Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 617 institutions that hold shares in the stock, with a total of 57.5 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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,355
shares
|
$886,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,215
shares
|
$873,029
0.01% of portfolio
|
Q4 2024
Added 252.52%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,171
shares
|
$868,860
0.01% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,154
shares
|
$867,249
0.1% of portfolio
|
Q4 2024
Reduced 38.34%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
9,057
shares
|
$858,060
0.26% of portfolio
|
Q1 2024
Reduced 63.25%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,024
shares
|
$854,933
0.02% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
9,020
shares
|
$854,554
0.49% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
8,642
shares
|
$818,743
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
8,625
shares
|
$817,132
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
8,553
shares
|
$810,311
0.0% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,232
shares
|
$779,899
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
8,217
shares
|
$778,478
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
8,200
shares
|
$776,868
0.0% of portfolio
|
Q4 2024
Added 1659.66%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
8,150
shares
|
$772,131
0.0% of portfolio
|
Q3 2024
Added 14.0%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
8,117
shares
|
$769,004
0.39% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,059
shares
|
$763,509
0.26% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
7,999
shares
|
$757,825
0.0% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,929
shares
|
$751,193
0.04% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
7,910
shares
|
$749,393
0.47% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
7,811
shares
|
$740,014
0.22% of portfolio
|
Q1 2023
Added 5.72%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
7,795
shares
|
$738,498
0.62% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
7,793
shares
|
$738,308
0.01% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,785
shares
|
$737,550
0.27% of portfolio
|
Q1 2023
Added 0.91%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
7,652
shares
|
$724,950
0.55% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
7,560
shares
|
$716,234
0.1% of portfolio
|
Q3 2022
New holding
|