Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 579 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
6,849
shares
|
$649,833
0.01% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
6,790
shares
|
$644,235
0.23% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,652
shares
|
$631,141
0.08% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
6,599
shares
|
$626,113
0.09% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,579
shares
|
$624,215
0.02% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,577
shares
|
$624,025
0.01% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,567
shares
|
$623,076
0.01% of portfolio
|
Q2 2025
Added 180.76%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,541
shares
|
$620,610
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
6,510
shares
|
$617,668
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
6,501
shares
|
$616,814
0.21% of portfolio
|
Q4 2025
Added 9.78%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,485
shares
|
$615,296
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Nov 14, 2025 Q3 2025 |
6,399
shares
|
$607,137
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,273
shares
|
$595,182
0.01% of portfolio
|
Q1 2025
Added 37.96%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,256
shares
|
$593,569
0.21% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
6,246
shares
|
$592,620
0.02% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,151
shares
|
$583,606
0.01% of portfolio
|
Q2 2022
Reduced 3.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,120
shares
|
$580,665
0.01% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
5,992
shares
|
$568,520
0.0% of portfolio
|
Q3 2025
Reduced 87.45%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,938
shares
|
$563,397
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,938
shares
|
$563,397
0.11% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
5,912
shares
|
$560,930
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
5,865
shares
|
$556,471
0.13% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
5,715
shares
|
$542,239
0.1% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
5,656
shares
|
$536,641
0.01% of portfolio
|
Q4 2025
Added 37.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
5,639
shares
|
$535,028
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|