Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,530
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
13,506
shares
|
$1.32 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
13,470
shares
|
$1.32 Million
0.27% of portfolio
|
Q1 2025
Added 188.56%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,469
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2022
Added 111.44%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,453
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
13,347
shares
|
$1.31 Million
0.65% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,795
shares
|
$1.25 Million
0.19% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
12,464
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
12,251
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
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%
|
|
|
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%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
11,150
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 34.13%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
10,990
shares
|
$1.07 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,969
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 69.84%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
10,909
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
Reduced 78.81%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
10,871
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 32.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,722
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.36%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 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%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
10,612
shares
|
$1.04 Million
0.3% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
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%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
10,046
shares
|
$982,398
0.04% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
10,043
shares
|
$982,104
0.43% of portfolio
|
Q2 2025
Added 4.91%
|