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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,355
shares
|
$317,215
0.02% of portfolio
|
Q1 2025
Added 35.56%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
3,285
shares
|
$310,596
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,275
shares
|
$309,651
0.04% of portfolio
|
Q1 2025
Added 40.62%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
3,225
shares
|
$304,923
0.0% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
3,221
shares
|
$304,545
0.03% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
3,204
shares
|
$302,938
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
3,200
shares
|
$302,560
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,160
shares
|
$298,778
0.03% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,132
shares
|
$296,130
0.01% of portfolio
|
Q4 2024
Added 138.72%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
3,121
shares
|
$295,090
0.15% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
3,095
shares
|
$292,632
0.03% of portfolio
|
Q1 2024
Reduced 41.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,037
shares
|
$287,148
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,998
shares
|
$283,460
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,993
shares
|
$282,988
0.03% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,989
shares
|
$282,609
0.0% of portfolio
|
Q4 2023
Added 100.74%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
2,978
shares
|
$281,569
0.02% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
2,973
shares
|
$281,097
0.01% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
2,972
shares
|
$281,002
0.12% of portfolio
|
Q1 2023
Reduced 8.33%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
2,963
shares
|
$280,151
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,940
shares
|
$277,977
0.07% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
2,840
shares
|
$268,522
0.07% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
2,830
shares
|
$267,576
0.03% of portfolio
|
Q1 2025
Reduced 37.72%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,816
shares
|
$266,252
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
2,791
shares
|
$263,889
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
2,771
shares
|
$261,998
0.81% of portfolio
|
Q1 2025
Added 0.4%
|