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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
168
shares
|
$16,329
0.0% of portfolio
|
Q3 2023
Reduced 79.34%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
167
shares
|
$16,232
0.0% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
163
shares
|
$15,843
0.0% of portfolio
|
Q2 2024
Reduced 71.99%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
158
shares
|
$15,357
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
152
shares
|
$14,774
0.0% of portfolio
|
Q3 2024
Reduced 77.71%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
151
shares
|
$14,677
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
148
shares
|
$14,385
0.0% of portfolio
|
Q3 2024
Reduced 43.73%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
144
shares
|
$13,996
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Motco
|
Aug 07, 2024 Q2 2024 |
142
shares
|
$13,802
0.0% of portfolio
|
Q2 2021
Reduced 39.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
139
shares
|
$13,510
0.0% of portfolio
|
Q2 2024
Added 208.89%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
136
shares
|
$13,219
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
132
shares
|
$12,830
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
131
shares
|
$12,733
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
129
shares
|
$12,538
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
124
shares
|
$12,052
0.0% of portfolio
|
Q2 2023
Reduced 10.79%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
124
shares
|
$12,052
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
120
shares
|
$11,664
0.0% of portfolio
|
Q2 2023
Reduced 79.42%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
120
shares
|
$11,664
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
120
shares
|
$11,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
119
shares
|
$11,566
0.01% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
118
shares
|
$11,469
0.01% of portfolio
|
Q1 2024
Reduced 47.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
112
shares
|
$10,886
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
111
shares
|
$10,789
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$10,206
0.01% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
103
shares
|
$10,011
0.0% of portfolio
|
Q2 2024
Added 0.98%
|