Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 595 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
271,661
shares
|
$27.3 Million
4.76% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
246,255
shares
|
$24.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
245,437
shares
|
$24.6 Million
0.04% of portfolio
|
Q3 2024
Added 324.43%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
243,000
shares
|
$24.4 Million
1.78% of portfolio
|
Q2 2017
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
242,201
shares
|
$24.3 Million
0.01% of portfolio
|
Q3 2024
Added 37.55%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
236,561
shares
|
$23.7 Million
3.51% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
225,058
shares
|
$22.6 Million
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Passaic Partners LLC
|
Nov 01, 2024 Q3 2024 |
221,433
shares
|
$22.2 Million
3.41% of portfolio
|
Q3 2024
Added 43.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
220,335
shares
|
$22.1 Million
0.02% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
218,843
shares
|
$22 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
208,947
shares
|
$21 Million
0.08% of portfolio
|
Q3 2024
Added 86.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
194,766
shares
|
$19.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
192,937
shares
|
$19.4 Million
0.02% of portfolio
|
Q1 2024
Added 10.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
173,761
shares
|
$17.4 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
172,499
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Added 29.88%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
163,342
shares
|
$16.4 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
157,372
shares
|
$15.8 Million
0.11% of portfolio
|
Q3 2024
Added 177.74%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
152,816
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 66.13%
|
|
|
Ardmore Road Asset Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
150,000
shares
|
$15.1 Million
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
145,000
shares
|
$14.6 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
136,859
shares
|
$13.7 Million
5.69% of portfolio
|
Q3 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
131,973
shares
|
$13.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
129,329
shares
|
$13 Million
1.36% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
123,603
shares
|
$12.4 Million
3.27% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,725
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Added 13.79%
|