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 |
|---|---|---|---|---|---|
|
Axos Invest Inc.
Las Vegas, NV |
Jul 23, 2025 Q2 2025 |
5,345
shares
|
$522,687
0.38% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
5,268
shares
|
$515,157
0.19% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
5,170
shares
|
$505,574
0.08% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
5,132
shares
|
$501,858
0.1% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,126
shares
|
$501,271
0.03% of portfolio
|
Q2 2023
Added 11.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
5,079
shares
|
$496,675
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,022
shares
|
$491,101
0.01% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,018
shares
|
$490,710
0.0% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
4,998
shares
|
$488,754
0.27% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
4,972
shares
|
$486,211
0.13% of portfolio
|
Q2 2025
Added 38.92%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,968
shares
|
$485,820
0.04% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,946
shares
|
$483,669
0.01% of portfolio
|
Q1 2025
Reduced 47.13%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,887
shares
|
$477,899
0.02% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
4,845
shares
|
$473,792
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
4,745
shares
|
$464,013
0.45% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
4,710
shares
|
$460,590
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,626
shares
|
$452,376
0.09% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,617
shares
|
$451,496
0.04% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
4,608
shares
|
$450,616
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
4,588
shares
|
$448,660
0.22% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,572
shares
|
$447,095
0.01% of portfolio
|
Q1 2025
Added 99.22%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,465
shares
|
$436,632
0.14% of portfolio
|
Q1 2024
Added 9.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,453
shares
|
$435,458
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
4,426
shares
|
$432,818
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
4,400
shares
|
$430,276
0.0% of portfolio
|
Q1 2025
Added 15.79%
|