Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
11,378
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
10,946
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
10,865
shares
|
$1.04 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,758
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,629
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
10,609
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
10,558
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10,516
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2022
Added 8.14%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
10,432
shares
|
$998,029
0.21% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,406
shares
|
$995,542
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,376
shares
|
$992,671
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,170
shares
|
$972,963
0.01% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
10,115
shares
|
$967,702
0.03% of portfolio
|
Q3 2025
Reduced 53.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
10,042
shares
|
$960,718
0.05% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
9,793
shares
|
$936,896
0.0% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,781
shares
|
$935,748
0.01% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
9,665
shares
|
$924,650
0.03% of portfolio
|
Q3 2025
Reduced 70.52%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
9,575
shares
|
$916,040
0.11% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
9,292
shares
|
$888,965
0.47% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
9,176
shares
|
$877,867
0.08% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
9,123
shares
|
$872,797
0.67% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,057
shares
|
$866,483
0.26% of portfolio
|
Q1 2024
Reduced 63.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,024
shares
|
$863,326
0.02% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
8,627
shares
|
$825,345
0.05% of portfolio
|
Q3 2025
Reduced 2.82%
|