Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 579 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
7,480
shares
|
$707,234
0.08% of portfolio
|
Q1 2025
Reduced 95.19%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
7,154
shares
|
$676,410
0.18% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
7,093
shares
|
$670,643
0.33% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
7,072
shares
|
$668,657
0.15% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
7,064
shares
|
$667,901
0.17% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
6,985
shares
|
$660,431
0.0% of portfolio
|
Q1 2024
Added 13.58%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
6,984
shares
|
$660,337
0.04% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
6,820
shares
|
$644,831
0.28% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
6,599
shares
|
$623,935
0.11% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,579
shares
|
$622,044
0.02% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,547
shares
|
$619,018
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
6,499
shares
|
$614,480
0.21% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,426
shares
|
$607,578
0.01% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
6,384
shares
|
$603,607
0.0% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,273
shares
|
$593,112
0.01% of portfolio
|
Q1 2025
Added 37.96%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
6,264
shares
|
$592,261
0.68% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
6,246
shares
|
$590,559
0.03% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,175
shares
|
$583,846
0.05% of portfolio
|
Q1 2025
Added 40.09%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,151
shares
|
$581,577
0.01% of portfolio
|
Q2 2022
Reduced 3.41%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,144
shares
|
$580,915
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,078
shares
|
$574,674
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,067
shares
|
$573,634
0.02% of portfolio
|
Q1 2025
Added 112.73%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,035
shares
|
$570,609
0.02% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,004
shares
|
$567,678
0.05% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,977
shares
|
$565,125
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|