Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 575 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
102,337
shares
|
$9.95 Million
5.85% of portfolio
|
Q3 2024
Added 1287.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,929
shares
|
$9.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
91,469
shares
|
$8.89 Million
0.24% of portfolio
|
Q2 2024
Added 14.09%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
90,444
shares
|
$8.79 Million
0.33% of portfolio
|
Q2 2024
Reduced 20.39%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 13, 2024 Q2 2024 |
88,483
shares
|
$8.6 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
87,528
shares
|
$8.51 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
83,173
shares
|
$8.08 Million
0.22% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
82,631
shares
|
$8.03 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
79,580
shares
|
$7.74 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
77,515
shares
|
$7.53 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
77,379
shares
|
$7.52 Million
0.23% of portfolio
|
Q2 2024
Added 86.03%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
76,973
shares
|
$7.48 Million
0.03% of portfolio
|
Q3 2024
Added 2849.16%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
69,713
shares
|
$6.78 Million
1.37% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
68,389
shares
|
$6.65 Million
0.51% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 08, 2024 Q2 2024 |
64,802
shares
|
$6.3 Million
0.5% of portfolio
|
Q2 2024
New holding
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
64,384
shares
|
$6.26 Million
3.44% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
62,394
shares
|
$6.06 Million
0.16% of portfolio
|
Q2 2024
Added 296.28%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
60,936
shares
|
$5.92 Million
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
60,850
shares
|
$5.91 Million
0.59% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
58,001
shares
|
$5.64 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
57,828
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
57,086
shares
|
$5.55 Million
0.02% of portfolio
|
Q3 2024
Added 104.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
56,661
shares
|
$5.51 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2024 Q2 2024 |
56,416
shares
|
$5.48 Million
0.15% of portfolio
|
Q2 2024
Added 49.47%
|
|
|
Running Point Capital Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
56,413
shares
|
$5.48 Million
2.05% of portfolio
|
Q2 2024
Added 3.32%
|