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 |
|---|---|---|---|---|---|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
120,124
shares
|
$11.5 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
119,699
shares
|
$11.5 Million
0.15% of portfolio
|
Q4 2024
Added 20.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,725
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
117,106
shares
|
$11.2 Million
0.01% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
114,844
shares
|
$11 Million
1.19% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
114,650
shares
|
$11 Million
0.52% of portfolio
|
Q4 2024
Added 191.48%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
113,878
shares
|
$10.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
100,452
shares
|
$9.64 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,929
shares
|
$9.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
93,774
shares
|
$9 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
92,707
shares
|
$8.89 Million
3.29% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
89,577
shares
|
$8.59 Million
0.0% of portfolio
|
Q4 2024
Added 232.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
85,220
shares
|
$8.18 Million
0.03% of portfolio
|
Q4 2024
Added 49.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
83,720
shares
|
$8.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 88.31%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
83,405
shares
|
$8 Million
3.91% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
77,682
shares
|
$7.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
75,672
shares
|
$7.26 Million
0.01% of portfolio
|
Q4 2024
Added 41.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
74,534
shares
|
$7.15 Million
0.24% of portfolio
|
Q4 2024
Added 1867.63%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
73,607
shares
|
$7.06 Million
0.16% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
72,982
shares
|
$7 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
72,354
shares
|
$6.94 Million
0.18% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
70,928
shares
|
$6.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 14.21%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
70,555
shares
|
$6.77 Million
0.74% of portfolio
|
Q4 2024
Reduced 14.61%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
70,082
shares
|
$6.72 Million
0.92% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
70,000
shares
|
$6.72 Million
1.22% of portfolio
|
Q4 2024
Added 0.41%
|