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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
54,888
shares
|
$5.38 Million
0.14% of portfolio
|
Q2 2025
Added 52.71%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
54,127
shares
|
$5.3 Million
1.7% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
53,420
shares
|
$5.23 Million
0.31% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
51,981
shares
|
$5.09 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
51,566
shares
|
$5.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
50,123
shares
|
$4.91 Million
1.68% of portfolio
|
Q1 2025
Added 71504.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,874
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2023
Added 37.32%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
49,682
shares
|
$4.87 Million
1.43% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
47,757
shares
|
$4.68 Million
0.01% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
47,432
shares
|
$4.65 Million
0.01% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
47,236
shares
|
$4.63 Million
2.49% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
46,690
shares
|
$4.58 Million
0.3% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
44,386
shares
|
$4.35 Million
0.73% of portfolio
|
Q2 2025
Added 14895.27%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
43,625
shares
|
$4.27 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
41,289
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
39,362
shares
|
$3.86 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,300
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2022
Added 9.72%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
39,279
shares
|
$3.85 Million
0.39% of portfolio
|
Q2 2025
Added 425.12%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
39,000
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Added 954.05%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
38,491
shares
|
$3.77 Million
0.4% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
37,855
shares
|
$3.71 Million
1.66% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
37,434
shares
|
$3.67 Million
0.36% of portfolio
|
Q2 2023
Added 21.22%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
37,035
shares
|
$3.63 Million
0.44% of portfolio
|
Q2 2025
Added 82.12%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
36,000
shares
|
$3.53 Million
0.41% of portfolio
|
Q1 2023
Added 42252.94%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
35,446
shares
|
$3.47 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.39%
|