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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
854
shares
|
$83,683
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
830
shares
|
$81,331
0.0% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
815
shares
|
$79,861
0.01% of portfolio
|
Q2 2025
Reduced 72.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
796
shares
|
$78,000
0.0% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
790
shares
|
$77,412
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
760
shares
|
$74,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
755
shares
|
$73,982
0.0% of portfolio
|
Q2 2025
Added 68.9%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
700
shares
|
$68,593
0.0% of portfolio
|
Q3 2022
Added 31.29%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
668
shares
|
$65,457
0.02% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
615
shares
|
$60,263
0.0% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
601
shares
|
$58,891
0.06% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
600
shares
|
$58,794
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
580
shares
|
$56,834
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
508
shares
|
$49,778
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$48,995
0.0% of portfolio
|
Q2 2018
Reduced 80.95%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
470
shares
|
$46,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
456
shares
|
$44,683
0.0% of portfolio
|
Q2 2023
Reduced 32.54%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
424
shares
|
$41,547
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
394
shares
|
$38,608
0.0% of portfolio
|
Q1 2024
Reduced 38.82%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
390
shares
|
$38,216
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
388
shares
|
$38,020
0.02% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
375
shares
|
$36,746
0.02% of portfolio
|
Q3 2023
Added 0.81%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
362
shares
|
$35,472
0.0% of portfolio
|
Q2 2025
Added 75.73%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
350
shares
|
$34,296
0.0% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
349
shares
|
$34,198
0.0% of portfolio
|
Q4 2022
Reduced 98.07%
|