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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,952
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,829
shares
|
$1.26 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,795
shares
|
$1.25 Million
0.19% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
12,789
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
12,739
shares
|
$1.25 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
12,187
shares
|
$1.19 Million
0.83% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
11,757
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,650
shares
|
$1.14 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
11,617
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
10,990
shares
|
$1.08 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
10,946
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,758
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
10,653
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,629
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
10,613
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10,516
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2022
Added 8.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
10,486
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
10,407
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,376
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,362
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,333
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,170
shares
|
$996,558
0.01% of portfolio
|
Q2 2025
Reduced 54.33%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
10,043
shares
|
$984,113
0.43% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
10,015
shares
|
$981,369
0.12% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
9,918
shares
|
$971,864
0.22% of portfolio
|
Q2 2025
Added 38.64%
|