Ishares Tr

Pages

Ishares Tr

$IYM

Search Table
Pages

NewIncreasedMaintainedDecreasedLiquidated
504645207
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Huntington National Bank12-31-2020Exchange Traded672Maintained0.000.0076,000.0015.15113.10Form 13
Belmont Capital, Llc12-31-2020U.s. Bas Mtl Etf50Maintained0.000.006,000.0020.00120.00Form 13
Brookstone Capital Management12-31-2020U.s. Bas Mtl Etf365,884Increased804.761.6541,495,000.00939.19113.41Form 13
Sowell Financial Services Llc12-31-2020Etf599Increased1661.760.0068,000.002,166.67113.52Form 13
Global Retirement Partners, Llc12-31-2020U.s. Bas Mtl Etf6,169New!0.000.09700,000.000.00113.47Form 13
Ewg Elevate Inc.12-31-2020U.s. Bas Mtl Etf57,269New!0.002.996,495,000.000.00113.41Form 13
Piershale Financial Group, Inc.12-31-2020U.s. Bas Mtl Etf187,139Maintained0.009.9921,223,000.000.00113.41Form 13
Legacy Advisors, Llc12-31-2020U.s. Bas Mtl Etf2,000New!0.000.13227,000.000.00113.50Form 13
Sowa Financial Group, Inc.12-31-2020U.s. Bas Mtl Etf253Maintained0.000.0229,000.0026.09114.62Form 13
Provise Management Group, Llc12-31-2020U.s. Bas Mtl Etf0Liquidated!-100.000.000.000.000.00Form 13
Hedeker Wealth, Llc12-31-2020U.s. Bas Mtl Etf1,965New!0.000.08222,000.000.00112.98Form 13
Oxinas Partners Wealth Management Llc12-31-2020U.s. Bas Mtl Etf4,598New!0.000.39521,000.000.00113.31Form 13
Busey Wealth Management12-31-2020Etf-equity2,608Maintained0.000.02296,000.0014.73227.33Form 13
Bartlett & Co. Llc12-31-2020Etf4,075Increased15.800.01462,000.0032.76113.37Form 13
Family Firm, Inc.12-31-2020U.s. Bas Mtl Etf2,951Increased0.370.10352,000.0021.38119.28Form 13
Johnson Midwest Financial, Llc12-31-2020U.s. Bas Mtl Etf120,789New!0.009.9913,699,000.000.00113.41Form 13
Kestra Advisory Services, Llc12-31-2020U.s. Bas Mtl Etf14,760Increased19068.830.021,671,000,000.00238.95113,211.38Form 13
Optimum Investment Advisors12-31-2020U.s. Bas Mtl Etf320Maintained0.000.0136,000.0012.50112.50Form 13
Avantax Advisory Services, Inc.12-31-2020U.s. Bas Mtl Etf2,353Decreased-32.480.01266,000.00-22.67113.05Form 13
Bkd Wealth Advisors, Llc12-31-2020U.s. Bas Mtl Etf5,406Decreased-2.520.03613,000.0011.86113.39Form 13
Nwam Llc12-31-2020U.s. Bas Mtl Etf8,072Maintained0.000.10915,000.000.00113.35Form 13
Independence Bank Of Kentucky12-31-2020U.s. Bas Mtl Etf1,070Decreased-1.380.06121,000.0013.08113.08Form 13
International Assets Investment Management, Llc12-31-2020U.s. Bas Mtl Etf131New!0.000.0014,880,000.000.00113,587.79Form 13
Janney Montgomery Scott Llc12-31-2020Etf/closed End27,025New!0.000.013,065,000.000.00113.41Form 13
Ifp Advisors, Inc12-31-2020Stock22,505Increased3185.400.102,544,000.003,697.01113.04Form 13
Affiance Financial, Llc12-31-2020U.s. Bas Mtl Etf1,072Maintained0.000.06122,000.0015.09113.81Form 13
Calton & Associates, Inc.12-31-2020U.s. Bas Mtl Etf11,227New!0.000.231,273,000.000.00113.39Form 13
Centaurus Financial, Inc.12-31-2020U.s. Bas Mtl Etf6,109Increased276.870.07693,000.00333.12113.44Form 13
Harel Insurance Investments & Financial Services Ltd.12-31-2020U.s. Bas Mtl Etf598Maintained0.000.0057,000.00-3.3995.32Form 13
Redhawk Wealth Advisors, Inc.12-31-2020U.s. Bas Mtl Etf5,603New!0.000.16635,000.000.00113.33Form 13
Private Capital Group, Llc12-31-2020Exchange Traded Fund350Maintained0.000.0140,000.0014.29114.29Form 13
Cwm, Llc12-31-2020U.s. Bas Mtl Etf681Increased45.200.0077,000.0067.39113.07Form 13
Stonebridge Financial Planning Group, Llc12-31-2020Common Stock756Maintained0.000.0586,000.0024.64113.76Form 13
Mtm Investment Management, Llc12-31-2020U.s. Bas Mtl Etf145New!0.000.0116,000.000.00110.34Form 13
Dowling & Yahnke Llc12-31-2020U.s. Bas Mtl Etf11,305Decreased-3.250.091,282,000.0011.09113.40Form 13
Bray Capital Advisors12-31-2020U.s. Bas Mtl Etf5,650Maintained0.000.19641,000.0014.87113.45Form 13
Fieldpoint Private Securities, Llc12-31-2020Etf965New!0.000.02109,000.000.00112.95Form 13
Whittier Trust Co Of Nevada Inc12-31-2020Us Large-cap Equities500Maintained0.000.0057,000.0016.33114.00Form 13
First Heartland Consultants, Inc.12-31-2020U.s. Bas Mtl Etf9,057New!0.000.171,027,000.000.00113.39Form 13
Usa Financial Portformulas Corp12-31-2020U.s. Bas Mtl Etf58Increased93.330.017,000.00133.33120.69Form 13
Planned Solutions, Inc.12-31-2020Etf33Maintained0.000.004,000.0033.33121.21Form 13
Central Trust Co12-31-2020Common Stock173Maintained0.000.8220,000.0017.65233.82Form 13
Alphamark Advisors, Llc12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Harvest Investment Services, Llc12-31-2020U.s. Bas Mtl Etf22,824Increased269.321.332,588,000.00324.26113.39Form 13
Ae Wealth Management Llc12-31-2020U.s. Bas Mtl Etf41,531New!0.000.054,710,000.000.00113.41Form 13
First Citizens Financial Corp12-31-2020Exchange Traded Fund11,059Increased3.321.091,252,000.0018.45113.21Form 13
Old Second National Bank Of Aurora12-31-2020Com50Maintained0.000.006,000.0020.00120.00Form 13
Envestnet Asset Management Inc12-31-2020U.s. Bas Mtl Etf15,079Increased26.690.001,710,000.0045.53113.40Form 13
Wespac Advisors, Llc12-31-2020U.s. Bas Mtl Etf13,123New!0.001.151,488,000.000.00113.39Form 13
Simplex Trading, Llc12-31-2020Com5,101Increased313.370.00578,000.00377.69113.31Form 13
Acg Wealth12-31-2020U.s. Bas Mtl Etf4,885Decreased-30.560.08554,000.00-20.29113.41Form 13
Parallel Advisors, Llc12-31-2020Etf446Increased93.910.0051,000.00121.74114.35Form 13
Royal Fund Management, Llc12-31-2020U.s. Bas Mtl Etf97,231Increased3570.482.3411,027,000.004,124.90113.41Form 13
Focused Wealth Management, Inc12-31-2020U.s. Bas Mtl Etf565Maintained0.000.0164,000.0014.29113.27Form 13
Winslow, Evans & Crocker, Inc.12-31-2020U.s. Bas Mtl Etf120New!0.000.0014,000.000.00116.67Form 13
Barber Financial Group, Inc.12-31-2020U.s. Bas Mtl Etf365,017New!0.007.5641,397,000.000.00113.41Form 13
Rosenberg Matthew Hamilton12-31-2020U.s. Bas Mtl Etf230Maintained0.000.0026,000.0013.04113.04Form 13
Advisornet Financial, Inc12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Cambridge Investment Research Advisors, Inc.12-31-2020Etf221,294Increased395.639.9925,097,000.00469.22113.41Form 13
Harbor Investment Advisory, Llc12-31-2020Etf100Maintained0.000.0011,000.0010.00110.00Form 13
Daiwa Securities Group Inc.12-31-2020U.s. Bas Mtl Etf2,900Decreased-12.120.00329,000.0043.67113.45Form 13
Laurel Wealth Advisors Llc12-31-2020U.s. Bas Mtl Etf100Maintained0.000.0011,000.000.00110.00Form 13
Us Bancorp \de\12-31-2020Other757Maintained0.000.0086,000.0014.67113.61Form 13
Ferguson Wellman Capital Management, Inc12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Murphy Capital Management Inc12-31-2020Com2,620Maintained0.000.04297,000.0015.12113.36Form 13
Adell Harriman & Carpenter Inc12-31-2020Com2,779Maintained0.009.99315,166,000.0014.85113,409.86Form 13
United Asset Strategies, Inc.12-31-2020U.s. Bas Mtl Etf2,920Decreased-4.260.05331,000.009.97113.36Form 13
Cedar Capital, Llc12-31-2020Bas Mtl Etf5,248Decreased-17.381.08595,000.00-5.10113.38Form 13
Navellier & Associates Inc12-31-2020Com4,992Decreased-26.670.10566,000.00-15.77113.38Form 13
Quantitative Advantage, Llc12-31-2020U.s. Bas Mtl Etf7,597New!0.000.18862,000.000.00113.47Form 13
Northrock Partners, Llc12-31-2020U.s. Bas Mtl Etf1,797New!0.000.02204,000.000.00113.52Form 13
Simmons Bank12-31-2020Etf-stock6,141Increased5.620.05696,000.0034.10226.81Form 13
Moloney Securities Asset Management, Llc12-31-2020Com5,841New!0.000.15662,000.000.00113.34Form 13
Mine & Arao Wealth Creation & Management, Llc.12-31-2020U.s. Bas Mtl Etf500Maintained0.000.0457,000.0026.67114.00Form 13
Spotlight Asset Group, Inc.12-31-2020U.s. Bas Mtl Etf17,151New!0.000.721,945,000.000.00113.40Form 13
Fmr Llc12-31-2020U.s. Bas Mtl Etf277Decreased-6.420.0031,000.0019.23112.32Form 13
Commerce Bank12-31-2020U.s. Bas Mtl Etf173,168Increased0.190.1619,639,000.0015.06226.82Form 13
Roberts Glore & Co Inc /il/12-31-2020U.s. Bas Mtl Etf6,744Maintained0.000.25764,000.0014.89113.29Form 13
Founders Financial Securities Llc12-31-2020U.s. Bas Mtl Etf5,089New!0.000.14577,000.000.00113.38Form 13
Mycio Wealth Partners, Llc12-31-2020U.s. Bas Mtl Etf160Maintained0.000.0118,000.0012.50112.50Form 13
Sigma Planning Corp12-31-2020U.s. Bas Mtl Etf32,265New!0.000.123,659,000.000.00113.40Form 13
Sawtooth Solutions, Llc12-31-2020U.s. Bas Mtl Etf14,698New!0.000.021,667,000.000.00113.42Form 13
Samalin Investment Counsel, Llc12-31-2020U.s. Bas Mtl Etf705Maintained0.000.0580,056,000.0014.85113,554.61Form 13
Advisory Services Network, Llc12-31-2020Etf446Increased22200.000.0051,000.000.00114.35Form 13
Liberty Wealth Management Llc12-31-2020U.s. Bas Mtl Etf350Maintained0.000.0239,000.0011.43111.43Form 13
Patriot Investment Management Inc.12-31-2020U.s. Bas Mtl Etf5,995Decreased-0.990.10679,000.0013.74113.26Form 13
Arkadios Wealth Advisors12-31-2020Etf165Maintained0.000.0018,000.00-99.88109.09Form 13
Wells Fargo & Company/mn12-31-2020U.s. Bas Mtl Etf213,752Increased46.580.0124,242,000.0068.34226.83Form 13
Blair William & Co/il12-31-2020U.s. Bas Mtl Etf239Increased7.170.0027,000.0035.00112.97Form 13
People's United Financial, Inc.12-31-2020U.s. Bas Mtl Etf1,835Maintained0.000.01208,000.000.00113.35Form 13
Hightower Advisors, Llc12-31-2020U.s. Bas Mtl Etf3,553New!0.000.00400,000.000.00112.58Form 13
Tradewinds Capital Management, Llc12-31-2020U.s. Bas Mtl Etf67Maintained0.000.008,000.0014.29119.40Form 13
Advisor Group Holdings, Inc.12-31-2020U.s. Bas Mtl Etf91,603Increased327.590.0310,388,000.00390.931,016.72Form 13
Bank Of America Corp /de/12-31-2020U.s. Bas M131,049Increased17.030.0014,862,000.0048.72453.36Form 13
Stephens Inc /ar/12-31-2020U.s. Bas Mtl Etf6,468New!0.000.01734,000.000.00113.48Form 13
South State Corp12-31-2020Other30Maintained0.000.003,000.000.00100.00Form 13
Veritable, L.p.12-31-2020U.s. Bas Mtl Etf3,015Maintained0.000.01342,000.0014.77113.43Form 13
Signaturefd, Llc12-31-2020U.s. Bas Mtl Etf810Maintained0.000.0092,000.0015.00113.58Form 13
Cranbrook Wealth Management, Llc12-31-2020U.s. Bas Mtl Etf2,034Maintained0.000.06231,000.0014.93113.57Form 13
Ubs Group Ag12-31-2020U.s. Bas Mtl Etf45,646Increased40.530.005,177,000.0061.38113.42Form 13
Kalos Management, Inc.12-31-2020Etf14,246Increased24.540.691,615,000.0030.88113.37Form 13
Mutual Advisors, Llc12-31-2020U.s. Bas Mtl Etf9,101New!0.000.081,032,000.000.00113.39Form 13
Independent Advisor Alliance12-31-2020U.s. Bas Mtl Etf2,500Maintained0.000.02284,000.0012.70113.60Form 13
Valeo Financial Advisors, Llc12-31-2020Etf0Liquidated!-100.000.000.000.000.00Form 13
Steward Partners Investment Advisory, Llc12-31-2020Exchange Traded Funds (country Baskets/ishares) - Domestic14,214Increased1477.580.031,612,000.001,711.24113.41Form 13
Cresset Asset Management, Llc12-31-2020U.s. Bas Mtl Etf33,100Maintained0.000.063,754,000.0027.08113.41Form 13
Synovus Financial Corp12-31-2020U.s. Bas Mtl Etf1,912Maintained0.000.00218,000.000.00114.02Form 13
Oder Investment Management, Llc12-31-2020U.s. Bas Mtl Etf54New!0.000.016,000.000.00111.11Form 13
Commonwealth Equity Services, Llc12-31-2020U.s. Bas Mtl Etf55,297Increased122.180.026,271,000.00155.23113.41Form 13
Oppenheimer & Co Inc12-31-2020U.s. Bas Mtl Etf2,075New!0.000.00235,000.000.00113.25Form 13
Citigroup Inc12-31-2020U.s. Bas Mtl Etf680Increased1.640.0077,000.0016.67226.49Form 13
Ssi Investment Management Llc12-31-2020U.s. Bas Mtl Etf1,762New!0.000.01200,000.000.00113.51Form 13
Bank Of Nova Scotia12-31-2020U.s. Bas Mtl Etf25,262New!0.000.012,865,000.000.00113.41Form 13
Tompkins Financial Corp12-31-2020Us Large-cap Equities0Liquidated!-100.000.000.000.000.00Form 13
Ameritas Investment Partners, Inc.12-31-2020Etf30Maintained0.000.003,000.0050.00100.00Form 13
Raymond James & Associates12-31-2020U.s. Bas Mtl Etf34,248Increased46.110.003,884,000.0067.78113.41Form 13
Northwestern Mutual Wealth Management Co12-31-2020U.s. Bas Mtl Etf909Increased97.180.00103,000.00123.91113.31Form 13
J.w. Cole Advisors, Inc.12-31-2020U.s. Bas Mtl Etf2,177New!0.000.03247,000.000.00113.46Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020U.s. Bas Mtl Etf48,540Increased298.420.015,505,000.00357.61113.41Form 13
Prospera Financial Services Inc12-31-2020U.s. Bas Mtl Etf4,826Increased1336.310.04547,000.001,557.58113.34Form 13
Strategic Wealth Advisors Group, Llc12-31-2020U.s. Bas Mtl Etf20,063New!0.000.122,275,000.000.00113.39Form 13
Bdo Wealth Advisors, Llc12-31-2020U.s. Bas Mtl Etf1,615Decreased-11.020.03183,000.002.23113.31Form 13
Change Path, Llc12-31-2020U.s. Bas Mtl Etf2,905New!0.000.03329,000.000.00113.25Form 13
Clear Creek Financial Management, Llc12-31-2020U.s. Bas Mtl Etf30,622New!0.000.673,472,000.000.00113.38Form 13
Mattern Wealth Management Llc12-31-2020U.s. Bas Mtl Etf47,266New!0.002.035,360,000.000.00113.40Form 13
Charter Oak Capital Management, Llc12-31-2020U.s. Bas Mtl Etf1,378New!0.000.02156,000.000.00113.21Form 13
Mml Investors Services, Llc12-31-2020U.s. Bas Mtl Etf4,425New!0.000.01502,000.000.00113.45Form 13
Pnc Financial Services Group, Inc.12-31-2020U.s. Bas Mtl E1,928Decreased-40.730.00220,000.00-24.40468.58Form 13
Stifel Financial Corp12-31-2020U.s. Bas Mtl Etf6,012Increased0.170.00682,000.0015.20226.47Form 13
Ameriprise Financial Inc12-31-2020Com34,935Increased283.520.003,962,000.00387.33224.52Form 13
Credit Suisse Ag/12-31-2020U.s. Bas Mtl Etf7,358Increased62.790.00834,000.00106.95113.35Form 13
Goldman Sachs Group Inc12-31-2020Cmn219,261Increased199.410.0124,866,000.00280.50113.41Form 13
Bank Of Montreal /can/12-31-2020U.s. Bas Mtl Etf42,585Increased6144.130.005,156,000.007,595.52242.77Form 13
Royal Bank Of Canada12-31-2020U.s. Bas Mtl Etf168,574Increased499.010.0119,119,000.00587.98568.94Form 13
Citadel Advisors Llc12-31-2020U.s. Bas Mtl Etf40,375Increased27.560.004,579,000.0046.48226.84Form 13
Susquehanna International Group, Llp12-31-2020U.s. Bas Mtl Etf38,713Increased1282.610.004,390,000.001,484.84340.14Form 13
Two Sigma Securities, Llc12-31-2020U.s. Bas Mtl Etf2,189New!0.000.01248,000.000.00113.29Form 13
Captrust Financial Advisors12-31-2020Etf79Maintained0.000.009,000.0012.50113.92Form 13
Tower Research Capital Llc (trc)12-31-2020U.s. Bas Mtl Etf148Increased886.670.0017,000.001,600.00114.86Form 13
Pinkerton Retirement Specialists, Llc12-31-2020U.s. Bas Mtl Etf82,836New!0.002.269,394,000.000.00113.40Form 13
Capital Analysts, Llc12-31-2020U.s. Bas Mtl Etf0Liquidated!-100.000.000.000.000.00Form 13
Pinnacle Family Advisors, Llc12-31-2020U.s. Bas Mtl Etf12,838Decreased-56.540.891,456,000.00-50.09113.41Form 13
Ascension Asset Management Llc12-31-2020U.s. Bas Mtl Etf57,357New!0.004.546,505,000.000.00113.41Form 13
Belpointe Asset Management Llc12-31-2020U.s. Bas Mtl Etf2,160New!0.000.02245,000.000.00113.43Form 13
Fifth Third Bancorp12-31-2020U.s. Bas Mtl Etf128Increased0.790.0015,000.0015.38117.19Form 13
Morgan Stanley12-31-2020U.s. Bas Mtl Etf219,002Increased9.760.0024,837,000.0039.49226.81Form 13
Barings Llc12-31-2020U.s. Bas Mtl Etf83,475Decreased-29.440.249,466,000.00-18.98226.79Form 13
Baker Avenue Asset Management, Lp12-31-2020Etf2,819Decreased-7.510.02319,000.005.98113.16Form 13
United Capital Financial Advisers, Llc12-31-2020Exchange Traded Fund5,947Decreased-2.990.00674,000.0011.40113.33Form 13
Cetera Advisors Llc12-31-2020U.s. Bas Mtl Etf4,290Decreased-38.710.02487,000.00-22.08113.52Form 13
Cetera Advisor Networks Llc12-31-2020U.s. Bas Mtl Etf5,549Increased7.190.01629,000.0036.15113.35Form 13
Cetera Investment Advisers12-31-2020U.s. Bas Mtl Etf45,655New!0.000.105,178,000.000.00113.42Form 13
Ascension Capital Advisors, Inc.12-31-2020U.s. Bas Mtl Etf57,357New!0.004.546,505,000.000.00113.41Form 13
Iht Wealth Management, Llc12-31-2020U.s. Bas Mtl Etf3,596Increased15.330.03408,000.0032.47113.46Form 13
Truvestments Capital Llc12-31-2020Us Bas Matl Index Fund Etf300Maintained0.000.0234,000.0030.77113.33Form 13
Ep Wealth Advisors, Llc12-31-2020U.s. Bas Mtl Etf890New!0.000.00101,000.000.00113.48Form 13
Capital Advisory Group Advisory Services, Llc12-31-2020U.s. Bas Mtl Etf388Maintained0.000.0244,000.0015.79113.40Form 13
Truist Financial Corp12-31-2020U.s. Bas Mtl Etf12,411New!0.000.001,408,000.000.00357.23Form 13
Intercontinental Wealth Advisors, Llc12-31-2020U.s. Bas Mtl Etf2,726New!0.000.07309,000.000.00113.35Form 13
Jpmorgan Chase & Co12-31-2020Fund30Maintained0.000.003,000.000.00100.00Form 13
Fulcrum Equity Management12-31-2020U.s. Bas Mtl Etf9,742Decreased-16.080.441,105,000.00-3.58113.43Form 13
Retirement Group, Llc12-31-2020U.s. Bas Mtl Etf6New!0.000.000.000.000.00Form 13
Field & Main Bank12-31-2020Common Stock - Large Cap625Decreased-13.790.0571,000.00-1.39113.60Form 13
Front Row Advisors Llc12-31-2020Etf170Maintained0.000.0119,000.0026.67111.76Form 13
Formulafolio Investments, Llc12-31-2020U.s. Bas Mtl Etf307,053Increased10200.340.7334,823,000.0011,744.56113.41Form 13
Capital Asset Advisory Services Llc12-31-2020U.s. Bas Mtl Etf477New!0.000.0154,000.000.00113.21Form 13
Pathway Financial Advisors Llc12-31-2020U.s. Bas Mtl Etf12,870Maintained0.000.581,491,000.0018.99115.85Form 13
Navis Wealth Advisors, Llc12-31-2020Etf7,417New!0.000.76841,000.000.00113.39Form 13