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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

512 managers (515 13F filers) reported a position in IYR shares at 2024-12-31, 58,458,306 shares in all. 59 filers opened a position and 62 filers sold out during the quarter.

Managers
512
13F filers
515
New
59
Added
166
Reduced
149
Sold out
62
Shares held by filers
58,458,306

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SG Americas Securities, LLC11,234$1.04M<0.01%-197,71313F-HRTimeline
GLOBALT Investments LLC / GA11,106$1.03M0.04%-33813F-HRTimeline
B. Riley Wealth Advisors, Inc.10,969$1.02M0.03%-25,39513F-HRTimeline
Allworth Financial LP10,556$992K0.01%-1,49813F-HRTimeline
Atria Investments, Inc10,581$985K0.01%new13F-HRTimeline
Guidance Point Advisors, LLC10,575$984K0.28%-23813F-HRTimeline
NTV Asset Management LLC10,445$972K0.13%-67513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,409$969K<0.01%+1,94613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,344$963K0.07%-5,43713F-HRTimeline
Janney Montgomery Scott LLC10,099$940K<0.01%-8913F-HRTimeline
Rehmann Capital Advisory Group9,734$906K0.06%-4113F-HRTimeline
Kagan Cocozza Asset Management9,626$896K0.74%13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.9,665$893K0.03%-3,70013F-HRTimelineGroup
Aptus Capital Advisors, LLC9,355$871K0.01%new13F-HRTimeline
Wealthspire Advisors, LLC9,215$858K0.01%+6,60113F-HRTimeline
HB Wealth Management, LLC9,171$853K0.01%+10013F-HRTimeline
Aveo Capital Partners, LLC9,154$852K0.09%-5,69113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV9,020$839K0.49%+5213F-HRTimeline
SYNOVUS FINANCIAL CORP8,642$805K0.01%-45613F-HRTimeline
SCOTIA CAPITAL INC.8,553$796K<0.01%+19013F-HRTimeline
Modera Wealth Management, LLC8,232$766K0.01%-23613F-HRTimeline
Atlas Legacy Advisors, LLC8,217$765K0.19%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,200$763K<0.01%+7,73413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp8,150$758K<0.01%013F-HRTimelineGroup
Creekside Partners8,117$755K0.39%+2613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,999$744K<0.01%-65013F-HRTimelineGroup
Moors & Cabot, Inc.7,929$738K0.04%+30513F-HRTimeline
Triton Financial Group Inc7,910$736K0.46%-14613F-HRTimeline
Westmount Partners, LLC7,811$727K0.22%+28313F-HRTimeline
Davies Financial Advisors, Inc.7,795$725K0.62%+47913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,793$725K0.01%+6613F-HRTimelineGroup
WESPAC Advisors, LLC7,652$712K0.52%+68013F-HRTimeline
DOHJ, LLC7,557$703K0.16%-30,24413F-HRTimeline
WEALTH ALLIANCE, LLC7,459$694K0.08%new13F-HRTimeline
Financial & Tax Architects, LLC7,263$676K0.17%+90913F-HRTimeline
Faithward Advisors, LLC7,226$672K0.11%+1,05613F-HRTimeline
BALANCED WEALTH GROUP LLC7,066$670K0.3%+6113F-HRTimeline
Covenant Asset Management, LLC7,187$669K0.15%-5013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,985$650K<0.01%013F-HR/ATimelineGroup
Waverly Advisors, LLC6,899$642K0.01%new13F-HRTimeline
Sound Income Strategies, LLC6,838$636K0.04%+20213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,820$635K0.27%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,633$617K0.1%013F-HRTimeline
Pinnacle Financial Partners Inc6,057$617K0.01%013F-HRTimeline
Keel Point, LLC6,504$605K0.05%013F-HRTimeline
Bristlecone Advisors, LLC6,469$602K0.05%-1913F-HRTimeline
Courage Miller Partners, LLC6,413$597K0.2%+5913F-HRTimeline
Prospera Financial Services Inc6,356$591K0.01%+71113F-HRTimeline
Grey Fox Wealth Advisors, LLC6,355$591K0.16%-20513F-HRTimeline
Steward Partners Investment Advisory, L…6,325$589K0.01%+2,47513F-HRTimeline
DAVENPORT & Co LLC6,319$588K<0.01%+3713F-HRTimeline
Waldron Private Wealth LLC6,246$581K0.02%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,245$581K0.01%+5213F-HRTimeline
Trexquant Investment LP6,225$579K0.01%-1,63613F-HRTimeline
Valeo Financial Advisors, LLC6,146$572K0.02%-6713F-HRTimeline
Perigon Wealth Management, LLC6,071$570K0.01%-813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,039$562K0.02%+2,15913F-HRTimelineGroup
Advisory Services Network, LLC6,037$562K0.01%-16513F-HRTimeline
Regal Investment Advisors LLC6,011$559K0.04%-19413F-HRTimeline
Axos Invest Inc.5,993$558K0.41%-41613F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,975$556K0.12%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,865$546K0.13%013F-HRTimeline
HCR Wealth Advisors5,692$530K0.07%013F-HRTimeline
Integrated Wealth Concepts LLC5,654$526K0.01%-1,07413F-HRTimeline
Audent Global Asset Management, LLC5,634$524K0.34%+87713F-HRTimeline
Rock Point Advisors, LLC5,565$518K0.15%new13F-HRTimeline
Waycross Investment Management Co5,524$514K0.54%+3913F-HRTimeline
Cresset Asset Management, LLC5,450$507K<0.01%-77313F-HRTimeline
Bayesian Capital Management, LP5,418$504K0.06%new13F-HRTimeline
Omega Financial Group, LLC5,384$501K0.19%-2,97913F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,235$487K<0.01%+72613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,136$478K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,127$477K0.01%+15913F-HRTimelineGroup
Ellis Investment Partners, LLC5,115$476K0.09%+1,64213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,079$473K<0.01%013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC4,998$465K0.18%+113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,845$451K0.02%013F-HRTimeline
Farther Finance Advisors, LLC4,829$449K0.02%-74613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC4,804$447K0.18%+9613F-HRTimeline
Infinity Wealth Counsel, LLC4,795$446K0.48%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,710$438K0.5%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,668$435K0.1%+1,63713F-HRTimeline
CFM WEALTH PARTNERS LLC4,659$434K0.07%+3813F-HRTimeline
Geneos Wealth Management Inc.4,650$433K0.02%-51813F-HRTimeline
1832 Asset Management L.P.4,646$432K<0.01%-3,33013F-HRTimeline
Rathbones Group PLC4,640$432K<0.01%-8113F-HRTimeline
Verition Fund Management LLC4,579$426K<0.01%-7,49213F-HRTimeline
Orion Porfolio Solutions, LLC4,547$423K<0.01%-2,20113F-HRTimeline
Orion Portfolio Solutions, LLC4,547$423K<0.01%-2,20113F-HRTimeline
Sierra Capital LLC4,544$423K0.05%-1,78013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,408$410K0.03%+4,28413F-HRTimeline
Principle Wealth Partners LLC4,400$409K0.03%013F-HRTimeline
CenterStar Asset Management, LLC4,389$408K0.9%+1,62913F-HRTimeline
SACHEM HILL LLC4,384$408K0.09%013F-HRTimeline
Clearstead Advisors, LLC4,364$406K0.01%+3413F-HRTimeline
Atria Wealth Solutions, Inc.4,314$402K<0.01%-1,03313F-HRTimeline
Manchester Capital Management LLC4,286$399K0.05%013F-HRTimeline
Abacus Planning Group, Inc.4,275$398K0.07%013F-HRTimeline
United Asset Strategies, Inc.4,261$397K0.04%new13F-HRTimeline
Fairhaven Wealth Management, LLC4,230$394K0.12%013F-HRTimeline
Watts Gwilliam & Co., LLC4,265$390K0.08%+30013F-HRTimeline
CITY HOLDING CO4,186$390K0.06%013F-HRTimeline
Paladin Advisory Group, LLC4,070$379K0.29%-12513F-HRTimeline
Headlands Technologies LLC4,049$377K0.04%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,009$373K0.01%-12513F-HRTimeline
Alhambra Investment Management LLC3,986$371K0.19%+64013F-HRTimeline
Investment Advisory Group, LLC3,984$371K0.12%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC3,874$361K0.13%new13F-HRTimeline
EHRLICH FINANCIAL GROUP3,844$358K0.25%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,800$354K<0.01%new13F-HRTimelineGroup
Tower Wealth Partners, Inc.3,750$349K0.18%-17613F-HRTimeline
INTRUST BANK NA3,657$340K0.03%013F-HRTimeline
Independent Advisor Alliance3,621$337K<0.01%new13F-HRTimeline
TRUE Private Wealth Advisors3,617$337K0.04%+2113F-HRTimeline
IFG Advisors, LLC3,580$333K0.07%+2713F-HRTimeline
Sanctuary Advisors, LLC3,474$330K<0.01%-47113F-HRTimeline
Enterprise Bank & Trust Co3,525$328K0.11%013F-HRTimeline
Clark Asset Management, LLC3,515$327K0.06%new13F-HRTimeline
Viewpoint Capital Management LLC3,461$322K0.17%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,380$315K0.18%new13F-HRTimeline
Tanglewood Wealth Management, Inc.3,372$314K0.04%+24913F-HRTimeline
Wealth Architects, LLC3,275$305K0.03%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,260$303K0.03%013F-HRTimeline
CHOREO, LLC3,204$298K<0.01%-3013F-HRTimeline
ABLE Financial Group, LLC3,190$297K0.09%013F-HRTimeline
D.A. DAVIDSON & CO.3,144$293K<0.01%+28713F-HRTimeline
Parallel Advisors, LLC3,132$291K0.01%+1,82013F-HRTimeline
SlateStone Wealth, LLC3,116$290K0.03%+1,03813F-HRTimeline
Phocas Financial Corp.3,100$288K0.04%013F-HR/ATimeline
ProVise Management Group, LLC3,095$288K0.02%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC3,037$283K0.01%-83113F-HRTimeline
PRIVATE TRUST CO NA3,009$280K0.03%-13513F-HRTimeline
Manhattan West Asset Management, LLC3,000$279K0.08%+60513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,989$278K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC2,987$278K<0.01%-413F-HRTimeline
SONATA CAPITAL GROUP INC2,972$277K0.11%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,968$276K0.13%+1013F-HRTimeline
Apella Capital, LLC2,966$276K0.01%+2513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,963$276K0.12%new13F-HRTimeline
Wealth Dimensions Group, Ltd.2,940$274K0.07%-4913F-HRTimeline
J.W. COLE ADVISORS, INC.2,852$265K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,816$262K0Timeline
BRIGHTON JONES LLC2,815$262K0.01%+46613F-HR/ATimeline
Optivise Advisory Services LLC2,791$260K0.14%013F-HRTimeline
SAGE FINANCIAL GROUP INC2,778$259K0.02%-6213F-HRTimeline
LGT Financial Advisors LLC2,760$257K0.57%+2313F-HRTimeline
Hughes Financial Services, LLC2,759$257K0.05%13F-HRTimeline
BIP Wealth, LLC2,707$252K0.02%+64313F-HRTimeline
One Day In July LLC2,607$243K0.03%new13F-HRTimeline
GeoWealth Management, LLC2,572$239K0.01%-41713F-HRTimeline
Integris Wealth Management, LLC2,561$238K0.07%-1913F-HRTimeline
Platform Technology Partners2,530$235K0.07%-63213F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,513$234K0.16%+2213F-HRTimeline
Retirement Planning Group, LLC2,475$230K0.01%+5813F-HRTimeline
IHT Wealth Management, LLC2,452$228K0.01%-78913F-HRTimeline
Aft, Forsyth & Sober, LLC2,450$228K0.07%013F-HRTimeline
Pure Financial Advisors, LLC2,408$224K0.01%-7013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,392$223K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,362$220K0.03%+1613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,358$219K<0.01%+20513F-HRTimelineGroup
Bensler, LLC2,355$219K0.03%+813F-HRTimeline
High Falls Advisors, Inc2,352$219K0.05%-20613F-HRTimeline
KWMG, LLC2,349$219K0.02%new13F-HRTimeline
Argent Trust Co2,342$218K0.01%-4413F-HRTimeline
Financial Engines Advisors L.L.C.2,321$216K<0.01%-47913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,112$215K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,301$214K0.28%+10913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,298$214K0.01%-47213F-HRTimeline
Sigma Planning Corp2,295$214K0.01%-31813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,294$213K0.01%+313F-HRTimelineGroup
Center for Financial Planning, Inc.2,286$213K0.03%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,246$209K0.02%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,189$204K<0.01%+113F-HRTimeline
Joel Isaacson & Co., LLC2,151$200K0.01%+913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,108$196K<0.01%+1,10113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources2,031$189K<0.01%013F-HRTimelineGroup
Bear Mountain Capital, Inc.1,966$186K0.07%+21613F-HRTimeline
TD Waterhouse Canada Inc.1,921$179K<0.01%+1,91913F-HRTimeline
Larson Financial Group LLC1,872$174K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,725$161K0.02%+9913F-HRTimeline
Hexagon Capital Partners LLC1,665$155K0.03%-27213F-HRTimeline
CWM, LLCin group CWM, LLC1,638$152K<0.01%+26113F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC1,625$151K0.04%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,612$150K0.07%+12213F-HRTimeline
Sandy Spring Bank1,611$150K0.01%013F-HRTimeline
Pacifica Partners Inc.1,570$145K0.06%013F-HRTimeline
EP Wealth Advisors, LLC1,427$133K<0.01%-313F-HRTimeline
Cranbrook Wealth Management, LLC1,416$132K0.03%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,400$130K<0.01%-7,40013F-HRTimelineGroup
Acropolis Investment Management, LLC1,400$130K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,374$128K0.03%new13F-HRTimeline
BOK Financial Private Wealth, Inc.1,363$127K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,348$125K0.02%new13F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co1,340$125K0.01%new13F-HRTimelineGroup
Rise Advisors, LLC1,300$121K0.06%+1113F-HRTimeline
Bellwether Advisors, LLC1,223$114K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.1,187$111K0.05%013F-HRTimeline
WealthCollab, LLC1,108$103K0.07%013F-HRTimeline
Advantage Trust Co1,100$102K0.06%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,100$102K<0.01%new13F-HR/ATimeline