Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,955
0.0% of portfolio
|
Q4 2023
Reduced 70.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$1,662
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
17
shares
|
$1,662
0.0% of portfolio
|
Q1 2023
Reduced 84.11%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$1,466
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
14
shares
|
$1,369
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
14
shares
|
$1,369
0.0% of portfolio
|
Q2 2025
Reduced 80.28%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
13
shares
|
$1,271
0.0% of portfolio
|
Q2 2024
Reduced 23.53%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
10
shares
|
$977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
7
shares
|
$684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
6
shares
|
$586
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$586
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5
shares
|
$488
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2
shares
|
$195
0.0% of portfolio
|
Q3 2024
Reduced 91.3%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
1
shares
|
$97
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
1
shares
|
$97
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|