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 |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
6,075
shares
|
$595,289
0.19% of portfolio
|
Q2 2025
Added 55.93%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,961
shares
|
$584,118
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,938
shares
|
$581,864
0.11% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,938
shares
|
$581,864
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
5,911
shares
|
$579,218
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
5,865
shares
|
$574,711
0.13% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
5,857
shares
|
$573,927
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,829
shares
|
$571,183
0.0% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
5,792
shares
|
$567,558
0.04% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
5,775
shares
|
$565,892
0.11% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,767
shares
|
$565,108
0.05% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
5,694
shares
|
$557,955
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
5,679
shares
|
$556,485
0.19% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
5,661
shares
|
$554,721
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,652
shares
|
$553,839
0.2% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,604
shares
|
$549,135
0.15% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
5,571
shares
|
$545,902
0.0% of portfolio
|
Q2 2025
Reduced 90.33%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
5,518
shares
|
$540,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jul 23, 2025 Q2 2025 |
5,345
shares
|
$523,756
0.38% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
5,280
shares
|
$517,387
0.18% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,275
shares
|
$516,897
0.01% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
5,170
shares
|
$506,608
0.08% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,126
shares
|
$502,296
0.03% of portfolio
|
Q2 2023
Added 11.9%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
5,100
shares
|
$499,749
0.03% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
5,079
shares
|
$497,691
0.0% of portfolio
|
Q1 2023
New holding
|