Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 575 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,879
shares
|
$668,638
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
6,820
shares
|
$662,904
0.3% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 09, 2024 Q2 2024 |
6,761
shares
|
$657,169
0.16% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
6,718
shares
|
$652,989
0.04% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
6,636
shares
|
$645,019
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2024 Q2 2024 |
6,633
shares
|
$644,727
0.12% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,579
shares
|
$639,478
0.02% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
6,560
shares
|
$637,632
0.19% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
6,502
shares
|
$631,994
0.05% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,488
shares
|
$630,633
0.05% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
6,452
shares
|
$627,134
0.09% of portfolio
|
Q3 2024
Added 141.92%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
6,354
shares
|
$617,608
0.22% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
6,336
shares
|
$615,859
0.0% of portfolio
|
Q2 2024
Reduced 56.05%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
6,324
shares
|
$614,692
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
6,282
shares
|
$610,610
0.0% of portfolio
|
Q3 2024
Added 31.97%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
6,260
shares
|
$608,472
0.07% of portfolio
|
Q1 2024
Added 23.72%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
6,246
shares
|
$607,111
0.03% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,226
shares
|
$605,167
0.0% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,213
shares
|
$603,903
0.02% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
6,202
shares
|
$602,834
0.01% of portfolio
|
Q2 2024
Added 7.28%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
6,155
shares
|
$598,266
0.13% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,151
shares
|
$597,877
0.01% of portfolio
|
Q2 2022
Reduced 3.41%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
6,149
shares
|
$597,682
0.01% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
6,098
shares
|
$592,725
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
6,079
shares
|
$590,878
0.02% of portfolio
|
Q3 2024
Added 7.5%
|