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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
854
shares
|
$80,745
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
793
shares
|
$74,978
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
790
shares
|
$74,694
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
700
shares
|
$66,185
0.0% of portfolio
|
Q3 2022
Added 31.29%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
673
shares
|
$63,632
0.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
655
shares
|
$61,930
0.07% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
615
shares
|
$58,148
0.0% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
600
shares
|
$56,730
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
580
shares
|
$54,839
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
500
shares
|
$47,275
0.0% of portfolio
|
Q2 2018
Reduced 80.95%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
470
shares
|
$44,438
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
456
shares
|
$43,114
0.0% of portfolio
|
Q2 2023
Reduced 32.54%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
447
shares
|
$42,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
424
shares
|
$40,089
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
414
shares
|
$39,143
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
394
shares
|
$37,252
0.0% of portfolio
|
Q1 2024
Reduced 38.82%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
390
shares
|
$36,874
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
386
shares
|
$36,496
0.03% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
375
shares
|
$35,456
0.02% of portfolio
|
Q3 2023
Added 0.81%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
352
shares
|
$33,281
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
349
shares
|
$32,997
0.0% of portfolio
|
Q4 2022
Reduced 98.07%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
345
shares
|
$32,619
0.01% of portfolio
|
Q1 2025
Reduced 21.95%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
307
shares
|
$29,026
0.01% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$28,365
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
300
shares
|
$28,365
0.02% of portfolio
|
Q3 2024
New holding
|