Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 608 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,307
shares
|
$125,380
0.01% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,300
shares
|
$124,709
0.06% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,282
shares
|
$122,982
0.01% of portfolio
|
Q4 2022
Added 6.21%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,223
shares
|
$117,322
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,187
shares
|
$113,868
0.05% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
1,108
shares
|
$106,290
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
1,100
shares
|
$105,523
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,013
shares
|
$97,177
0.03% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,013
shares
|
$97,177
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
975
shares
|
$93,531
0.0% of portfolio
|
Q3 2024
Added 331.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
910
shares
|
$87,296
0.0% of portfolio
|
Q4 2024
Reduced 16.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
854
shares
|
$81,924
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
791
shares
|
$75,880
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
790
shares
|
$75,784
0.0% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$67,151
0.0% of portfolio
|
Q3 2022
Added 31.29%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
698
shares
|
$66,959
0.0% of portfolio
|
Q4 2024
Reduced 41.44%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
686
shares
|
$65,807
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
673
shares
|
$64,560
0.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
615
shares
|
$58,996
0.0% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
600
shares
|
$57,558
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
580
shares
|
$55,639
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
539
shares
|
$51,706
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$47,965
0.0% of portfolio
|
Q2 2018
Reduced 80.95%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
463
shares
|
$44,415
0.02% of portfolio
|
Q4 2024
Reduced 98.37%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
456
shares
|
$43,744
0.0% of portfolio
|
Q2 2023
Reduced 32.54%
|