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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
150
shares
|
$14,698
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
144
shares
|
$14,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
142
shares
|
$13,914
0.0% of portfolio
|
Q2 2021
Reduced 39.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
140
shares
|
$13,718
0.0% of portfolio
|
Q1 2025
Added 50.54%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
132
shares
|
$12,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
131
shares
|
$12,836
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
129
shares
|
$12,640
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
127
shares
|
$12,444
0.0% of portfolio
|
Q2 2025
Reduced 45.96%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
120
shares
|
$11,758
0.0% of portfolio
|
Q2 2023
Reduced 79.42%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
120
shares
|
$11,758
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
111
shares
|
$10,876
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
108
shares
|
$10,582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
106
shares
|
$10,386
0.0% of portfolio
|
Q2 2025
Reduced 25.35%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
105
shares
|
$10,288
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$10,288
0.01% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
104
shares
|
$10,190
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
101
shares
|
$9,896
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
98
shares
|
$9,603
0.01% of portfolio
|
Q1 2025
Reduced 51.0%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
90
shares
|
$8,819
0.0% of portfolio
|
Q1 2020
Reduced 52.63%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
90
shares
|
$8,819
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
85
shares
|
$8,329
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
85
shares
|
$8,329
0.0% of portfolio
|
Q4 2022
Reduced 9.57%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
82
shares
|
$8,035
0.0% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
80
shares
|
$7,839
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
79
shares
|
$7,741
0.0% of portfolio
|
Q1 2024
Reduced 89.49%
|