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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

480 managers (483 13F filers) reported a position in IYR shares at 2025-03-31, 42,367,898 shares in all. 44 filers opened a position and 71 filers sold out during the quarter.

Managers
480
13F filers
483
New
44
Added
137
Reduced
171
Sold out
71
Shares held by filers
42,367,898

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Asset Dedication, LLC289$27.7K<0.01%013F-HRTimeline
MYCIO WEALTH PARTNERS, LLC258$24.7K0.01%013F-HRTimeline
First Horizon Advisors, Inc.243$23.3K<0.01%-45513F-HRTimeline
Greykasell Wealth Strategies, Inc.243$23.3K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.242$23.2K<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC235$22.5K0.01%-1913F-HRTimeline
Synergy Investment Management, LLC227$21.7K0.01%-6413F-HRTimeline
Glass Jacobson Investment Advisors llc219$20.4K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/206$19.7K<0.01%+2813F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC200$19.1K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT200$19K<0.01%-90013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.196$18.8K0.01%013F-HRTimeline
Smithfield Trust Co188$18K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.175$16.8K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers171$16.3K<0.01%013F-HR/ATimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…170$16.3K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC169$16.2K<0.01%new13F-HRTimeline
TSFG, LLC168$16K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC158$15.1K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC153$14.7K<0.01%-213F-HRTimeline
Crewe Advisors LLC150$14.4K<0.01%013F-HRTimeline
MOTCO142$13.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC142$13.6K<0.01%-1813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC140$13.4K<0.01%+4713F-HRTimeline
Avion Wealth144$13K<0.01%013F-HRTimeline
EASTERN BANK132$12.6K<0.01%013F-HRTimeline
Horizons Wealth Management129$12.4K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co120$11.5K<0.01%013F-HRTimeline
Front Row Advisors LLC120$11.5K<0.01%013F-HRTimeline
Global Financial Private Client, LLC112$10.7K<0.01%013F-HRTimeline
EPG Wealth Management LLC110$10.5K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC105$10.1K<0.01%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC105$10K<0.01%+113F-HRTimelineGroup
CONSULTIVA WEALTH MANAGEMENT, CORP.101$9.67K0.03%new13F-HRTimeline
MATHER GROUP, LLC.98$9.38K<0.01%013F-HRTimeline
Park Square Financial Group, LLC98$9.38K0.01%-10213F-HRTimeline
Robinswood Financial LLC93$8.98K<0.01%new13F-HRTimeline
Independence Bank of Kentucky90$8.62K<0.01%013F-HRTimeline
Missouri Trust & Investment Co90$8.62K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC85$8.14K<0.01%013F-HRTimeline
Gould Capital, LLC85$8.14K0.01%-17213F-HRTimeline
CARDIFF PARK ADVISORS, LLC85$8.13K<0.01%013F-HRTimeline
Bogart Wealth, LLC80$7.71K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC79$7.56K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC77$7.36K<0.01%013F-HRTimeline
Field & Main Bank75$7.18K<0.01%-7613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC75$7K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.82$6.91K<0.01%013F-HRTimelineGroup
Christopher J. Hasenberg, Inc71$6.8K<0.01%-39213F-HRTimeline
PSI Advisors, LLC70$6.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust64$6.13K<0.01%013F-HRTimeline
City State Bank60$5.75K<0.01%013F-HRTimeline
Atala Financial Inc56$5.36K<0.01%013F-HRTimeline
Continuum Advisory, LLC55$5.27K<0.01%new13F-HRTimeline
Orion Capital Management LLC51$4.85K<0.01%+113F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC50$4.79K<0.01%013F-HRTimelineGroup
Investors Research Corp47$4.5K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.43$4.11K<0.01%013F-HRTimeline
CX Institutional42$4K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC40$3.83K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC41$3.75K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC34$3.26K<0.01%013F-HRTimeline
Key Financial Inc32$3.06K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC24$2.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…21$2.01K<0.01%-15013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20$1.92K<0.01%013F-HRTimeline
Pflug Koory, LLC17$1.63K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC15$1.47K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC15$1.42K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…14$1.31K<0.01%013F-HRTimeline
Beacon Capital Management, LLC13$1.26K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%new13F-HRTimelineGroup
Bank of New Hampshire10$958<0.01%013F-HRTimeline
COUNTRY TRUST BANK7$670<0.01%013F-HR/ATimeline
Horizon Investments, LLC6$574<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC6$535<0.01%013F-HRTimeline
Creekmur Asset Management LLC2$192<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$96<0.01%013F-HRTimeline
Dunhill Financial, LLC0$26<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-53913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.