IYR — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IYR)? 22 institutions reported holding $9.01M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Private Trust Co. ($1.7M), First Citizens Financial Corp ($1.6M), Apella Capital, LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Private Trust Co. | $1.7M | 18,085 | Added |
| 2 | First Citizens Financial Corp | $1.6M | 17,057 | Trimmed |
| 3 | Apella Capital, LLC | $1.2M | 13,299 | Added |
| 4 | Farther Finance Advisors, LLC | $849,366 | 8,937 | Added |
| 5 | CenterStar Asset Management, LLC | $760,320 | 8,000 | New |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $645,289 | 6,790 | Hold |
| 7 | Ballew Advisors, Inc | $467,974 | 4,938 | Trimmed |
| 8 | Valeo Financial Advisors, LLC | $413,502 | 4,351 | Added |
| 9 | CYPRESS FINANCIAL PLANNING LLC | $329,504 | 3,467 | Hold |
| 10 | ROCKLAND TRUST CO | $278,087 | 2,926 | Trimmed |
| 11 | Taylor & Morgan Wealth Management, LLC | $248,570 | 2,615 | Added |
| 12 | Pacifica Partners Inc. | $148,318 | 1,570 | Hold |
| 13 | Acropolis Investment Management, LLC | $124,028 | 1,305 | Hold |
| 14 | CoreCap Advisors, LLC | $84,110 | 885 | Added |
| 15 | GAMMA Investing LLC | $18,153 | 191 | Added |
| 16 | Frisco Financial Planning LLC | $16,537 | 174 | Hold |
| 17 | EASTERN BANK | $12,545 | 132 | Hold |
| 18 | Horizons Wealth Management | $12,260 | 129 | Hold |
| 19 | Trust Co | $4,834 | 51 | New |
| 20 | Investors Research Corp | $4,562 | 48 | Hold |
| 21 | ARMSTRONG ADVISORY GROUP, INC | $2,281 | 24 | Trimmed |
| 22 | CX Institutional | $1,000 | 10 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30