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 |
|---|---|---|---|---|---|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
24,272
shares
|
$2.29 Million
0.57% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
24,246
shares
|
$2.29 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.04%
|
|
|
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
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
23,961
shares
|
$2.27 Million
0.55% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
23,451
shares
|
$2.22 Million
1.04% of portfolio
|
Q4 2022
Added 44.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
23,190
shares
|
$2.19 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
23,104
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,308
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
22,270
shares
|
$2.11 Million
0.01% of portfolio
|
Q1 2025
Added 141.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
21,011
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
20,928
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
20,875
shares
|
$1.97 Million
1.5% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
20,807
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
20,425
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
20,362
shares
|
$1.93 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,340
shares
|
$1.92 Million
0.17% of portfolio
|
Q4 2022
Added 10.95%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
20,335
shares
|
$1.92 Million
0.24% of portfolio
|
Q4 2024
Added 215.17%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
18,859
shares
|
$1.78 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
18,372
shares
|
$1.74 Million
0.13% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
18,319
shares
|
$1.73 Million
0.08% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
18,036
shares
|
$1.71 Million
0.47% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
17,783
shares
|
$1.68 Million
1.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
17,246
shares
|
$1.63 Million
0.87% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
16,936
shares
|
$1.6 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
16,755
shares
|
$1.58 Million
1.26% of portfolio
|
Q1 2025
Added 0.09%
|