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 |
|---|---|---|---|---|---|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 20, 2026 Q4 2025 |
11,307
shares
|
$1.07 Million
0.24% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
11,074
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
11,062
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
10,889
shares
|
$1.03 Million
0.38% of portfolio
|
Q3 2025
Reduced 55.57%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
10,634
shares
|
$1.01 Million
0.52% of portfolio
|
Q4 2025
Added 14.44%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,629
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
10,609
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
10,585
shares
|
$1 Million
0.46% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
10,558
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10,516
shares
|
$997,758
0.23% of portfolio
|
Q3 2022
Added 8.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
10,483
shares
|
$994,627
0.05% of portfolio
|
Q4 2025
Added 4.39%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
10,475
shares
|
$993,868
0.0% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
10,471
shares
|
$993,488
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
10,432
shares
|
$989,788
0.21% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,406
shares
|
$987,321
0.25% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
10,115
shares
|
$959,711
0.03% of portfolio
|
Q3 2025
Reduced 53.8%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,983
shares
|
$947,187
0.04% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,781
shares
|
$928,021
0.01% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
9,665
shares
|
$917,015
0.03% of portfolio
|
Q3 2025
Reduced 70.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
9,576
shares
|
$908,570
0.0% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9,414
shares
|
$893,200
0.0% of portfolio
|
Q3 2025
Added 11.59%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
9,350
shares
|
$887,128
0.1% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
9,176
shares
|
$870,618
0.07% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,057
shares
|
$859,328
0.26% of portfolio
|
Q1 2024
Reduced 63.25%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jan 23, 2026 Q4 2025 |
9,055
shares
|
$859,138
0.6% of portfolio
|
Q4 2025
Reduced 0.75%
|
|