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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,487
shares
|
$341,691
0.0% of portfolio
|
Q2 2025
Reduced 72.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,474
shares
|
$340,417
0.0% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,417
shares
|
$334,831
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
3,405
shares
|
$333,655
0.29% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,380
shares
|
$331,206
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
3,372
shares
|
$330,422
0.03% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
3,350
shares
|
$328,266
0.12% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,304
shares
|
$323,758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
3,290
shares
|
$322,387
0.14% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,287
shares
|
$322,093
0.01% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
3,275
shares
|
$320,917
0.03% of portfolio
|
Q1 2025
Added 40.62%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
3,229
shares
|
$316,409
0.0% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
3,204
shares
|
$313,959
0.02% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
3,200
shares
|
$313,568
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,160
shares
|
$309,648
0.03% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
3,095
shares
|
$303,279
0.02% of portfolio
|
Q1 2024
Reduced 41.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,037
shares
|
$297,595
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
3,031
shares
|
$297,007
0.14% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,989
shares
|
$292,892
0.0% of portfolio
|
Q4 2023
Added 100.74%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,989
shares
|
$292,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
2,989
shares
|
$292,892
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
2,972
shares
|
$291,226
0.11% of portfolio
|
Q1 2023
Reduced 8.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,969
shares
|
$290,932
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
2,965
shares
|
$290,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
2,963
shares
|
$290,344
0.12% of portfolio
|
Q4 2024
New holding
|