Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 608 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,600
shares
|
$249,418
0.06% of portfolio
|
Q1 2021
Reduced 13.22%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,572
shares
|
$246,731
0.01% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
2,561
shares
|
$245,676
0.07% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,530
shares
|
$242,702
0.08% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,513
shares
|
$241,072
0.17% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,465
shares
|
$236,467
0.01% of portfolio
|
Q4 2024
Added 67.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,452
shares
|
$235,220
0.01% of portfolio
|
Q4 2024
Reduced 24.34%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
2,450
shares
|
$235,028
0.08% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,417
shares
|
$231,862
0.02% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,408
shares
|
$230,999
0.01% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,392
shares
|
$229,464
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,362
shares
|
$226,586
0.03% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,358
shares
|
$226,202
0.0% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
2,355
shares
|
$225,915
0.03% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
2,352
shares
|
$225,627
0.05% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
2,349
shares
|
$225,339
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
2,342
shares
|
$224,668
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
2,321
shares
|
$222,653
0.0% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,301
shares
|
$220,734
0.28% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
2,298
shares
|
$220,447
0.01% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
2,295
shares
|
$220,159
0.01% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,294
shares
|
$220,063
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,286
shares
|
$219,295
0.03% of portfolio
|
Q4 2022
Reduced 19.08%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
2,246
shares
|
$215,458
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,189
shares
|
$209,990
0.0% of portfolio
|
Q4 2024
Added 0.05%
|