Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 617 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
258
shares
|
$24,442
0.01% of portfolio
|
Q1 2020
Reduced 80.2%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
257
shares
|
$24,348
0.02% of portfolio
|
Q2 2024
Reduced 11.99%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
254
shares
|
$24,063
0.01% of portfolio
|
Q4 2024
Reduced 99.45%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
250
shares
|
$23,685
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
242
shares
|
$22,927
0.0% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
223
shares
|
$21,127
0.01% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
219
shares
|
$20,748
0.01% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
200
shares
|
$18,948
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
200
shares
|
$18,948
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
200
shares
|
$18,948
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$18,948
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
196
shares
|
$18,569
0.01% of portfolio
|
Q2 2024
Added 18.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
188
shares
|
$17,811
0.0% of portfolio
|
Q4 2019
Reduced 28.79%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
178
shares
|
$16,863
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
175
shares
|
$16,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
171
shares
|
$16,200
0.0% of portfolio
|
Q2 2024
Reduced 72.42%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
171
shares
|
$16,200
0.0% of portfolio
|
Q1 2023
Reduced 99.84%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
170
shares
|
$16,105
0.0% of portfolio
|
Q4 2023
Reduced 74.24%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
169
shares
|
$16,011
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
168
shares
|
$15,916
0.0% of portfolio
|
Q3 2023
Reduced 79.34%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
160
shares
|
$15,158
0.0% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
158
shares
|
$14,968
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
157
shares
|
$14,874
0.01% of portfolio
|
Q4 2024
Reduced 60.95%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
155
shares
|
$14,684
0.0% of portfolio
|
Q3 2024
Added 39.64%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
151
shares
|
$14,305
0.01% of portfolio
|
Q2 2022
New holding
|