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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

476 managers (478 13F filers) reported a position in IYR shares at 2025-06-30, 48,082,392 shares in all. 40 filers opened a position and 47 filers sold out during the quarter.

Managers
476
13F filers
478
New
40
Added
152
Reduced
160
Sold out
47
Shares held by filers
48,082,392

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MYCIO WEALTH PARTNERS, LLC258$24.5K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.243$23K0.01%013F-HRTimeline
CX Institutional222$21K<0.01%+18013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$19K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.196$18.6K0.01%013F-HRTimeline
North Star Investment Management Corp.192$18.2K<0.01%new13F-HRTimeline
Smithfield Trust Co188$18K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.188$17.8K<0.01%-5513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,554,040$16.4K<0.01%+1,538,14113F-HRTimelineGroup
Parkside Financial Bank & Trust172$16.3K<0.01%+10813F-HRTimeline
Sunbelt Securities, Inc.175$16.3K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers171$16.2K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…170$16.1K<0.01%013F-HRTimelineGroup
TSFG, LLC168$16K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC158$15K0.01%013F-HRTimeline
Crewe Advisors LLC150$14.2K<0.01%013F-HRTimeline
MOTCO142$13.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC140$13.3K<0.01%013F-HRTimeline
Avion Wealth144$13K<0.01%013F-HR/ATimeline
EASTERN BANK132$12.5K<0.01%013F-HRTimeline
Horizons Wealth Management129$12.2K0.01%013F-HRTimeline
Pineridge Advisors LLC127$12K<0.01%-10813F-HRTimeline
Indiana Trust & Investment Management Co120$11.4K<0.01%013F-HRTimeline
Front Row Advisors LLC120$11.4K<0.01%013F-HRTimeline
EPG Wealth Management LLC111$10.5K<0.01%+113F-HRTimeline
ALERUS FINANCIAL NA108$10.2K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC106$10K<0.01%-3613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC105$9.96K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.104$9.86K<0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.101$9.57K0.03%013F-HRTimeline
Park Square Financial Group, LLC98$9.29K0.01%013F-HRTimeline
Robinswood Financial LLC93$8.89K<0.01%013F-HRTimeline
Independence Bank of Kentucky90$8.53K<0.01%013F-HRTimeline
Missouri Trust & Investment Co90$8.53K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC85$8.06K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC85$8.05K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.82$7.79K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC80$7.63K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC79$7.49K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC77$7.31K<0.01%013F-HRTimeline
Gould Capital, LLC76$7.2K<0.01%-913F-HRTimeline
Field & Main Bank75$7.11K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc74$7.01K<0.01%-14513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC75$7K<0.01%013F-HRTimelineGroup
HM PAYSON & CO70$6.63K<0.01%-38613F-HRTimeline
Mascoma Wealth Management LLC70$6.63K<0.01%new13F-HRTimeline
City State Bank60$5.69K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC57$5.4K<0.01%new13F-HRTimeline
Orion Capital Management LLC51$4.82K<0.01%013F-HRTimeline
Investors Research Corp47$4.45K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.43$4.09K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC41$3.93K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC40$3.79K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC34$3.22K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.32$3.03K<0.01%-21013F-HRTimelineGroup
Key Financial Inc32$3.03K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC24$2.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…21$1.99K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20$1.9K<0.01%013F-HRTimeline
Pflug Koory, LLC17$1.61K<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
Christopher J. Hasenberg, Inc14$1.33K<0.01%-5713F-HRTimeline
Beacon Capital Management, LLC13$1.25K<0.01%013F-HRTimeline
Bank of New Hampshire10$948<0.01%013F-HRTimeline
COUNTRY TRUST BANK7$663<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC6$532<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC5$474<0.01%-10013F-HRTimeline
Arax Advisory Partners4$380<0.01%new13F-HRTimeline
Horizon Investments, LLC4$379<0.01%-213F-HRTimeline
Creekmur Asset Management LLC2$190<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$95<0.01%013F-HRTimeline
Clark Wealth Partners1$95<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$41<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC0$10<0.01%-6,98413F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.