|
$8,707
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
55
shares
|
$8,117
0.0% of portfolio
|
Q4 2024
Reduced 84.51%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
52
shares
|
$7,674
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
50
shares
|
$7,379
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
45
shares
|
$6,641
0.0% of portfolio
|
Q4 2022
Reduced 90.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
42
shares
|
$6,198
0.0% of portfolio
|
Q4 2024
Reduced 48.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
30
shares
|
$4,427
0.0% of portfolio
|
Q2 2017
New holding
|