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 |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
300
shares
|
$28,365
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
296
shares
|
$27,986
0.0% of portfolio
|
Q1 2025
Reduced 99.96%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
289
shares
|
$27,324
0.0% of portfolio
|
Q1 2024
Reduced 46.38%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
258
shares
|
$24,393
0.01% of portfolio
|
Q1 2020
Reduced 80.2%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
250
shares
|
$23,637
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
243
shares
|
$22,975
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
243
shares
|
$22,975
0.0% of portfolio
|
Q1 2025
Reduced 65.19%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
242
shares
|
$22,881
0.0% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
235
shares
|
$22,219
0.01% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
227
shares
|
$21,462
0.01% of portfolio
|
Q1 2025
Reduced 21.99%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
223
shares
|
$21,084
0.01% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
219
shares
|
$20,706
0.01% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
206
shares
|
$19,477
0.0% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
200
shares
|
$18,910
0.0% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$18,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
200
shares
|
$18,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
196
shares
|
$18,531
0.01% of portfolio
|
Q2 2024
Added 18.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
188
shares
|
$17,775
0.0% of portfolio
|
Q4 2019
Reduced 28.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
175
shares
|
$16,546
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
171
shares
|
$16,168
0.0% of portfolio
|
Q1 2023
Reduced 99.84%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
170
shares
|
$16,073
0.0% of portfolio
|
Q4 2023
Reduced 74.24%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
169
shares
|
$15,978
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
169
shares
|
$15,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
168
shares
|
$15,884
0.0% of portfolio
|
Q3 2023
Reduced 79.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
158
shares
|
$14,938
0.01% of portfolio
|
Q4 2019
New holding
|