Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,286
shares
|
$218,701
0.02% of portfolio
|
Q4 2022
Reduced 19.08%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
2,258
shares
|
$216,022
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,250
shares
|
$215,257
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,138
shares
|
$204,542
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,132
shares
|
$203,968
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
2,122
shares
|
$203,011
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 05, 2025 Q2 2025 |
2,112
shares
|
$202,055
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
2,072
shares
|
$198,228
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,000
shares
|
$191,340
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,999
shares
|
$191,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,792
shares
|
$171,440
0.0% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1,768
shares
|
$169,144
0.06% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,768
shares
|
$169,144
0.01% of portfolio
|
Q2 2020
Added 0.04%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,761
shares
|
$168,474
0.01% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,725
shares
|
$165,030
0.02% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,708
shares
|
$163,404
0.0% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,707
shares
|
$163,308
0.0% of portfolio
|
Q2 2025
Reduced 97.71%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,611
shares
|
$154,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,611
shares
|
$154,124
0.01% of portfolio
|
Q1 2024
Added 726.15%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
1,570
shares
|
$150,201
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,562
shares
|
$149,436
0.01% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$143,505
0.0% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,466
shares
|
$140,252
0.0% of portfolio
|
Q2 2022
Added 59.87%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,386
shares
|
$132,598
0.02% of portfolio
|
Q2 2025
Reduced 48.93%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,351
shares
|
$129,250
0.02% of portfolio
|
Q3 2025
Added 0.07%
|