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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,659
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
13,548
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 57.01%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
13,469
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2022
Added 111.44%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
12,795
shares
|
$1.23 Million
0.19% of portfolio
|
Q1 2023
Reduced 0.4%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
12,551
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,439
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 29.64%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,291
shares
|
$1.18 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.38%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
12,187
shares
|
$1.17 Million
0.83% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,766
shares
|
$1.13 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
11,442
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
11,234
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 94.62%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
11,106
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
10,629
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,581
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
10,575
shares
|
$1.01 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
10,558
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,556
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
10,516
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2022
Added 8.14%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
10,445
shares
|
$1 Million
0.13% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
10,344
shares
|
$992,299
0.07% of portfolio
|
Q4 2024
Reduced 34.45%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,099
shares
|
$968,797
0.0% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
9,665
shares
|
$927,163
0.03% of portfolio
|
Q4 2024
Reduced 27.68%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,355
shares
|
$897,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,215
shares
|
$883,994
0.01% of portfolio
|
Q4 2024
Added 252.52%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,171
shares
|
$879,774
0.01% of portfolio
|
Q4 2024
Added 1.1%
|