Institutional Ownership Ishares Tr (IYR)
This table provides information about the institutional ownership of Ishares Tr (IYR). We have compiled data on the 598 institutions that hold shares in the stock, with a total of 56.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,230
shares
|
$395,124
0.13% of portfolio
|
Q3 2024
Added 13.4%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
4,195
shares
|
$391,854
0.32% of portfolio
|
Q1 2024
Reduced 10.13%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
4,186
shares
|
$391,014
0.06% of portfolio
|
Q3 2023
Reduced 2.67%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,134
shares
|
$386,156
0.01% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$373,640
0.04% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,984
shares
|
$372,145
0.14% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
3,965
shares
|
$370,370
0.09% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,945
shares
|
$368,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
3,926
shares
|
$366,727
0.23% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
3,880
shares
|
$362,430
0.02% of portfolio
|
Q3 2024
Reduced 25.1%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
3,874
shares
|
$361,870
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
3,868
shares
|
$361,309
0.02% of portfolio
|
Q3 2024
Reduced 86.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,850
shares
|
$359,628
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,827
shares
|
$357,480
0.0% of portfolio
|
Q3 2022
Reduced 4.06%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,742
shares
|
$349,540
0.0% of portfolio
|
Q3 2024
Reduced 22.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
3,670
shares
|
$342,814
0.01% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,657
shares
|
$341,600
0.04% of portfolio
|
Q4 2023
Added 3.89%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
3,596
shares
|
$335,902
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,553
shares
|
$331,885
0.08% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
3,525
shares
|
$329,270
0.12% of portfolio
|
Q1 2019
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,473
shares
|
$324,412
0.07% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
3,461
shares
|
$323,292
0.2% of portfolio
|
Q2 2022
Reduced 4.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,417
shares
|
$319,181
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
3,346
shares
|
$312,549
0.18% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,275
shares
|
$305,917
0.04% of portfolio
|
Q1 2022
Added 19.09%
|