Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 576 institutions that hold shares in the stock, with a total of 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
4,009
shares
|
$383,541
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,957
shares
|
$378,566
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
3,938
shares
|
$376,748
0.0% of portfolio
|
Q3 2025
Reduced 13.22%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,917
shares
|
$374,739
0.06% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
3,895
shares
|
$372,634
0.11% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,880
shares
|
$371,199
0.06% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
3,855
shares
|
$368,807
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Oct 16, 2025 Q3 2025 |
3,842
shares
|
$367,564
0.28% of portfolio
|
Q3 2025
Reduced 28.12%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,827
shares
|
$366,129
0.0% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,825
shares
|
$365,937
0.0% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
3,786
shares
|
$362,206
0.05% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,733
shares
|
$357,136
0.0% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
3,694
shares
|
$353,404
0.29% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
3,660
shares
|
$350,152
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
3,657
shares
|
$349,865
0.03% of portfolio
|
Q4 2023
Added 3.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,629
shares
|
$347,186
0.0% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
3,617
shares
|
$346,038
0.16% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,474
shares
|
$332,357
0.0% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
3,458
shares
|
$330,826
0.0% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
3,438
shares
|
$328,913
0.27% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,417
shares
|
$326,904
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
3,400
shares
|
$325,278
0.0% of portfolio
|
Q3 2025
Reduced 22.73%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
3,380
shares
|
$323,364
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
3,350
shares
|
$320,494
0.12% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
3,344
shares
|
$319,920
0.03% of portfolio
|
Q3 2025
Reduced 0.83%
|