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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,251
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
12,187
shares
|
$1.15 Million
0.83% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
11,757
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,617
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
11,579
shares
|
$1.09 Million
0.82% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
11,495
shares
|
$1.09 Million
0.6% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,150
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 34.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,969
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,909
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 78.81%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
10,905
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
10,871
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 32.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,722
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.36%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
10,653
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,629
shares
|
$1 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
10,612
shares
|
$1 Million
0.3% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10,516
shares
|
$994,287
0.23% of portfolio
|
Q3 2022
Added 8.14%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
10,445
shares
|
$987,574
0.14% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
10,046
shares
|
$949,849
0.04% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
9,850
shares
|
$931,317
0.38% of portfolio
|
Q1 2025
Reduced 77.41%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
9,607
shares
|
$908,341
0.02% of portfolio
|
Q1 2025
Reduced 42.15%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
9,573
shares
|
$905,127
0.52% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
9,564
shares
|
$904,276
0.75% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
9,474
shares
|
$895,766
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,343
shares
|
$883,380
0.0% of portfolio
|
Q1 2025
Reduced 7.49%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
9,333
shares
|
$882,435
0.1% of portfolio
|
Q1 2025
New holding
|