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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
80
shares
|
$7,564
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
79
shares
|
$7,469
0.0% of portfolio
|
Q1 2024
Reduced 89.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
77
shares
|
$7,280
0.0% of portfolio
|
Q1 2024
Added 1871.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
75
shares
|
$7,091
0.0% of portfolio
|
Q2 2021
Reduced 61.54%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
75
shares
|
$7,091
0.0% of portfolio
|
Q1 2025
Reduced 50.33%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
71
shares
|
$6,713
0.0% of portfolio
|
Q1 2025
Reduced 84.67%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
70
shares
|
$6,618
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
64
shares
|
$6,051
0.0% of portfolio
|
Q3 2024
Reduced 86.21%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
60
shares
|
$5,673
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
56
shares
|
$5,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
55
shares
|
$5,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
51
shares
|
$4,822
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
50
shares
|
$4,727
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
47
shares
|
$4,443
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
43
shares
|
$4,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
42
shares
|
$3,971
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
41
shares
|
$3,876
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
40
shares
|
$3,782
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40
shares
|
$3,782
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
34
shares
|
$3,214
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
32
shares
|
$3,025
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
30
shares
|
$2,836
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$2,552
0.0% of portfolio
|
Q1 2022
Added 3.85%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
24
shares
|
$2,269
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$1,985
0.0% of portfolio
|
Q1 2025
Reduced 87.72%
|