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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
19,390
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
18,624
shares
|
$1.82 Million
1.22% of portfolio
|
Q2 2025
Reduced 10.78%
|
|
|
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%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
18,299
shares
|
$1.79 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
17,496
shares
|
$1.71 Million
0.08% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
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
|
$1.68 Million
0.09% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
16,707
shares
|
$1.64 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
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%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
16,142
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,074
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
15,979
shares
|
$1.57 Million
0.33% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
15,878
shares
|
$1.56 Million
0.44% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
15,384
shares
|
$1.51 Million
0.9% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
15,356
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14,927
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
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%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,645
shares
|
$1.34 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,469
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2022
Added 111.44%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
13,228
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
13,077
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Added 1269.32%
|