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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,615
shares
|
$532,751
0.01% of portfolio
|
Q3 2025
Added 17.59%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
5,571
shares
|
$528,576
0.0% of portfolio
|
Q2 2025
Reduced 90.33%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
5,542
shares
|
$525,824
0.05% of portfolio
|
Q4 2025
Reduced 7.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
5,521
shares
|
$523,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
5,407
shares
|
$513,016
0.29% of portfolio
|
Q4 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,313
shares
|
$504,097
0.01% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jan 15, 2026 Q4 2025 |
5,285
shares
|
$501,440
0.45% of portfolio
|
Q4 2025
Added 8.19%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,275
shares
|
$500,492
0.01% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,265
shares
|
$499,543
0.0% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,265
shares
|
$499,543
0.17% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
5,265
shares
|
$499,543
0.05% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
5,210
shares
|
$494,324
0.01% of portfolio
|
Q4 2025
Reduced 60.5%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
5,170
shares
|
$490,529
0.07% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,166
shares
|
$490,150
0.0% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,134
shares
|
$487,113
0.04% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,126
shares
|
$486,354
0.03% of portfolio
|
Q2 2023
Added 11.9%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
5,112
shares
|
$485,026
0.17% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
5,100
shares
|
$483,888
0.03% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
5,079
shares
|
$481,895
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
5,038
shares
|
$478,005
0.12% of portfolio
|
Q4 2025
Reduced 35.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,018
shares
|
$476,107
0.0% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
5,005
shares
|
$474,874
0.0% of portfolio
|
Q4 2025
Added 15.32%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
4,993
shares
|
$473,735
0.0% of portfolio
|
Q2 2025
Reduced 54.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,924
shares
|
$467,189
0.03% of portfolio
|
Q3 2025
Reduced 24.57%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
4,923
shares
|
$467,094
0.26% of portfolio
|
Q4 2025
Added 14.81%
|
|