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 |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
9,327
shares
|
$881,867
0.07% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
9,268
shares
|
$876,289
0.01% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
9,182
shares
|
$868,158
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
9,100
shares
|
$860,405
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,057
shares
|
$856,339
0.26% of portfolio
|
Q1 2024
Reduced 63.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,024
shares
|
$853,219
0.02% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
8,664
shares
|
$819,181
0.21% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,625
shares
|
$815,493
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,486
shares
|
$802,351
0.04% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
8,374
shares
|
$791,761
0.01% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,298
shares
|
$784,575
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
8,276
shares
|
$782,495
0.68% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
8,230
shares
|
$778,146
0.15% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
8,175
shares
|
$772,946
0.24% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
8,129
shares
|
$768,596
0.41% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,059
shares
|
$761,978
0.26% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
7,910
shares
|
$747,890
0.47% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
7,857
shares
|
$742,879
0.01% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
7,824
shares
|
$739,759
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,785
shares
|
$736,071
0.27% of portfolio
|
Q1 2023
Added 0.91%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
7,700
shares
|
$728,035
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,699
shares
|
$727,940
0.01% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,696
shares
|
$727,656
0.0% of portfolio
|
Q1 2025
Reduced 27.09%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
7,560
shares
|
$714,798
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,482
shares
|
$707,423
0.01% of portfolio
|
Q1 2025
Reduced 45.26%
|