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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
4,411
shares
|
$432,233
0.04% of portfolio
|
Q2 2025
Added 36.95%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
4,400
shares
|
$431,156
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,399
shares
|
$431,058
0.01% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
4,351
shares
|
$426,354
0.3% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
4,286
shares
|
$419,985
0.06% of portfolio
|
Q4 2023
Added 559.38%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
4,275
shares
|
$418,907
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,230
shares
|
$414,497
0.12% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,198
shares
|
$411,362
0.0% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
4,110
shares
|
$402,738
0.12% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
4,009
shares
|
$392,841
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
3,994
shares
|
$391,372
0.22% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,933
shares
|
$385,394
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
3,907
shares
|
$382,846
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,827
shares
|
$375,007
0.0% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
3,790
shares
|
$371,382
0.01% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
3,786
shares
|
$370,990
0.05% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
3,720
shares
|
$364,522
0.13% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
3,709
shares
|
$363,444
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
3,694
shares
|
$361,975
0.27% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
3,660
shares
|
$358,643
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
3,657
shares
|
$358,349
0.03% of portfolio
|
Q4 2023
Added 3.89%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
3,620
shares
|
$354,723
0.17% of portfolio
|
Q2 2025
Reduced 95.41%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
3,616
shares
|
$354,331
0.18% of portfolio
|
Q2 2025
Reduced 27.65%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
3,608
shares
|
$353,547
0.06% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
3,580
shares
|
$350,804
0.0% of portfolio
|
Q2 2025
Added 11.01%
|