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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
77
shares
|
$7,545
0.0% of portfolio
|
Q1 2024
Added 1871.43%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
76
shares
|
$7,447
0.0% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
75
shares
|
$7,349
0.0% of portfolio
|
Q1 2025
Reduced 50.33%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
75
shares
|
$7,349
0.0% of portfolio
|
Q2 2021
Reduced 61.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
74
shares
|
$7,251
0.0% of portfolio
|
Q2 2025
Reduced 66.21%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
70
shares
|
$6,859
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
60
shares
|
$5,879
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
57
shares
|
$5,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
51
shares
|
$4,997
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
47
shares
|
$4,605
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
43
shares
|
$4,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
41
shares
|
$4,017
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40
shares
|
$3,919
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
40
shares
|
$3,919
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
34
shares
|
$3,331
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
32
shares
|
$3,135
0.0% of portfolio
|
Q2 2025
Reduced 86.78%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
32
shares
|
$3,135
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
30
shares
|
$2,939
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$2,645
0.0% of portfolio
|
Q1 2022
Added 3.85%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
24
shares
|
$2,351
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
21
shares
|
$2,057
0.0% of portfolio
|
Q1 2025
Reduced 87.72%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
20
shares
|
$1,959
0.0% of portfolio
|
Q4 2023
Reduced 70.15%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
17
shares
|
$1,665
0.0% of portfolio
|
Q1 2023
Reduced 84.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$1,665
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
15
shares
|
$1,469
0.0% of portfolio
|
Q2 2024
New holding
|