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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
123
shares
|
$11,767
0.0% of portfolio
|
Q3 2025
Reduced 98.02%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
120
shares
|
$11,480
0.0% of portfolio
|
Q2 2023
Reduced 79.42%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
111
shares
|
$10,619
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
109
shares
|
$10,428
0.0% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
105
shares
|
$10,045
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$10,045
0.01% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
104
shares
|
$9,949
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
101
shares
|
$9,662
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
98
shares
|
$9,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
93
shares
|
$8,897
0.0% of portfolio
|
Q3 2025
Added 72.22%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
90
shares
|
$8,610
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
90
shares
|
$8,610
0.0% of portfolio
|
Q1 2020
Reduced 52.63%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
87
shares
|
$8,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
85
shares
|
$8,131
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
85
shares
|
$8,131
0.0% of portfolio
|
Q4 2022
Reduced 9.57%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
82
shares
|
$7,844
0.0% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
80
shares
|
$7,653
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
79
shares
|
$7,557
0.0% of portfolio
|
Q1 2024
Reduced 89.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
77
shares
|
$7,366
0.0% of portfolio
|
Q1 2024
Added 1871.43%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
76
shares
|
$7,270
0.0% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
75
shares
|
$7,175
0.0% of portfolio
|
Q2 2021
Reduced 61.54%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
75
shares
|
$7,175
0.0% of portfolio
|
Q1 2025
Reduced 50.33%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
74
shares
|
$7,079
0.0% of portfolio
|
Q2 2025
Reduced 66.21%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
60
shares
|
$5,740
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
57
shares
|
$5,453
0.0% of portfolio
|
Q3 2025
Reduced 47.22%
|