Purchases and Sales Made in Q2 2025 in Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.08M+ 149.44% |
$91.5M - $104M
|
1.81M
$171M
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
600K+ 400.0% |
$50.7M - $57.8M
|
750K
$71.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
323K+ 69.06% |
$27.3M - $31.1M
|
790K
$74.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Wealth Navi Inc.
|
BUY
|
- |
198K+ 4.22% |
$16.7M - $19.1M
|
4.9M
$464M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 42.49% |
$12.6M - $14.4M
|
501K
$47.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
123KNew |
$10.4M - $11.8M
|
123K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65K+ 1341.97% |
$5.49M - $6.26M
|
69.9K
$6.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Passaic Partners LLC
|
BUY
|
- |
63.7K+ 41.5% |
$5.38M - $6.13M
|
217K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
62.5KNew |
$5.28M - $6.02M
|
62.5K
$5.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
54.7K+ 87.26% |
$4.62M - $5.26M
|
117K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.7K+ 83.11% |
$4.54M - $5.17M
|
118K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
52.3K+ 104.24% |
$4.42M - $5.03M
|
102K
$9.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
44.1K+ 14895.27% |
$3.72M - $4.24M
|
44.4K
$4.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
43.6KNew |
$3.69M - $4.2M
|
43.6K
$4.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 103.08% |
$3.24M - $3.7M
|
75.7K
$7.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
35.3K+ 954.05% |
$2.98M - $3.4M
|
39K
$3.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
34.7KNew |
$2.94M - $3.34M
|
34.7K
$3.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
33.6K+ 2773.55% |
$2.84M - $3.23M
|
34.8K
$3.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
31.9KNew |
$2.69M - $3.07M
|
31.9K
$3.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
31.8K+ 425.12% |
$2.69M - $3.06M
|
39.3K
$3.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
31.5KNew |
$2.66M - $3.03M
|
31.5K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
26.7KNew |
$2.26M - $2.57M
|
26.7K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
26.4K+ 5.0% |
$2.23M - $2.54M
|
553K
$52.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
25K+ 36.3% |
$2.11M - $2.41M
|
93.9K
$8.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
23.7K+ 5.73% |
$2M - $2.28M
|
437K
$41.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
21.9KNew |
$1.85M - $2.11M
|
21.9K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
21.9KNew |
$1.85M - $2.11M
|
21.9K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.4KNew |
$1.72M - $1.96M
|
20.4K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
20KNew |
$1.69M - $1.93M
|
20K
$1.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
16.7K+ 82.12% |
$1.41M - $1.61M
|
37K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.8KNew |
$909K - $1.04M
|
10.8K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.88KNew |
$835K - $951K
|
9.88K
$937K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.18K+ 13.72% |
$776K - $884K
|
76.1K
$7.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.59K+ 4.56% |
$557K - $634K
|
151K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.54K+ 2.77% |
$553K - $630K
|
243K
$23M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
6.25KNew |
$528K - $601K
|
6.25K
$592K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
5.52KNew |
$466K - $531K
|
5.52K
$523K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4.74KNew |
$400K - $456K
|
4.74K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.5KNew |
$380K - $433K
|
4.5K
$427K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.28KNew |
$361K - $411K
|
4.28K
$405K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.23K+ 180.76% |
$357K - $407K
|
6.57K
$623K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.17K+ 9.56% |
$352K - $401K
|
47.8K
$4.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.73K+ 22.4% |
$315K - $359K
|
20.4K
$1.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.71KNew |
$313K - $357K
|
3.71K
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.97KNew |
$250K - $285K
|
2.97K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.76K+ 38.64% |
$234K - $266K
|
9.92K
$940K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.73K+ 23.53% |
$230K - $262K
|
14.3K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.72K+ 2.69% |
$230K - $262K
|
104K
$9.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.62K+ 19.48% |
$221K - $252K
|
16.1K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.35K+ 4.96% |
$199K - $226K
|
49.7K
$4.71M
|