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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
6,011
shares
|
$579,280
0.04% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Jan 28, 2025 Q4 2024 |
5,993
shares
|
$577,545
0.41% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
5,975
shares
|
$575,810
0.12% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,938
shares
|
$572,245
0.11% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,938
shares
|
$572,245
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,865
shares
|
$565,210
0.14% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
5,692
shares
|
$548,538
0.07% of portfolio
|
Q2 2024
Reduced 4.21%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,654
shares
|
$544,875
0.01% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
5,565
shares
|
$536,299
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
5,524
shares
|
$532,347
0.54% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,450
shares
|
$525,216
0.0% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
5,427
shares
|
$522,999
0.22% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
5,418
shares
|
$522,132
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
5,384
shares
|
$518,856
0.19% of portfolio
|
Q4 2024
Reduced 35.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,235
shares
|
$504,496
0.0% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,136
shares
|
$494,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,127
shares
|
$494,088
0.02% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,126
shares
|
$493,992
0.03% of portfolio
|
Q2 2023
Added 11.9%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,115
shares
|
$492,932
0.1% of portfolio
|
Q4 2024
Added 47.28%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
5,079
shares
|
$489,463
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,022
shares
|
$483,970
0.01% of portfolio
|
Q4 2022
Added 2.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,018
shares
|
$483,584
0.0% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
4,998
shares
|
$481,657
0.25% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
4,845
shares
|
$466,912
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,829
shares
|
$465,370
0.02% of portfolio
|
Q4 2024
Reduced 13.38%
|