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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
5,975
shares
|
$564,936
0.12% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,955
shares
|
$563,045
0.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,938
shares
|
$561,437
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,938
shares
|
$561,437
0.11% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,936
shares
|
$561,248
0.01% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
5,911
shares
|
$558,885
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,899
shares
|
$557,750
0.01% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,865
shares
|
$554,535
0.14% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,855
shares
|
$553,590
0.01% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
5,721
shares
|
$540,920
0.2% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
5,707
shares
|
$539,596
0.42% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
5,702
shares
|
$539,124
0.0% of portfolio
|
Q1 2025
Reduced 87.29%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
5,693
shares
|
$538,273
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,605
shares
|
$529,952
0.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
5,505
shares
|
$520,497
0.17% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,354
shares
|
$506,220
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
5,268
shares
|
$498,089
0.19% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,264
shares
|
$497,711
0.21% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,158
shares
|
$487,688
0.04% of portfolio
|
Q1 2025
Added 103060.0%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
5,132
shares
|
$485,230
0.1% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,126
shares
|
$484,663
0.03% of portfolio
|
Q2 2023
Added 11.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
5,079
shares
|
$480,219
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,022
shares
|
$474,830
0.01% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,018
shares
|
$474,451
0.0% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
5,011
shares
|
$473,790
0.08% of portfolio
|
Q1 2025
Added 7.56%
|