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 $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
39,300
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2022
Added 9.72%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
38,478
shares
|
$3.59 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
38,091
shares
|
$3.56 Million
0.01% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
37,801
shares
|
$3.53 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
37,793
shares
|
$3.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
37,486
shares
|
$3.5 Million
0.87% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
37,434
shares
|
$3.5 Million
0.38% of portfolio
|
Q2 2023
Added 21.22%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
36,646
shares
|
$3.42 Million
0.94% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
36,364
shares
|
$3.4 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
36,000
shares
|
$3.36 Million
0.45% of portfolio
|
Q1 2023
Added 42252.94%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
35,089
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Added 198.45%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
34,695
shares
|
$3.24 Million
0.07% of portfolio
|
Q2 2024
Reduced 44.66%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
34,208
shares
|
$3.2 Million
1.77% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
33,557
shares
|
$3.13 Million
0.41% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
32,874
shares
|
$3.07 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
32,361
shares
|
$3.02 Million
2.36% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
31,600
shares
|
$2.95 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
31,514
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2024
Added 127.65%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
30,900
shares
|
$2.89 Million
0.35% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
30,293
shares
|
$2.83 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
29,872
shares
|
$2.79 Million
1.63% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
29,805
shares
|
$2.78 Million
0.78% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
29,363
shares
|
$2.74 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
29,265
shares
|
$2.73 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
29,000
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
New holding
|