Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 595 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 |
|---|---|---|---|---|---|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
6,324
shares
|
$634,676
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
6,282
shares
|
$630,461
0.0% of portfolio
|
Q3 2024
Added 31.97%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
6,260
shares
|
$628,253
0.07% of portfolio
|
Q1 2024
Added 23.72%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
6,246
shares
|
$626,848
0.03% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,223
shares
|
$624,540
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,213
shares
|
$623,536
0.02% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
6,205
shares
|
$622,733
0.05% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,202
shares
|
$622,432
0.01% of portfolio
|
Q2 2024
Added 7.28%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
6,193
shares
|
$621,529
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
6,170
shares
|
$619,221
0.11% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,151
shares
|
$617,314
0.01% of portfolio
|
Q2 2022
Reduced 3.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
6,079
shares
|
$610,088
0.02% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
6,057
shares
|
$607,880
0.01% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
5,975
shares
|
$599,651
0.13% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,938
shares
|
$595,937
0.11% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,938
shares
|
$595,937
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,865
shares
|
$588,611
0.15% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
5,855
shares
|
$587,607
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
5,692
shares
|
$571,249
0.08% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,645
shares
|
$566,532
0.02% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,575
shares
|
$559,507
0.02% of portfolio
|
Q3 2024
Reduced 18.66%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
5,485
shares
|
$550,474
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
5,427
shares
|
$544,653
0.22% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,347
shares
|
$536,624
0.01% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,245
shares
|
$526,388
0.04% of portfolio
|
Q3 2024
Added 1.84%
|