Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$432,019
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
3,015
shares
|
$432,019
0.0% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,955
shares
|
$423,421
0.01% of portfolio
|
Q4 2023
Reduced 13.37%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,942
shares
|
$421,559
0.18% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,869
shares
|
$411,099
0.0% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,862
shares
|
$410,095
0.0% of portfolio
|
Q1 2025
Reduced 87.39%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,858
shares
|
$409,522
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,822
shares
|
$404,364
0.16% of portfolio
|
Q3 2023
Reduced 13.65%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,736
shares
|
$392,041
0.31% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,649
shares
|
$379,575
0.0% of portfolio
|
Q1 2025
Reduced 45.75%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
2,593
shares
|
$371,550
0.0% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
2,579
shares
|
$369,544
0.08% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,563
shares
|
$367,252
0.01% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,555
shares
|
$366,105
0.04% of portfolio
|
Q4 2021
Reduced 2.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,500
shares
|
$358,225
0.01% of portfolio
|
Q1 2025
Added 201.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,499
shares
|
$358,081
0.0% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,484
shares
|
$355,932
0.0% of portfolio
|
Q1 2025
Reduced 29.29%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,457
shares
|
$352,063
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
2,450
shares
|
$351,060
0.14% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,383
shares
|
$341,460
0.02% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,310
shares
|
$330,999
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
2,263
shares
|
$324,265
0.28% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
2,250
shares
|
$322,402
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,232
shares
|
$319,823
0.01% of portfolio
|
Q1 2025
Added 120.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,218
shares
|
$317,817
0.0% of portfolio
|
Q1 2025
Reduced 0.31%
|