Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 617 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
2,298
shares
|
$217,712
0.01% of portfolio
|
Q4 2024
Reduced 17.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
2,295
shares
|
$217,428
0.01% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,294
shares
|
$217,333
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
2,286
shares
|
$216,575
0.03% of portfolio
|
Q4 2022
Reduced 19.08%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
2,246
shares
|
$212,786
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
2,213
shares
|
$209,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,189
shares
|
$207,385
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,151
shares
|
$203,785
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
2,112
shares
|
$200,090
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,108
shares
|
$199,711
0.0% of portfolio
|
Q4 2024
Added 109.33%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
2,031
shares
|
$192,416
0.0% of portfolio
|
Q3 2024
Added 19.05%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,000
shares
|
$189,480
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,966
shares
|
$186,258
0.07% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,921
shares
|
$181,995
0.0% of portfolio
|
Q4 2024
Added 95950.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,872
shares
|
$177,353
0.01% of portfolio
|
Q3 2024
Added 178.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,768
shares
|
$167,500
0.01% of portfolio
|
Q2 2020
Added 0.04%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,725
shares
|
$163,426
0.02% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,665
shares
|
$157,742
0.03% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,638
shares
|
$155,184
0.0% of portfolio
|
Q4 2024
Added 18.95%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
1,625
shares
|
$153,952
0.04% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,612
shares
|
$152,720
0.07% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,611
shares
|
$152,626
0.01% of portfolio
|
Q1 2024
Added 726.15%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,570
shares
|
$148,741
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,466
shares
|
$138,888
0.0% of portfolio
|
Q2 2022
Added 59.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,427
shares
|
$135,193
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|