Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 576 institutions that hold shares in the stock, with a total of 49.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
6,888
shares
|
$653,533
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
6,852
shares
|
$650,117
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
6,820
shares
|
$647,081
0.24% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,652
shares
|
$631,141
0.08% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
6,599
shares
|
$626,113
0.09% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,579
shares
|
$624,215
0.02% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
6,577
shares
|
$624,025
0.01% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,567
shares
|
$623,076
0.01% of portfolio
|
Q2 2025
Added 180.76%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,541
shares
|
$620,610
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
6,510
shares
|
$617,668
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,485
shares
|
$615,296
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Nov 14, 2025 Q3 2025 |
6,399
shares
|
$607,137
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,273
shares
|
$595,182
0.01% of portfolio
|
Q1 2025
Added 37.96%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,256
shares
|
$593,569
0.21% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
6,246
shares
|
$592,620
0.02% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,151
shares
|
$583,606
0.01% of portfolio
|
Q2 2022
Reduced 3.41%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,120
shares
|
$580,665
0.01% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
6,075
shares
|
$576,396
0.18% of portfolio
|
Q2 2025
Added 55.93%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
5,992
shares
|
$568,520
0.0% of portfolio
|
Q3 2025
Reduced 87.45%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,990
shares
|
$568,331
0.06% of portfolio
|
Q3 2025
Reduced 84.75%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
5,938
shares
|
$563,397
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
5,938
shares
|
$563,397
0.11% of portfolio
|
Q4 2022
Reduced 7.62%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
5,922
shares
|
$561,879
0.18% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
5,912
shares
|
$560,930
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
5,865
shares
|
$556,471
0.13% of portfolio
|
Q3 2024
Added 31.35%
|
|