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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,973
shares
|
$285,729
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,945
shares
|
$281,674
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,758
shares
|
$254,593
0.0% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,755
shares
|
$254,159
0.0% of portfolio
|
Q3 2025
Added 1003.77%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
1,747
shares
|
$253,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,743
shares
|
$252,421
0.01% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,721
shares
|
$249,235
0.01% of portfolio
|
Q3 2025
Reduced 93.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,705
shares
|
$246,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,642
shares
|
$237,794
0.12% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,593
shares
|
$230,698
0.01% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
1,587
shares
|
$229,829
0.01% of portfolio
|
Q1 2025
Reduced 38.65%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,579
shares
|
$228,670
0.14% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,548
shares
|
$224,181
0.01% of portfolio
|
Q3 2025
Reduced 11.44%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,547
shares
|
$224,036
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
1,536
shares
|
$222,443
0.02% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,500
shares
|
$217,230
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
1,484
shares
|
$214,912
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,468
shares
|
$212,595
0.0% of portfolio
|
Q3 2025
Reduced 33.87%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
1,457
shares
|
$211,002
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,442
shares
|
$208,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
1,441
shares
|
$208,685
0.08% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,434
shares
|
$207,671
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
1,421
shares
|
$205,789
0.06% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,412
shares
|
$204,485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,374
shares
|
$198,982
0.01% of portfolio
|
Q3 2025
New holding
|
|