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 |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
3,730
shares
|
$362,556
0.11% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 15, 2024 Q2 2024 |
3,659
shares
|
$355,654
0.08% of portfolio
|
Q2 2024
Reduced 7.62%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 08, 2024 Q2 2024 |
3,657
shares
|
$355,460
0.03% of portfolio
|
Q4 2023
Added 3.89%
|
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
3,602
shares
|
$350,114
0.04% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,553
shares
|
$345,351
0.08% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
3,525
shares
|
$342,630
0.12% of portfolio
|
Q1 2019
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,473
shares
|
$337,575
0.07% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
3,461
shares
|
$336,409
0.2% of portfolio
|
Q2 2022
Reduced 4.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,417
shares
|
$332,132
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
3,346
shares
|
$325,231
0.18% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2024 Q2 2024 |
3,342
shares
|
$324,842
0.0% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,275
shares
|
$318,330
0.04% of portfolio
|
Q1 2022
Added 19.09%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,260
shares
|
$316,872
0.03% of portfolio
|
Q2 2024
Reduced 13.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
3,234
shares
|
$314,344
0.0% of portfolio
|
Q2 2024
Added 18.29%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,190
shares
|
$310,068
0.1% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
3,162
shares
|
$307,346
0.1% of portfolio
|
Q4 2021
Reduced 46.23%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,160
shares
|
$307,152
0.03% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
3,152
shares
|
$306,374
0.0% of portfolio
|
Q2 2024
Reduced 19.45%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
3,123
shares
|
$303,555
0.04% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Jul 23, 2024 Q2 2024 |
3,100
shares
|
$301,320
1.09% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
3,095
shares
|
$300,834
0.02% of portfolio
|
Q1 2024
Reduced 41.47%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
3,031
shares
|
$294,613
0.07% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
3,023
shares
|
$293,835
0.0% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,010
shares
|
$292,572
0.02% of portfolio
|
Q2 2024
Reduced 69.63%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
2,989
shares
|
$290,530
0.07% of portfolio
|
Q2 2024
Reduced 14.75%
|