Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 212 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $335 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,770
shares
|
$639,466
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,563
shares
|
$611,715
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,376
shares
|
$586,646
0.0% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,372
shares
|
$586,110
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,348
shares
|
$582,892
0.01% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
4,240
shares
|
$568,414
0.01% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,224
shares
|
$566,269
0.4% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$563,052
0.0% of portfolio
|
Q3 2022
Reduced 0.83%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,101
shares
|
$549,780
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
3,874
shares
|
$519,348
0.36% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
3,860
shares
|
$517,471
0.11% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,848
shares
|
$515,862
0.01% of portfolio
|
Q3 2022
Reduced 18.23%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,771
shares
|
$505,540
0.09% of portfolio
|
Q3 2022
Reduced 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,731
shares
|
$500,177
0.0% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
3,702
shares
|
$496,290
0.04% of portfolio
|
Q4 2024
Added 33.02%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,696
shares
|
$495,485
0.37% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,617
shares
|
$484,895
0.01% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
3,573
shares
|
$478,996
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,513
shares
|
$470,952
0.0% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,500
shares
|
$469,210
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,457
shares
|
$463,445
0.0% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,343
shares
|
$448,162
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
3,159
shares
|
$423,495
0.07% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
3,095
shares
|
$414,915
0.0% of portfolio
|
Q4 2024
Added 89.3%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
3,092
shares
|
$414,513
0.02% of portfolio
|
Q4 2024
New holding
|