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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
328
shares
|
$32,140
0.01% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
307
shares
|
$30,082
0.01% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
300
shares
|
$29,397
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$29,397
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
300
shares
|
$29,397
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
289
shares
|
$28,319
0.0% of portfolio
|
Q1 2024
Reduced 46.38%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
258
shares
|
$25,281
0.01% of portfolio
|
Q1 2020
Reduced 80.2%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
250
shares
|
$24,497
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
243
shares
|
$23,811
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
223
shares
|
$21,851
0.01% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
222
shares
|
$21,753
0.0% of portfolio
|
Q2 2025
Added 428.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
200
shares
|
$19,598
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$19,598
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
196
shares
|
$19,206
0.01% of portfolio
|
Q2 2024
Added 18.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
192
shares
|
$18,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
188
shares
|
$18,422
0.0% of portfolio
|
Q2 2025
Reduced 22.63%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
188
shares
|
$18,422
0.0% of portfolio
|
Q4 2019
Reduced 28.79%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
175
shares
|
$17,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
172
shares
|
$16,854
0.0% of portfolio
|
Q2 2025
Added 168.75%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
171
shares
|
$16,756
0.0% of portfolio
|
Q1 2023
Reduced 99.84%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
170
shares
|
$16,658
0.0% of portfolio
|
Q4 2023
Reduced 74.24%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
169
shares
|
$16,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
169
shares
|
$16,560
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
168
shares
|
$16,462
0.0% of portfolio
|
Q3 2023
Reduced 79.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
158
shares
|
$15,482
0.01% of portfolio
|
Q4 2019
New holding
|