Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 612 institutions that hold shares in the stock, with a total of 57.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
129
shares
|
$12,374
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
120
shares
|
$11,511
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
120
shares
|
$11,511
0.0% of portfolio
|
Q2 2023
Reduced 79.42%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
118
shares
|
$11,319
0.0% of portfolio
|
Q1 2024
Reduced 47.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
112
shares
|
$10,744
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
110
shares
|
$10,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
107
shares
|
$10,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
105
shares
|
$10,072
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
105
shares
|
$10,072
0.01% of portfolio
|
Q1 2023
Added 0.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
104
shares
|
$9,976
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
98
shares
|
$9,401
0.0% of portfolio
|
Q4 2024
Reduced 35.53%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
93
shares
|
$8,921
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
92
shares
|
$8,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
90
shares
|
$8,633
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
90
shares
|
$8,633
0.0% of portfolio
|
Q1 2020
Reduced 52.63%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
85
shares
|
$8,154
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
85
shares
|
$8,154
0.0% of portfolio
|
Q4 2022
Reduced 9.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
82
shares
|
$7,866
0.0% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
80
shares
|
$7,674
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
79
shares
|
$7,578
0.0% of portfolio
|
Q1 2024
Reduced 89.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
77
shares
|
$7,386
0.0% of portfolio
|
Q1 2024
Added 1871.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
75
shares
|
$7,194
0.0% of portfolio
|
Q2 2021
Reduced 61.54%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
72
shares
|
$6,906
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
70
shares
|
$6,715
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
70
shares
|
$6,715
0.0% of portfolio
|
Q2 2023
New holding
|