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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
1,625
shares
|
$157,950
0.04% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,611
shares
|
$156,589
0.01% of portfolio
|
Q1 2024
Added 726.15%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,570
shares
|
$152,604
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,490
shares
|
$144,828
0.07% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,468
shares
|
$142,689
0.0% of portfolio
|
Q3 2024
Added 117.48%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,466
shares
|
$142,495
0.0% of portfolio
|
Q2 2022
Added 59.87%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,416
shares
|
$137,635
0.03% of portfolio
|
Q2 2023
Reduced 4.84%
|
|
|
Acropolis Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,400
shares
|
$136,080
0.01% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,377
shares
|
$133,844
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,363
shares
|
$132,483
0.01% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
1,355
shares
|
$131,706
0.01% of portfolio
|
Q2 2024
Reduced 40.88%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
1,350
shares
|
$131,220
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,334
shares
|
$129,664
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,312
shares
|
$127,526
0.0% of portfolio
|
Q2 2024
Added 16.42%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,307
shares
|
$127,040
0.01% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,289
shares
|
$125,290
0.06% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,282
shares
|
$124,610
0.01% of portfolio
|
Q4 2022
Added 6.21%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,187
shares
|
$115,376
0.05% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
1,108
shares
|
$107,697
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,100
shares
|
$106,920
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,090
shares
|
$105,948
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
1,088
shares
|
$105,753
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,013
shares
|
$98,463
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2024 Q2 2024 |
1,007
shares
|
$97,880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
929
shares
|
$90,298
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|