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 |
|---|---|---|---|---|---|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
15,222
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,176
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,042
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
15,034
shares
|
$1.44 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
14,931
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
14,707
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
14,294
shares
|
$1.37 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
13,645
shares
|
$1.31 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,469
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2022
Added 111.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,190
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 81.12%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
13,164
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,135
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
12,967
shares
|
$1.24 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,952
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,795
shares
|
$1.22 Million
0.19% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
12,467
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,261
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
12,187
shares
|
$1.17 Million
0.83% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
12,161
shares
|
$1.16 Million
0.51% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,812
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
11,770
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.35%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,688
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 58.12%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,650
shares
|
$1.11 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
11,648
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
11,630
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 11.75%
|