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 |
---|---|---|---|---|---|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
700
shares
|
$65,387
0.0% of portfolio
|
Q3 2022
Added 31.29%
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
675
shares
|
$63,051
0.0% of portfolio
|
Q3 2024
New holding
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
668
shares
|
$62,397
0.03% of portfolio
|
Q3 2023
Reduced 12.79%
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
634
shares
|
$59,221
0.03% of portfolio
|
Q3 2024
New holding
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
615
shares
|
$57,447
0.0% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
580
shares
|
$54,177
0.03% of portfolio
|
Q4 2021
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
564
shares
|
$52,683
0.0% of portfolio
|
Q3 2024
Added 16.53%
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
559
shares
|
$52,216
0.06% of portfolio
|
Q2 2024
Reduced 43.71%
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
532
shares
|
$49,694
0.0% of portfolio
|
Q3 2024
Added 3029.41%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
500
shares
|
$46,705
0.0% of portfolio
|
Q2 2018
Reduced 80.95%
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
470
shares
|
$43,902
0.01% of portfolio
|
Q3 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
466
shares
|
$43,529
0.0% of portfolio
|
Q3 2024
Added 174.12%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
463
shares
|
$43,248
0.02% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
456
shares
|
$42,594
0.0% of portfolio
|
Q2 2023
Reduced 32.54%
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
427
shares
|
$39,886
0.02% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
421
shares
|
$39,325
0.01% of portfolio
|
Q2 2022
Added 24.05%
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
415
shares
|
$38,765
0.03% of portfolio
|
Q3 2024
Reduced 26.16%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
402
shares
|
$37,550
0.02% of portfolio
|
Q3 2024
Added 159.35%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
400
shares
|
$37,364
0.01% of portfolio
|
Q3 2024
New holding
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
394
shares
|
$36,803
0.0% of portfolio
|
Q1 2024
Reduced 38.82%
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
390
shares
|
$36,429
0.0% of portfolio
|
Q1 2022
New holding
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
375
shares
|
$35,028
0.02% of portfolio
|
Q3 2023
Added 0.81%
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
353
shares
|
$32,973
0.01% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
349
shares
|
$32,600
0.0% of portfolio
|
Q4 2022
Reduced 98.07%
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
324
shares
|
$30,264
0.01% of portfolio
|
Q2 2024
New holding
|