Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 577 institutions that hold shares in the stock, with a total of 49.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
258
shares
|
$24,479
0.01% of portfolio
|
Q1 2020
Reduced 80.2%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
250
shares
|
$23,720
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
243
shares
|
$23,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
223
shares
|
$21,158
0.01% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
220
shares
|
$20,873
0.01% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
214
shares
|
$20,304
0.0% of portfolio
|
Q3 2025
Added 52.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$18,976
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
200
shares
|
$18,976
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
196
shares
|
$18,596
0.01% of portfolio
|
Q2 2024
Added 18.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
192
shares
|
$18,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
190
shares
|
$18,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
188
shares
|
$17,837
0.0% of portfolio
|
Q4 2019
Reduced 28.79%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
188
shares
|
$17,837
0.0% of portfolio
|
Q2 2025
Reduced 22.63%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
175
shares
|
$16,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
172
shares
|
$16,319
0.0% of portfolio
|
Q2 2025
Added 168.75%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
170
shares
|
$16,129
0.0% of portfolio
|
Q4 2023
Reduced 74.24%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
169
shares
|
$16,034
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
168
shares
|
$15,939
0.0% of portfolio
|
Q3 2023
Reduced 79.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
158
shares
|
$14,991
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
150
shares
|
$14,232
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
149
shares
|
$14,137
0.0% of portfolio
|
Q3 2025
Reduced 88.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
144
shares
|
$13,662
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
142
shares
|
$13,472
0.0% of portfolio
|
Q2 2021
Reduced 39.06%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
132
shares
|
$12,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
131
shares
|
$12,429
0.0% of portfolio
|
Q2 2020
New holding
|
|