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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,569
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
25,145
shares
|
$2.46 Million
0.25% of portfolio
|
Q4 2022
Added 119.68%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
24,393
shares
|
$2.39 Million
0.5% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,172
shares
|
$2.37 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
23,882
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 54.49%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
23,565
shares
|
$2.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
23,451
shares
|
$2.3 Million
1.04% of portfolio
|
Q4 2022
Added 44.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
23,193
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
22,901
shares
|
$2.24 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
21,896
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
21,881
shares
|
$2.14 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
21,852
shares
|
$2.14 Million
0.32% of portfolio
|
Q2 2025
Reduced 37.34%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
21,540
shares
|
$2.11 Million
0.31% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
21,291
shares
|
$2.09 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,183
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
20,807
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
20,726
shares
|
$2.03 Million
1.08% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
20,360
shares
|
$2 Million
0.93% of portfolio
|
Q2 2025
Added 22.4%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20,357
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,340
shares
|
$1.99 Million
0.17% of portfolio
|
Q4 2022
Added 10.95%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Aug 13, 2025 Q2 2025 |
20,196
shares
|
$1.98 Million
4.21% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
20,041
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$1.96 Million
1.65% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,864
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
19,397
shares
|
$1.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.74%
|