Institutional Ownership Ishares Tr (IYM)
This table provides information about the institutional ownership of Ishares Tr (IYM). We have compiled data on the 206 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 $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
995
shares
|
$136,732
0.11% of portfolio
|
Q2 2023
Reduced 2.45%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
960
shares
|
$131,923
0.03% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
921
shares
|
$126,563
0.0% of portfolio
|
Q3 2024
Added 105.12%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
724
shares
|
$99,492
0.0% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
720
shares
|
$98,942
0.0% of portfolio
|
Q3 2024
Added 490.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
625
shares
|
$85,887
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
598
shares
|
$82,177
0.0% of portfolio
|
Q1 2020
Reduced 40.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
581
shares
|
$79,841
0.01% of portfolio
|
Q1 2023
Reduced 93.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
522
shares
|
$71,733
0.0% of portfolio
|
Q3 2024
Added 2272.73%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
500
shares
|
$68,710
0.0% of portfolio
|
Q1 2020
Reduced 52.38%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
490
shares
|
$67,335
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
475
shares
|
$65,274
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
463
shares
|
$63,625
0.0% of portfolio
|
Q3 2024
Reduced 26.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
457
shares
|
$62,800
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
419
shares
|
$57,578
0.0% of portfolio
|
Q4 2017
Added 179.71%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
406
shares
|
$55,792
0.0% of portfolio
|
Q3 2024
Reduced 39.49%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
400
shares
|
$54,967
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
387
shares
|
$53,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
376
shares
|
$51,669
0.01% of portfolio
|
Q1 2023
Reduced 99.25%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
370
shares
|
$50,845
0.02% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
358
shares
|
$49,196
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
355
shares
|
$48,784
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
350
shares
|
$48,096
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
350
shares
|
$48,096
0.03% of portfolio
|
Q4 2019
Reduced 30.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
324
shares
|
$44,524
0.02% of portfolio
|
Q4 2023
Added 64.95%
|