Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 595 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,340
shares
|
$2.04 Million
0.17% of portfolio
|
Q4 2022
Added 10.95%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
19,940
shares
|
$2 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,851
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
19,418
shares
|
$1.95 Million
0.45% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
18,498
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2024
Added 50.87%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
18,362
shares
|
$1.84 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
18,300
shares
|
$1.84 Million
0.14% of portfolio
|
Q1 2020
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
18,178
shares
|
$1.82 Million
0.49% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
18,169
shares
|
$1.82 Million
0.22% of portfolio
|
Q3 2024
Added 161.01%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
17,842
shares
|
$1.79 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
17,703
shares
|
$1.78 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
17,680
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
17,680
shares
|
$1.77 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
17,612
shares
|
$1.77 Million
1.07% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
17,149
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
16,983
shares
|
$1.7 Million
1.31% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
16,952
shares
|
$1.7 Million
1.18% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,822
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,590
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.68%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,363
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
15,781
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
15,559
shares
|
$1.56 Million
0.38% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
15,087
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2024
Reduced 13.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,042
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
14,929
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.67%
|