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 |
|---|---|---|---|---|---|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
67,416
shares
|
$6.47 Million
1.16% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
66,079
shares
|
$6.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 58.01%
|
|
|
Regis Acquisition Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
64,384
shares
|
$6.18 Million
3.44% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
63,653
shares
|
$6.11 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
60,126
shares
|
$5.77 Million
0.02% of portfolio
|
Q4 2024
Reduced 38.86%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
58,918
shares
|
$5.65 Million
0.04% of portfolio
|
Q4 2024
Added 43.4%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
57,439
shares
|
$5.51 Million
1.84% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
57,192
shares
|
$5.49 Million
1.11% of portfolio
|
Q4 2024
Added 52.57%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
54,938
shares
|
$5.27 Million
0.83% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
54,400
shares
|
$5.22 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
54,340
shares
|
$5.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
52,649
shares
|
$5.05 Million
0.26% of portfolio
|
Q4 2024
Reduced 41.64%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
51,945
shares
|
$4.98 Million
0.34% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
51,276
shares
|
$4.92 Million
2.82% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
50,765
shares
|
$4.87 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
49,972
shares
|
$4.79 Million
0.22% of portfolio
|
Q4 2024
Added 58.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,874
shares
|
$4.78 Million
0.01% of portfolio
|
Q3 2023
Added 37.32%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
48,893
shares
|
$4.69 Million
0.84% of portfolio
|
Q4 2024
Added 67.07%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
47,211
shares
|
$4.53 Million
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
46,787
shares
|
$4.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.76%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
44,875
shares
|
$4.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
44,302
shares
|
$4.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
43,594
shares
|
$4.18 Million
1.45% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
J. Goldman & CO LP
New York, NY |
Feb 14, 2025 Q4 2024 |
43,581
shares
|
$4.18 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
42,709
shares
|
$4.1 Million
0.01% of portfolio
|
Q4 2024
Added 21.72%
|