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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
4,070
shares
|
$394,708
0.29% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,049
shares
|
$392,672
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
4,009
shares
|
$388,792
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
3,986
shares
|
$386,562
0.19% of portfolio
|
Q4 2024
Added 19.13%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
3,984
shares
|
$386,368
0.13% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
3,877
shares
|
$375,991
0.01% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
3,874
shares
|
$375,700
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
3,844
shares
|
$372,791
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,827
shares
|
$371,142
0.0% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
3,800
shares
|
$368,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
3,750
shares
|
$363,675
0.18% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
3,657
shares
|
$354,655
0.03% of portfolio
|
Q4 2023
Added 3.89%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
3,621
shares
|
$351,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
3,617
shares
|
$350,776
0.04% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,580
shares
|
$347,188
0.07% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
3,525
shares
|
$341,854
0.11% of portfolio
|
Q1 2019
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,474
shares
|
$336,908
0.0% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
3,461
shares
|
$335,647
0.17% of portfolio
|
Q2 2022
Reduced 4.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,417
shares
|
$331,380
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
3,380
shares
|
$327,792
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
3,372
shares
|
$327,016
0.04% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
3,275
shares
|
$317,609
0.04% of portfolio
|
Q1 2022
Added 19.09%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
3,260
shares
|
$316,154
0.03% of portfolio
|
Q2 2024
Reduced 13.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,204
shares
|
$310,723
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,190
shares
|
$309,366
0.1% of portfolio
|
Q3 2024
Added 0.25%
|