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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
2,355
shares
|
$222,665
0.0% of portfolio
|
Q1 2025
Added 15.95%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
2,350
shares
|
$222,192
0.03% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,342
shares
|
$221,436
0.01% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,339
shares
|
$221,152
0.0% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
2,322
shares
|
$219,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
2,303
shares
|
$217,748
0.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,295
shares
|
$216,992
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
2,286
shares
|
$216,141
0.03% of portfolio
|
Q4 2022
Reduced 19.08%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
2,280
shares
|
$215,574
0.29% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,264
shares
|
$214,061
0.0% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,211
shares
|
$209,050
0.01% of portfolio
|
Q1 2025
Reduced 56.88%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,205
shares
|
$208,482
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,156
shares
|
$203,849
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
2,136
shares
|
$201,958
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
2,122
shares
|
$200,635
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
2,112
shares
|
$199,689
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,096
shares
|
$198,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,091
shares
|
$197,704
0.01% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,000
shares
|
$189,100
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,872
shares
|
$176,997
0.01% of portfolio
|
Q3 2024
Added 178.57%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
1,848
shares
|
$174,728
0.07% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,768
shares
|
$167,164
0.01% of portfolio
|
Q2 2020
Added 0.04%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,725
shares
|
$163,098
0.02% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,648
shares
|
$155,818
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,640
shares
|
$155,062
0.08% of portfolio
|
Q1 2025
Added 1.74%
|