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 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,785
shares
|
$761,295
0.27% of portfolio
|
Q1 2023
Added 0.91%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
7,700
shares
|
$752,983
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,699
shares
|
$752,885
0.01% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,696
shares
|
$752,591
0.0% of portfolio
|
Q1 2025
Reduced 27.09%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
7,560
shares
|
$739,292
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,482
shares
|
$731,664
0.01% of portfolio
|
Q1 2025
Reduced 45.26%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,392
shares
|
$722,863
0.01% of portfolio
|
Q2 2025
Reduced 19.49%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
7,154
shares
|
$699,589
0.18% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
7,093
shares
|
$693,624
0.33% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
7,064
shares
|
$690,788
0.17% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
6,985
shares
|
$683,063
0.0% of portfolio
|
Q1 2024
Added 13.58%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,862
shares
|
$671,034
0.1% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
6,820
shares
|
$666,927
0.26% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
6,599
shares
|
$645,316
0.11% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,579
shares
|
$643,360
0.02% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
6,567
shares
|
$642,186
0.01% of portfolio
|
Q2 2025
Added 180.76%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,547
shares
|
$640,231
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,528
shares
|
$638,373
0.03% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
6,499
shares
|
$635,537
0.21% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,426
shares
|
$628,398
0.01% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
6,384
shares
|
$624,291
0.0% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,273
shares
|
$613,436
0.01% of portfolio
|
Q1 2025
Added 37.96%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
6,264
shares
|
$612,556
0.62% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
6,246
shares
|
$610,796
0.03% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,175
shares
|
$603,853
0.05% of portfolio
|
Q1 2025
Added 40.09%
|