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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,134
shares
|
$390,869
0.13% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
4,126
shares
|
$390,113
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,054
shares
|
$383,305
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,043
shares
|
$382,265
0.05% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
4,009
shares
|
$379,050
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,930
shares
|
$371,581
0.0% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
3,906
shares
|
$369,312
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
3,896
shares
|
$368,366
0.13% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,827
shares
|
$361,842
0.0% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
3,806
shares
|
$359,857
0.19% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,747
shares
|
$354,278
0.29% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,714
shares
|
$351,158
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
3,700
shares
|
$349,835
0.0% of portfolio
|
Q1 2025
Reduced 90.54%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
3,657
shares
|
$345,769
0.03% of portfolio
|
Q4 2023
Added 3.89%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
3,592
shares
|
$339,623
0.07% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
3,579
shares
|
$338,394
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
3,525
shares
|
$333,288
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
3,501
shares
|
$331,019
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,494
shares
|
$330,357
0.08% of portfolio
|
Q1 2025
Reduced 97.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,478
shares
|
$328,844
0.01% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,474
shares
|
$328,466
0.0% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
3,461
shares
|
$327,237
0.18% of portfolio
|
Q2 2022
Reduced 4.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,417
shares
|
$323,077
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
3,380
shares
|
$319,579
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
3,372
shares
|
$318,822
0.04% of portfolio
|
Q4 2024
Added 7.97%
|