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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,931
shares
|
$569,287
0.0% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,848
shares
|
$557,267
0.01% of portfolio
|
Q3 2022
Reduced 18.23%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
3,825
shares
|
$553,936
0.33% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,771
shares
|
$546,116
0.09% of portfolio
|
Q3 2022
Reduced 0.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,746
shares
|
$542,495
0.01% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,680
shares
|
$532,937
0.43% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3,618
shares
|
$523,958
0.01% of portfolio
|
Q1 2025
Added 123.61%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,595
shares
|
$520,627
0.15% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
3,594
shares
|
$520,483
0.11% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,587
shares
|
$519,469
0.05% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,516
shares
|
$509,187
0.01% of portfolio
|
Q2 2025
Added 186.32%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,500
shares
|
$506,870
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,467
shares
|
$502,090
0.0% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,450
shares
|
$499,629
0.0% of portfolio
|
Q3 2025
Added 38.5%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
3,285
shares
|
$475,733
0.0% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,224
shares
|
$466,899
0.0% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,087
shares
|
$447,059
0.03% of portfolio
|
Q3 2023
Added 1.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,037
shares
|
$439,818
0.0% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,015
shares
|
$436,632
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
3,005
shares
|
$435,184
0.01% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
2,999
shares
|
$434,315
0.0% of portfolio
|
Q3 2025
Reduced 24.04%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,955
shares
|
$427,943
0.01% of portfolio
|
Q4 2023
Reduced 13.37%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,869
shares
|
$415,488
0.0% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,863
shares
|
$414,619
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
2,822
shares
|
$408,682
0.16% of portfolio
|
Q3 2023
Reduced 13.65%
|
|