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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,160
shares
|
$304,529
0.03% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,144
shares
|
$302,987
0.0% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,132
shares
|
$301,830
0.01% of portfolio
|
Q4 2024
Added 138.72%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,116
shares
|
$300,288
0.03% of portfolio
|
Q4 2024
Added 49.95%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Feb 04, 2025 Q4 2024 |
3,100
shares
|
$298,747
0.21% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
3,095
shares
|
$298,265
0.03% of portfolio
|
Q1 2024
Reduced 41.47%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,037
shares
|
$292,675
0.01% of portfolio
|
Q4 2024
Reduced 21.48%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,009
shares
|
$289,977
0.03% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$289,110
0.08% of portfolio
|
Q4 2024
Added 25.26%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
2,989
shares
|
$288,049
0.0% of portfolio
|
Q4 2023
Added 100.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,987
shares
|
$287,857
0.0% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
2,972
shares
|
$286,411
0.11% of portfolio
|
Q1 2023
Reduced 8.33%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,968
shares
|
$286,026
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
2,966
shares
|
$285,833
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
2,940
shares
|
$283,327
0.07% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,852
shares
|
$274,847
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,816
shares
|
$271,377
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,815
shares
|
$271,281
0.01% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
2,791
shares
|
$268,968
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
2,778
shares
|
$267,715
0.02% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,760
shares
|
$265,981
0.57% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
2,759
shares
|
$265,884
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,707
shares
|
$260,873
0.02% of portfolio
|
Q4 2024
Added 31.15%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,700
shares
|
$260,199
0.04% of portfolio
|
Q4 2022
Reduced 49.15%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
2,608
shares
|
$251,332
0.23% of portfolio
|
Q4 2022
New holding
|