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 |
|---|---|---|---|---|---|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
16,634
shares
|
$1.57 Million
0.83% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,492
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
16,440
shares
|
$1.55 Million
0.08% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
16,374
shares
|
$1.55 Million
0.76% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,952
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
15,899
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
15,878
shares
|
$1.5 Million
0.44% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
15,714
shares
|
$1.49 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,436
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
15,326
shares
|
$1.45 Million
0.96% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,042
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
14,942
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
14,933
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,069
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Added 103.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
13,829
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
13,792
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
13,645
shares
|
$1.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,530
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
13,506
shares
|
$1.28 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
13,470
shares
|
$1.27 Million
0.27% of portfolio
|
Q1 2025
Added 188.56%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,469
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2022
Added 111.44%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,453
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
13,347
shares
|
$1.26 Million
0.65% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,795
shares
|
$1.21 Million
0.19% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
12,464
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
New holding
|