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MERCER GLOBAL ADVISORS INC /ADV: IYR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on IYR, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 187,913 IYR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 187,913 shares
    Change vs previous 13F -172,512 shares

    0.02% of the 13F portfolio, value $19,214,073.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 360,425 shares
    Change vs previous 13F -13,099 shares

    0.05% of the 13F portfolio, value $34,081,828.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 373,524 shares
    Change vs previous 13F +5,557 shares

    0.05% of the 13F portfolio, value $35,070,395.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 367,967 shares
    Change vs previous 13F +360 shares

    0.06% of the 13F portfolio, value $35,722,103.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 367,607 shares
    Change vs previous 13F +147,214 shares

    0.08% of the 13F portfolio, value $34,837,858.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 220,393 shares
    Change vs previous 13F +26,898 shares

    0.05% of the 13F portfolio, value $21,102,648.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 193,495 shares
    Change vs previous 13F +179,244 shares

    0.04% of the 13F portfolio, value $18,006,606.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,443,891.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).