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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$48,185
0.0% of portfolio
|
Q2 2018
Reduced 80.95%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
463
shares
|
$44,619
0.02% of portfolio
|
Q4 2024
Reduced 98.37%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
456
shares
|
$43,944
0.0% of portfolio
|
Q2 2023
Reduced 32.54%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
455
shares
|
$43,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
442
shares
|
$42,595
0.02% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
424
shares
|
$40,860
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
401
shares
|
$38,644
0.0% of portfolio
|
Q4 2024
Added 146.01%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
394
shares
|
$37,969
0.0% of portfolio
|
Q1 2024
Reduced 38.82%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
390
shares
|
$37,584
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
384
shares
|
$37,006
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
375
shares
|
$36,138
0.02% of portfolio
|
Q3 2023
Added 0.81%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
351
shares
|
$33,825
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
349
shares
|
$33,633
0.0% of portfolio
|
Q4 2022
Reduced 98.07%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
324
shares
|
$31,223
0.0% of portfolio
|
Q2 2018
Reduced 15.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
307
shares
|
$29,585
0.01% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$28,911
0.01% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
300
shares
|
$28,911
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
300
shares
|
$28,911
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
300
shares
|
$28,911
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
291
shares
|
$28,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
289
shares
|
$27,850
0.0% of portfolio
|
Q1 2024
Reduced 46.38%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
258
shares
|
$24,863
0.01% of portfolio
|
Q1 2020
Reduced 80.2%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
257
shares
|
$24,767
0.02% of portfolio
|
Q2 2024
Reduced 11.99%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
254
shares
|
$24,477
0.01% of portfolio
|
Q4 2024
Reduced 99.45%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
250
shares
|
$24,092
0.02% of portfolio
|
Q2 2023
New holding
|