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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
11,757
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
11,688
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 58.12%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,650
shares
|
$1.13 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
10,946
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
10,865
shares
|
$1.05 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,758
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
10,653
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,629
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
10,609
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10,516
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2022
Added 8.14%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
10,432
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
10,407
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.9%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,406
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,376
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,362
shares
|
$1 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,170
shares
|
$982,422
0.01% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
10,115
shares
|
$977,109
0.03% of portfolio
|
Q3 2025
Reduced 53.8%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
9,882
shares
|
$954,601
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
9,793
shares
|
$946,003
0.0% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,781
shares
|
$944,844
0.01% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
9,575
shares
|
$924,945
0.11% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
9,292
shares
|
$897,607
0.47% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
9,176
shares
|
$886,401
0.08% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
9,123
shares
|
$881,281
0.67% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,057
shares
|
$874,906
0.26% of portfolio
|
Q1 2024
Reduced 63.25%
|