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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
160
shares
|
$23,171
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
160
shares
|
$23,171
0.01% of portfolio
|
Q1 2020
Reduced 71.73%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
150
shares
|
$21,723
0.0% of portfolio
|
Q3 2025
Reduced 68.62%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
137
shares
|
$19,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
130
shares
|
$18,826
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
123
shares
|
$17,812
0.0% of portfolio
|
Q2 2021
Reduced 28.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
118
shares
|
$17,088
0.0% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
115
shares
|
$16,654
0.0% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
113
shares
|
$16,364
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
110
shares
|
$15,930
0.01% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
110
shares
|
$15,930
0.0% of portfolio
|
Q3 2025
Added 32.53%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
105
shares
|
$15,206
0.0% of portfolio
|
Q2 2024
Reduced 67.69%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$14,482
0.0% of portfolio
|
Q2 2021
Reduced 9.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
100
shares
|
$14,482
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
88
shares
|
$12,744
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
85
shares
|
$12,309
0.0% of portfolio
|
Q1 2025
Reduced 41.38%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
75
shares
|
$10,861
0.0% of portfolio
|
Q1 2025
Added 275.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
72
shares
|
$10,427
0.0% of portfolio
|
Q2 2025
Reduced 30.77%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
70
shares
|
$10,137
0.0% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
70
shares
|
$10,137
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
55
shares
|
$7,965
0.0% of portfolio
|
Q4 2024
Reduced 84.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
45
shares
|
$6,516
0.0% of portfolio
|
Q3 2025
Reduced 95.64%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
45
shares
|
$6,516
0.0% of portfolio
|
Q4 2022
Reduced 90.49%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$4,344
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
30
shares
|
$4,344
0.0% of portfolio
|
Q2 2017
New holding
|
|