IYM institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding272
Shares held4,508,035
Reported value$809.3m
Quarter flows49 new, 85 added, 62 trimmed, 24 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/439,825$79.0m0.0%
USA FINANCIAL FORMULAS354,526$63.6m11.7%
TWO SIGMA INVESTMENTS, LP346,800$62.3m0.0%
MORGAN STANLEY327,506$58.8m0.0%
LPL Financial LLC238,055$42.7m0.0%
Cambridge Investment Research Advisors, Inc.159,100$28.6m0.0%
ASSETMARK, INC152,872$27.4m0.0%
Camarda Financial Advisors, LLC112,984$20.3m6.1%
COMMERCE BANK107,225$19.3m0.1%
Foundations Investment Advisors, LLC91,995$16.5m0.2%
Modern Wealth Management, LLC91,062$16.3m0.2%
WELLS FARGO & COMPANY/MN89,501$16.1m0.0%
PRINCIPAL FINANCIAL GROUP INC89,156$16.0m0.0%
AMERIPRISE FINANCIAL INC86,997$15.6m0.0%
Cetera Investment Advisers86,055$15.4m0.0%
UBS Group AG81,336$14.6m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO78,713$14.1m0.0%
PGIM Custom Harvest LLC66,502$11.9m0.1%
OSAIC HOLDINGS, INC.62,411$11.2m0.0%
CoreCap Advisors, LLC61,497$11.0m0.3%
Three Seasons Wealth, LLC57,963$10.4m0.9%
BANK OF NOVA SCOTIA47,200$8.5m0.0%
Farther Finance Advisors, LLC43,515$7.8m0.1%
Summit Financial Consulting LLC42,511$7.6m5.2%
First Heartland Consultants, Inc.39,664$7.1m0.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IYM"). IYM price history · All 13F data

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