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 |
|---|---|---|---|---|---|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
220
shares
|
$21,047
0.01% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
214
shares
|
$20,473
0.0% of portfolio
|
Q3 2025
Added 52.86%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
200
shares
|
$19,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$19,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
196
shares
|
$18,751
0.01% of portfolio
|
Q2 2024
Added 18.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
192
shares
|
$18,368
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
190
shares
|
$18,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
188
shares
|
$17,985
0.0% of portfolio
|
Q2 2025
Reduced 22.63%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
188
shares
|
$17,985
0.0% of portfolio
|
Q4 2019
Reduced 28.79%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
175
shares
|
$16,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
175
shares
|
$16,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
172
shares
|
$16,455
0.0% of portfolio
|
Q2 2025
Added 168.75%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
171
shares
|
$16,359
0.0% of portfolio
|
Q1 2023
Reduced 99.84%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
170
shares
|
$16,263
0.0% of portfolio
|
Q4 2023
Reduced 74.24%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
169
shares
|
$16,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
169
shares
|
$16,168
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
168
shares
|
$16,072
0.0% of portfolio
|
Q3 2023
Reduced 79.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
158
shares
|
$15,115
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
150
shares
|
$14,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
149
shares
|
$14,254
0.0% of portfolio
|
Q3 2025
Reduced 88.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
144
shares
|
$13,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
142
shares
|
$13,585
0.0% of portfolio
|
Q2 2021
Reduced 39.06%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
132
shares
|
$12,628
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
131
shares
|
$12,532
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
129
shares
|
$12,341
0.01% of portfolio
|
Q2 2022
New holding
|