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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,151
shares
|
$601,506
0.01% of portfolio
|
Q2 2022
Reduced 3.41%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,144
shares
|
$600,821
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,078
shares
|
$594,367
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
6,075
shares
|
$594,074
0.19% of portfolio
|
Q2 2025
Added 55.93%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,067
shares
|
$593,291
0.02% of portfolio
|
Q1 2025
Added 112.73%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,004
shares
|
$587,131
0.05% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
5,977
shares
|
$584,490
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
5,975
shares
|
$584,295
0.12% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,955
shares
|
$582,339
0.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,938
shares
|
$580,677
0.11% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,938
shares
|
$580,677
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,936
shares
|
$580,481
0.01% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
5,911
shares
|
$578,036
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,899
shares
|
$576,863
0.01% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,865
shares
|
$573,538
0.14% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
5,857
shares
|
$572,756
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
5,721
shares
|
$559,456
0.2% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
5,702
shares
|
$557,598
0.0% of portfolio
|
Q1 2025
Reduced 87.29%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
5,694
shares
|
$556,816
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,652
shares
|
$552,709
0.2% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,605
shares
|
$548,112
0.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,604
shares
|
$548,015
0.15% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
5,571
shares
|
$544,788
0.0% of portfolio
|
Q2 2025
Reduced 90.33%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
5,505
shares
|
$538,333
0.17% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,354
shares
|
$523,567
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|