Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 583 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 $4.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
32,786
shares
|
$3.17 Million
0.11% of portfolio
|
Q2 2025
Reduced 63.27%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
32,600
shares
|
$3.15 Million
0.29% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
31,889
shares
|
$3.08 Million
1.52% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
31,863
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
30,847
shares
|
$2.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Aug 08, 2025 Q2 2025 |
30,511
shares
|
$2.95 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
|
$2.86 Million
0.53% of portfolio
|
Q2 2025
Added 64.13%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
29,136
shares
|
$2.81 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
29,018
shares
|
$2.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
28,144
shares
|
$2.72 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,668
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Added 79.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
27,665
shares
|
$2.67 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
27,536
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
27,259
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
27,201
shares
|
$2.63 Million
0.55% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
26,805
shares
|
$2.59 Million
0.03% of portfolio
|
Q2 2025
Added 90.53%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
26,698
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
25,943
shares
|
$2.51 Million
1.62% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,569
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
25,145
shares
|
$2.43 Million
0.25% of portfolio
|
Q4 2022
Added 119.68%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
24,864
shares
|
$2.4 Million
0.48% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,172
shares
|
$2.34 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,882
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.49%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
23,451
shares
|
$2.27 Million
1.04% of portfolio
|
Q4 2022
Added 44.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
23,193
shares
|
$2.24 Million
0.05% of portfolio
|
Q2 2025
Added 0.01%
|