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 |
|---|---|---|---|---|---|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
9,882
shares
|
$968,337
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
9,793
shares
|
$959,616
0.0% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
9,385
shares
|
$919,636
0.68% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
9,176
shares
|
$899,156
0.09% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,057
shares
|
$887,495
0.26% of portfolio
|
Q1 2024
Reduced 63.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,024
shares
|
$884,261
0.02% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
9,009
shares
|
$882,791
0.03% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
8,877
shares
|
$869,857
0.06% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,625
shares
|
$845,163
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
8,544
shares
|
$837,226
0.13% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,436
shares
|
$826,643
0.0% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,290
shares
|
$812,337
0.04% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
8,187
shares
|
$802,244
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,145
shares
|
$798,128
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
8,144
shares
|
$798,030
0.37% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,059
shares
|
$789,701
0.26% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
7,973
shares
|
$781,274
0.21% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
7,946
shares
|
$778,628
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
7,848
shares
|
$769,025
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,785
shares
|
$762,852
0.27% of portfolio
|
Q1 2023
Added 0.91%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
7,740
shares
|
$758,442
0.05% of portfolio
|
Q2 2025
Added 18.22%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
7,716
shares
|
$756,090
0.16% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
7,700
shares
|
$754,523
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
7,560
shares
|
$740,804
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,392
shares
|
$724,342
0.01% of portfolio
|
Q2 2025
Reduced 19.49%
|