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 54.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
29,872
shares
|
$2.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
29,410
shares
|
$2.79 Million
0.17% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
28,225
shares
|
$2.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
28,144
shares
|
$2.67 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
28,026
shares
|
$2.66 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
27,536
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
27,259
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
27,201
shares
|
$2.58 Million
0.55% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
26,740
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2025
Reduced 32.07%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,376
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
26,200
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
26,138
shares
|
$2.48 Million
1.56% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
25,145
shares
|
$2.39 Million
0.25% of portfolio
|
Q4 2022
Added 119.68%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
24,996
shares
|
$2.37 Million
1.12% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
24,864
shares
|
$2.36 Million
0.48% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
24,694
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,172
shares
|
$2.29 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
23,451
shares
|
$2.23 Million
1.04% of portfolio
|
Q4 2022
Added 44.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
23,193
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
22,762
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Added 41.01%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
21,553
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
21,401
shares
|
$2.03 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,183
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
20,807
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2024
New holding
|