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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

476 managers (478 13F filers) reported a position in IYR shares at 2025-06-30, 48,082,392 shares in all. 40 filers opened a position and 47 filers sold out during the quarter.

Managers
476
13F filers
478
New
40
Added
152
Reduced
160
Sold out
47
Shares held by filers
48,082,392

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BALANCED WEALTH GROUP LLC7,130$676K0.29%+3713F-HRTimeline
Quantbot Technologies LP7,097$673K0.02%-17,72913F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC7,047$668K0.05%-2,80313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,985$662K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,012$660K<0.01%+86813F-HRTimelineGroup
Modera Wealth Management, LLC6,946$658K0.01%-75313F-HRTimeline
NWAM LLC6,912$655K0.04%new13F-HR/ATimeline
Courage Miller Partners, LLC6,872$651K0.21%+37313F-HRTimeline
Covenant Asset Management, LLC6,862$650K0.13%-21013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,840$648K0.01%+41413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,820$646K0.26%013F-HRTimeline
Prospera Financial Services Inc6,781$643K0.01%+84513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,599$625K0.1%013F-HRTimeline
Pure Financial Advisors, LLC6,567$622K0.01%+4,22813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,528$619K0.03%+49313F-HRTimelineGroup
Orion Porfolio Solutions, LLC6,321$599K0.01%+4813F-HR/ATimeline
J.W. COLE ADVISORS, INC.6,279$595K0.01%+21213F-HRTimeline
Waycross Investment Management Co6,264$594K0.62%013F-HRTimeline
Waldron Private Wealth LLC6,246$592K0.03%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA6,246$592K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV6,199$587K0.04%+2413F-HRTimeline
Pinnacle Financial Partners Inc6,096$578K0.01%+1813F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,075$576K0.19%+2,17913F-HRTimeline
Steward Partners Investment Advisory, L…5,961$565K<0.01%+6213F-HRTimeline
TFO Wealth Partners, LLC5,911$560K0.1%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,865$556K0.12%013F-HRTimeline
Valeo Financial Advisors, LLC5,857$555K0.01%+213F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.5,829$552K<0.01%-55513F-HRTimeline
Regal Investment Advisors LLC5,792$549K0.04%-16313F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,775$547K0.11%-20013F-HRTimeline
Bristlecone Advisors, LLC5,767$547K0.05%-23713F-HRTimeline
HCR Wealth Advisors5,694$540K0.06%+113F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,679$538K0.18%-4213F-HRTimeline
Integrated Wealth Concepts LLC5,661$536K0.01%+5613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,652$536K0.2%+38813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,604$531K0.15%+1,26413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,571$528K<0.01%-52,06613F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.5,518$523K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Axos Invest Inc.5,345$507K0.38%-36213F-HRTimeline
Omega Financial Group, LLC5,280$500K0.18%+1213F-HRTimeline
Geneos Wealth Management Inc.5,275$500K0.01%-5,77513F-HRTimeline
CFM WEALTH PARTNERS LLC5,170$490K0.08%+15913F-HRTimeline
Principle Wealth Partners LLC5,100$483K0.03%+70013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,079$481K<0.01%013F-HRTimelineGroup
Davies Financial Advisors, Inc.5,042$478K0.37%-3,23413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,993$473K<0.01%-5,87813F-HRTimelineGroup
WORLD EQUITY GROUP, INC.4,972$471K0.13%+1,39313F-HRTimeline
LANARK FINANCIAL, INC.4,968$470K0.04%-19013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,845$459K0.02%013F-HRTimeline
Ellis Investment Partners, LLC4,793$454K0.09%-33913F-HRTimeline
Advisory Services Network, LLC4,775$453K0.01%-1,20213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,710$451K0.51%013F-HRTimeline
Infinity Wealth Counsel, LLC4,745$450K0.45%013F-HRTimeline
BRIGHTON JONES LLC4,737$449K0.01%new13F-HRTimeline
SACHEM HILL LLC4,662$442K0.09%+27813F-HRTimeline
Rock Point Advisors, LLC4,635$439K0.12%-87013F-HRTimeline
Quantessence Capital LLC4,632$439K0.13%+1,13813F-HRTimeline
Alhambra Investment Management LLC4,588$435K0.22%-6513F-HRTimeline
Verition Fund Management LLC4,579$434K<0.01%-36,46213F-HRTimeline
Rathbones Group PLC4,538$430K<0.01%-7013F-HRTimeline
Centiva Capital, LP4,500$426K0.03%new13F-HRTimeline
Atria Wealth Solutions, Inc.4,478$425K0.01%+2513F-HRTimeline
DAVENPORT & Co LLC4,426$419K<0.01%-8013F-HRTimeline
&PARTNERS4,424$419K<0.01%+2,10213F-HRTimeline
United Asset Strategies, Inc.4,411$418K0.04%+1,19013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,400$417K<0.01%013F-HRTimelineGroup
Sigma Planning Corp4,399$417K0.01%-17313F-HRTimeline
Cresset Asset Management, LLC4,354$413K<0.01%-1,00013F-HR/ATimeline
Audent Global Asset Management, LLC4,351$412K0.29%+4713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,302$408K0.01%+14613F-HRTimeline
Manchester Capital Management LLC4,286$406K0.05%013F-HRTimeline
Abacus Planning Group, Inc.4,275$405K0.06%013F-HR/ATimeline
Aptus Capital Advisors, LLC4,198$398K<0.01%-74813F-HRTimeline
Investment Advisory Group, LLC4,110$389K0.12%-2413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,009$380K0.01%013F-HRTimeline
Tower Wealth Partners, Inc.3,994$379K0.22%+18813F-HRTimeline
Compound Planning, Inc.3,933$373K0.01%new13F-HRTimeline
Watts Gwilliam & Co., LLC3,855$373K0.06%-77113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,907$370K<0.01%+113F-HRTimelineGroup
Perigon Wealth Management, LLC3,790$359K0.01%+31213F-HRTimeline
CITY HOLDING CO3,786$359K0.05%-40013F-HRTimeline
Yukon Wealth Management, Inc.3,720$353K0.13%+613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,709$352K0.06%new13F-HRTimeline
Paladin Advisory Group, LLC3,694$350K0.27%-5313F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,660$347K0.33%13F-HR/ATimeline
INTRUST BANK NA3,657$347K0.03%013F-HRTimeline
Aspect Partners, LLC3,620$343K0.17%-75,18213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,616$343K0.12%-1,38213F-HRTimeline
IFG Advisors, LLC3,608$342K0.06%+1613F-HRTimeline
D.A. DAVIDSON & CO.3,580$339K<0.01%+35513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,487$330K0.01%-8,97713F-HRTimelineGroup
Lakeshore Capital Group, Inc.3,405$323K0.29%+12013F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,380$320K0.18%013F-HRTimeline
Tanglewood Wealth Management, Inc.3,372$320K0.03%013F-HRTimeline
Enterprise Bank & Trust Co3,350$317K0.12%-17513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,304$313K<0.01%new13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC3,290$312K0.14%+16913F-HRTimeline
Parallel Advisors, LLC3,287$312K0.01%+15513F-HRTimeline
Wealth Architects, LLC3,275$310K0.03%013F-HRTimeline
1832 Asset Management L.P.3,229$306K<0.01%-70113F-HRTimeline
SAGE FINANCIAL GROUP INC3,204$304K0.02%+22613F-HRTimeline
Sava Infond d.o.o.3,200$303K0.05%013F-HRTimeline
ProVise Management Group, LLC3,095$293K0.02%013F-HRTimeline
Viewpoint Capital Management LLC3,031$287K0.14%-43013F-HRTimeline
Apella Capital, LLC2,989$284K0.01%+1613F-HRTimeline
Glenmede Investment Management, LP2,989$283K<0.01%13F-HRTimeline
SONATA CAPITAL GROUP INC2,972$282K0.11%013F-HRTimeline
OneDigital Investment Advisors LLC2,969$281K<0.01%-2913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,965$281K<0.01%new13F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV2,963$281K0.12%013F-HRTimeline
Wealth Dimensions Group, Ltd.2,930$278K0.06%-1013F-HRTimeline
First Heartland Consultants, Inc.2,884$273K0.02%new13F-HRTimeline
Sierra Capital LLC2,830$268K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,816$267K0.01%013F-HRTimelineGroup
CHOREO, LLC2,802$266K<0.01%-40213F-HRTimeline
Optivise Advisory Services LLC2,791$265K0.14%013F-HRTimeline
LGT Financial Advisors LLC2,785$264K0.67%+1413F-HRTimeline
Retirement Planning Group, LLC2,769$262K0.01%-58613F-HRTimeline
Second Line Capital, LLC2,746$260K0.06%-75513F-HRTimeline
COZAD ASSET MANAGEMENT INC2,725$258K0.02%013F-HR/ATimeline
Arkadios Wealth Advisors2,699$256K0.01%+16113F-HRTimeline
ABLE Financial Group, LLC2,627$249K0.06%013F-HRTimeline
Manhattan West Asset Management, LLC2,618$248K0.06%-22213F-HRTimeline
KFA Private Wealth Group, LLC2,604$247K0.08%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,536$240K0.16%+1313F-HRTimeline
Integris Wealth Management, LLC2,534$240K0.06%-2713F-HRTimeline
Platform Technology Partners2,530$240K0.06%013F-HRTimeline
Aft, Forsyth & Sober, LLC2,450$232K0.08%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,400$227K<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC2,392$227K0.01%013F-HRTimeline
Phocas Financial Corp.2,350$223K0.03%013F-HRTimeline
Clearstead Advisors, LLC2,341$222K<0.01%-1,78513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,310$219K0.28%+3013F-HRTimeline
Bensler, LLC2,308$219K0.02%+513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,296$218K<0.01%+113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources2,296$218K<0.01%-5913F-HRTimelineGroup
Center for Financial Planning, Inc.2,286$217K0.02%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK2,112$215K0.02%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,250$213K<0.01%-1413F-HR/ATimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,245$213K<0.01%new13F-HRTimelineGroup
Argent Trust Co2,212$210K0.01%-13013F-HRTimeline
Chicago Partners Investment Group LLC2,137$209K0.01%+113F-HRTimeline
PATTEN & PATTEN INC/TN2,203$209K0.01%-213F-HRTimeline
Nuveen, LLCin group TIAA2,200$208K<0.01%-6,90013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,182$207K<0.01%+59213F-HRTimelineGroup
Sanctuary Advisors, LLC2,163$205K<0.01%-3413F-HRTimeline
One Wealth Advisors, LLC2,122$201K0.03%013F-HRTimeline
Qube Research & Technologies Ltd1,999$189K<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.1,838$176K0.06%-1013F-HRTimeline
Larson Financial Group LLC1,761$167K0.01%-11113F-HRTimeline
Headlands Technologies LLC1,759$167K0.02%-2,28413F-HRTimeline
EP Wealth Advisors, LLC1,708$162K<0.01%-73013F-HRTimeline
IFP Advisors, Inc1,707$162K<0.01%-72,79413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,684$160K0.07%+4413F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,625$154K0.04%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,611$153K<0.01%new13F-HRTimelineGroup
Bellwether Advisors, LLC1,566$148K0.03%+10413F-HRTimeline
Pacifica Partners Inc.1,570$148K0.06%013F-HRTimeline
TD Waterhouse Canada Inc.1,500$143K<0.01%013F-HRTimeline
Hughes Financial Services, LLC1,386$132K0.02%-1,32813F-HRTimeline
Physician Wealth Advisors, Inc.1,350$128K0.02%+113F-HRTimeline
Dunhill Financial, LLC1,332$126K0.04%+1,33213F-HRTimeline
Cranbrook Wealth Management, LLC1,324$125K0.03%-2813F-HRTimeline
Advantage Trust Co1,320$125K0.06%+22013F-HRTimeline
Rise Advisors, LLC1,312$124K0.05%+713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,285$122K<0.01%-92613F-HRTimelineGroup
BOK Financial Private Wealth, Inc.1,277$121K0.01%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,150$109K-7,099Timeline
WealthCollab, LLC1,108$105K0.06%013F-HRTimeline
Wood Tarver Financial Group, LLC1,024$97K0.03%-4813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…975$92.4K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.924$87.6K0.03%-6413F-HRTimeline
FIRST UNITED BANK & TRUST922$87.4K0.03%-8313F-HRTimeline
Blue Trust, Inc.910$86.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…830$78.6K<0.01%-9413F-HRTimeline
PRIVATE TRUST CO NA815$77.2K0.01%-2,17813F-HRTimeline
NewEdge Advisors, LLC796$75.4K<0.01%+313F-HRTimeline
WealthShield Partners, LLC790$74.9K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.760$72K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…755$71.6K<0.01%+30813F-HRTimelineGroup
Heritage Wealth Advisors700$66.3K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC668$63.3K0.02%-513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC615$58.3K<0.01%013F-HRTimeline
Luminist Capital LLC601$57.4K0.06%-5413F-HRTimeline
Rialto Wealth Management, LLC600$56.9K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.580$55K0.02%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC508$48.1K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$47.4K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB394$37.3K<0.01%013F-HRTimeline
MCF Advisors LLC390$37K<0.01%013F-HRTimeline
Redwood Park Advisors LLC388$36.8K0.03%+213F-HRTimeline
HighMark Wealth Management LLC375$35.6K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/362$34.3K<0.01%+15613F-HR/ATimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners350$33.2K<0.01%-213F-HRTimelineGroup
Cape Investment Advisory, Inc.328$31.1K0.01%-1713F-HRTimeline
Sachetta, LLC307$29.1K0.01%013F-HRTimeline
Cetera Trust Company, N.A300$28.4K0.02%013F-HRTimeline
Granite FO LLC300$28.4K0.02%013F-HRTimeline
Asset Dedication, LLC289$27.4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC271$25.7K0.01%-1,46113F-HRTimeline