Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 2.09 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
11,732
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,771
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,741
shares
|
$1.56 Million
0.54% of portfolio
|
Q3 2022
Reduced 0.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,056
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
9,479
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
9,127
shares
|
$1.32 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
8,822
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,147
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
8,054
shares
|
$1.17 Million
0.93% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,081
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,912
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,792
shares
|
$983,617
0.01% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,525
shares
|
$944,950
0.0% of portfolio
|
Q3 2025
Reduced 21.91%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,447
shares
|
$933,654
0.0% of portfolio
|
Q3 2025
Reduced 17.62%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
5,894
shares
|
$853,569
0.25% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
5,350
shares
|
$774,787
0.0% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,009
shares
|
$725,403
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,855
shares
|
$703,101
0.0% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,833
shares
|
$699,915
0.0% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
4,770
shares
|
$690,791
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
4,479
shares
|
$648,648
0.05% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,224
shares
|
$611,719
0.4% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
4,083
shares
|
$591,300
0.04% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,968
shares
|
$574,645
0.0% of portfolio
|
Q3 2025
Added 43.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,949
shares
|
$571,894
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|