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 |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
35,388
shares
|
$3.47 Million
1.15% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
35,079
shares
|
$3.44 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
34,770
shares
|
$3.41 Million
0.03% of portfolio
|
Q2 2025
Added 2773.55%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
34,746
shares
|
$3.4 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
34,456
shares
|
$3.38 Million
1.04% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
32,786
shares
|
$3.21 Million
0.11% of portfolio
|
Q2 2025
Reduced 63.27%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
32,600
shares
|
$3.19 Million
0.29% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
31,864
shares
|
$3.12 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
31,862
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
31,530
shares
|
$3.09 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
30,847
shares
|
$3.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
30,511
shares
|
$2.99 Million
1.43% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
29,603
shares
|
$2.9 Million
0.53% of portfolio
|
Q2 2025
Added 64.13%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
29,209
shares
|
$2.86 Million
0.24% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
29,136
shares
|
$2.86 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
29,018
shares
|
$2.84 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
29,010
shares
|
$2.84 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,668
shares
|
$2.71 Million
0.0% of portfolio
|
Q2 2025
Added 79.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
27,665
shares
|
$2.71 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
26,805
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
Added 90.53%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
26,698
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,442
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
26,096
shares
|
$2.56 Million
0.01% of portfolio
|
Q1 2023
Added 6.15%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
26,041
shares
|
$2.55 Million
0.55% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
25,943
shares
|
$2.54 Million
1.62% of portfolio
|
Q2 2025
Added 4.85%
|