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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

463 managers (467 13F filers) reported a position in IYR shares at 2025-09-30, 45,411,895 shares in all. 42 filers opened a position and 47 filers sold out during the quarter.

Managers
463
13F filers
467
New
42
Added
138
Reduced
153
Sold out
47
Shares held by filers
45,411,895

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
American Wealth Advisors, LLC6,852$665K0.66%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,820$662K0.24%013F-HR/ATimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding6,692$650K+5,542Timeline
Covenant Asset Management, LLC6,652$646K0.12%-21013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,599$641K0.09%013F-HRTimeline
Orion Porfolio Solutions, LLC6,577$639K<0.01%+25613F-HRTimeline
Pure Financial Advisors, LLC6,567$637K0.01%013F-HRTimeline
Prospera Financial Services Inc6,541$635K0.01%-24013F-HRTimeline
Gen-Wealth Partners Inc6,510$632K0.21%new13F-HRTimeline
BLKBRD Asset Management, LP6,399$621K0.17%new13F-HRTimeline
Krilogy Financial LLC6,485$615K0.02%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC6,256$607K0.21%+60413F-HRTimeline
Waldron Private Wealth LLC6,246$606K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC6,120$594K0.01%+45913F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,075$590K0.18%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,992$582K<0.01%-41,76513F-HRTimelineGroup
Clear Creek Financial Management, LLC5,990$581K0.05%-33,28913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,922$575K0.18%+31813F-HRTimelineGroup
TFO Wealth Partners, LLC5,912$574K0.09%+113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO5,865$569K0.12%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/5,715$555K0.1%-6013F-HRTimeline
Regal Investment Advisors LLC5,639$547K0.04%-15313F-HRTimeline
Advisory Services Network, LLC5,615$545K0.01%+84013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,571$541K<0.01%013F-HRTimelineGroup
Valeo Financial Advisors, LLC5,313$516K0.01%-54413F-HRTimeline
Geneos Wealth Management Inc.5,275$512K0.01%013F-HRTimeline
Omega Financial Group, LLC5,265$511K0.17%-1513F-HRTimeline
Steward Partners Investment Advisory, L…5,265$511K<0.01%-69613F-HRTimeline
HCR Wealth Advisors5,265$509K0.05%-42913F-HRTimeline
CFM WEALTH PARTNERS LLC5,170$502K0.07%013F-HRTimeline
&PARTNERS5,166$501K<0.01%+74213F-HRTimeline
Bristlecone Advisors, LLC5,134$498K0.04%-63313F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,112$496K0.15%-56713F-HRTimeline
Principle Wealth Partners LLC5,100$495K0.03%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,079$493K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,993$485K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,924$478K0.03%-1,60413F-HRTimelineGroup
EWG Elevate Inc.4,902$476K0.15%-26,62813F-HRTimeline
Infinity Wealth Counsel, LLC4,885$474K0.46%+14013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,845$470K0.02%013F-HRTimeline
Ellis Investment Partners, LLC4,823$468K0.08%+3013F-HRTimeline
LANARK FINANCIAL, INC.4,819$468K0.04%-14913F-HRTimeline
Davies Financial Advisors, Inc.4,765$463K0.38%-27713F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,739$460K0.01%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,710$457K0.45%013F-HRTimeline
Headlands Technologies LLC4,677$454K0.04%+2,91813F-HRTimeline
SACHEM HILL LLC4,662$453K0.09%013F-HRTimeline
United Asset Strategies, Inc.4,592$446K0.04%+18113F-HRTimeline
Verition Fund Management LLC4,579$445K<0.01%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,503$437K<0.01%-1,32613F-HRTimeline
Vestmark Advisory Solutions, Inc.4,460$433K0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,460$433K0.03%new13F-HRTimeline
Audent Global Asset Management, LLC4,402$427K0.31%+5113F-HRTimeline
Cresset Asset Management, LLC4,354$423K<0.01%013F-HR/ATimeline
DAVENPORT & Co LLC4,340$421K<0.01%-8613F-HRTimeline
Tower Wealth Partners, Inc.4,288$416K0.23%+29413F-HRTimeline
Manchester Capital Management LLC4,286$416K0.06%013F-HRTimeline
PATTEN & PATTEN INC/TN4,272$415K0.02%+2,06913F-HRTimeline
Alhambra Investment Management LLC4,131$401K0.19%-45713F-HRTimeline
Perigon Wealth Management, LLC4,119$400K0.01%+32913F-HRTimeline
Investment Advisory Group, LLC4,110$399K0.11%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,109$399K0.01%-19313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,100$398K<0.01%new13F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT4,009$389K0.01%013F-HRTimeline
NewEdge Advisors, LLC4,004$389K<0.01%+3,20813F-HRTimeline
Compound Planning, Inc.3,957$384K0.01%+2413F-HRTimeline
Rathbones Group PLC3,938$382K<0.01%-60013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,917$380K0.05%+20813F-HRTimeline
Rock Point Advisors, LLC3,895$378K0.1%-74013F-HRTimeline
IFG Advisors, LLC3,880$377K0.06%+27213F-HRTimeline
Watts Gwilliam & Co., LLC3,855$374K0.06%013F-HRTimeline
Axos Invest Inc.3,842$373K0.28%-1,50313F-HRTimeline
D.A. DAVIDSON & CO.3,825$371K<0.01%+24513F-HRTimeline
Exit Wealth Advisors, LLC.3,823$371K0.25%13F-HRTimeline
CITY HOLDING CO3,786$368K0.05%013F-HRTimeline
Aptus Capital Advisors, LLC3,733$362K<0.01%-46513F-HRTimeline
Paladin Advisory Group, LLC3,694$359K0.28%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,660$355K0.31%013F-HRTimeline
INTRUST BANK NA3,657$355K0.03%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,629$352K<0.01%+32513F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC3,617$351K0.12%+113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,458$336K<0.01%-44913F-HRTimelineGroup
Lakeshore Capital Group, Inc.3,438$334K0.27%+3313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,400$330K<0.01%-1,00013F-HRTimelineGroup
DELTA CAPITAL MANAGEMENT LLC3,380$328K0.17%013F-HRTimeline
Tanglewood Wealth Management, Inc.3,344$325K0.03%-2813F-HRTimeline
Edgestream Partners, L.P.3,344$325K0.01%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC3,317$322K0.14%+2713F-HRTimeline
Parallel Advisors, LLC3,287$319K0.01%013F-HRTimeline
Wealth Architects, LLC3,275$318K0.03%013F-HRTimeline
CHOREO, LLC3,268$317K<0.01%+46613F-HRTimeline
Abacus Planning Group, Inc.3,259$316K0.04%-1,01613F-HRTimeline
1832 Asset Management L.P.3,236$314K<0.01%+713F-HRTimeline
SAGE FINANCIAL GROUP INC3,221$313K0.02%+1713F-HRTimeline
Yukon Wealth Management, Inc.3,205$311K0.1%-51513F-HRTimeline
Sava Infond d.o.o.3,200$311K0.04%013F-HRTimeline
ProVise Management Group, LLC3,095$300K0.02%013F-HRTimeline
Viewpoint Capital Management LLC3,031$294K0.13%013F-HRTimeline
Apella Capital, LLC3,013$290K0.01%+2413F-HRTimeline
OneDigital Investment Advisors LLC2,984$290K<0.01%+1513F-HRTimeline
SONATA CAPITAL GROUP INC2,972$289K0.11%013F-HRTimeline
ROCKLAND TRUST CO2,968$288K0.01%new13F-HRTimeline
Wealth Dimensions Group, Ltd.2,931$285K0.06%+113F-HRTimeline
Sierra Capital LLC2,830$275K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,816$273K0.01%013F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV2,810$273K0.1%-15313F-HRTimeline
Arkadios Wealth Advisors2,809$273K0.01%+11013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,802$272K<0.01%+50613F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC2,789$271K0.05%new13F-HRTimeline
Retirement Planning Group, LLC2,772$269K0.01%+313F-HRTimeline
Aspect Partners, LLC2,766$269K0.12%-85413F-HRTimeline
Dunhill Financial, LLC2,757$268K0.07%+1,42513F-HRTimeline
COZAD ASSET MANAGEMENT INC2,725$265K0.02%013F-HRTimeline
AE Wealth Management LLC2,663$259K<0.01%-32,10713F-HRTimeline
ABLE Financial Group, LLC2,627$255K0.06%013F-HRTimeline
Manhattan West Asset Management, LLC2,592$252K0.05%-2613F-HRTimeline
KFA Private Wealth Group, LLC2,555$248K0.07%-4913F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,552$248K0.15%+1613F-HRTimeline
Integris Wealth Management, LLC2,534$246K0.06%013F-HRTimeline
Platform Technology Partners2,530$246K0.06%013F-HRTimeline
Crossingbridge Advisors, LLC2,500$243K0.12%-17,50013F-HRTimeline
Glenmede Investment Management, LP2,489$242K<0.01%-50013F-HRTimeline
Sanctuary Advisors, LLC2,454$238K<0.01%+29113F-HR/ATimeline
Aft, Forsyth & Sober, LLC2,450$238K0.07%013F-HRTimeline
Volterra Technologies LP2,411$234K0.16%-10,41813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,400$233K<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC2,392$232K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,369$230K0.31%+5913F-HRTimeline
Clearstead Advisors, LLC2,354$228K<0.01%+1313F-HRTimeline
Eldridge Investment Advisors, Inc.2,353$228K0.05%new13F-HRTimeline
Phocas Financial Corp.2,350$228K0.03%013F-HRTimeline
Bensler, LLC2,314$225K0.02%+613F-HRTimeline
Center for Financial Planning, Inc.2,286$222K0.02%013F-HRTimeline
Second Line Capital, LLC2,273$221K0.05%-47313F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,258$219K<0.01%+1313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,250$218K<0.01%013F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK2,112$215K0.02%013F-HRTimeline
Argent Trust Co2,132$207K0.01%-8013F-HRTimeline
Chicago Partners Investment Group LLC2,138$206K0.01%+113F-HRTimeline
One Wealth Advisors, LLC2,122$206K0.03%013F-HRTimeline
RDA Financial Network2,072$201K0.05%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,792$174K<0.01%-39013F-HRTimelineGroup
Bear Mountain Capital, Inc.1,768$173K0.06%-7013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,611$156K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,579$153K<0.01%-12813F-HR/ATimeline
Pacifica Partners Inc.1,570$152K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,562$152K0.01%+27713F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,533$149K0.04%+1,26213F-HRTimeline
TD Waterhouse Canada Inc.1,500$146K<0.01%013F-HRTimeline
Hughes Financial Services, LLC1,386$132K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.1,351$131K0.02%+113F-HRTimeline
Rise Advisors, LLC1,320$128K0.05%+813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,312$127K0.05%-37213F-HRTimeline
BOK Financial Private Wealth, Inc.1,277$124K0.01%013F-HRTimeline
Blue Trust, Inc.1,256$122K<0.01%+34613F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,250$121K0.03%-37513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,139$111K<0.01%+52413F-HRTimeline
WealthCollab, LLC1,108$108K0.05%013F-HRTimeline
Cheviot Value Management, LLC1,079$104K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,010$98.1K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…975$94.6K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.924$89.7K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…870$84.5K<0.01%+11513F-HRTimelineGroup
FIRST UNITED BANK & TRUST847$82.2K0.03%-7513F-HRTimeline
Federation des caisses Desjardins du Qu…830$80.5K<0.01%013F-HRTimeline
WealthShield Partners, LLC810$78.6K0.01%+2013F-HRTimeline
HARBOUR INVESTMENTS, INC.700$68K<0.01%-6013F-HRTimeline
Heritage Wealth Advisors700$68K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC600$58.2K0.02%013F-HRTimeline
Armor Investment Advisors, LLC593$57.6K0.02%-7513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.580$56.3K0.02%013F-HRTimeline
Larson Financial Group LLC561$54.5K<0.01%-1,20013F-HRTimeline
Quantbot Technologies LP548$53.2K<0.01%-6,54913F-HRTimeline
LOWE BROCKENBROUGH & CO INC508$49.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$48.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC488$47.4K<0.01%-12,58913F-HRTimeline
PRIVATE TRUST CO NA425$41.3K<0.01%-39013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/405$39.3K<0.01%+4313F-HRTimelineGroup
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…400$38.8K0.06%new13F-HRTimelineGroup
Redwood Park Advisors LLC391$37.9K0.03%+313F-HRTimeline
MCF Advisors LLC390$37.9K<0.01%013F-HRTimeline
HighMark Wealth Management LLC375$36.4K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners350$34K<0.01%013F-HRTimelineGroup
Sachetta, LLC307$29.8K0.01%013F-HRTimeline
Cetera Trust Company, N.A300$29.1K0.02%013F-HRTimeline
Granite FO LLC300$29.1K0.02%013F-HRTimeline
Luminist Capital LLC292$28.4K0.02%-30913F-HRTimeline
Cape Investment Advisory, Inc.292$28.3K0.03%-3613F-HRTimeline
Asset Dedication, LLC289$28.1K<0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.275$26.7K0.01%new13F-HRTimeline
MYCIO WEALTH PARTNERS, LLC258$25K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.243$23.6K0.01%013F-HRTimeline
Advantage Trust Co220$21.4K0.01%-1,10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC214$20.8K<0.01%+7413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$19.4K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.196$19K0.01%013F-HRTimeline
North Star Investment Management Corp.192$18.6K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC190$18.4K<0.01%new13F-HRTimeline
Smithfield Trust Co188$18K<0.01%013F-HRTimeline
Clean Yield Group175$17K<0.01%new13F-HRTimeline