Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 597 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
28,622
shares
|
$2.93 Million
1.55% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
28,366
shares
|
$2.9 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,413
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.87%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
27,151
shares
|
$2.78 Million
0.49% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,128
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
27,042
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
26,934
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 97.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
26,510
shares
|
$2.71 Million
0.16% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
26,502
shares
|
$2.71 Million
1.44% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
26,012
shares
|
$2.66 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
25,145
shares
|
$2.57 Million
0.25% of portfolio
|
Q4 2022
Added 119.68%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
25,133
shares
|
$2.57 Million
1.83% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
24,800
shares
|
$2.54 Million
0.19% of portfolio
|
Q3 2024
Added 20.86%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,172
shares
|
$2.47 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
23,451
shares
|
$2.4 Million
1.04% of portfolio
|
Q4 2022
Added 44.39%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,008
shares
|
$2.35 Million
0.11% of portfolio
|
Q3 2024
Added 55.72%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
22,220
shares
|
$2.27 Million
1.55% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,065
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
21,975
shares
|
$2.25 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.06%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
21,699
shares
|
$2.22 Million
0.21% of portfolio
|
Q3 2024
Reduced 42.81%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
21,238
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
21,076
shares
|
$2.16 Million
0.35% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
20,807
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,768
shares
|
$2.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.6%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
20,732
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.11%
|