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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
31,983
shares
|
$3.07 Million
0.3% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
31,856
shares
|
$3.06 Million
1.64% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
31,745
shares
|
$3.05 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
31,395
shares
|
$3.01 Million
0.09% of portfolio
|
Q4 2024
Added 83.07%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Feb 13, 2025 Q4 2024 |
31,200
shares
|
$2.99 Million
0.29% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
27,883
shares
|
$2.67 Million
0.44% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
27,673
shares
|
$2.65 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
27,658
shares
|
$2.65 Million
1.33% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
27,376
shares
|
$2.63 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
27,043
shares
|
$2.59 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
26,789
shares
|
$2.57 Million
1.36% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
25,691
shares
|
$2.46 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
25,145
shares
|
$2.41 Million
0.25% of portfolio
|
Q4 2022
Added 119.68%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
25,133
shares
|
$2.41 Million
1.67% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,228
shares
|
$2.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
24,172
shares
|
$2.32 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
23,959
shares
|
$2.3 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
23,872
shares
|
$2.29 Million
0.22% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
23,625
shares
|
$2.27 Million
0.49% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
23,451
shares
|
$2.25 Million
1.04% of portfolio
|
Q4 2022
Added 44.39%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
23,333
shares
|
$2.24 Million
0.35% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
23,008
shares
|
$2.21 Million
0.11% of portfolio
|
Q3 2024
Added 55.72%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
22,772
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
22,591
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
22,161
shares
|
$2.13 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.27%
|