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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,921
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,877
shares
|
$1.49 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
14,845
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2024
Added 218.97%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
14,841
shares
|
$1.49 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
14,770
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,767
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
14,460
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,435
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
14,421
shares
|
$1.45 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,408
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 68.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
14,325
shares
|
$1.44 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
14,251
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
14,215
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
14,184
shares
|
$1.42 Million
0.69% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
13,631
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
13,488
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,469
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2022
Added 111.44%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
13,365
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2024
Reduced 13.58%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,795
shares
|
$1.28 Million
0.19% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
12,240
shares
|
$1.23 Million
0.3% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
12,191
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
12,093
shares
|
$1.21 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
12,071
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 41.1%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12,054
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
11,842
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.66%
|