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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,245
shares
|
$526,388
0.04% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,168
shares
|
$518,660
0.02% of portfolio
|
Q2 2024
Reduced 91.28%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,126
shares
|
$514,445
0.03% of portfolio
|
Q2 2023
Added 11.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
5,079
shares
|
$509,728
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,022
shares
|
$504,007
0.01% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,018
shares
|
$503,606
0.0% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,997
shares
|
$501,498
0.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,994
shares
|
$501,197
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,968
shares
|
$498,588
0.02% of portfolio
|
Q3 2024
Added 507.33%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,845
shares
|
$486,244
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
4,757
shares
|
$477,412
0.83% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
4,721
shares
|
$473,799
0.0% of portfolio
|
Q2 2024
Reduced 13.07%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,708
shares
|
$472,494
0.17% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
4,621
shares
|
$463,763
0.08% of portfolio
|
Q3 2024
Reduced 39.26%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,617
shares
|
$463,362
0.04% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
4,600
shares
|
$461,656
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,509
shares
|
$452,523
0.0% of portfolio
|
Q3 2024
Reduced 42.05%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,465
shares
|
$448,107
0.14% of portfolio
|
Q1 2024
Added 9.3%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
4,400
shares
|
$441,584
0.03% of portfolio
|
Q2 2024
Reduced 26.67%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
4,384
shares
|
$439,978
0.09% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
4,330
shares
|
$434,558
0.01% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,327
shares
|
$434,257
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
4,286
shares
|
$430,142
0.05% of portfolio
|
Q4 2023
Added 559.38%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
4,275
shares
|
$429,039
0.08% of portfolio
|
Q4 2019
Reduced 2.29%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,230
shares
|
$424,522
0.13% of portfolio
|
Q3 2024
Added 13.4%
|