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 |
|---|---|---|---|---|---|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
300
shares
|
$30,108
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
300
shares
|
$30,108
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
293
shares
|
$29,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
289
shares
|
$29,004
0.0% of portfolio
|
Q1 2024
Reduced 46.38%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
258
shares
|
$25,892
0.01% of portfolio
|
Q1 2020
Reduced 80.2%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
257
shares
|
$25,792
0.02% of portfolio
|
Q2 2024
Reduced 11.99%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
250
shares
|
$25,090
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
250
shares
|
$25,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
242
shares
|
$24,287
0.0% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
223
shares
|
$22,380
0.01% of portfolio
|
Q3 2022
Reduced 12.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
200
shares
|
$20,072
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
200
shares
|
$20,072
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
196
shares
|
$19,670
0.01% of portfolio
|
Q2 2024
Added 18.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
188
shares
|
$18,867
0.0% of portfolio
|
Q4 2019
Reduced 28.79%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
175
shares
|
$17,563
0.0% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
175
shares
|
$17,563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
171
shares
|
$17,161
0.0% of portfolio
|
Q1 2023
Reduced 99.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
171
shares
|
$17,161
0.0% of portfolio
|
Q2 2024
Reduced 72.42%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
170
shares
|
$17,061
0.0% of portfolio
|
Q4 2023
Reduced 74.24%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
168
shares
|
$16,860
0.01% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
168
shares
|
$16,860
0.0% of portfolio
|
Q3 2023
Reduced 79.34%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
167
shares
|
$16,760
0.0% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
163
shares
|
$16,358
0.0% of portfolio
|
Q2 2024
Reduced 71.99%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
158
shares
|
$15,856
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
155
shares
|
$15,555
0.0% of portfolio
|
Q3 2024
Added 39.64%
|