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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
21,650
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
21,550
shares
|
$2.07 Million
0.49% of portfolio
|
Q4 2024
Added 76.06%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
21,276
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
21,093
shares
|
$2.02 Million
1.13% of portfolio
|
Q4 2024
Reduced 79.39%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
20,941
shares
|
$2.01 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
20,905
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
20,807
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
20,659
shares
|
$1.98 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
20,391
shares
|
$1.96 Million
0.47% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,340
shares
|
$1.95 Million
0.17% of portfolio
|
Q4 2022
Added 10.95%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
20,335
shares
|
$1.95 Million
0.23% of portfolio
|
Q4 2024
Added 215.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
20,332
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
20,183
shares
|
$1.94 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
19,316
shares
|
$1.85 Million
0.59% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
18,420
shares
|
$1.77 Million
0.41% of portfolio
|
Q4 2024
Reduced 38.2%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
18,340
shares
|
$1.76 Million
0.12% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
18,263
shares
|
$1.75 Million
1.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
17,991
shares
|
$1.73 Million
0.09% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
17,956
shares
|
$1.72 Million
1.04% of portfolio
|
Q4 2024
Reduced 44.51%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
17,813
shares
|
$1.71 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
17,172
shares
|
$1.65 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
17,170
shares
|
$1.65 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
16,985
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Added 15.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
16,928
shares
|
$1.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
16,740
shares
|
$1.61 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.43%
|