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 |
|---|---|---|---|---|---|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
35,989
shares
|
$3.4 Million
1.88% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
35,947
shares
|
$3.4 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
35,943
shares
|
$3.4 Million
0.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
35,831
shares
|
$3.39 Million
1.23% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
35,383
shares
|
$3.35 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
34,873
shares
|
$3.3 Million
0.57% of portfolio
|
Q1 2025
Reduced 28.67%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
34,304
shares
|
$3.24 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
33,793
shares
|
$3.2 Million
0.03% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
33,302
shares
|
$3.15 Million
1.18% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
May 14, 2025 Q1 2025 |
32,500
shares
|
$3.07 Million
0.29% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
31,926
shares
|
$3.02 Million
0.07% of portfolio
|
Q1 2025
Added 116.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31,395
shares
|
$2.97 Million
0.09% of portfolio
|
Q4 2024
Added 83.07%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
30,304
shares
|
$2.87 Million
1.56% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
30,153
shares
|
$2.85 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
28,658
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
27,678
shares
|
$2.62 Million
0.18% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
27,367
shares
|
$2.59 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
26,096
shares
|
$2.47 Million
0.01% of portfolio
|
Q1 2023
Added 6.15%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
25,596
shares
|
$2.42 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,267
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
25,145
shares
|
$2.38 Million
0.25% of portfolio
|
Q4 2022
Added 119.68%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
25,119
shares
|
$2.38 Million
1.36% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
24,826
shares
|
$2.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 39.84%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
24,743
shares
|
$2.34 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
24,347
shares
|
$2.3 Million
0.24% of portfolio
|
Q1 2025
Added 1.99%
|