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Disclosery

IYR ISHARES TR

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U.S. REAL ES ETF (fund)

472 managers (477 13F filers) reported a position in IYR shares at 2025-12-31, 50,227,851 shares in all. 40 filers opened a position and 38 filers sold out during the quarter.

Managers
472
13F filers
477
New
40
Added
152
Reduced
156
Sold out
38
Shares held by filers
50,227,851

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ENTRUST FINANCIAL LLC225$21.1K0.02%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC200$18.8K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.196$18.4K0.01%013F-HRTimeline
Smithfield Trust Co188$18K<0.01%013F-HRTimeline
Luminist Capital LLC183$17.2K0.02%-10913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners177$16.6K<0.01%-17313F-HRTimelineGroup
Clean Yield Group175$16.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust172$16.1K<0.01%013F-HRTimeline
TSFG, LLC168$16K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…170$16K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC150$14.1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…150$14.1K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC149$14K<0.01%013F-HRTimeline
MOTCO142$13.3K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC138$13K<0.01%new13F-HRTimeline
EASTERN BANK132$12.4K<0.01%013F-HRTimeline
Horizons Wealth Management129$12.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV123$11.5K<0.01%013F-HRTimeline
Front Row Advisors LLC120$11.3K<0.01%013F-HRTimeline
EPG Wealth Management LLC111$10.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC107$10K<0.01%+113F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC107$10K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.104$9.77K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.101$9.48K0.03%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC100$9.39K<0.01%+5013F-HRTimeline
BOK Financial Private Wealth, Inc.99$9.3K<0.01%-1,17813F-HRTimeline
Robinswood Financial LLC93$8.81K<0.01%013F-HRTimeline
Independence Bank of Kentucky90$8.45K<0.01%013F-HRTimeline
Missouri Trust & Investment Co90$8.45K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC85$7.98K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank84$7.89K<0.01%new13F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC79$7.42K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC77$7.36K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC75$7.04K<0.01%-1,06413F-HRTimeline
Field & Main Bank75$7.04K<0.01%013F-HRTimeline
Avion Wealth77$7K<0.01%-6713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC75$7K<0.01%013F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc74$6.95K<0.01%013F-HRTimeline
New Republic Capital, LLC70$6.57K<0.01%-50,05313F-HRTimeline
City State Bank60$5.63K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…60$5.63K<0.01%13F-HRTimeline
ALERUS FINANCIAL NA57$5.35K<0.01%013F-HRTimeline
Orion Capital Management LLC52$4.85K<0.01%+113F-HRTimeline
Investors Research Corp48$4.51K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.44$4.12K<0.01%+113F-HRTimeline
FIRST HORIZON CORP41$3.85K<0.01%-5213F-HRTimeline
Glen Eagle Advisors, LLC40$3.76K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC35$3.29K<0.01%013F-HRTimeline
Abound Wealth Management34$3.19K<0.01%-5313F-HRTimeline
Key Financial Inc32$3K<0.01%013F-HRTimeline
Planning Project LLC29$2.72K<0.01%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC25$2.35K<0.01%new13F-HRTimeline
Root Financial Partners, LLC25$2.35K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC24$2.26K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC20$1.88K<0.01%013F-HRTimeline
Pflug Koory, LLC17$1.62K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC15$1.41K<0.01%13F-HRTimeline
Arax Advisory Partners14$1.31K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…14$1.31K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.10$959<0.01%013F-HRTimeline
Granite Investment Partners, LLC10$939<0.01%new13F-HRTimeline
Bank of New Hampshire10$939<0.01%013F-HRTimeline
COUNTRY TRUST BANK7$657<0.01%013F-HRTimeline
Reflection Asset Management7$655<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…5$493<0.01%-1613F-HRTimeline
Bogart Wealth, LLC5$469<0.01%-7513F-HRTimeline
Horizon Investments, LLC4$376<0.01%-913F-HRTimeline
Smallwood Wealth Investment Management,…4$375<0.01%+213F-HRTimeline
Parallax Volatility Advisers, L.P.1$94<0.01%013F-HRTimeline
Hamilton Point Investment Advisors, LLC1$61<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…0$40<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
Motiv8 Investments LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.