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 |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,625
shares
|
$159,233
0.04% of portfolio
|
Q4 2022
Reduced 18.75%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,611
shares
|
$157,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,611
shares
|
$157,861
0.01% of portfolio
|
Q1 2024
Added 726.15%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
1,570
shares
|
$153,844
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,566
shares
|
$153,452
0.03% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,500
shares
|
$146,985
0.0% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,466
shares
|
$143,653
0.0% of portfolio
|
Q2 2022
Added 59.87%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,386
shares
|
$135,814
0.02% of portfolio
|
Q2 2025
Reduced 48.93%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,350
shares
|
$132,286
0.02% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,332
shares
|
$130,522
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,324
shares
|
$129,738
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
1,320
shares
|
$129,346
0.06% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,312
shares
|
$128,562
0.05% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,307
shares
|
$128,072
0.01% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,285
shares
|
$125,917
0.0% of portfolio
|
Q2 2025
Reduced 41.88%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,282
shares
|
$125,623
0.01% of portfolio
|
Q4 2022
Added 6.21%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,277
shares
|
$125,133
0.01% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,150
shares
|
$112,688
0.0% of portfolio
|
Q2 2025
Reduced 54.85%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,108
shares
|
$108,572
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,024
shares
|
$100,341
0.03% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,013
shares
|
$99,263
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
975
shares
|
$95,540
0.0% of portfolio
|
Q3 2024
Added 331.42%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
924
shares
|
$90,542
0.03% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
922
shares
|
$90,346
0.03% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
910
shares
|
$89,170
0.0% of portfolio
|
Q4 2024
Reduced 16.51%
|