ISHARES TR (IYM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
265
Reporting holders
$788.2M
Reported value
1.0%
Held as options
+22
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $79.0M | 439,825 | 0.01% | 31q | +17.4%+$11.7M |
| USA FINANCIAL FORMULAS | $63.6M | 354,526 | 11.65% | new | FIRST |
| TWO SIGMA INVESTMENTS, LP | $62.3M | 346,800 | 0.05% | 2q | +427.1%+$50.4M |
| MORGAN STANLEY | $58.8M | 327,506 | 0.00% | 35q | +20.0%+$9.8M |
| LPL Financial LLC | $42.7M | 238,055 | 0.01% | 31q | +39.8%+$12.2M |
| ASSETMARK, INC | $27.4M | 152,872 | 0.05% | new | NEW |
| Camarda Financial Advisors, LLC | $20.3M | 112,984 | 6.14% | new | NEW |
| COMMERCE BANK | $19.3M | 107,225 | 0.08% | 31q | -0.7%-$137.2K |
| Foundations Investment Advisors, LLC | $16.5M | 91,995 | 0.17% | new | NEW |
| Modern Wealth Management, LLC | $16.3M | 91,062 | 0.19% | new | NEW |
| WELLS FARGO & COMPANY/MN | $16.1M | 89,501 | 0.00% | 31q | -55.3%-$19.9M |
| PRINCIPAL FINANCIAL GROUP INC | $16.0M | 89,156 | 0.01% | 2q | +55.1%+$5.7M |
| AMERIPRISE FINANCIAL INC | $15.6M | 86,997 | 0.00% | 31q | +480.4%+$12.9M |
| Cetera Investment Advisers | $15.4M | 86,055 | 0.01% | 14q | +267.5%+$11.2M |
| UBS Group AG | $14.6M | 81,336 | 0.00% | 31q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.1M | 78,713 | 0.01% | 31q | +3.4%+$465.0K |
| PGIM Custom Harvest LLC | $11.9M | 66,502 | 0.15% | 18q | +1.9%+$226.0K |
| OSAIC HOLDINGS, INC. | $11.2M | 62,411 | 0.01% | 26q | +118.9%+$6.1M |
| CoreCap Advisors, LLC | $11.0M | 61,497 | 0.33% | 8q | +324.4%+$8.4M |
| Three Seasons Wealth, LLC | $10.4M | 57,963 | 0.95% | 3q | +99.8%+$5.2M |
| BANK OF NOVA SCOTIA | $8.5M | 47,200 | 0.01% | 23q | -36.3%-$4.8M |
| Farther Finance Advisors, LLC | $7.8M | 43,515 | 0.06% | 14q | +2504.1%+$7.5M |
| Summit Financial Consulting LLC | $7.6M | 42,511 | 5.18% | 2q | +96.0%+$3.7M |
| First Heartland Consultants, Inc. | $7.1M | 39,664 | 0.46% | 14q | +2482.3%+$6.8M |
| Sharp Wealth Advisory, LLC | $7.1M | 39,548 | 3.29% | new | NEW |
| CITADEL ADVISORS LLC | $6.7M | 17,839 | 0.00% | 2q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $6.7M | 37,063 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.4M | 23,998 | 0.00% | 31q | -39.7%-$4.2M |
| GOLDMAN SACHS GROUP INC | $6.3M | 35,346 | 0.00% | 31q | HELD |
| ROYAL BANK OF CANADA | $6.3M | 35,031 | 0.00% | 31q | +4.0%+$239.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.0M | 33,174 | 0.11% | 2q | +2590.5%+$5.7M |
| EXCHANGE TRADED CONCEPTS, LLC | $5.1M | 28,234 | 0.01% | new | NEW |
| Gerald Baker Financial Group LLC | $5.0M | 27,867 | 1.42% | 2q | +1.4%+$68.6K |
| RAYMOND JAMES FINANCIAL INC | $4.7M | 26,114 | 0.00% | 7q | +4.6%+$207.9K |
| Conservest Capital Advisors, Inc. | $4.6M | 25,900 | 0.37% | 5q | +31.7%+$1.1M |
| Rockefeller Capital Management L.P. | $4.5M | 24,833 | 0.01% | 22q | +114.2%+$2.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 23,661 | 0.01% | 31q | -9.8%-$460.5K |
| ENVESTNET ASSET MANAGEMENT INC | $4.2M | 23,631 | 0.00% | 31q | +180.8%+$2.7M |
| Stratos Wealth Partners, LTD. | $3.8M | 20,953 | 0.04% | 2q | +1534.4%+$3.5M |
| Integrated Advisors Network LLC | $3.6M | 20,130 | 0.17% | 2q | +1205.4%+$3.3M |
| Equitable Holdings, Inc. | $3.6M | 19,858 | 0.02% | 2q | +217.5%+$2.4M |
| GTS SECURITIES LLC | $3.4M | 19,156 | 0.07% | 2q | +426.1%+$2.8M |
| MML INVESTORS SERVICES, LLC | $3.3M | 18,519 | 0.01% | 20q | -1.7%-$58.3K |
| Financial Planning Fort Collins, LLC | $3.0M | 17,172 | 2.30% | 3q | HELD |
| Corient Private Wealth LP | $3.0M | 16,703 | 0.00% | 3q | +96.1%+$1.5M |
| Merit Financial Group, LLC | $3.0M | 16,520 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.7M | 15,153 | 0.01% | 29q | HELD |
| Sanctuary Advisors, LLC | $2.6M | 14,646 | 0.01% | 9q | +7.1%+$173.6K |
| Focus Partners Wealth | $2.6M | 14,637 | 0.00% | 7q | +2.7%+$69.7K |
| JPMORGAN CHASE & CO | $2.6M | 14,780 | 0.00% | 23q | -98.9%-$230.3M |
| Lifestyle Asset Management, Inc. | $2.6M | 14,468 | 0.70% | 2q | +278.1%+$1.9M |
| HighTower Advisors, LLC | $2.5M | 14,153 | 0.00% | 4q | +3.7%+$90.3K |
| Horizon Investments, LLC | $2.5M | 14,117 | 0.03% | new | NEW |
| JANE STREET GROUP, LLC | $2.5M | 1,309 | 0.00% | 2q | HELD |
| Atria Investments, Inc | $2.5M | 13,666 | 0.02% | new | NEW |
| Wealthstar Advisors, LLC | $2.2M | 12,037 | 0.63% | 2q | +9.6%+$188.7K |
| Counterweight Ventures, LLC | $2.1M | 11,680 | 1.05% | 11q | -1.3%-$26.7K |
| Pathway Financial Advisors LLC | $1.9M | 10,642 | 0.23% | 30q | -3.9%-$79.2K |
| Buck Wealth Strategies, LLC | $1.9M | 10,562 | 0.20% | 2q | +117.3%+$1.0M |
| Composition Wealth, LLC | $1.9M | 10,396 | 0.02% | 5q | +38.8%+$521.7K |
| Legacy Wealth Partners, LLC | $1.7M | 9,214 | 0.37% | new | NEW |
| BANK OF MONTREAL /CAN/ | $1.6M | 9,098 | 0.00% | 31q | HELD |
| Keystone Financial Group | $1.6M | 8,986 | 0.10% | new | NEW |
| First Citizens Financial Corp | $1.6M | 8,845 | 0.66% | 26q | -0.9%-$13.6K |
| Harvest Investment Services, LLC | $1.6M | 8,841 | 0.25% | new | NEW |
| HSBC HOLDINGS PLC | $1.6M | 8,825 | 0.00% | new | NEW |
| Navis Wealth Advisors, LLC | $1.5M | 8,138 | 0.55% | 23q | HELD |
| Gladstone Institutional Advisory LLC | $1.4M | 7,790 | 0.04% | 7q | -3.8%-$54.9K |
| Balboa Wealth Partners | $1.3M | 7,364 | 0.18% | new | NEW |
| Private Advisor Group, LLC | $1.3M | 7,359 | 0.01% | 25q | -7.3%-$104.5K |
| Tower Research Capital LLC (TRC) | $1.2M | 6,929 | 0.03% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $1.2M | 6,696 | 0.02% | 15q | +1475.5%+$1.1M |
| JONES FINANCIAL COMPANIES LLLP | $1.2M | 6,601 | 0.00% | 9q | +24.6%+$235.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 6,494 | 0.00% | 15q | +64.8%+$458.3K |
| HARMONY ASSET MANAGEMENT LLC | $1.1M | 6,365 | 0.31% | 2q | +25.1%+$229.3K |
| &PARTNERS | $1.1M | 6,351 | 0.00% | 10q | -2.6%-$30.0K |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | $1.1M | 6,250 | 0.05% | 2q | -46.4%-$969.5K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $1.1M | 5,956 | 0.01% | 34q | +3.4%+$35.4K |
| ROBERTS GLORE & CO INC /IL/ | $1.1M | 5,872 | 0.26% | 31q | HELD |
| Astoria Portfolio Advisors LLC. | $952.6K | 5,306 | 0.16% | 3q | +24.8%+$189.4K |
| BLAIR WILLIAM & CO/IL | $932.0K | 5,192 | 0.00% | 31q | +17.3%+$137.5K |
| Kestra Advisory Services, LLC | $902.8K | 5,029 | 0.00% | 24q | -22.5%-$261.9K |
| Mesirow Financial Investment Management, Inc. | $900.3K | 5,015 | 0.01% | 11q | HELD |
| AdvisorNet Financial, Inc | $895.8K | 4,990 | 0.04% | 17q | +10988.9%+$887.7K |
| Beacon Pointe Advisors, LLC | $882.9K | 4,918 | 0.00% | 20q | -23.3%-$268.0K |
| PNC Financial Services Group, Inc. | $868.0K | 4,835 | 0.00% | 31q | HELD |
| Balefire, LLC | $859.9K | 4,790 | 0.14% | new | NEW |
| Mutual Advisors, LLC | $832.5K | 4,637 | 0.02% | 15q | -46.5%-$725.0K |
| STIFEL FINANCIAL CORP | $828.9K | 4,616 | 0.00% | 18q | -33.9%-$425.4K |
| Nikulski Financial, Inc. | $819.4K | 4,564 | 0.18% | new | NEW |
| FMR LLC | $810.5K | 4,514 | 0.00% | 31q | HELD |
| Wealth Management Partners, LLC | $809.9K | 4,511 | 0.19% | 21q | +2.2%+$17.8K |
| Blue Line Capital, LLC / IL | $763.0K | 4,250 | 0.64% | 2q | +7.7%+$54.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $741.3K | 4,159 | 0.00% | 11q | -4.2%-$32.8K |
| Simmons Bank | $709.1K | 3,950 | 0.04% | 31q | -1.2%-$8.3K |
| Algorithmic Investment Models, LLC | $690.8K | 3,848 | 0.80% | new | NEW |
| True Freedom Investing, LLC | $683.5K | 3,886 | 0.05% | 2q | -23.6%-$211.4K |
| CITIGROUP INC | $658.7K | 3,669 | 0.00% | 31q | -2.5%-$17.2K |
| Geneos Wealth Management Inc. | $649.3K | 3,617 | 0.01% | 42q | HELD |
| Forvis Mazars Wealth Advisors, LLC | $646.6K | 3,602 | 0.01% | 31q | HELD |
Showing the largest 100 of 273 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 265 | $788.2M | 4,347,277 | 43 | 68 | 54 | 1.0% |
| Q1 2026 | 243 | $841.0M | 4,788,200 | 62 | 56 | 43 | 0.6% |
| Q4 2025 | 191 | $364.6M | 2,373,004 | 21 | 47 | 43 | 0.3% |
| Q3 2025 | 172 | $281.2M | 1,895,461 | 10 | 27 | 54 | 0.1% |
| Q2 2025 | 171 | $352.2M | 2,506,549 | 16 | 36 | 54 | 0.3% |
| Q1 2025 | 172 | $300.2M | 2,218,627 | 16 | 35 | 48 | 0.4% |
| Q4 2024 | 170 | $303.1M | 2,331,383 | 10 | 26 | 50 | 0.0% |
| Q3 2024 | 177 | $358.5M | 2,383,957 | 12 | 30 | 52 | 0.2% |
| Q2 2024 | 183 | $385.7M | 2,748,180 | 15 | 37 | 57 | 0.2% |
| Q1 2024 | 181 | $371.3M | 2,511,210 | 18 | 35 | 50 | 0.2% |
| Q4 2023 | 187 | $355.0M | 2,564,791 | 20 | 33 | 55 | 0.2% |
| Q3 2023 | 173 | $293.9M | 2,318,588 | 14 | 29 | 57 | 0.4% |
| Q2 2023 | 186 | $412.8M | 3,078,858 | 15 | 41 | 57 | 0.8% |
| Q1 2023 | 184 | $394.4M | 2,941,929 | 26 | 48 | 43 | 1.2% |
| Q4 2022 | 175 | $356.8M | 2,856,656 | 26 | 27 | 64 | 0.2% |
| Q3 2022 | 194 | $459.9M | 4,245,176 | 18 | 38 | 64 | 0.1% |
| Q2 2022 | 217 | $634.8M | 5,370,407 | 38 | 63 | 56 | 0.4% |
| Q1 2022 | 197 | $610.0M | 4,068,783 | 35 | 59 | 47 | 0.5% |
| Q4 2021 | 180 | $387.1M | 2,751,825 | 11 | 45 | 54 | 0.4% |
| Q3 2021 | 183 | $545.2M | 4,363,489 | 28 | 51 | 45 | 0.3% |
| Q2 2021 | 179 | $534.3M | 4,070,381 | 40 | 59 | 29 | 0.7% |
| Q1 2021 | 152 | $279.2M | 2,213,926 | 24 | 30 | 45 | 0.3% |
| Q4 2020 | 172 | $526.6M | 4,575,070 | 47 | 44 | 22 | 1.4% |
| Q3 2020 | 127 | $167.1M | 1,588,744 | 25 | 27 | 29 | 6.1% |
| Q2 2020 | 113 | $119.5M | 1,336,386 | 15 | 19 | 34 | 0.2% |
| Q1 2020 | 115 | $86.9M | 1,225,352 | 12 | 15 | 40 | 2.4% |
| Q4 2019 | 134 | $165.4M | 1,689,708 | 15 | 21 | 33 | 0.0% |
| Q3 2019 | 123 | $169.4M | 1,818,966 | 9 | 17 | 47 | 0.9% |
| Q2 2019 | 123 | $187.6M | 1,944,895 | 8 | 24 | 37 | 1.6% |
| Q1 2019 | 129 | $189.9M | 2,071,150 | 16 | 20 | 42 | 0.2% |
| Q4 2018 | 127 | $177.5M | 2,110,150 | 0 | 3 | 2 | 0.2% |