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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
20,406
shares
|
$1.94 Million
0.9% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,340
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2022
Added 10.95%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
20,284
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
20,062
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.84%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
19,400
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
19,390
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2025
Added 3.62%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
19,349
shares
|
$1.84 Million
0.71% of portfolio
|
Q4 2025
Added 10.67%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
19,334
shares
|
$1.83 Million
0.76% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,954
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
18,830
shares
|
$1.79 Million
0.36% of portfolio
|
Q3 2025
Reduced 36.39%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
18,788
shares
|
$1.78 Million
1.25% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
18,708
shares
|
$1.78 Million
0.89% of portfolio
|
Q4 2025
Reduced 7.43%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
18,703
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
18,419
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
17,382
shares
|
$1.65 Million
0.85% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
17,257
shares
|
$1.64 Million
0.23% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
17,108
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
16,518
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 29.9%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
16,517
shares
|
$1.57 Million
0.19% of portfolio
|
Q4 2025
Reduced 10.38%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
16,364
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
16,238
shares
|
$1.54 Million
1.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
15,979
shares
|
$1.52 Million
0.33% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
15,878
shares
|
$1.51 Million
0.44% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
15,337
shares
|
$1.46 Million
0.88% of portfolio
|
Q4 2025
Added 2.02%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
15,235
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.16%
|
|