Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 597 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,430
shares
|
$143,514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,416
shares
|
$142,109
0.03% of portfolio
|
Q2 2023
Reduced 4.84%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$140,504
0.01% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,377
shares
|
$138,195
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,363
shares
|
$136,790
0.01% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,350
shares
|
$135,486
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,334
shares
|
$133,880
0.04% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,312
shares
|
$131,672
0.0% of portfolio
|
Q2 2024
Added 16.42%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,307
shares
|
$131,170
0.01% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,289
shares
|
$129,364
0.06% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,282
shares
|
$128,661
0.01% of portfolio
|
Q4 2022
Added 6.21%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,192
shares
|
$119,629
0.0% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,187
shares
|
$119,127
0.05% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,108
shares
|
$111,198
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,100
shares
|
$110,396
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,090
shares
|
$109,392
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
1,088
shares
|
$109,191
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
1,013
shares
|
$101,664
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,007
shares
|
$101,062
0.0% of portfolio
|
Q3 2024
Added 739.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,002
shares
|
$100,560
0.0% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
975
shares
|
$97,851
0.0% of portfolio
|
Q3 2024
Added 331.42%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
893
shares
|
$89,621
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
854
shares
|
$85,707
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
790
shares
|
$79,284
0.01% of portfolio
|
Q2 2024
Reduced 7.06%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
700
shares
|
$70,252
0.0% of portfolio
|
Q1 2023
Reduced 23.83%
|