Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 597 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
7,976
shares
|
$800,471
0.0% of portfolio
|
Q3 2024
Added 25.88%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,861
shares
|
$788,929
0.01% of portfolio
|
Q3 2024
Added 219.03%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,785
shares
|
$781,302
0.27% of portfolio
|
Q1 2023
Added 0.91%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,727
shares
|
$775,481
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,624
shares
|
$765,144
0.04% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
7,560
shares
|
$758,721
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
7,316
shares
|
$734,233
0.65% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,237
shares
|
$726,305
0.12% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
7,005
shares
|
$703,021
0.32% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
6,985
shares
|
$701,014
0.0% of portfolio
|
Q1 2024
Added 13.58%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,972
shares
|
$699,709
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,879
shares
|
$690,376
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
6,820
shares
|
$684,455
0.3% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,748
shares
|
$677,229
0.01% of portfolio
|
Q3 2024
Added 114.09%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,728
shares
|
$675,222
0.01% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
6,636
shares
|
$665,988
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
6,633
shares
|
$665,687
0.13% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,579
shares
|
$660,268
0.02% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
6,560
shares
|
$658,361
0.19% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,504
shares
|
$652,741
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,488
shares
|
$651,135
0.01% of portfolio
|
Q3 2024
Reduced 77.25%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,488
shares
|
$651,135
0.05% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
6,452
shares
|
$647,522
0.09% of portfolio
|
Q3 2024
Added 141.92%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
6,409
shares
|
$643,207
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
6,354
shares
|
$637,687
0.22% of portfolio
|
Q3 2024
Reduced 2.2%
|