Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 597 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,760
shares
|
$276,993
0.44% of portfolio
|
Q3 2024
Reduced 18.9%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,737
shares
|
$274,685
0.69% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,700
shares
|
$270,972
0.04% of portfolio
|
Q4 2022
Reduced 49.15%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
2,656
shares
|
$266,556
0.0% of portfolio
|
Q3 2024
Reduced 20.53%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,638
shares
|
$264,749
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,614
shares
|
$262,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,613
shares
|
$262,240
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
2,608
shares
|
$261,738
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,600
shares
|
$260,936
0.06% of portfolio
|
Q1 2021
Reduced 13.22%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
2,580
shares
|
$258,928
0.07% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
2,558
shares
|
$256,720
0.06% of portfolio
|
Q3 2024
Reduced 30.09%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,491
shares
|
$249,996
0.17% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,478
shares
|
$248,692
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2024 Q3 2024 |
2,461
shares
|
$246,985
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
2,450
shares
|
$245,882
0.08% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,417
shares
|
$242,570
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,395
shares
|
$240,362
0.06% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
2,392
shares
|
$240,061
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,386
shares
|
$239,458
0.01% of portfolio
|
Q1 2024
Added 3.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,356
shares
|
$236,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
2,349
shares
|
$235,745
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
2,347
shares
|
$235,544
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,346
shares
|
$235,444
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,291
shares
|
$229,924
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
2,286
shares
|
$229,422
0.03% of portfolio
|
Q4 2022
Reduced 19.08%
|