Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 579 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
155
shares
|
$14,655
0.0% of portfolio
|
Q3 2024
Added 39.64%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
150
shares
|
$14,182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
144
shares
|
$13,615
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
142
shares
|
$13,426
0.0% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
142
shares
|
$13,426
0.0% of portfolio
|
Q2 2021
Reduced 39.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
140
shares
|
$13,237
0.0% of portfolio
|
Q1 2025
Added 50.54%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
132
shares
|
$12,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
131
shares
|
$12,386
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
129
shares
|
$12,196
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
120
shares
|
$11,346
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
120
shares
|
$11,346
0.0% of portfolio
|
Q2 2023
Reduced 79.42%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
112
shares
|
$10,589
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
110
shares
|
$10,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
105
shares
|
$9,927
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
105
shares
|
$9,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$9,927
0.01% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
101
shares
|
$9,549
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
98
shares
|
$9,265
0.01% of portfolio
|
Q1 2025
Reduced 51.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
98
shares
|
$9,265
0.0% of portfolio
|
Q4 2024
Reduced 35.53%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
90
shares
|
$8,509
0.0% of portfolio
|
Q1 2020
Reduced 52.63%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
90
shares
|
$8,509
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
85
shares
|
$8,036
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
85
shares
|
$8,036
0.01% of portfolio
|
Q1 2025
Reduced 66.93%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
85
shares
|
$8,036
0.0% of portfolio
|
Q4 2022
Reduced 9.57%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
82
shares
|
$7,753
0.0% of portfolio
|
Q4 2024
Added 6.49%
|