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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

486 managers (489 13F filers) reported a position in IYR shares at 2026-06-30, 51,115,072 shares in all. 60 filers opened a position and 35 filers sold out during the quarter.

Managers
486
13F filers
489
New
60
Added
133
Reduced
155
Sold out
35
Shares held by filers
51,115,072

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LOWE BROCKENBROUGH & CO INC508$51.9K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.503$51.4K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…474$48.5K<0.01%-30413F-HRTimelineGroup
CoreCap Advisors, LLC449$45.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA423$43.3K<0.01%-913F-HRTimeline
Redwood Park Advisors LLC406$41.5K0.03%+913F-HRTimeline
MCF Advisors LLC390$39.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management377$38.5K<0.01%-4913F-HRTimelineGroup
HighMark Wealth Management LLC375$38.4K0.01%013F-HRTimeline
Smartleaf Asset Management LLC353$36.8K<0.01%013F-HRTimeline
WealthShield Partners, LLC360$36.8K0.01%-81013F-HRTimeline
FIRST UNITED BANK & TRUST324$33.1K0.01%-30013F-HRTimeline
Cetera Trust Company, N.A300$30.7K0.02%013F-HRTimeline
Granite FO LLC300$30.7K0.02%013F-HRTimeline
Asset Dedication, LLC289$29.6K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.286$29.3K0.01%013F-HRTimeline
Synergy Investment Management, LLC281$28.7K0.01%+113F-HRTimeline
Glassy Mountain Advisors, Inc.275$28.1K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…269$27.5K<0.01%-23013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC258$26.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL250$25.6K0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC225$23K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp225$23K<0.01%new13F-HRTimelineGroup
Advantage Trust Co220$22.5K0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC200$21K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC205$21K<0.01%013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC200$20.4K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.196$20K0.01%013F-HRTimeline
Smithfield Trust Co188$19K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners178$18.2K<0.01%new13F-HRTimelineGroup
Frisco Financial Planning LLC174$17.8K0.01%013F-HRTimeline
Parkside Financial Bank & Trust172$17.6K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC171$17.5K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…170$17.4K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…150$15.4K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC149$15.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC145$14.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC144$14.7K<0.01%-1,37413F-HRTimeline
MOTCO142$14.5K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC138$14.1K<0.01%013F-HRTimeline
EASTERN BANK132$13.5K<0.01%013F-HRTimeline
GAMMA Investing LLC126$12.9K<0.01%013F-HRTimeline
Luminist Capital LLC125$12.8K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV123$12.6K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/117$12K<0.01%-31413F-HRTimelineGroup
Cape Investment Advisory, Inc.116$11.9K<0.01%new13F-HRTimeline
EPG Wealth Management LLC110$11.2K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC108$11K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC108$11K<0.01%+113F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.101$10.3K0.02%013F-HRTimeline
MATHER GROUP, LLC.98$10K<0.01%013F-HRTimeline
Robinswood Financial LLC93$9.59K<0.01%013F-HRTimeline
Independence Bank of Kentucky90$9.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC75$8K<0.01%013F-HRTimelineGroup
Field & Main Bank75$7.67K<0.01%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc74$7.57K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO71$7.26K<0.01%new13F-HRTimelineGroup
New Republic Capital, LLC70$7.16K<0.01%013F-HRTimeline
Avion Wealth77$7K<0.01%013F-HRTimeline
Harborfront Financial Group LLC67$6.87K0.03%13F-HRTimeline
City State Bank60$6.13K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…60$6.13K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA57$5.83K<0.01%013F-HRTimeline
Orion Capital Management LLC52$5.33K<0.01%013F-HRTimeline
Investors Research Corp48$4.91K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC44$4.69K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.44$4.52K<0.01%013F-HRTimeline
FIRST HORIZON CORP41$4.19K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC40$4.09K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC35$3.58K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC25$2.56K<0.01%-4113F-HRTimeline
American Capital Advisory, LLC25$2.56K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC24$2.46K<0.01%013F-HRTimeline
Pflug Koory, LLC17$1.78K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC15$1.53K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…14$1.44K<0.01%013F-HRTimeline
Granite Investment Partners, LLC10$1.02K<0.01%013F-HRTimeline
CX Institutional10$1K<0.01%-5113F-HRTimeline
COUNTRY TRUST BANK7$716<0.01%013F-HRTimeline
Bogart Wealth, LLC5$511<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…5$511<0.01%013F-HRTimeline
Horizon Investments, LLC4$409<0.01%-413F-HRTimeline
Parallax Volatility Advisers, L.P.1$102<0.01%013F-HRTimeline
Freestone Grove Partners LP1$102<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…0$28<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
AlphaCore Capital LLC0$00%-50013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.