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 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
16,238
shares
|
$1.57 Million
1.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
16,142
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
16,128
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,074
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
15,979
shares
|
$1.54 Million
0.33% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
15,878
shares
|
$1.53 Million
0.44% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
15,356
shares
|
$1.48 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
15,235
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
15,222
shares
|
$1.47 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
15,042
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
15,034
shares
|
$1.45 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
14,927
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
14,294
shares
|
$1.38 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,645
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,469
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2022
Added 111.44%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
13,228
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,190
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 81.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,135
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,952
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,829
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,795
shares
|
$1.24 Million
0.19% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,789
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
12,739
shares
|
$1.23 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
12,187
shares
|
$1.18 Million
0.83% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,812
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2025
Added 1.68%
|