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 $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
64
shares
|
$6,139
0.0% of portfolio
|
Q3 2024
Reduced 86.21%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
60
shares
|
$5,755
0.0% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
56
shares
|
$5,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
50
shares
|
$4,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
50
shares
|
$4,796
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
47
shares
|
$4,508
0.0% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
44
shares
|
$4,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
43
shares
|
$4,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
41
shares
|
$3,933
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
40
shares
|
$3,837
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
40
shares
|
$3,837
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
34
shares
|
$3,261
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
32
shares
|
$3,069
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
30
shares
|
$2,877
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$2,590
0.0% of portfolio
|
Q1 2022
Added 3.85%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
24
shares
|
$2,302
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
20
shares
|
$1,918
0.0% of portfolio
|
Q4 2023
Reduced 70.15%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
17
shares
|
$1,630
0.0% of portfolio
|
Q1 2023
Reduced 84.11%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$1,630
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
15
shares
|
$1,438
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
14
shares
|
$1,343
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
13
shares
|
$1,247
0.0% of portfolio
|
Q2 2024
Reduced 23.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12
shares
|
$1,151
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
10
shares
|
$959
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
7
shares
|
$671
0.0% of portfolio
|
Q4 2018
New holding
|