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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
29,229
shares
|
$2.77 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Jmac Enterprises LLC
|
Jan 21, 2026 Q4 2025 |
28,362
shares
|
$2.69 Million
0.52% of portfolio
|
Q4 2025
Added 4.27%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
28,225
shares
|
$2.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
28,026
shares
|
$2.66 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
27,536
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
26,899
shares
|
$2.55 Million
0.19% of portfolio
|
Q4 2025
Reduced 4.42%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
26,740
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2025
Reduced 32.07%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,376
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
26,214
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
M&G PLC
London, X0 |
Nov 07, 2025 Q3 2025 |
26,200
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Jan 21, 2026 Q4 2025 |
26,164
shares
|
$2.48 Million
0.33% of portfolio
|
Q4 2025
Reduced 29.36%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
26,138
shares
|
$2.48 Million
1.56% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
25,145
shares
|
$2.39 Million
0.25% of portfolio
|
Q4 2022
Added 119.68%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2025 Q3 2025 |
24,996
shares
|
$2.37 Million
1.12% of portfolio
|
Q3 2025
Reduced 18.08%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
24,864
shares
|
$2.36 Million
0.48% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
24,694
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,172
shares
|
$2.29 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
23,451
shares
|
$2.23 Million
1.04% of portfolio
|
Q4 2022
Added 44.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
23,193
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
22,762
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Added 41.01%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
21,553
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,183
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
20,769
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
20,422
shares
|
$1.94 Million
0.37% of portfolio
|
Q4 2025
Added 5.55%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
20,417
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.87%
|
|