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 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
19,397
shares
|
$1.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
18,859
shares
|
$1.84 Million
0.36% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
18,590
shares
|
$1.82 Million
0.07% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
18,486
shares
|
$1.81 Million
0.86% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,372
shares
|
$1.8 Million
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
18,036
shares
|
$1.76 Million
0.47% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
17,388
shares
|
$1.7 Million
0.74% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
17,350
shares
|
$1.7 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
17,108
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
16,936
shares
|
$1.66 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,492
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
16,440
shares
|
$1.61 Million
0.08% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
16,214
shares
|
$1.59 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
15,979
shares
|
$1.56 Million
0.33% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,952
shares
|
$1.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
15,899
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
15,878
shares
|
$1.55 Million
0.44% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,436
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
15,384
shares
|
$1.5 Million
0.9% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,042
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
14,942
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
14,304
shares
|
$1.4 Million
0.95% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,069
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2025
Added 103.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
13,829
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
13,792
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|