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 |
|---|---|---|---|---|---|
|
Hgi Capital Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,751
shares
|
$260,107
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
2,725
shares
|
$257,648
0.03% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
2,714
shares
|
$256,608
0.05% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,703
shares
|
$255,568
0.38% of portfolio
|
Q1 2025
Reduced 38.41%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
2,700
shares
|
$255,285
0.04% of portfolio
|
Q4 2022
Reduced 49.15%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,689
shares
|
$254,244
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
2,627
shares
|
$248,382
0.07% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
2,608
shares
|
$246,586
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
2,604
shares
|
$246,208
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,601
shares
|
$245,924
0.0% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,600
shares
|
$245,830
0.06% of portfolio
|
Q1 2021
Reduced 13.22%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
2,561
shares
|
$242,142
0.07% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,547
shares
|
$240,818
0.01% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,538
shares
|
$239,967
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
2,530
shares
|
$239,211
0.08% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,523
shares
|
$238,549
0.19% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
2,500
shares
|
$236,375
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
2,450
shares
|
$231,647
0.09% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,438
shares
|
$230,512
0.0% of portfolio
|
Q1 2025
Added 70.85%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,426
shares
|
$229,378
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
2,411
shares
|
$227,960
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
2,400
shares
|
$226,920
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
2,400
shares
|
$226,920
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
2,392
shares
|
$226,163
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
2,362
shares
|
$223,327
0.03% of portfolio
|
Q4 2024
Added 0.68%
|