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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,998
shares
|
$472,560
0.27% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,946
shares
|
$467,644
0.01% of portfolio
|
Q1 2025
Reduced 47.13%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,887
shares
|
$462,065
0.02% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,846
shares
|
$458,189
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,845
shares
|
$458,094
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
4,745
shares
|
$448,639
0.49% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
4,710
shares
|
$445,330
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
4,653
shares
|
$439,941
0.23% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,626
shares
|
$437,388
0.09% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,617
shares
|
$436,537
0.04% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
4,608
shares
|
$435,686
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,572
shares
|
$432,282
0.01% of portfolio
|
Q1 2025
Added 99.22%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
4,506
shares
|
$426,042
0.0% of portfolio
|
Q1 2025
Reduced 28.69%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,465
shares
|
$422,165
0.14% of portfolio
|
Q1 2024
Added 9.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,453
shares
|
$421,031
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
4,400
shares
|
$416,020
0.03% of portfolio
|
Q2 2024
Reduced 26.67%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
4,400
shares
|
$416,020
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
4,384
shares
|
$414,507
0.08% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
4,360
shares
|
$412,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
4,340
shares
|
$410,347
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
4,304
shares
|
$406,943
0.34% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4,286
shares
|
$405,241
0.05% of portfolio
|
Q4 2023
Added 559.38%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
4,275
shares
|
$404,201
0.07% of portfolio
|
Q4 2019
Reduced 2.29%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,230
shares
|
$399,946
0.12% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
4,186
shares
|
$395,786
0.06% of portfolio
|
Q3 2023
Reduced 2.67%
|