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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

472 managers (477 13F filers) reported a position in IYR shares at 2025-12-31, 50,227,851 shares in all. 40 filers opened a position and 38 filers sold out during the quarter.

Managers
472
13F filers
477
New
40
Added
152
Reduced
156
Sold out
38
Shares held by filers
50,227,851

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BALANCED WEALTH GROUP LLC7,175$697K0.26%+4513F-HRTimeline
Gen-Wealth Partners Inc7,314$687K0.22%+80413F-HRTimeline
Exit Wealth Advisors, LLC.7,270$683K0.4%+3,44713F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC7,047$662K0.04%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,985$656K<0.01%013F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC6,980$655K0.22%+72413F-HRTimeline
NWAM LLC6,908$650K0.04%-813F-HRTimeline
American Wealth Advisors, LLC6,905$648K0.64%+5313F-HRTimeline
Modera Wealth Management, LLC6,849$643K0.01%-3913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/6,805$639K0.11%+1,09013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,790$637K0.23%-3013F-HRTimeline
Krilogy Financial LLC6,496$623K0.02%+1113F-HRTimeline
Composition Wealth, LLC6,613$621K0.01%-8,62213F-HRTimeline
Steward Partners Investment Advisory, L…6,580$618K<0.01%+1,31513F-HRTimeline
Covenant Asset Management, LLC6,557$616K0.12%-9513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,501$610K0.2%+57913F-HRTimelineGroup
Bucket List Wealth Management, LLC6,353$597K0.36%13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,329$594K0.08%-27013F-HRTimeline
Waldron Private Wealth LLC6,246$586K0.02%013F-HRTimeline
Pure Financial Advisors, LLC6,212$583K0.01%-35513F-HRTimeline
Prospera Financial Services Inc6,208$583K0.01%-33313F-HRTimeline
J.W. COLE ADVISORS, INC.6,250$568K0.01%-67613F-HRTimeline
ALLIANCEBERNSTEIN L.P.5,997$563K<0.01%+1,49413F-HRTimeline
TFO Wealth Partners, LLC5,913$555K0.08%+113F-HRTimeline
Orion Porfolio Solutions, LLC5,879$552K<0.01%-69813F-HRTimeline
Edgestream Partners, L.P.5,858$550K0.02%+2,51413F-HRTimeline
Perigon Wealth Management, LLC5,656$531K0.01%+1,53713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…5,571$523K<0.01%013F-HRTimelineGroup
Regal Investment Advisors LLC5,566$523K0.03%-7313F-HRTimeline
Clear Creek Financial Management, LLC5,542$520K0.04%-44813F-HRTimeline
Belvedere Trading LLC5,499$516K0.1%new13F-HRTimeline
Independence Wealth Advisors, LLC5,407$508K0.29%13F-HRTimeline
Valeo Financial Advisors, LLC5,286$496K0.01%-2713F-HRTimeline
Infinity Wealth Counsel, LLC5,285$496K0.45%+40013F-HRTimeline
Geneos Wealth Management Inc.5,275$495K0.01%013F-HRTimeline
HCR Wealth Advisors5,265$494K0.05%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,220$490K0.14%+10813F-HRTimeline
Farther Finance Advisors, LLC5,210$489K0.01%-7,98013F-HRTimeline
CFM WEALTH PARTNERS LLC5,185$487K0.07%+1513F-HRTimeline
Principle Wealth Partners LLC5,100$479K0.03%013F-HRTimeline
Sava Infond d.o.o.5,100$479K0.06%+1,90013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC5,079$477K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC5,076$477K<0.01%+2,41313F-HRTimeline
Aptus Capital Advisors, LLC5,058$475K<0.01%+1,32513F-HRTimeline
Westmount Partners, LLC5,038$473K0.12%-2,77013F-HRTimeline
DAVENPORT & Co LLC5,005$470K<0.01%+66513F-HRTimeline
Nuveen, LLCin group TIAA5,000$469K<0.01%new13F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…5,000$469K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC4,993$469K<0.01%013F-HRTimelineGroup
Tower Wealth Partners, Inc.4,923$462K0.25%+63513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,845$455K0.02%013F-HRTimeline
SAGE FINANCIAL GROUP INC4,809$452K0.03%+1,58813F-HRTimeline
DV Trading LLC4,740$449K0.04%13F-HRTimeline
Advisory Services Network, LLC4,777$449K0.01%-83813F-HRTimeline
Integrated Wealth Concepts LLC4,771$448K0.01%-1,34913F-HRTimeline
LANARK FINANCIAL, INC.4,746$446K0.03%-7313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,710$442K0.46%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,678$439K0.02%-24613F-HRTimelineGroup
Ellis Investment Partners, LLC4,661$438K0.08%-16213F-HRTimeline
SACHEM HILL LLC4,595$431K0.08%-6713F-HRTimeline
&PARTNERS4,554$428K<0.01%-61213F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,549$427K0.01%-19013F-HRTimeline
Leo Wealth, LLC4,548$427K0.03%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.4,463$419K0.01%+313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,463$419K0.02%+313F-HRTimeline
Wealthspire Advisors, LLC4,429$416K<0.01%-4,42913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,386$412K0.05%+46913F-HRTimeline
Cresset Asset Management, LLC4,354$409K<0.01%013F-HRTimeline
Audent Global Asset Management, LLC4,327$406K0.26%-7513F-HRTimeline
Manchester Capital Management LLC4,286$402K0.05%013F-HRTimeline
PATTEN & PATTEN INC/TN4,247$399K0.02%-2513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,216$396K0.03%new13F-HRTimeline
WEALTH ALLIANCE, LLC4,202$395K0.04%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,150$390K<0.01%-65,84313F-HRTimeline
Investment Advisory Group, LLC4,110$386K0.1%013F-HRTimeline
D.A. DAVIDSON & CO.4,013$377K<0.01%+18813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,009$376K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,962$372K<0.01%+1,16013F-HRTimelineGroup
CITY HOLDING CO3,786$355K0.04%013F-HRTimeline
Paladin Advisory Group, LLC3,694$347K0.25%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,660$344K0.28%013F-HRTimeline
INTRUST BANK NA3,657$343K0.03%013F-HRTimeline
IFG Advisors, LLC3,641$342K0.06%-23913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,618$340K0.11%+113F-HRTimeline
OpenArc Corporate Advisory, LLC3,609$339K0.01%13F-HRTimeline
Alhambra Investment Management LLC3,608$339K0.16%-52313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC3,497$331K0.09%-2,57813F-HRTimeline
NewEdge Advisors, LLC3,496$328K<0.01%-50813F-HRTimeline
Ferguson Johnson Wealth Management Inc3,501$328K0.27%13F-HRTimeline
ROCKLAND TRUST CO3,461$325K0.01%+49313F-HRTimeline
Rock Point Advisors, LLC3,440$323K0.08%-45513F-HRTimeline
Rathbones Group PLC3,431$322K<0.01%-50713F-HR/ATimeline
Lakeshore Capital Group, Inc.3,430$322K0.26%-813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,380$317K0.18%013F-HRTimeline
L & S Advisors Inc3,370$316K0.03%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,367$316K0.01%-74213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,316$311K<0.01%-31313F-HRTimelineGroup
Second Line Capital, LLC3,279$308K0.06%+1,00613F-HRTimeline
Wealth Architects, LLC3,275$307K0.03%013F-HRTimeline
Abacus Planning Group, Inc.3,259$306K0.04%013F-HRTimeline
Tillman Hartley LLC3,175$298K0.07%-9,79213F-HRTimeline
Parallel Advisors, LLC3,130$294K0.01%-15713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,116$293K<0.01%new13F-HRTimelineGroup
ProVise Management Group, LLC3,095$291K0.02%013F-HRTimeline
1832 Asset Management L.P.3,053$287K<0.01%-18313F-HRTimeline
OneDigital Investment Advisors LLC3,007$282K<0.01%+2313F-HRTimeline
Dunhill Financial, LLC2,978$280K0.07%+22113F-HRTimeline
SONATA CAPITAL GROUP INC2,972$279K0.1%013F-HRTimeline
Wealth Dimensions Group, Ltd.2,870$269K0.05%-6113F-HRTimeline
Bear Mountain Capital, Inc.2,751$267K0.09%+98313F-HRTimeline
Sierra Capital LLC2,830$266K0.03%013F-HRTimeline
Retirement Planning Group, LLC2,828$266K0.01%+5613F-HRTimeline
GARRISON POINT ADVISORS, LLC2,821$265K0.12%-49613F-HRTimeline
Yukon Wealth Management, Inc.2,744$264K0.15%-46113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,810$264K0.1%013F-HRTimeline
Compound Planning, Inc.2,785$261K0.01%-1,17213F-HRTimeline
CHOREO, LLC2,753$261K<0.01%-51513F-HRTimeline
COZAD ASSET MANAGEMENT INC2,725$256K0.02%013F-HRTimeline
Axos Invest Inc.2,693$253K0.19%-1,14913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,605$245K0.07%-3,26013F-HRTimeline
Manhattan West Asset Management, LLC2,592$243K0.05%013F-HRTimeline
Viewpoint Capital Management LLC2,583$243K0.11%-44813F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,575$242K0.14%+2313F-HRTimeline
KFA Private Wealth Group, LLC2,557$240K0.06%+213F-HRTimeline
Integris Wealth Management, LLC2,534$238K0.05%013F-HRTimeline
Platform Technology Partners2,530$238K0.05%013F-HRTimeline
EP Wealth Advisors, LLC2,522$237K<0.01%13F-HRTimeline
Aft, Forsyth & Sober, LLC2,450$230K0.07%013F-HRTimeline
SIERRA OCEAN, LLC2,438$229K0.19%new13F-HRTimeline
Sanctuary Advisors, LLC2,424$228K<0.01%-3013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,400$225K<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC2,392$225K0.01%013F-HRTimeline
Eldridge Investment Advisors, Inc.2,354$221K0.05%+113F-HRTimeline
Phocas Financial Corp.2,350$221K0.03%013F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,316$217K0.01%-50013F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK2,112$215K0.02%013F-HRTimeline
Center for Financial Planning, Inc.2,286$215K0.02%013F-HRTimeline
Clearstead Advisors, LLC2,272$213K<0.01%-8213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)2,257$212K<0.01%-113F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,251$211K<0.01%+113F-HRTimelineGroup
United Asset Strategies, Inc.2,247$211K0.02%-2,34513F-HRTimeline
Graetz Wealth LLC2,246$211K0.19%13F-HRTimeline
SlateStone Wealth, LLC2,240$210K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC2,141$206K0.01%+313F-HRTimeline
RDA Financial Network2,139$201K0.05%+6713F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,952$183K0.02%new13F-HRTimeline
Aspect Partners, LLC1,912$180K0.08%-85413F-HRTimeline
Keating Financial Advisory Services, In…1,846$173K0.02%13F-HRTimeline
Quantbot Technologies LP1,631$153K0.01%+1,08313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,611$151K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.1,581$148K<0.01%+8113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,574$148K<0.01%+1213F-HRTimelineGroup
Pacifica Partners Inc.1,570$148K0.07%013F-HRTimeline
CWM, LLCin group CWM, LLC1,566$147K<0.01%-22613F-HRTimelineGroup
IFP Advisors, Inc1,532$144K<0.01%-4713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,489$140K<0.01%13F-HRTimelineGroup
Hughes Financial Services, LLC1,386$130K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.1,243$117K0.02%-10813F-HRTimeline
WealthShield Partners, LLC1,170$110K0.01%+36013F-HRTimeline
WealthCollab, LLC1,108$104K0.04%013F-HRTimeline
Cheviot Value Management, LLC1,080$103K0.01%+113F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,083$102K0.01%new13F-HRTimelineGroup
Blue Trust, Inc.1,053$98.9K<0.01%-20313F-HRTimeline
Lodestone Wealth Management LLC1,014$95.2K0.04%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,010$94.8K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…975$91.5K<0.01%013F-HRTimeline
CX Institutional945$89K<0.01%+90313F-HRTimeline
BARRETT & COMPANY, INC.924$86.8K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…830$77.9K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…824$77.4K<0.01%-4613F-HRTimelineGroup
FIRST UNITED BANK & TRUST774$72.7K0.02%-7313F-HRTimeline
MONETARY MANAGEMENT GROUP INC750$70.4K0.02%-50013F-HRTimeline
HARBOUR INVESTMENTS, INC.700$65.7K<0.01%013F-HRTimeline
Heritage Wealth Advisors700$65.7K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC673$63.2K0.02%+7313F-HRTimeline
Armor Investment Advisors, LLC593$55.7K0.02%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.580$54.5K0.02%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC508$47.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$47.4K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.503$47.2K0.04%13F-HRTimeline
AlphaCore Capital LLC500$46.9K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/483$45.3K<0.01%+7813F-HRTimelineGroup
CoreCap Advisors, LLC449$42.2K<0.01%-3913F-HRTimeline
PRIVATE TRUST CO NA425$39.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…402$37.7K<0.01%new13F-HRTimelineGroup
Redwood Park Advisors LLC394$37K0.03%+313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC394$37K0.01%-1,13913F-HRTimeline
MCF Advisors LLC390$36.6K<0.01%013F-HRTimeline
HighMark Wealth Management LLC375$35.2K0.01%013F-HRTimeline
Larson Financial Group LLC325$30.5K<0.01%-23613F-HRTimeline
Modus Advisors, LLC300$28.2K0.01%new13F-HRTimeline
Cetera Trust Company, N.A300$28.2K0.02%013F-HRTimeline
Granite FO LLC300$28.2K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC295$27.7K<0.01%+8113F-HRTimeline
Asset Dedication, LLC289$27.1K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.286$26.9K0.01%+4313F-HRTimeline
Glassy Mountain Advisors, Inc.275$25.8K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC268$25.2K<0.01%+15913F-HRTimelineGroup
MYCIO WEALTH PARTNERS, LLC258$24.2K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.234$22K0.01%-5813F-HRTimeline