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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
114,844
shares
|
$11.5 Million
1.19% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
114,489
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
109,214
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.46%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
107,727
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
102,337
shares
|
$10.3 Million
5.85% of portfolio
|
Q3 2024
Added 1287.62%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
100,827
shares
|
$10.1 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
99,627
shares
|
$10 Million
0.26% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
98,344
shares
|
$9.87 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
96,324
shares
|
$9.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,929
shares
|
$9.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
90,444
shares
|
$9.08 Million
0.33% of portfolio
|
Q2 2024
Reduced 20.39%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
90,221
shares
|
$9.05 Million
0.51% of portfolio
|
Q3 2024
Added 48.06%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
83,173
shares
|
$8.35 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
82,675
shares
|
$8.3 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
82,631
shares
|
$8.29 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
79,828
shares
|
$8.01 Million
1.05% of portfolio
|
Q3 2024
Reduced 29.09%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
79,580
shares
|
$7.99 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
77,877
shares
|
$7.82 Million
0.01% of portfolio
|
Q3 2024
Added 46.04%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
77,515
shares
|
$7.78 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
76,973
shares
|
$7.73 Million
0.03% of portfolio
|
Q3 2024
Added 2849.16%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
69,713
shares
|
$7 Million
1.37% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
68,389
shares
|
$6.86 Million
0.51% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
65,591
shares
|
$6.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.92%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
64,384
shares
|
$6.46 Million
3.44% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
58,050
shares
|
$5.83 Million
3.62% of portfolio
|
Q3 2024
New holding
|