# ISHARES TR (IYM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYM/

- Reporting holders: 12
- Reported value: $12.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $4.9M | 27,675 | 1.4% | 3 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.1M | 11,690 | 0.1% | 15 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $1.8M | 9,985 | 0.2% | 31 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.6M | 8,812 | 0.7% | 27 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $809.0K | 4,541 | 0.0% | 9 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $519.2K | 2,915 | 0.0% | 16 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $221.9K | 1,246 | 0.1% | 3 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $109.9K | 617 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $94.9K | 533 | 0.0% | 15 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $41.0K | 230 | 0.0% | 26 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $21.4K | 120 | 0.0% | 16 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $15.7K | 88 | 0.0% | 13 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $4 | 22 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $12.2M |
| Q2 2026 | 276 | $839.2M |
| Q1 2026 | 250 | $846.2M |
| Q4 2025 | 201 | $366.9M |
| Q3 2025 | 182 | $288.3M |
| Q2 2025 | 185 | $361.8M |
| Q1 2025 | 185 | $309.2M |
| Q4 2024 | 180 | $312.4M |
| Q3 2024 | 189 | $369.8M |
| Q2 2024 | 195 | $398.5M |
| Q1 2024 | 197 | $386.2M |
| Q4 2023 | 205 | $369.7M |