Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 584 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,243
shares
|
$709,741
0.02% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
7,130
shares
|
$698,668
0.29% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
7,097
shares
|
$695,435
0.02% of portfolio
|
Q2 2025
Reduced 71.41%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
7,047
shares
|
$690,535
0.27% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,012
shares
|
$687,105
0.0% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
6,985
shares
|
$684,460
0.0% of portfolio
|
Q1 2024
Added 13.58%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,946
shares
|
$680,638
0.01% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,872
shares
|
$673,387
0.21% of portfolio
|
Q2 2025
Added 5.74%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,862
shares
|
$672,407
0.1% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
6,840
shares
|
$670,251
0.01% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
6,820
shares
|
$668,291
0.26% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,781
shares
|
$664,470
0.01% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
6,599
shares
|
$646,636
0.1% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,579
shares
|
$644,676
0.02% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,567
shares
|
$643,500
0.01% of portfolio
|
Q2 2025
Added 180.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,528
shares
|
$639,678
0.03% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
6,321
shares
|
$619,394
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,279
shares
|
$615,279
0.01% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,273
shares
|
$614,691
0.01% of portfolio
|
Q1 2025
Added 37.96%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
6,264
shares
|
$613,809
0.62% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
6,246
shares
|
$612,045
0.03% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
6,246
shares
|
$612,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,199
shares
|
$607,440
0.05% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,151
shares
|
$602,736
0.01% of portfolio
|
Q2 2022
Reduced 3.41%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,078
shares
|
$595,583
0.01% of portfolio
|
Q1 2025
Added 0.35%
|