Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
25,145
shares
|
$2.46 Million
0.25% of portfolio
|
Q4 2022
Added 119.68%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
24,826
shares
|
$2.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 39.84%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
24,743
shares
|
$2.42 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
24,393
shares
|
$2.39 Million
0.5% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
24,347
shares
|
$2.38 Million
0.24% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,172
shares
|
$2.36 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
23,451
shares
|
$2.29 Million
1.04% of portfolio
|
Q4 2022
Added 44.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
23,190
shares
|
$2.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
23,104
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
22,901
shares
|
$2.24 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,308
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
22,270
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 141.67%
|
|
|
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
|
|
|
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%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
21,011
shares
|
$2.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
20,875
shares
|
$2.04 Million
1.5% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
20,807
shares
|
$2.03 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%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
20,425
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
20,360
shares
|
$1.99 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%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
20,335
shares
|
$1.99 Million
0.24% of portfolio
|
Q4 2024
Added 215.17%
|
|
|
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%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
19,397
shares
|
$1.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.74%
|