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 |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
57
shares
|
$5,408
0.0% of portfolio
|
Q3 2025
Reduced 47.22%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
51
shares
|
$4,838
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
48
shares
|
$4,554
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
43
shares
|
$4,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
42
shares
|
$3,984
0.0% of portfolio
|
Q3 2025
Reduced 81.08%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
41
shares
|
$3,890
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
40
shares
|
$3,795
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40
shares
|
$3,795
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
35
shares
|
$3,320
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
34
shares
|
$3,225
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
34
shares
|
$3,225
0.0% of portfolio
|
Q4 2025
Reduced 60.92%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
32
shares
|
$3,036
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
32
shares
|
$3,036
0.0% of portfolio
|
Q3 2025
Reduced 57.89%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
30
shares
|
$2,846
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$2,561
0.0% of portfolio
|
Q1 2022
Added 3.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
25
shares
|
$2,372
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
24
shares
|
$2,277
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
20
shares
|
$1,897
0.0% of portfolio
|
Q4 2023
Reduced 70.15%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
17
shares
|
$1,612
0.0% of portfolio
|
Q1 2023
Reduced 84.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$1,612
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
16
shares
|
$1,518
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
16
shares
|
$1,518
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
14
shares
|
$1,328
0.0% of portfolio
|
Q2 2025
Reduced 80.28%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
14
shares
|
$1,328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
13
shares
|
$1,233
0.0% of portfolio
|
Q3 2025
Added 225.0%
|
|