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 |
|---|---|---|---|---|---|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,930
shares
|
$287,110
0.06% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,884
shares
|
$282,603
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
2,830
shares
|
$277,311
0.03% of portfolio
|
Q1 2025
Reduced 37.72%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,816
shares
|
$275,939
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,802
shares
|
$274,567
0.0% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
2,791
shares
|
$273,490
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,785
shares
|
$272,902
0.67% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
2,769
shares
|
$271,334
0.02% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
2,746
shares
|
$269,080
0.06% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,725
shares
|
$267,022
0.02% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,711
shares
|
$265,650
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
2,699
shares
|
$264,475
0.01% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,627
shares
|
$257,419
0.06% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
2,618
shares
|
$256,537
0.06% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
2,608
shares
|
$255,557
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
2,604
shares
|
$255,165
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
2,600
shares
|
$254,774
0.06% of portfolio
|
Q1 2021
Reduced 13.22%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
2,536
shares
|
$248,502
0.17% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
2,534
shares
|
$248,306
0.06% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,530
shares
|
$247,914
0.0% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
2,530
shares
|
$247,914
0.07% of portfolio
|
Q4 2024
Reduced 19.99%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
2,450
shares
|
$240,075
0.08% of portfolio
|
Q1 2024
Reduced 7.55%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
2,400
shares
|
$235,176
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
2,392
shares
|
$234,392
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
2,350
shares
|
$230,276
0.03% of portfolio
|
Q1 2025
Reduced 24.19%
|