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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
114,844
shares
|
$10.9 Million
1.19% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
113,581
shares
|
$10.7 Million
0.29% of portfolio
|
Q1 2025
Added 160.62%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
101,814
shares
|
$9.63 Million
0.75% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
101,109
shares
|
$9.56 Million
0.03% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
101,049
shares
|
$9.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
96,832
shares
|
$9.16 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
96,377
shares
|
$9.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,929
shares
|
$8.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
89,255
shares
|
$8.44 Million
0.32% of portfolio
|
Q1 2025
Added 823.49%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
May 13, 2025 Q1 2025 |
81,873
shares
|
$7.74 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
78,802
shares
|
$7.45 Million
4.32% of portfolio
|
Q1 2025
Added 273.59%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
77,879
shares
|
$7.36 Million
0.03% of portfolio
|
Q1 2025
Added 29.53%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
74,501
shares
|
$7.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
74,443
shares
|
$7.04 Million
1.8% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
70,249
shares
|
$6.64 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
70,142
shares
|
$6.63 Million
1.25% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
68,880
shares
|
$6.51 Million
0.93% of portfolio
|
Q1 2025
Added 64.47%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
68,789
shares
|
$6.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
66,928
shares
|
$6.33 Million
1.21% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
64,638
shares
|
$6.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
64,541
shares
|
$6.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
64,384
shares
|
$6.09 Million
3.44% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
63,314
shares
|
$5.99 Million
0.08% of portfolio
|
Q1 2025
Added 82.49%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
62,671
shares
|
$5.93 Million
0.02% of portfolio
|
Q1 2025
Added 457.87%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
59,343
shares
|
$5.61 Million
0.42% of portfolio
|
Q1 2025
Reduced 6.77%
|