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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,804
shares
|
$462,961
0.18% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
4,757
shares
|
$458,432
0.83% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
4,710
shares
|
$453,902
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,668
shares
|
$449,855
0.1% of portfolio
|
Q4 2024
Added 54.01%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
4,659
shares
|
$448,987
0.07% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,650
shares
|
$448,120
0.02% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,646
shares
|
$447,735
0.0% of portfolio
|
Q4 2024
Reduced 41.75%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
4,640
shares
|
$447,156
0.0% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
4,617
shares
|
$444,940
0.04% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
4,579
shares
|
$441,278
0.0% of portfolio
|
Q4 2024
Reduced 62.07%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
4,547
shares
|
$438,194
0.0% of portfolio
|
Q4 2024
Reduced 32.62%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
4,544
shares
|
$437,905
0.05% of portfolio
|
Q4 2024
Reduced 28.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
4,465
shares
|
$430,292
0.14% of portfolio
|
Q1 2024
Added 9.3%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
4,408
shares
|
$424,798
0.03% of portfolio
|
Q4 2024
Added 3454.84%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
4,400
shares
|
$424,028
0.03% of portfolio
|
Q2 2024
Reduced 26.67%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
4,389
shares
|
$422,967
0.93% of portfolio
|
Q4 2024
Added 59.02%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
4,384
shares
|
$422,486
0.09% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
4,364
shares
|
$420,558
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,314
shares
|
$415,740
0.0% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4,286
shares
|
$413,041
0.05% of portfolio
|
Q4 2023
Added 559.38%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
4,275
shares
|
$411,981
0.07% of portfolio
|
Q4 2019
Reduced 2.29%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
4,265
shares
|
$411,018
0.08% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
4,261
shares
|
$410,632
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,230
shares
|
$407,645
0.12% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
4,186
shares
|
$403,404
0.06% of portfolio
|
Q3 2023
Reduced 2.67%
|