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 |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
4,902
shares
|
$465,101
0.17% of portfolio
|
Q3 2025
Reduced 84.45%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
4,845
shares
|
$459,693
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,823
shares
|
$457,606
0.09% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,819
shares
|
$457,226
0.04% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
4,765
shares
|
$452,103
0.38% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
4,739
shares
|
$449,636
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
4,710
shares
|
$446,884
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,677
shares
|
$443,753
0.04% of portfolio
|
Q3 2025
Added 165.89%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
4,662
shares
|
$442,330
0.09% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,617
shares
|
$438,060
0.04% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
4,592
shares
|
$435,688
0.04% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,579
shares
|
$434,455
0.0% of portfolio
|
Q2 2025
Reduced 88.84%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
4,548
shares
|
$431,514
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,503
shares
|
$427,244
0.0% of portfolio
|
Q3 2025
Reduced 22.75%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,498
shares
|
$426,770
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,478
shares
|
$424,872
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,465
shares
|
$423,639
0.14% of portfolio
|
Q1 2024
Added 9.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
4,460
shares
|
$423,164
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
4,460
shares
|
$423,164
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
4,402
shares
|
$417,661
0.32% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
4,286
shares
|
$406,655
0.06% of portfolio
|
Q4 2023
Added 559.38%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
4,272
shares
|
$405,327
0.03% of portfolio
|
Q3 2025
Added 93.92%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,230
shares
|
$401,342
0.12% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
4,216
shares
|
$400,014
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
4,110
shares
|
$389,956
0.1% of portfolio
|
Q2 2025
Reduced 0.58%
|
|