Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 575 institutions that hold shares in the stock, with a total of 31.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 13, 2024 Q2 2024 |
14,130
shares
|
$1.37 Million
0.27% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
13,604
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2024
Reduced 81.96%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
13,575
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,469
shares
|
$1.31 Million
0.1% of portfolio
|
Q3 2022
Added 111.44%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 13, 2024 Q2 2024 |
13,365
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 13.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
12,802
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 79.16%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,795
shares
|
$1.24 Million
0.19% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
12,457
shares
|
$1.21 Million
1.0% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
12,323
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
12,319
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
Added 70.34%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12,054
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
11,842
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
11,757
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 54.61%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
11,742
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.7%
|
|
|
Unionview, LLC
Seattle, WA |
Aug 02, 2024 Q2 2024 |
11,717
shares
|
$1.14 Million
0.84% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
11,120
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,813
shares
|
$1.05 Million
0.33% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,629
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
10,558
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
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%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 30, 2024 Q2 2024 |
10,400
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,188
shares
|
$990,273
0.0% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
10,054
shares
|
$977,248
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
9,279
shares
|
$901,918
0.01% of portfolio
|
Q2 2024
Reduced 25.36%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,071
shares
|
$881,701
0.01% of portfolio
|
Q3 2024
Added 5.71%
|