Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 613 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
7,226
shares
|
$696,369
0.12% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,187
shares
|
$692,611
0.11% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
7,066
shares
|
$680,950
0.3% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
6,985
shares
|
$673,144
0.0% of portfolio
|
Q1 2024
Added 13.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
6,899
shares
|
$664,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
6,838
shares
|
$658,978
0.04% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
6,820
shares
|
$657,243
0.27% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
6,633
shares
|
$639,222
0.1% of portfolio
|
Q3 2023
Reduced 8.55%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,579
shares
|
$634,018
0.02% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,504
shares
|
$626,790
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,469
shares
|
$623,417
0.05% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
6,413
shares
|
$618,020
0.2% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
6,356
shares
|
$612,527
0.01% of portfolio
|
Q4 2024
Added 12.6%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
6,355
shares
|
$612,431
0.16% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,325
shares
|
$609,540
0.01% of portfolio
|
Q4 2024
Added 64.29%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,319
shares
|
$608,962
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
6,246
shares
|
$601,927
0.02% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
6,245
shares
|
$601,830
0.01% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,225
shares
|
$599,903
0.01% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,151
shares
|
$592,771
0.01% of portfolio
|
Q2 2022
Reduced 3.41%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,146
shares
|
$592,290
0.01% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
6,071
shares
|
$585,062
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
6,057
shares
|
$583,713
0.01% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,039
shares
|
$581,978
0.02% of portfolio
|
Q4 2024
Added 55.64%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,037
shares
|
$581,785
0.01% of portfolio
|
Q4 2024
Reduced 2.66%
|