Skip to content
Disclosery

IYR ISHARES TR

Follow

U.S. REAL ES ETF (fund)

486 managers (489 13F filers) reported a position in IYR shares at 2026-06-30, 51,115,072 shares in all. 60 filers opened a position and 35 filers sold out during the quarter.

Managers
486
13F filers
489
New
60
Added
133
Reduced
155
Sold out
35
Shares held by filers
51,115,072

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
M&T Bank Corpin group M&T Bank Corp8,022$820K<0.01%+31013F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.7,965$814K0.02%013F-HRTimelineGroup
Allworth Financial LP7,865$804K<0.01%-99113F-HRTimeline
GLOBALT Investments LLC / GA7,837$801K0.03%-40813F-HRTimeline
Courage Miller Partners, LLC7,810$799K0.21%+17213F-HRTimeline
BAILARD, INC.7,718$789K0.02%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC7,656$783K0.24%-12213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,603$777K<0.01%+1413F-HRTimelineGroup
NTV Asset Management LLC7,575$775K0.08%-7513F-HRTimeline
BALANCED WEALTH GROUP LLC7,298$746K0.24%+3613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC7,047$721K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…7,013$717K<0.01%-65313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,985$714K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC6,790$694K0.21%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/6,690$684K0.11%013F-HRTimeline
Farther Finance Advisors, LLC6,690$684K0.01%+50413F-HRTimeline
American Wealth Advisors, LLC6,555$670K0.63%-35113F-HRTimeline
Orion Porfolio Solutions, LLC6,530$668K0.01%+1313F-HRTimeline
Integrated Advisors Network LLC6,496$664K0.03%-1,00713F-HRTimeline
Bucket List Wealth Management, LLC6,455$660K0.33%+3413F-HRTimeline
Prospera Financial Services Inc6,395$654K0.01%-3713F-HRTimeline
Covenant Asset Management, LLC6,347$649K0.12%-21013F-HRTimeline
Gen-Wealth Partners Inc6,329$647K0.18%-43013F-HRTimeline
Measured Wealth Private Client Group, L…6,260$640K0.15%-20,91113F-HRTimeline
Waldron Private Wealth LLC6,246$639K0.02%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,206$635K0.07%013F-HRTimeline
NWAM LLC6,202$634K0.03%-35513F-HRTimeline
Pure Financial Advisors, LLC6,201$634K0.01%-5013F-HRTimeline
J.W. COLE ADVISORS, INC.6,197$634K0.01%new13F-HRTimeline
Mutual Advisors, LLC6,150$629K0.01%-5,79513F-HRTimeline
Krilogy Financial LLC6,102$624K0.02%-39713F-HRTimeline
STG SECURITIES, LLC5,961$610K0.66%13F-HRTimeline
Ballew Advisors, Inc5,855$609K0.31%-8013F-HRTimeline
TFO Wealth Partners, LLC5,914$605K0.07%013F-HRTimeline
SAGE FINANCIAL GROUP INC5,911$604K0.03%013F-HRTimeline
Regal Investment Advisors LLC5,708$584K0.03%+213F-HRTimeline
Modera Wealth Management, LLC5,651$578K0.01%-22013F-HRTimeline
TAGStone Capital, Inc.5,633$576K0.18%-1,85913F-HRTimeline
Dunhill Financial, LLC5,619$575K0.12%-13213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,521$565K0.11%-5,35713F-HR/ATimeline
Tower Wealth Partners, Inc.5,471$559K0.28%+51613F-HRTimeline
Vestmark Advisory Solutions, Inc.5,353$547K0.01%-8513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,353$547K0.01%-8613F-HRTimeline
FLOW TRADERS U.S. LLC5,298$542K0.02%-21,19913F-HRTimeline
NewEdge Advisors, LLC5,291$541K<0.01%+2,08413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,796$538K0.07%013F-HRTimeline
Clear Creek Financial Management, LLC5,206$532K0.03%-27813F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,200$532K0.14%-4013F-HRTimeline
TD Waterhouse Canada Inc.5,106$524K<0.01%013F-HRTimeline
CFM WEALTH PARTNERS LLC5,118$523K0.07%013F-HRTimeline
Infinity Wealth Counsel, LLC5,110$522K0.42%-20013F-HRTimeline
Principle Wealth Partners LLC5,100$521K0.03%013F-HRTimeline
Sava Infond d.o.o.5,100$521K0.04%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC5,079$519K0.03%013F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC5,059$517K0.03%-1,46913F-HRTimeline
PATTEN & PATTEN INC/TN5,047$516K0.03%013F-HRTimeline
DAVENPORT & Co LLC4,966$508K<0.01%-113F-HRTimeline
Westmount Partners, LLC4,961$507K0.11%-4113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,845$495K0.02%013F-HRTimeline
Union Bancaire Privee, UBP SA4,756$495K0.01%013F-HRTimeline
&PARTNERS4,746$485K<0.01%+12013F-HRTimeline
Ethos Financial Group, LLC4,746$485K0.03%-4,43013F-HRTimeline
Arax Advisory Partners4,711$482K<0.01%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,710$482K0.47%013F-HRTimeline
D.A. DAVIDSON & CO.4,665$477K<0.01%+10713F-HRTimeline
Wealthspire Advisors, LLC4,647$475K<0.01%+70713F-HRTimeline
LANARK FINANCIAL, INC.4,596$470K0.03%-15213F-HRTimeline
SACHEM HILL LLC4,595$470K0.08%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,533$463K0.11%-7613F-HRTimeline
Ellis Investment Partners, LLC4,510$461K0.07%-16313F-HRTimeline
Valeo Financial Advisors, LLC4,325$442K0.01%-24313F-HRTimeline
Manchester Capital Management LLC4,286$438K0.06%013F-HRTimeline
Alhambra Investment Management LLC4,271$437K0.19%+49413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,225$432K<0.01%-30013F-HRTimelineGroup
HCR Wealth Advisors4,215$431K0.04%-1,05013F-HRTimeline
Investment Advisory Group, LLC4,182$428K0.09%-8813F-HRTimeline
Audent Global Asset Management, LLC4,137$423K0.47%+75913F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,069$416K0.03%new13F-HRTimeline
Arkadios Wealth Advisors4,047$414K0.01%+95413F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,356$412K<0.01%-23413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,009$410K0.01%013F-HRTimeline
Colter Lewis Investment Partners LLC4,007$410K0.18%new13F-HRTimeline
Aptus Capital Advisors, LLC3,910$400K<0.01%-87613F-HRTimeline
Trek Financial, LLC3,905$399K0.02%+50913F-HRTimeline
LightSquare Wealth Management, LLC3,893$398K0.27%-43613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,816$390K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,773$386K<0.01%-8,92013F-HRTimelineGroup
CITY HOLDING CO3,701$378K0.04%013F-HRTimeline
Waterloo Capital, L.P.3,685$377K0.02%new13F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,660$374K0.26%013F-HRTimeline
INTRUST BANK NA3,657$374K0.03%013F-HRTimeline
Schonfeld Strategic Advisors LLC3,652$373K<0.01%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,619$370K0.11%+113F-HRTimeline
OpenArc Corporate Advisory, LLC3,609$369K<0.01%013F-HRTimeline
Ferguson Johnson Wealth Management Inc3,514$359K0.26%+713F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC3,467$355K0.09%+3413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,426$350K<0.01%-39813F-HRTimelineGroup
Lakeshore Capital Group, Inc.3,401$348K0.26%+113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,380$346K0.16%013F-HRTimeline
1832 Asset Management L.P.3,368$344K<0.01%-913F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,334$341K0.01%new13F-HRTimeline
Edgestream Partners, L.P.3,324$340K0.01%-9,04213F-HRTimeline
Wealth Architects, LLC3,275$335K0.03%013F-HRTimeline
Abacus Planning Group, Inc.3,259$333K0.04%013F-HRTimeline
Paladin Advisory Group, LLC3,258$333K0.22%-18613F-HRTimeline
Rathbones Group PLC3,201$327K<0.01%-23013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,200$327K0.05%new13F-HRTimeline
ROCKLAND TRUST CO3,187$326K0.01%-26013F-HRTimeline
Rock Point Advisors, LLC3,185$326K0.08%-12513F-HRTimeline
Tillman Hartley LLC3,175$325K0.07%013F-HRTimeline
ProVise Management Group, LLC3,095$316K0.02%013F-HRTimeline
Parallel Advisors, LLC3,095$316K<0.01%013F-HRTimeline
IFG Advisors, LLC3,089$316K0.04%-56113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,051$312K0.04%013F-HR/ATimeline
SIERRA OCEAN, LLC3,036$310K0.21%+26313F-HRTimeline
CHOREO, LLC2,984$305K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,979$305K<0.01%-65213F-HRTimelineGroup
SONATA CAPITAL GROUP INC2,972$304K0.1%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,933$300K<0.01%013F-HRTimeline
Wealth Dimensions Group, Ltd.2,915$298K0.05%+1513F-HRTimeline
Sierra Capital LLC2,830$289K0.03%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,821$288K0.12%-513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,810$287K0.11%013F-HRTimeline
Sanctuary Advisors, LLC2,796$286K<0.01%+46113F-HRTimeline
Compound Planning, Inc.2,780$284K0.01%-513F-HRTimeline
Quantinno Capital Management LP2,754$282K<0.01%-13613F-HRTimeline
Sigma Planning Corp2,747$281K0.01%+20613F-HRTimeline
Yukon Wealth Management, Inc.2,743$281K0.08%-113F-HRTimeline
Second Line Capital, LLC2,730$279K0.05%-25313F-HR/ATimeline
COZAD ASSET MANAGEMENT INC2,725$279K0.02%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,713$277K0.04%+513F-HRTimeline
PKS Advisory Services, LLC2,628$269K0.04%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,605$266K0.07%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,596$265K0.13%+1313F-HRTimeline
Lifeworks Advisors, LLC2,558$262K0.03%-1,17213F-HRTimeline
RDA Financial Network2,556$261K0.06%+27113F-HRTimeline
Manhattan West Asset Management, LLC2,552$261K0.04%-4013F-HRTimeline
Integris Wealth Management, LLC2,534$259K0.05%013F-HRTimeline
Platform Technology Partners2,530$259K0.04%013F-HRTimeline
Eldridge Investment Advisors, Inc.2,450$251K0.05%013F-HRTimeline
Bear Mountain Capital, Inc.2,388$247K0.07%-9213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,413$247K0.06%+18113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,400$245K<0.01%013F-HRTimelineGroup
Praxis Capital Management LLC2,400$245K0.39%new13F-HRTimeline
Retirement Planning Group, LLC2,382$244K0.01%-49213F-HRTimeline
Phocas Financial Corp.2,350$240K0.03%013F-HRTimeline
Clearstead Advisors, LLC2,317$237K<0.01%+4013F-HRTimeline
Center for Financial Planning, Inc.2,286$234K0.02%013F-HRTimeline
BIP Wealth, LLC2,268$232K0.01%-9113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,267$232K0.02%new13F-HRTimelineGroup
Aft, Forsyth & Sober, LLC2,450$232K0.07%013F-HRTimeline
Graetz Wealth LLC2,264$231K0.18%+1213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,255$231K0.01%-6113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP2,256$230K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC2,143$224K<0.01%+213F-HRTimeline
Riverbend Wealth Management, LLC2,134$218K0.11%new13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A2,128$218K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC2,106$215K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC2,087$213K0.03%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,061$211K0.06%-4,22813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,036$208K<0.01%-1,20113F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC2,033$208K0.01%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,033$208K<0.01%-67,96213F-HRTimelineGroup
IEQ CAPITAL, LLC2,000$204K<0.01%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.2,000$204K<0.01%new13F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC1,990$203K0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC1,983$203K0.02%new13F-HRTimeline
Genesis Wealth Advisors, LLC1,961$201K0.12%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,933$198K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,800$184K<0.01%+26713F-HRTimeline
EP Wealth Advisors, LLC1,627$166K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,611$165K<0.01%013F-HRTimelineGroup
Pacifica Partners Inc.1,570$163K0.05%013F-HRTimeline
Viewpoint Capital Management LLC1,547$158K0.08%-1,03613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,489$152K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,445$148K<0.01%+11213F-HRTimeline
Ashton Thomas Private Wealth, LLC1,400$143K<0.01%013F-HRTimeline
Hughes Financial Services, LLC1,386$142K0.02%013F-HRTimeline
Acropolis Investment Management, LLC1,305$133K0.01%013F-HR/ATimeline
FIDUCIARY FINANCIAL ADVISORS1,266$129K0.01%new13F-HRTimeline
Lodestone Wealth Management LLC1,240$127K0.04%+12313F-HRTimeline
Continuum Advisory, LLC1,123$115K0.01%new13F-HRTimeline
WealthCollab, LLC1,108$113K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.1,101$113K0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,083$111K0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC1,080$110K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.955$97.6K0.01%-5513F-HRTimeline
Blue Trust, Inc.935$95.6K<0.01%-11813F-HRTimeline
BARRETT & COMPANY, INC.924$94.5K0.03%013F-HRTimeline
Physician Wealth Advisors, Inc.881$90.1K0.01%-11013F-HRTimeline
Federation des caisses Desjardins du Qu…830$84.8K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC815$83.3K<0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC750$76.7K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…749$76.6K<0.01%013F-HRTimeline
Aspect Partners, LLC712$72.8K0.03%-1,27413F-HRTimeline
Rialto Wealth Management, LLC600$61.4K0.01%-7313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.580$59.3K0.02%13F-HRTimeline
Armor Investment Advisors, LLC551$56.3K0.02%-4213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$52.3K<0.01%013F-HRTimeline
IFG Advisory, LLC510$52.2K<0.01%new13F-HRTimeline