Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,661
shares
|
$541,587
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
5,639
shares
|
$539,483
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
5,571
shares
|
$532,977
0.0% of portfolio
|
Q2 2025
Reduced 90.33%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
5,521
shares
|
$528,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,313
shares
|
$508,294
0.01% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,275
shares
|
$504,659
0.01% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,265
shares
|
$503,702
0.17% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,265
shares
|
$503,702
0.0% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
5,265
shares
|
$503,702
0.05% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
5,170
shares
|
$494,613
0.07% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,134
shares
|
$491,169
0.04% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,126
shares
|
$490,404
0.03% of portfolio
|
Q2 2023
Added 11.9%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
5,100
shares
|
$487,917
0.03% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
5,079
shares
|
$485,907
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,018
shares
|
$480,072
0.0% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,993
shares
|
$477,680
0.0% of portfolio
|
Q2 2025
Reduced 54.07%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,968
shares
|
$475,288
0.04% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,924
shares
|
$471,079
0.03% of portfolio
|
Q3 2025
Reduced 24.57%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
4,902
shares
|
$468,974
0.17% of portfolio
|
Q3 2025
Reduced 84.45%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
4,885
shares
|
$467,347
0.46% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,845
shares
|
$463,521
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,823
shares
|
$461,416
0.09% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,775
shares
|
$456,824
0.01% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
4,765
shares
|
$455,867
0.38% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
4,739
shares
|
$453,380
0.01% of portfolio
|
Q3 2025
New holding
|