Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 576 institutions that hold shares in the stock, with a total of 49.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
51,291
shares
|
$4.87 Million
1.39% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
50,368
shares
|
$4.78 Million
2.11% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
50,123
shares
|
$4.76 Million
1.49% of portfolio
|
Q1 2025
Added 71504.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,874
shares
|
$4.73 Million
0.01% of portfolio
|
Q3 2023
Added 37.32%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
49,639
shares
|
$4.71 Million
2.61% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
49,435
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
49,360
shares
|
$4.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
47,253
shares
|
$4.48 Million
0.28% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
46,372
shares
|
$4.4 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
45,699
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
40,157
shares
|
$3.81 Million
0.08% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
40,100
shares
|
$3.8 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
39,632
shares
|
$3.76 Million
0.4% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,300
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2022
Added 9.72%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
37,434
shares
|
$3.55 Million
0.34% of portfolio
|
Q2 2023
Added 21.22%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
37,041
shares
|
$3.51 Million
0.43% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
36,000
shares
|
$3.42 Million
0.41% of portfolio
|
Q1 2023
Added 42252.94%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
35,223
shares
|
$3.34 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
35,148
shares
|
$3.33 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
34,940
shares
|
$3.32 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
34,912
shares
|
$3.31 Million
0.03% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
34,481
shares
|
$3.27 Million
0.94% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
31,889
shares
|
$3.03 Million
1.52% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
31,479
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
30,821
shares
|
$2.92 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.46%
|
|