Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 578 institutions that hold shares in the stock, with a total of 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,772
shares
|
$265,197
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
2,766
shares
|
$264,623
0.12% of portfolio
|
Q3 2025
Reduced 23.59%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,757
shares
|
$263,762
0.07% of portfolio
|
Q3 2025
Added 106.98%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
2,746
shares
|
$262,709
0.06% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,725
shares
|
$260,700
0.02% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,663
shares
|
$254,769
0.0% of portfolio
|
Q3 2025
Reduced 92.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
2,627
shares
|
$251,325
0.06% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,618
shares
|
$250,464
0.06% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
2,608
shares
|
$249,507
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,600
shares
|
$248,742
0.06% of portfolio
|
Q1 2021
Reduced 13.22%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
2,555
shares
|
$244,436
0.07% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,552
shares
|
$244,149
0.16% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
2,534
shares
|
$242,427
0.06% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
2,530
shares
|
$242,045
0.06% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,530
shares
|
$242,045
0.0% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$239,175
0.12% of portfolio
|
Q3 2025
Reduced 87.5%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
2,489
shares
|
$238,122
0.0% of portfolio
|
Q3 2025
Reduced 16.73%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
2,450
shares
|
$234,391
0.08% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
2,411
shares
|
$230,660
0.02% of portfolio
|
Q3 2025
Reduced 81.21%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
2,400
shares
|
$229,608
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,392
shares
|
$228,842
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,369
shares
|
$226,642
0.31% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,354
shares
|
$225,207
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
2,353
shares
|
$225,111
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
2,350
shares
|
$224,824
0.03% of portfolio
|
Q1 2025
Reduced 24.19%
|