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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

512 managers (515 13F filers) reported a position in IYR shares at 2024-12-31, 58,458,306 shares in all. 59 filers opened a position and 62 filers sold out during the quarter.

Managers
512
13F filers
515
New
59
Added
166
Reduced
149
Sold out
62
Shares held by filers
58,458,306

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Wood Tarver Financial Group, LLC1,072$99K0.03%13F-HRTimeline
FIRST UNITED BANK & TRUST1,013$94.3K0.03%-7513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…975$90.8K<0.01%013F-HR/ATimeline
Blue Trust, Inc.910$84.7K<0.01%-18013F-HR/ATimeline
WealthShield Partners, LLC791$73.6K0.01%+113F-HRTimeline
NewEdge Advisors, LLC790$73.5K<0.01%-21213F-HRTimeline
Heritage Wealth Advisors700$65.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.698$65K<0.01%-49413F-HRTimeline
Luminist Capital LLC686$63.9K0.11%13F-HRTimeline
Armor Investment Advisors, LLC673$62.6K0.03%+513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC615$57.2K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC600$55.8K0.02%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.580$54K0.03%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…539$50.7K<0.01%-2513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC500$46.5K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc463$43.1K0.02%-27,90313F-HRTimeline
HM PAYSON & CO456$42.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.442$41.1K0.02%-2113F-HRTimeline
WR Wealth Planners, LLC424$39.5K0.01%+313F-HRTimeline
Avior Wealth Management, LLC401$37.4K<0.01%+23813F-HRTimeline
MassMutual Private Wealth & Trust, FSB394$36.7K<0.01%013F-HRTimeline
MCF Advisors LLC390$36.3K<0.01%013F-HRTimeline
Redwood Park Advisors LLC384$35.7K0.03%13F-HRTimeline
HighMark Wealth Management LLC375$34.9K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners351$32.7K0.01%-213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…324$30.2K<0.01%013F-HRTimeline
Sachetta, LLC307$28.6K0.01%-1713F-HRTimeline
AlphaMark Advisors, LLC300$28K0.01%-10013F-HRTimeline
Modus Advisors, LLC300$27.9K0.01%new13F-HRTimeline
Cetera Trust Company, N.A300$27.9K0.02%013F-HRTimeline
Granite FO LLC300$27.9K0.02%013F-HRTimeline
Synergy Investment Management, LLC291$27K0.01%13F-HRTimeline
Asset Dedication, LLC289$26.9K<0.01%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC258$24K0.01%013F-HRTimeline
Gould Capital, LLC257$23.9K0.02%013F-HRTimeline
Pineridge Advisors LLC254$23.7K0.01%-46,05713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.242$22.5K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc219$20.4K0.01%+5113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SUMMIT SECURITIES GROUP LLC200$18.6K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$18.6K<0.01%013F-HRTimeline
Park Square Financial Group, LLC200$18.6K0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.196$18.2K0.01%013F-HRTimeline
Smithfield Trust Co188$17K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/178$16.6K<0.01%+313F-HRTimelineGroup
Sunbelt Securities, Inc.175$16.1K<0.01%013F-HRTimeline
TSFG, LLC168$16K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers171$15.9K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…171$15.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…170$15.8K<0.01%013F-HRTimelineGroup
Sugarloaf Wealth Management, LLC169$15.7K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC160$14.9K<0.01%+1213F-HRTimelineGroup
Lowe Wealth Advisors, LLC158$14.7K0.01%013F-HRTimeline
Transcendent Capital Group LLC157$14.6K0.01%-24513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC155$14.4K<0.01%013F-HRTimeline
Field & Main Bank151$14.1K<0.01%013F-HRTimeline
Crewe Advisors LLC150$14K<0.01%013F-HRTimeline
MOTCO142$13.2K<0.01%013F-HRTimeline
Avion Wealth144$13K<0.01%013F-HRTimeline
EASTERN BANK132$12.3K<0.01%013F-HRTimeline
Horizons Wealth Management129$12K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co120$11.2K<0.01%013F-HRTimeline
Front Row Advisors LLC120$11.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.118$11K<0.01%013F-HRTimeline
Global Financial Private Client, LLC112$10.4K<0.01%013F-HRTimeline
EPG Wealth Management LLC110$10.2K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC107$9.96K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC105$9.77K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC104$9.7K<0.01%+113F-HRTimelineGroup
MATHER GROUP, LLC.98$9.12K<0.01%-5413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC93$8.65K<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC92$8.61K<0.01%13F-HRTimeline
Independence Bank of Kentucky90$8.38K<0.01%013F-HRTimeline
Missouri Trust & Investment Co90$8.38K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC85$7.91K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC85$7.88K<0.01%+113F-HRTimeline
Bogart Wealth, LLC80$7.49K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.82$7.48K<0.01%+513F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC79$7.35K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC77$7.17K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC75$7K<0.01%013F-HRTimelineGroup
Measured Risk Portfolios, Inc.72$6.7K0.01%13F-HRTimeline
PSI Advisors, LLC70$6.51K<0.01%013F-HRTimeline
New Republic Capital, LLC70$6.51K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust64$5.96K<0.01%013F-HRTimeline
City State Bank60$5.58K<0.01%013F-HRTimeline
Atala Financial Inc56$5.21K<0.01%13F-HRTimeline
Orion Capital Management LLC50$4.69K<0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC50$4.62K<0.01%-5013F-HRTimelineGroup
Investors Research Corp47$4.37K<0.01%+313F-HRTimeline
Element Wealth, LLC44$4.09K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.43$3.98K<0.01%13F-HRTimeline
Cornerstone Planning Group LLC41$3.9K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC40$3.72K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC34$3.16K<0.01%-3413F-HRTimeline
Key Financial Inc32$2.98K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC24$2.23K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20$1.86K<0.01%013F-HRTimeline
Pflug Koory, LLC17$1.58K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC15$1.43K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC15$1.37K<0.01%13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…14$1.27K<0.01%013F-HRTimeline
Beacon Capital Management, LLC13$1.22K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.12$1.12K<0.01%-313F-HRTimeline
Bank of New Hampshire10$931<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC7$652<0.01%013F-HRTimeline
COUNTRY TRUST BANK7$651<0.01%new13F-HRTimeline
Horizon Investments, LLC6$558<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC6$518<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.5$4860.04%-5,24013F-HRTimeline
Creekmur Asset Management LLC2$186<0.01%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1$93<0.01%new13F-HRTimelineGroup
Parallax Volatility Advisers, L.P.1$93<0.01%013F-HRTimeline