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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
1,625
shares
|
$153,643
0.04% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,611
shares
|
$152,320
0.01% of portfolio
|
Q1 2024
Added 726.15%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,590
shares
|
$150,334
0.0% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,570
shares
|
$148,443
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,500
shares
|
$141,825
0.0% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,466
shares
|
$138,610
0.0% of portfolio
|
Q2 2022
Added 59.87%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,462
shares
|
$138,232
0.03% of portfolio
|
Q1 2025
Added 19.54%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,400
shares
|
$132,370
0.01% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,352
shares
|
$127,831
0.03% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,349
shares
|
$127,547
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,307
shares
|
$123,576
0.01% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,305
shares
|
$123,387
0.06% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,282
shares
|
$121,213
0.01% of portfolio
|
Q4 2022
Added 6.21%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,277
shares
|
$120,740
0.01% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,210
shares
|
$114,405
0.0% of portfolio
|
Q1 2025
Reduced 98.34%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,108
shares
|
$104,761
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,100
shares
|
$104,005
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
1,072
shares
|
$101,357
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,013
shares
|
$95,779
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
1,005
shares
|
$95,022
0.04% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
988
shares
|
$93,415
0.04% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
975
shares
|
$92,186
0.0% of portfolio
|
Q3 2024
Added 331.42%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
955
shares
|
$90,295
0.0% of portfolio
|
Q1 2025
Reduced 98.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
924
shares
|
$87,364
0.0% of portfolio
|
Q1 2025
Added 185.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
910
shares
|
$86,040
0.0% of portfolio
|
Q4 2024
Reduced 16.51%
|