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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,057
shares
|
$880,340
0.26% of portfolio
|
Q1 2024
Reduced 63.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,024
shares
|
$877,132
0.02% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
8,968
shares
|
$871,689
0.52% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,625
shares
|
$838,350
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
8,594
shares
|
$835,336
0.0% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
8,555
shares
|
$831,546
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
8,468
shares
|
$823,089
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
8,363
shares
|
$812,883
0.32% of portfolio
|
Q3 2024
Reduced 94.65%
|
|
|
Etfidea, LLC
Syracuse, NY |
Aug 12, 2024 Q2 2024 |
8,235
shares
|
$800,442
0.24% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Creekside Partners
Petaluma, CA |
Aug 30, 2024 Q2 2024 |
8,070
shares
|
$784,404
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
8,056
shares
|
$783,043
0.53% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
7,855
shares
|
$763,506
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,785
shares
|
$756,702
0.27% of portfolio
|
Q1 2023
Added 0.91%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
7,781
shares
|
$756,313
0.0% of portfolio
|
Q2 2024
Added 152.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
7,739
shares
|
$752,230
0.01% of portfolio
|
Q2 2024
Added 59.63%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
7,560
shares
|
$734,832
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
7,552
shares
|
$734,054
0.04% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
7,316
shares
|
$711,115
0.65% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Covenant Asset Management, LLC
|
Aug 02, 2024 Q2 2024 |
7,237
shares
|
$703,436
0.1% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Pinnacle Financial Partners Inc
|
Aug 06, 2024 Q2 2024 |
7,164
shares
|
$696,340
0.01% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
7,149
shares
|
$694,882
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
7,139
shares
|
$693,910
0.01% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
7,100
shares
|
$690,120
0.01% of portfolio
|
Q2 2024
Reduced 7.79%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
7,005
shares
|
$680,886
0.32% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
6,985
shares
|
$678,942
0.0% of portfolio
|
Q1 2024
Added 13.58%
|