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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
305
shares
|
$41,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
295
shares
|
$40,538
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
273
shares
|
$37,515
0.0% of portfolio
|
Q2 2023
Reduced 48.2%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$34,355
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
250
shares
|
$34,355
0.01% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
236
shares
|
$32,431
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
230
shares
|
$31,606
0.0% of portfolio
|
Q2 2022
Reduced 21.77%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
230
shares
|
$31,606
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
217
shares
|
$29,820
0.02% of portfolio
|
Q1 2024
Reduced 14.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
211
shares
|
$28,995
0.0% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
208
shares
|
$28,583
0.0% of portfolio
|
Q4 2023
Added 0.48%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
190
shares
|
$26,109
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
180
shares
|
$24,735
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
176
shares
|
$24,185
0.01% of portfolio
|
Q1 2022
Added 79.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
172
shares
|
$23,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
170
shares
|
$23,361
0.01% of portfolio
|
Q1 2023
Added 639.13%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
160
shares
|
$21,987
0.01% of portfolio
|
Q1 2020
Reduced 71.73%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
160
shares
|
$21,987
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
148
shares
|
$20,338
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
145
shares
|
$19,925
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
140
shares
|
$19,238
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
140
shares
|
$19,238
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
134
shares
|
$18,414
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
130
shares
|
$17,864
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
123
shares
|
$16,902
0.0% of portfolio
|
Q2 2021
Reduced 28.9%
|