# ISHARES TR (IYR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYR/

- Reporting holders: 21
- Reported value: $9.0M
- Held through calls: 8.4%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.7M | 18,085 | 0.1% | 17 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.6M | 17,057 | 0.7% | 27 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.2M | 13,299 | 0.0% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $849.4K | 8,937 | 0.0% | 16 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $760.3K | 0 | 0.2% | 1 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $645.3K | 6,790 | 0.2% | 12 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $468.0K | 4,938 | 0.2% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $413.5K | 4,351 | 0.0% | 32 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $329.5K | 3,467 | 0.1% | 8 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $278.1K | 2,926 | 0.0% | 5 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $248.6K | 2,615 | 0.1% | 12 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $148.3K | 1,570 | 0.0% | 20 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $124.0K | 1,305 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $84.1K | 885 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $18.2K | 191 | 0.0% | 3 |
| [Frisco Financial Planning LLC](https://holderbook.com/funds/2133972-frisco-financial-planning-llc/) | $16.5K | 174 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $12.5K | 132 | 0.0% | 9 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $12.3K | 129 | 0.0% | 17 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $4.8K | 51 | 0.0% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $4.6K | 48 | 0.0% | 20 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $2.3K | 24 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1 | 10 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $9.0M |
| Q2 2026 | 506 | $6.5B |
| Q1 2026 | 468 | $5.2B |
| Q4 2025 | 487 | $6.3B |
| Q3 2025 | 477 | $5.7B |
| Q2 2025 | 487 | $5.7B |
| Q1 2025 | 490 | $5.0B |
| Q4 2024 | 531 | $7.3B |
| Q3 2024 | 514 | $8.4B |
| Q2 2024 | 476 | $4.2B |
| Q1 2024 | 478 | $6.4B |
| Q4 2023 | 532 | $7.5B |