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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
80
shares
|
$8,184
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
79
shares
|
$8,082
0.0% of portfolio
|
Q1 2024
Reduced 89.49%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
77
shares
|
$7,877
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
77
shares
|
$7,877
0.0% of portfolio
|
Q1 2024
Added 1871.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
75
shares
|
$7,673
0.0% of portfolio
|
Q2 2021
Reduced 61.54%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
70
shares
|
$7,161
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
70
shares
|
$7,161
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
68
shares
|
$6,957
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
64
shares
|
$6,547
0.0% of portfolio
|
Q3 2024
Reduced 86.21%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
60
shares
|
$6,138
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
45
shares
|
$4,603
0.0% of portfolio
|
Q3 2024
Reduced 95.53%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
44
shares
|
$4,501
0.0% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
43
shares
|
$4,399
0.0% of portfolio
|
Q3 2024
Reduced 18.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40
shares
|
$4,092
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
40
shares
|
$4,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
40
shares
|
$4,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
40
shares
|
$4,092
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
32
shares
|
$3,273
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
30
shares
|
$3,069
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
30
shares
|
$3,069
0.0% of portfolio
|
Q3 2024
Reduced 68.42%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$2,762
0.0% of portfolio
|
Q1 2022
Added 3.85%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
24
shares
|
$2,455
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
20
shares
|
$2,046
0.0% of portfolio
|
Q4 2023
Reduced 70.15%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
17
shares
|
$1,739
0.0% of portfolio
|
Q1 2023
Reduced 84.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$1,739
0.0% of portfolio
|
Q3 2023
New holding
|