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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,024
shares
|
$856,197
0.02% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,858
shares
|
$840,447
0.0% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
8,836
shares
|
$838,359
0.14% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
8,627
shares
|
$818,529
0.05% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
8,536
shares
|
$809,895
0.03% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
8,402
shares
|
$797,181
0.01% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,398
shares
|
$796,802
0.04% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
8,164
shares
|
$774,600
0.35% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
8,141
shares
|
$772,418
0.01% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
8,059
shares
|
$764,637
0.26% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
8,029
shares
|
$761,791
0.0% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
7,808
shares
|
$740,823
0.2% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,785
shares
|
$738,640
0.27% of portfolio
|
Q1 2023
Added 0.91%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
7,700
shares
|
$730,576
0.0% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
7,675
shares
|
$728,204
0.0% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7,630
shares
|
$723,934
0.0% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
7,622
shares
|
$723,175
0.14% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
7,573
shares
|
$718,526
0.05% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
7,560
shares
|
$717,292
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,243
shares
|
$687,215
0.02% of portfolio
|
Q2 2025
Reduced 12.71%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
7,169
shares
|
$680,194
0.21% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
7,130
shares
|
$676,494
0.3% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
7,047
shares
|
$668,619
0.26% of portfolio
|
Q2 2025
Reduced 28.46%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
6,985
shares
|
$662,736
0.0% of portfolio
|
Q1 2024
Added 13.58%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,926
shares
|
$657,138
0.01% of portfolio
|
Q3 2025
Added 10.3%
|
|