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 |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
2,353
shares
|
$223,252
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Jan 20, 2026 Q4 2025 |
2,350
shares
|
$222,968
0.03% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,314
shares
|
$219,552
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
2,286
shares
|
$216,895
0.02% of portfolio
|
Q4 2022
Reduced 19.08%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
2,273
shares
|
$215,662
0.05% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
2,258
shares
|
$214,239
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,250
shares
|
$213,480
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
2,197
shares
|
$208,451
0.0% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
2,139
shares
|
$202,948
0.05% of portfolio
|
Q4 2025
Added 3.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,138
shares
|
$202,853
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,132
shares
|
$202,284
0.01% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
2,122
shares
|
$201,335
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
2,112
shares
|
$200,386
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
2,000
shares
|
$189,760
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
1,912
shares
|
$181,410
0.08% of portfolio
|
Q4 2025
Reduced 30.87%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,792
shares
|
$170,024
0.0% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
1,768
shares
|
$167,747
0.06% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,768
shares
|
$167,747
0.01% of portfolio
|
Q2 2020
Added 0.04%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,708
shares
|
$162,055
0.0% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,611
shares
|
$152,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,611
shares
|
$152,851
0.01% of portfolio
|
Q1 2024
Added 726.15%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,580
shares
|
$149,910
0.0% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
1,574
shares
|
$149,341
0.01% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
1,570
shares
|
$148,961
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,533
shares
|
$145,451
0.04% of portfolio
|
Q3 2025
Added 465.68%
|
|