Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
20,406
shares
|
$1.95 Million
0.9% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,340
shares
|
$1.95 Million
0.17% of portfolio
|
Q4 2022
Added 10.95%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,284
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
20,210
shares
|
$1.93 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
20,062
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.84%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
19,977
shares
|
$1.91 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,864
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
19,390
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
19,349
shares
|
$1.85 Million
0.37% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
18,830
shares
|
$1.8 Million
0.36% of portfolio
|
Q3 2025
Reduced 36.39%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
18,788
shares
|
$1.8 Million
1.25% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
18,712
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
18,442
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
18,431
shares
|
$1.76 Million
0.24% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
18,419
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
17,483
shares
|
$1.67 Million
0.67% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
17,382
shares
|
$1.66 Million
0.85% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
17,257
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
17,108
shares
|
$1.64 Million
0.09% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
16,518
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2025
Reduced 29.9%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
16,238
shares
|
$1.55 Million
1.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
16,128
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
15,979
shares
|
$1.53 Million
0.33% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
15,878
shares
|
$1.52 Million
0.44% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
15,356
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
New holding
|