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 |
|---|---|---|---|---|---|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
5,042
shares
|
$494,065
0.37% of portfolio
|
Q2 2025
Reduced 39.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,018
shares
|
$491,713
0.0% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
4,993
shares
|
$489,264
0.0% of portfolio
|
Q2 2025
Reduced 54.07%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,972
shares
|
$487,206
0.13% of portfolio
|
Q2 2025
Added 38.92%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,968
shares
|
$486,814
0.04% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,845
shares
|
$474,761
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,793
shares
|
$469,666
0.09% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
4,775
shares
|
$467,902
0.01% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
4,745
shares
|
$464,962
0.45% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
4,737
shares
|
$464,178
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
4,710
shares
|
$461,532
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
4,662
shares
|
$456,829
0.09% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,654
shares
|
$456,045
0.0% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
4,635
shares
|
$454,183
0.13% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,632
shares
|
$453,889
0.13% of portfolio
|
Q2 2025
Added 32.57%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,626
shares
|
$453,301
0.09% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,617
shares
|
$452,419
0.04% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
4,588
shares
|
$449,578
0.22% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,579
shares
|
$448,696
0.0% of portfolio
|
Q2 2025
Reduced 88.84%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
4,538
shares
|
$444,678
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
4,500
shares
|
$440,955
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,478
shares
|
$438,799
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,465
shares
|
$437,525
0.14% of portfolio
|
Q1 2024
Added 9.3%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
4,426
shares
|
$433,703
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,424
shares
|
$433,507
0.0% of portfolio
|
Q2 2025
Added 90.53%
|