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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

459 managers (463 13F filers) reported a position in IYR shares at 2026-03-31, 44,224,195 shares in all. 47 filers opened a position and 56 filers sold out during the quarter.

Managers
459
13F filers
463
New
47
Added
152
Reduced
129
Sold out
56
Shares held by filers
44,224,195

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SSI INVESTMENT MANAGEMENT LLC7,047$666K0.05%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,985$661K<0.01%013F-HRTimelineGroup
Krilogy Financial LLC6,499$659K0.02%+313F-HRTimeline
American Wealth Advisors, LLC6,906$653K0.68%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,790$642K0.23%013F-HRTimeline
Gen-Wealth Partners Inc6,759$639K0.2%-55513F-HRTimeline
Perigon Wealth Management, LLC6,756$639K0.01%+1,10013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/6,690$633K0.11%-11513F-HRTimeline
NWAM LLC6,557$620K0.04%-35113F-HRTimeline
Covenant Asset Management, LLC6,557$620K0.13%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC6,528$617K0.04%-1,08713F-HRTimeline
Orion Porfolio Solutions, LLC6,517$616K0.01%+63813F-HRTimeline
Prospera Financial Services Inc6,432$608K0.01%+22413F-HRTimeline
Bucket List Wealth Management, LLC6,421$607K0.37%+6813F-HRTimeline
Exit Wealth Advisors, LLC.6,369$602K0.31%-90113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,289$595K0.22%-21213F-HR/ATimelineGroup
Pure Financial Advisors, LLC6,251$591K0.01%+3913F-HRTimeline
Waldron Private Wealth LLC6,246$591K0.02%013F-HRTimeline
Composition Wealth, LLC6,245$591K0.01%-36813F-HRTimeline
GSA CAPITAL PARTNERS LLP6,227$589K0.04%new13F-HRTimeline
Ballew Advisors, Inc5,935$587K0.33%-9,40213F-HRTimeline
Farther Finance Advisors, LLC6,186$587K0.01%+97613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC6,206$587K0.08%-12313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC6,109$578K<0.01%-88,34713F-HRTimelineGroup
TFO Wealth Partners, LLC5,914$559K0.08%+113F-HRTimeline
SAGE FINANCIAL GROUP INC5,911$559K0.04%+1,10213F-HRTimeline
Modera Wealth Management, LLC5,871$555K0.01%-97813F-HRTimeline
Volterra Technologies LP5,826$551K0.39%new13F-HRTimeline
Dunhill Financial, LLC5,751$544K0.13%+2,77313F-HRTimeline
Regal Investment Advisors LLC5,706$540K0.03%+14013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,796$538K0.07%+1,41013F-HRTimeline
Independence Wealth Advisors, LLC5,600$530K0.28%+19313F-HRTimeline
Advisory Services Network, LLC5,495$520K0.01%+71813F-HRTimeline
Clear Creek Financial Management, LLC5,484$519K0.04%-5813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,439$514K0.01%+97613F-HRTimeline
Vestmark Advisory Solutions, Inc.5,438$514K0.01%+97513F-HRTimeline
Infinity Wealth Counsel, LLC5,310$502K0.46%+2513F-HRTimeline
HCR Wealth Advisors5,265$498K0.05%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.5,240$495K0.15%+2013F-HRTimeline
TD Waterhouse Canada Inc.5,106$485K<0.01%+3,52513F-HRTimeline
CFM WEALTH PARTNERS LLC5,118$484K0.07%-6713F-HRTimeline
Principle Wealth Partners LLC5,100$482K0.03%013F-HRTimeline
Sava Infond d.o.o.5,100$482K0.07%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC5,079$480K0.03%13F-HRTimelineGroup
PATTEN & PATTEN INC/TN5,047$477K0.03%+80013F-HRTimeline
Westmount Partners, LLC5,002$473K0.12%-3613F-HRTimeline
DAVENPORT & Co LLC4,967$470K<0.01%-3813F-HRTimeline
Tower Wealth Partners, Inc.4,955$469K0.26%+3213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,845$458K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC4,786$453K<0.01%-27213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,754$450K0.02%+7613F-HRTimelineGroup
LANARK FINANCIAL, INC.4,748$449K0.03%+213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,710$445K0.46%013F-HRTimeline
Union Bancaire Privee, UBP SA4,756$443K0.01%new13F-HRTimeline
Ellis Investment Partners, LLC4,673$442K0.08%+1213F-HRTimeline
&PARTNERS4,626$437K<0.01%+7213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,609$436K0.12%new13F-HRTimeline
SACHEM HILL LLC4,595$434K0.08%013F-HRTimeline
Valeo Financial Advisors, LLC4,568$432K0.01%-71813F-HRTimeline
D.A. DAVIDSON & CO.4,558$431K<0.01%+54513F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,590$431K<0.01%-1,40713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,525$428K<0.01%+56313F-HRTimelineGroup
LightSquare Wealth Management, LLC4,329$409K0.31%13F-HRTimeline
Manchester Capital Management LLC4,286$405K0.06%013F-HRTimeline
Investment Advisory Group, LLC4,270$404K0.1%+16013F-HRTimeline
Audent Global Asset Management, LLC3,378$390K0.39%-94913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,009$379K0.01%013F-HR/ATimeline
Wealthspire Advisors, LLC3,940$373K<0.01%-48913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,824$362K<0.01%+70813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,816$361K0.03%-40013F-HRTimeline
Alhambra Investment Management LLC3,777$357K0.16%+16913F-HRTimeline
Lifeworks Advisors, LLC3,730$353K0.05%-7,70113F-HRTimeline
CITY HOLDING CO3,701$350K0.04%-8513F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.3,660$346K0.28%013F-HRTimeline
INTRUST BANK NA3,657$346K0.03%013F-HRTimeline
IFG Advisors, LLC3,650$345K0.06%+913F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding3,631$343K-30,427Timeline
CASTLE WEALTH MANAGEMENT LLC3,618$342K0.11%013F-HRTimeline
OpenArc Corporate Advisory, LLC3,609$341K<0.01%013F-HRTimeline
Ferguson Johnson Wealth Management Inc3,507$331K0.27%+613F-HRTimeline
ROCKLAND TRUST CO3,447$326K0.01%-1413F-HRTimeline
Paladin Advisory Group, LLC3,444$326K0.25%-25013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding3,433$325K-10,529Timeline
CYPRESS FINANCIAL PLANNING LLC3,433$325K0.09%-6413F-HRTimeline
Independent Advisor Alliance3,433$325K<0.01%new13F-HRTimeline
Rathbones Group PLC3,431$324K<0.01%013F-HR/ATimeline
Lakeshore Capital Group, Inc.3,400$322K0.26%-3013F-HRTimeline
Trek Financial, LLC3,396$321K0.02%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC3,380$320K0.18%013F-HRTimeline
1832 Asset Management L.P.3,377$319K<0.01%+32413F-HRTimeline
Rock Point Advisors, LLC3,310$313K0.08%-13013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)3,298$312K<0.01%+1,04113F-HRTimelineGroup
Wealth Architects, LLC3,275$310K0.03%013F-HRTimeline
Abacus Planning Group, Inc.3,259$308K0.04%013F-HRTimeline
Second Line Capital, LLC2,983$306K0.06%-29613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,237$304K<0.01%-7913F-HRTimelineGroup
NewEdge Advisors, LLC3,207$303K<0.01%-28913F-HR/ATimeline
Tillman Hartley LLC3,175$300K0.08%013F-HRTimeline
ProVise Management Group, LLC3,095$293K0.02%013F-HRTimeline
Parallel Advisors, LLC3,095$293K0.01%-3513F-HR/ATimeline
Arkadios Wealth Advisors3,093$292K<0.01%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.3,051$289K0.04%new13F-HRTimeline
CHOREO, LLC2,984$282K<0.01%+23113F-HRTimeline
SONATA CAPITAL GROUP INC2,972$281K0.1%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,933$277K<0.01%new13F-HRTimeline
Wealth Dimensions Group, Ltd.2,900$274K0.05%+3013F-HRTimeline
Quantinno Capital Management LP2,890$273K<0.01%new13F-HRTimeline
Retirement Planning Group, LLC2,874$272K0.01%+4613F-HRTimeline
Sierra Capital LLC2,830$268K0.03%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,826$267K0.12%+513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV2,810$266K0.12%013F-HRTimeline
Compound Planning, Inc.2,785$263K0.01%013F-HRTimeline
SIERRA OCEAN, LLC2,773$262K0.22%+33513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,772$262K<0.01%new13F-HRTimelineGroup
Yukon Wealth Management, Inc.2,744$259K0.15%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,725$258K0.02%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,708$256K0.05%new13F-HRTimeline
Bear Mountain Capital, Inc.2,480$256K0.08%-27113F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,605$246K0.07%013F-HRTimeline
Manhattan West Asset Management, LLC2,592$245K0.05%013F-HRTimeline
Viewpoint Capital Management LLC2,583$244K0.11%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC2,583$244K0.14%+813F-HRTimeline
KFA Private Wealth Group, LLC2,556$242K0.06%-113F-HRTimeline
Sigma Planning Corp2,541$240K0.01%new13F-HRTimeline
Integris Wealth Management, LLC2,534$240K0.06%013F-HRTimeline
Platform Technology Partners2,530$239K0.05%013F-HRTimeline
Aft, Forsyth & Sober, LLC2,450$232K0.07%013F-HRTimeline
Eldridge Investment Advisors, Inc.2,450$232K0.05%+9613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,400$227K<0.01%013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC2,392$226K0.01%013F-HRTimeline
BIP Wealth, LLC2,359$223K0.01%new13F-HRTimeline
Phocas Financial Corp.2,350$222K0.03%013F-HRTimeline
Sanctuary Advisors, LLC2,335$221K<0.01%-8913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,316$219K0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.2,286$216K0.02%013F-HRTimeline
RDA Financial Network2,285$216K0.05%+14613F-HRTimeline
Chicago Partners Investment Group LLC2,141$215K<0.01%013F-HRTimeline
Clearstead Advisors, LLC2,277$215K<0.01%+513F-HRTimeline
Graetz Wealth LLC2,252$213K0.19%+613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,232$211K0.06%+1,83813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,148$203K<0.01%-4,243,57813F-HRTimelineGroup
Aspect Partners, LLC1,986$188K0.08%+7413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,933$183K<0.01%-3,06013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,611$152K<0.01%013F-HRTimelineGroup
Pacifica Partners Inc.1,570$148K0.05%013F-HRTimeline
IFP Advisors, Inc1,533$145K<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,518$144K<0.01%+1,22313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,489$141K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,426$135K<0.01%-14013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC1,400$132K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1,386$131K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,333$126K<0.01%+63313F-HRTimeline
Acropolis Investment Management, LLC1,305$123K0.01%new13F-HRTimeline
WealthShield Partners, LLC1,170$111K0.01%013F-HRTimeline
Lodestone Wealth Management LLC1,117$106K0.04%+10313F-HR/ATimeline
WealthCollab, LLC1,108$105K0.04%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1,083$102K0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC1,080$102K0.01%013F-HRTimeline
Blue Trust, Inc.1,053$99.6K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,010$95.5K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.991$93.7K0.01%-25213F-HRTimeline
BARRETT & COMPANY, INC.924$87.4K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…830$78.5K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC815$77.1K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…778$73.6K<0.01%-4613F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC750$70.9K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…749$70.8K<0.01%-22613F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC712$67.3K0.11%new13F-HRTimeline
Rialto Wealth Management, LLC673$63.6K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST624$59K0.02%-15013F-HRTimeline
ADVISORTRUST PARTNERS, LLC622$58.8K0.02%new13F-HRTimeline
Armor Investment Advisors, LLC593$56.1K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$48.2K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC508$48K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.503$47.5K0.04%013F-HRTimeline
AlphaCore Capital LLC500$47.3K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…499$47.2K0.01%-1,34713F-HRTimeline
CoreCap Advisors, LLC449$42.5K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/431$40.7K<0.01%-5213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management426$40.3K<0.01%-1,14813F-HRTimelineGroup
PRIVATE TRUST CO NA432$40K<0.01%+713F-HRTimeline
Redwood Park Advisors LLC397$37.6K0.03%+313F-HRTimeline
MCF Advisors LLC390$36.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.376$35.6K<0.01%+36613F-HRTimeline
HighMark Wealth Management LLC375$35.5K0.01%013F-HRTimeline
Smartleaf Asset Management LLC353$32.9K<0.01%+27613F-HRTimeline
Larson Financial Group LLC325$30.7K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC312$29.5K<0.01%new13F-HRTimeline
Cetera Trust Company, N.A300$28.4K0.02%013F-HRTimeline
Granite FO LLC300$28.4K0.02%013F-HR/ATimeline
Asset Dedication, LLC289$27.3K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.286$27.1K0.01%013F-HRTimeline
Synergy Investment Management, LLC280$26.5K0.01%new13F-HRTimeline
Glassy Mountain Advisors, Inc.275$26K0.01%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC258$24.4K<0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC225$21.3K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$20.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC205$19.4K<0.01%-6313F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.196$18.5K0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,730,637$18.3K<0.01%+1,712,33513F-HRTimelineGroup