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 |
|---|---|---|---|---|---|
|
Ssi Investment Management LLC
Los Angeles, CA |
Jul 26, 2024 Q2 2024 |
6,019
shares
|
$585,046
0.21% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,938
shares
|
$577,173
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,938
shares
|
$577,173
0.11% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
5,915
shares
|
$574,938
0.01% of portfolio
|
Q1 2024
Added 2.82%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
5,865
shares
|
$570,078
0.15% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
5,855
shares
|
$569,106
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
5,692
shares
|
$553,262
0.08% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
5,665
shares
|
$550,638
0.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,575
shares
|
$541,890
0.02% of portfolio
|
Q3 2024
Reduced 18.66%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
5,485
shares
|
$533,142
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
5,427
shares
|
$527,504
0.22% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,245
shares
|
$509,814
0.04% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
5,168
shares
|
$502,329
0.02% of portfolio
|
Q2 2024
Reduced 91.28%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
5,166
shares
|
$502,135
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,126
shares
|
$498,247
0.03% of portfolio
|
Q2 2023
Added 11.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
5,079
shares
|
$493,678
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,022
shares
|
$488,138
0.01% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,018
shares
|
$487,749
0.0% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
5,000
shares
|
$486,000
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
4,997
shares
|
$485,708
0.27% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,968
shares
|
$482,889
0.02% of portfolio
|
Q3 2024
Added 507.33%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,845
shares
|
$470,934
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
4,811
shares
|
$467,629
0.0% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 09, 2024 Q2 2024 |
4,721
shares
|
$458,881
0.0% of portfolio
|
Q2 2024
Reduced 13.07%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2024 Q2 2024 |
4,700
shares
|
$456,840
0.05% of portfolio
|
Q2 2024
Reduced 79.74%
|