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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

480 managers (483 13F filers) reported a position in IYR shares at 2025-03-31, 42,367,898 shares in all. 44 filers opened a position and 71 filers sold out during the quarter.

Managers
480
13F filers
483
New
44
Added
137
Reduced
171
Sold out
71
Shares held by filers
42,367,898

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Clear Creek Financial Management, LLC7,480$716K0.07%-148,08813F-HRTimeline
Allworth Financial LP7,696$711K<0.01%-2,86013F-HRTimeline
Grey Fox Wealth Advisors, LLC7,154$685K0.18%+79913F-HRTimeline
BALANCED WEALTH GROUP LLC7,093$679K0.33%+2713F-HRTimeline
Covenant Asset Management, LLC7,072$677K0.17%-11513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,985$669K<0.01%013F-HRTimelineGroup
Atlas Legacy Advisors, LLC7,064$669K0.17%-1,15313F-HRTimeline
Sound Income Strategies, LLC6,984$669K0.04%+14613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,820$653K0.28%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,599$632K0.11%-3413F-HRTimeline
Keel Point, LLC6,547$627K0.05%+4313F-HRTimeline
Courage Miller Partners, LLC6,499$622K0.21%+8613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,426$615K0.01%+18113F-HRTimeline
ALLIANCEBERNSTEIN L.P.6,384$611K<0.01%+1,14913F-HRTimeline
Orion Porfolio Solutions, LLC6,273$601K0.01%+1,72613F-HRTimeline
Orion Portfolio Solutions, LLC6,273$601K0.01%+1,72613F-HR/ATimeline
Waycross Investment Management Co6,264$600K0.68%+74013F-HRTimeline
Waldron Private Wealth LLC6,246$598K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,175$591K0.05%+1,76713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,144$582K<0.01%+4,03613F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.6,067$581K0.02%+3,21513F-HRTimeline
Bristlecone Advisors, LLC6,004$575K0.05%-46513F-HRTimeline
Advisory Services Network, LLC5,977$572K0.01%-6013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,975$572K0.12%013F-HRTimeline
Regal Investment Advisors LLC5,955$570K0.05%-5613F-HRTimeline
Prospera Financial Services Inc5,936$568K0.01%-42013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,035$567K0.02%-413F-HRTimelineGroup
TFO Wealth Partners, LLC5,911$566K0.11%new13F-HRTimeline
Pinnacle Financial Partners Inc6,078$566K0.01%+2113F-HRTimeline
Steward Partners Investment Advisory, L…5,899$565K<0.01%-42613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,865$562K0.14%013F-HRTimeline
Valeo Financial Advisors, LLC5,855$561K0.02%-29113F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,721$548K0.19%13F-HRTimeline
Axos Invest Inc.5,707$546K0.42%-28613F-HRTimeline
HCR Wealth Advisors5,693$545K0.07%+113F-HRTimeline
Integrated Wealth Concepts LLC5,605$537K0.01%-4913F-HRTimeline
Rock Point Advisors, LLC5,505$527K0.16%-6013F-HRTimeline
Cresset Asset Management, LLC5,354$513K<0.01%-9613F-HRTimeline
Omega Financial Group, LLC5,268$504K0.19%-11613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,264$504K0.21%+46013F-HRTimeline
LANARK FINANCIAL, INC.5,158$493K0.04%+5,15313F-HRTimeline
Ellis Investment Partners, LLC5,132$491K0.1%+1713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,079$486K<0.01%013F-HRTimelineGroup
CFM WEALTH PARTNERS LLC5,011$480K0.08%+35213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,998$479K0.19%013F-HRTimeline
Aptus Capital Advisors, LLC4,946$474K0.01%-4,40913F-HRTimeline
Farther Finance Advisors, LLC4,846$464K0.01%+1713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,845$464K0.02%013F-HRTimeline
Infinity Wealth Counsel, LLC4,745$454K0.49%-5013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,710$451K0.51%013F-HRTimeline
Alhambra Investment Management LLC4,653$446K0.23%+66713F-HRTimeline
Watts Gwilliam & Co., LLC4,626$443K0.1%+36113F-HRTimeline
Rathbones Group PLC4,608$441K<0.01%-3213F-HRTimeline
Sigma Planning Corp4,572$438K0.01%+2,27713F-HRTimeline
DAVENPORT & Co LLC4,506$431K<0.01%-1,81313F-HRTimeline
Atria Wealth Solutions, Inc.4,453$426K0.01%+13913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,400$421K<0.01%+60013F-HRTimelineGroup
Principle Wealth Partners LLC4,400$421K0.03%013F-HRTimeline
SACHEM HILL LLC4,384$420K0.08%013F-HRTimeline
SIMPLEX TRADING, LLC4,360$417K0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,340$416K0.11%new13F-HRTimelineGroup
Audent Global Asset Management, LLC4,304$412K0.34%-1,33013F-HRTimeline
Manchester Capital Management LLC4,286$410K0.05%013F-HRTimeline
Abacus Planning Group, Inc.4,275$409K0.07%013F-HRTimeline
CITY HOLDING CO4,186$401K0.06%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,156$398K0.01%-10,94613F-HRTimeline
Investment Advisory Group, LLC4,134$396K0.13%+15013F-HRTimeline
Clearstead Advisors, LLC4,126$395K0.01%-23813F-HRTimeline
Headlands Technologies LLC4,043$387K0.04%-613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,009$384K0.01%013F-HRTimeline
GWN SECURITIES INC.4,054$377K0.02%new13F-HRTimeline
1832 Asset Management L.P.3,930$376K<0.01%-71613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding3,906$374K-39,624Timeline
CYPRESS FINANCIAL PLANNING LLC3,896$373K0.13%+2213F-HRTimeline
Tower Wealth Partners, Inc.3,806$364K0.19%+5613F-HRTimeline
Paladin Advisory Group, LLC3,747$359K0.29%-32313F-HRTimeline
Yukon Wealth Management, Inc.3,714$356K0.15%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC3,700$354K<0.01%-35,40013F-HRTimeline
INTRUST BANK NA3,657$350K0.03%013F-HRTimeline
IFG Advisors, LLC3,592$344K0.07%+1213F-HRTimeline
WORLD EQUITY GROUP, INC.3,579$343K0.1%new13F-HRTimeline
Enterprise Bank & Trust Co3,525$338K0.13%013F-HRTimeline
Second Line Capital, LLC3,501$335K0.09%new13F-HRTimeline
Quantessence Capital LLC3,494$335K0.08%-116,63013F-HRTimeline
Perigon Wealth Management, LLC3,478$333K0.01%-2,59313F-HRTimeline
Viewpoint Capital Management LLC3,461$331K0.18%013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,380$324K0.19%013F-HRTimeline
Tanglewood Wealth Management, Inc.3,372$323K0.04%013F-HRTimeline
Retirement Planning Group, LLC3,355$321K0.02%+88013F-HRTimeline
Lakeshore Capital Group, Inc.3,285$315K0.3%new13F-HRTimeline
Wealth Architects, LLC3,275$314K0.03%013F-HR/ATimeline
D.A. DAVIDSON & CO.3,225$309K<0.01%+8113F-HRTimeline
United Asset Strategies, Inc.3,221$308K0.03%-1,04013F-HRTimeline
CHOREO, LLC3,204$307K<0.01%013F-HRTimeline
Sava Infond d.o.o.3,200$306K0.06%new13F-HRTimeline
Parallel Advisors, LLC3,132$300K0.01%013F-HRTimeline
GARRISON POINT ADVISORS, LLC3,121$299K0.14%+15313F-HRTimeline
ProVise Management Group, LLC3,095$296K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC2,998$287K<0.01%+1113F-HRTimeline
PRIVATE TRUST CO NA2,993$287K0.03%-1613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,989$286K<0.01%013F-HRTimelineGroup
SAGE FINANCIAL GROUP INC2,978$285K0.02%+20013F-HRTimeline
SONATA CAPITAL GROUP INC2,972$285K0.12%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,963$284K0.13%013F-HRTimeline
Wealth Dimensions Group, Ltd.2,940$282K0.07%013F-HRTimeline
Manhattan West Asset Management, LLC2,840$272K0.07%-16013F-HRTimeline
Sierra Capital LLC2,830$271K0.03%-1,71413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,816$270K0.01%013F-HRTimelineGroup
Optivise Advisory Services LLC2,791$267K0.15%013F-HRTimeline
Apella Capital, LLC2,973$266K0.01%+713F-HRTimeline
LGT Financial Advisors LLC2,771$265K0.81%+1113F-HRTimeline
HGI Capital Management, LLC2,751$263K0.33%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC2,725$261K0.03%-53513F-HRTimeline
Hughes Financial Services, LLC2,714$260K0.05%-4513F-HRTimeline
CenterStar Asset Management, LLC2,703$259K0.37%-1,68613F-HRTimeline
BIP Wealth, LLC2,689$257K0.02%-1813F-HRTimeline
ABLE Financial Group, LLC2,627$252K0.07%-56313F-HRTimeline
KFA Private Wealth Group, LLC2,604$249K0.09%new13F-HRTimeline
Integris Wealth Management, LLC2,561$245K0.07%013F-HRTimeline
Arkadios Wealth Advisors2,538$243K0.01%new13F-HRTimeline
Inscription Capital, LLC2,700$243K0.04%13F-HRTimeline
Platform Technology Partners2,530$242K0.07%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,523$242K0.18%+1013F-HRTimeline
Advisor Resource Council2,500$239K0.02%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd2,484$238K<0.01%new13F-HRTimelineGroup
Aft, Forsyth & Sober, LLC2,450$235K0.08%013F-HRTimeline
EP Wealth Advisors, LLC2,438$233K<0.01%+1,01113F-HRTimeline
GROUP ONE TRADING LLC2,426$232K0.01%new13F-HRTimeline
Edgestream Partners, L.P.2,411$231K0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,400$230K<0.01%+1,00013F-HRTimelineGroup
SSA SWISS ADVISORS AG2,400$230K0.12%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,392$229K0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,362$226K0.03%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,355$225K<0.01%+32413F-HRTimelineGroup
Phocas Financial Corp.2,350$225K0.03%-75013F-HRTimeline
Argent Trust Co2,342$224K0.01%013F-HRTimeline
Pure Financial Advisors, LLC2,339$224K<0.01%-6913F-HRTimeline
Bensler, LLC2,303$220K0.03%-5213F-HRTimeline
&PARTNERS2,322$220K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,295$220K0.01%+113F-HRTimelineGroup
Center for Financial Planning, Inc.2,286$219K0.03%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,280$218K0.29%-2113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,264$217K<0.01%-9413F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK2,112$215K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,211$212K0.01%-2,91613F-HRTimelineGroup
PATTEN & PATTEN INC/TN2,205$211K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC2,197$210K<0.01%-1,27713F-HRTimeline
Joel Isaacson & Co., LLC2,156$206K0.01%+513F-HRTimeline
One Wealth Advisors, LLC2,122$203K0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC2,136$201K0.01%new13F-HRTimeline
IHT Wealth Management, LLC2,091$200K0.01%-36113F-HRTimeline
Larson Financial Group LLC1,872$179K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.1,848$173K0.07%-11813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,732$166K0.05%+713F-HRTimeline
Hexagon Capital Partners LLC1,648$158K0.03%-1713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,640$157K0.07%+2813F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,625$156K0.04%013F-HRTimeline
Sandy Spring Bank1,611$154K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,590$152K<0.01%-4813F-HRTimelineGroup
Pacifica Partners Inc.1,570$146K0.07%013F-HRTimeline
TD Waterhouse Canada Inc.1,500$144K<0.01%-42113F-HRTimeline
Bellwether Advisors, LLC1,462$139K0.03%+23913F-HRTimeline
Acropolis Investment Management, LLC1,400$134K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,352$129K0.03%-6413F-HRTimeline
Physician Wealth Advisors, Inc.1,349$129K0.02%+113F-HRTimeline
Rise Advisors, LLC1,305$125K0.06%+513F-HRTimeline
BOK Financial Private Wealth, Inc.1,277$122K0.01%-8613F-HRTimeline
AE Wealth Management LLC1,210$116K<0.01%-71,77213F-HRTimeline
WealthCollab, LLC1,108$106K0.07%013F-HRTimeline
Advantage Trust Co1,100$105K0.06%013F-HRTimeline
Wood Tarver Financial Group, LLC1,072$103K0.03%013F-HRTimeline
FIRST UNITED BANK & TRUST1,005$96.2K0.04%-813F-HRTimeline
BARRETT & COMPANY, INC.988$94.6K0.04%-19913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…975$93.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC955$91.4K<0.01%-49,01713F-HRTimeline
Federation des caisses Desjardins du Qu…924$88.5K<0.01%+60013F-HRTimeline
Blue Trust, Inc.910$87.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC793$75.9K<0.01%+313F-HRTimeline
WealthShield Partners, LLC790$75.6K0.01%-113F-HRTimeline
Heritage Wealth Advisors700$67K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC673$64.4K0.03%013F-HRTimeline
Luminist Capital LLC655$62.8K0.07%-3113F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC615$58.9K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC600$57.5K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.580$55.5K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$47.9K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC470$45K0.01%new13F-HRTimeline
HM PAYSON & CO456$43.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…447$42.8K<0.01%new13F-HRTimelineGroup
Wayfinding Financial, LLC414$39K0.02%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB394$37.7K<0.01%013F-HRTimeline
MCF Advisors LLC390$37.3K<0.01%013F-HRTimeline
Redwood Park Advisors LLC386$37K0.03%+213F-HRTimeline
HighMark Wealth Management LLC375$35.9K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners352$33.7K0.01%+113F-HRTimelineGroup
Cape Investment Advisory, Inc.345$33K0.01%-9713F-HRTimeline
Sachetta, LLC307$29.4K0.01%013F-HRTimeline
Cetera Trust Company, N.A300$28.7K0.02%013F-HRTimeline
Granite FO LLC300$28.7K0.02%013F-HRTimeline
USA FINANCIAL FORMULAS296$28.3K<0.01%-801,51713F-HRTimeline