Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 597 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
11,842
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
11,830
shares
|
$1.21 Million
0.94% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
11,444
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
11,120
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2024
Added 9.88%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,813
shares
|
$1.11 Million
0.33% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,629
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,597
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10,516
shares
|
$1.08 Million
0.23% of portfolio
|
Q3 2022
Added 8.14%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
10,400
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
10,188
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
9,098
shares
|
$930,816
0.01% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,071
shares
|
$928,054
0.01% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,057
shares
|
$926,621
0.26% of portfolio
|
Q1 2024
Reduced 63.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,024
shares
|
$923,245
0.02% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
8,968
shares
|
$917,516
0.52% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
8,800
shares
|
$900,328
0.0% of portfolio
|
Q3 2024
Added 76.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,649
shares
|
$884,879
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,625
shares
|
$882,423
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
8,468
shares
|
$866,361
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
8,363
shares
|
$855,618
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
8,363
shares
|
$855,618
0.32% of portfolio
|
Q3 2024
Reduced 94.65%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
8,150
shares
|
$833,826
0.0% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
8,091
shares
|
$827,790
0.43% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,059
shares
|
$824,516
0.26% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
8,056
shares
|
$824,209
0.53% of portfolio
|
Q3 2024
Reduced 0.51%
|