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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,312
shares
|
$125,519
0.05% of portfolio
|
Q3 2025
Reduced 22.09%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,307
shares
|
$125,040
0.01% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,282
shares
|
$122,648
0.01% of portfolio
|
Q4 2022
Added 6.21%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,277
shares
|
$122,170
0.01% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,256
shares
|
$120,161
0.0% of portfolio
|
Q3 2025
Added 38.02%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
1,250
shares
|
$119,587
0.03% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,171
shares
|
$112,029
0.0% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,139
shares
|
$108,968
0.0% of portfolio
|
Q3 2025
Added 85.2%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,108
shares
|
$106,002
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,079
shares
|
$103,227
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,024
shares
|
$97,966
0.03% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,013
shares
|
$96,913
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
1,010
shares
|
$96,626
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
975
shares
|
$93,278
0.0% of portfolio
|
Q3 2024
Added 331.42%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
924
shares
|
$88,399
0.03% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
870
shares
|
$83,232
0.0% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
854
shares
|
$81,702
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
847
shares
|
$81,032
0.03% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
830
shares
|
$79,406
0.0% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
810
shares
|
$77,492
0.01% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
796
shares
|
$76,153
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
700
shares
|
$66,969
0.0% of portfolio
|
Q3 2022
Added 31.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
700
shares
|
$66,969
0.0% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
601
shares
|
$57,497
0.06% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
600
shares
|
$57,402
0.02% of portfolio
|
Q4 2024
New holding
|