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 |
|---|---|---|---|---|---|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$389,008
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
4,009
shares
|
$380,373
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,004
shares
|
$379,899
0.0% of portfolio
|
Q3 2025
Added 403.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,957
shares
|
$375,440
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,917
shares
|
$371,644
0.06% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
3,895
shares
|
$369,557
0.11% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,855
shares
|
$365,762
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,827
shares
|
$363,105
0.0% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,825
shares
|
$362,916
0.0% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
3,823
shares
|
$362,726
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
3,786
shares
|
$359,215
0.05% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,733
shares
|
$354,187
0.0% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
3,694
shares
|
$350,486
0.27% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
3,660
shares
|
$347,260
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
3,657
shares
|
$346,976
0.03% of portfolio
|
Q4 2023
Added 3.89%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,641
shares
|
$345,458
0.06% of portfolio
|
Q4 2025
Reduced 6.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,629
shares
|
$344,319
0.0% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
3,617
shares
|
$343,180
0.16% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
3,608
shares
|
$342,327
0.17% of portfolio
|
Q4 2025
Reduced 12.66%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
3,497
shares
|
$331,795
0.1% of portfolio
|
Q4 2025
Reduced 42.44%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
3,479
shares
|
$330,087
0.0% of portfolio
|
Q4 2025
Added 18.9%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
3,461
shares
|
$328,379
0.01% of portfolio
|
Q4 2025
Added 16.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
3,458
shares
|
$328,095
0.0% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
3,431
shares
|
$325,533
0.0% of portfolio
|
Q4 2025
Reduced 12.87%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jan 21, 2026 Q4 2025 |
3,430
shares
|
$325,438
0.26% of portfolio
|
Q4 2025
Reduced 0.23%
|
|