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 $5.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
152
shares
|
$14,927
0.0% of portfolio
|
Q3 2024
Reduced 77.71%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
151
shares
|
$14,829
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
150
shares
|
$14,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
148
shares
|
$14,535
0.0% of portfolio
|
Q3 2024
Reduced 43.73%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
144
shares
|
$14,142
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
142
shares
|
$13,945
0.0% of portfolio
|
Q2 2021
Reduced 39.06%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
132
shares
|
$12,963
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
131
shares
|
$12,865
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
129
shares
|
$12,669
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
124
shares
|
$12,178
0.0% of portfolio
|
Q2 2023
Reduced 10.79%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
124
shares
|
$12,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
120
shares
|
$11,785
0.0% of portfolio
|
Q2 2023
Reduced 79.42%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
120
shares
|
$11,785
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
119
shares
|
$11,686
0.01% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
118
shares
|
$11,588
0.01% of portfolio
|
Q1 2024
Reduced 47.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
112
shares
|
$10,999
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
110
shares
|
$10,803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$10,312
0.01% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
103
shares
|
$10,115
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
100
shares
|
$9,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
91
shares
|
$8,937
0.0% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
90
shares
|
$8,838
0.0% of portfolio
|
Q1 2020
Reduced 52.63%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
90
shares
|
$8,838
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
85
shares
|
$8,347
0.0% of portfolio
|
Q4 2022
Reduced 9.57%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
84
shares
|
$8,249
0.0% of portfolio
|
Q3 2024
Added 1.2%
|