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 49.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
3,350
shares
|
$317,848
0.12% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
3,344
shares
|
$317,278
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
3,344
shares
|
$317,278
0.03% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
3,317
shares
|
$314,716
0.14% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,287
shares
|
$311,870
0.01% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
3,275
shares
|
$310,732
0.03% of portfolio
|
Q1 2025
Added 40.62%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,268
shares
|
$310,067
0.0% of portfolio
|
Q3 2025
Added 16.63%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
3,259
shares
|
$309,213
0.05% of portfolio
|
Q3 2025
Reduced 23.77%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,236
shares
|
$307,031
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
3,221
shares
|
$305,608
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,205
shares
|
$304,090
0.1% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
3,200
shares
|
$303,616
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,160
shares
|
$299,820
0.03% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
3,095
shares
|
$293,653
0.02% of portfolio
|
Q1 2024
Reduced 41.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,037
shares
|
$288,150
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,031
shares
|
$287,581
0.13% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,013
shares
|
$285,873
0.01% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,989
shares
|
$283,596
0.0% of portfolio
|
Q4 2023
Added 100.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,984
shares
|
$283,121
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
2,972
shares
|
$281,983
0.11% of portfolio
|
Q1 2023
Reduced 8.33%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
2,968
shares
|
$281,603
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
2,931
shares
|
$278,093
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,926
shares
|
$277,618
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
2,830
shares
|
$268,510
0.03% of portfolio
|
Q1 2025
Reduced 37.72%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,816
shares
|
$267,182
0.01% of portfolio
|
Q4 2024
New holding
|