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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
3,260
shares
|
$304,516
0.03% of portfolio
|
Q2 2024
Reduced 13.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,241
shares
|
$302,741
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,234
shares
|
$302,087
0.0% of portfolio
|
Q2 2024
Added 18.29%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,190
shares
|
$297,977
0.1% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
3,162
shares
|
$295,362
0.1% of portfolio
|
Q4 2021
Reduced 46.23%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,160
shares
|
$295,175
0.03% of portfolio
|
Q2 2023
Reduced 0.19%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,144
shares
|
$293,681
0.03% of portfolio
|
Q3 2024
Added 276.08%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
3,123
shares
|
$291,719
0.04% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
3,100
shares
|
$289,571
1.21% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
3,095
shares
|
$289,103
0.03% of portfolio
|
Q1 2024
Reduced 41.47%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
3,031
shares
|
$283,125
0.07% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
3,010
shares
|
$281,164
0.02% of portfolio
|
Q2 2024
Reduced 69.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,991
shares
|
$279,389
0.0% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,989
shares
|
$279,202
0.01% of portfolio
|
Q3 2024
Added 1560.56%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,989
shares
|
$279,202
0.0% of portfolio
|
Q4 2023
Added 100.74%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
2,989
shares
|
$279,202
0.08% of portfolio
|
Q2 2024
Reduced 14.75%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
2,972
shares
|
$277,614
0.13% of portfolio
|
Q1 2023
Reduced 8.33%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,958
shares
|
$276,306
0.19% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
2,941
shares
|
$274,718
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
2,857
shares
|
$266,872
0.0% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,852
shares
|
$266,405
0.01% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
2,840
shares
|
$265,284
0.02% of portfolio
|
Q2 2024
Reduced 13.52%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,816
shares
|
$263,042
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,800
shares
|
$261,548
0.0% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
2,791
shares
|
$260,707
0.15% of portfolio
|
Q3 2024
New holding
|