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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
BARCLAYS PLCin group BARCLAYS PLC7,963,559$741M0.37%-2,031,84713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,468,918$602M0.12%+1,134,76613F-HRTimelineGroup
WealthNavi Inc.4,456,004$415M4.82%+68,04813F-HRTimeline
CIBC WORLD MARKETS CORP4,012,646$373M2.2%+382,94313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,915,143$364M0.03%+723,15313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,312,178$308M0.02%-2,626,74913F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,960,820$182M0.14%-622,53913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,885,843$175M0.04%-643,59313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,126,785$105M0.02%+552,86813F-HRTimelineGroup
WOLVERINE TRADING, LLC1,056,843$97.5M2.19%-105,86913F-HRTimeline
Ilmarinen Mutual Pension Insurance Co957,177$89.1M0.76%+282,05013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…950,000$88.4M0.19%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC906,705$84.4M0.22%+661,26813F-HRTimelineGroup
USA FINANCIAL FORMULAS801,813$74.6M11.72%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP780,684$72.7M0.08%+112,99113F-HRTimelineGroup
Modern Wealth Management, LLC704,240$65.5M2.45%+677,71513F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN678,040$63.1M0.02%+189,48313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.665,369$61.9M<0.01%-210,37813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO568,030$52.9M<0.01%+154,70513F-HRTimelineGroup
Money Design Co.,Ltd.525,048$48.5M2.49%+34,50513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA500,000$46.5M0.08%new13F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\457,506$42.6M0.06%-14,07313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC449,928$41.9M0.01%+207,72713F-HRTimelineGroup
LPL Financial LLC442,770$41.2M0.02%+40,04413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC431,632$40M0.02%+278,81613F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA419,700$39.1M0.01%new13F-HRTimelineGroup
CONNABLE OFFICE INC411,457$38.3M3.96%+7,06413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…402,191$37.4M0.03%-3,87913F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC396,551$36.9M0.72%+4,42713F-HRTimelineGroup
PINKERTON WEALTH, LLC370,278$34.5M5%+133,71713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC335,026$31.2M0.72%+161,26513F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd299,549$27.9M0.56%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC251,049$23.4M0.02%-167,53513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC246,342$22.9M0.1%+8713F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co243,000$22.6M1.63%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC238,878$22.2M0.01%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…224,626$20.9M0.02%+4,29113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC197,131$18.3M0.03%+2,36513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV193,495$18M0.04%+179,24413F-HRTimeline
Cetera Investment Advisers189,999$17.7M0.04%+151,90813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC185,623$17.3M0.01%+13,12413F-HRTimelineGroup
Passaic Partners LLC178,751$16.6M2.42%-42,68213F-HRTimeline
Clear Creek Financial Management, LLC155,568$14.5M1.56%+137,39913F-HRTimeline
Sand Hill Global Advisors, LLC153,288$14.3M0.6%-10,05413F-HRTimeline
Financial Advisory Corp141,065$13.1M2.29%13F-HRTimeline
Magnus Financial Group LLC136,944$12.7M1.23%+7,61513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…132,627$12.3M0.02%-155,09913F-HRTimelineGroup
CIBC WORLD MARKET INC.124,618$11.6M0.03%+16,89113F-HRTimeline
Camarda Financial Advisors, LLC123,224$11.5M4.31%-13,63513F-HRTimeline
Quantessence Capital LLC120,124$11.2M4.59%13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…119,699$11.1M0.15%+20,07213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/117,106$10.9M0.01%+7,89213F-HRTimelineGroup
GTS SECURITIES LLC114,650$10.7M0.52%+75,31613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…113,878$10.6M0.03%-61113F-HRTimelineGroup
Jacobi Capital Management LLC100,452$9.35M0.7%-37513F-HRTimeline
True Freedom Investing, LLC100,355$9.34M4.05%13F-HRTimeline
MML INVESTORS SERVICES, LLC93,774$8.73M0.03%-2,55013F-HRTimeline
Aster Capital Management (DIFC) Ltd92,707$8.63M3.29%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC89,577$8.34M0.01%+62,64313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,093$8.02M0.02%+29,81413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…85,220$7.93M0.03%+28,13413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,720$7.79M0.01%-632,31613F-HRTimelineGroup
Ascension Capital Advisors, Inc.83,405$7.76M3.38%new13F-HRTimeline
HighTower Advisors, LLC77,682$7.23M0.01%-19513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC75,672$7.04M0.01%+22,29913F-HRTimeline
IFP Advisors, Inc74,534$6.94M0.23%+70,74613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP73,607$6.85M0.16%-5,97313F-HRTimeline
AE Wealth Management LLC72,982$6.79M0.06%new13F-HRTimeline
BAILARD, INC.72,354$6.73M0.17%-10,81913F-HRTimeline
TOWNSQUARE CAPITAL LLC70,928$6.6M0.07%-11,74713F-HRTimeline
NORDEN GROUP LLC70,555$6.57M0.74%-12,07613F-HRTimeline
Moloney Securities Asset Management, LLC70,082$6.52M0.87%-7,43313F-HRTimeline
Matthew Goff Investment Advisor, LLC70,000$6.51M1.21%+28713F-HRTimeline
Maven Securities LTDin group Maven Securities LTD67,416$6.27M1.01%-12,41213F-HRTimelineGroup
NorthCoast Asset Management LLC66,079$6.15M0.03%-91,29313F-HR/ATimeline
REBALANCE, LLC63,653$5.92M0.44%-4,73613F-HRTimeline
TUDOR INVESTMENT CORP ET AL60,126$5.6M0.06%-38,21813F-HRTimeline
Woodline Partners LP58,918$5.48M0.04%+17,83213F-HRTimeline
Running Point Capital Advisors, LLC57,439$5.35M1.83%+1,54113F-HRTimeline
UNIQUE WEALTH, LLC57,192$5.32M1.11%+19,70613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.54,938$5.11M0.83%+14013F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC54,400$5.06M0.09%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC54,340$5.06M0.01%-21813F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC52,649$4.9M0.26%-37,57213F-HRTimelineGroup
COURIER CAPITAL LLC51,945$4.83M0.33%+25413F-HRTimeline
CENTAURUS FINANCIAL, INC.51,480$4.79M0.29%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.51,276$4.77M2.73%-58213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management50,765$4.72M0.07%new13F-HRTimelineGroup
CoreCap Advisors, LLC49,972$4.65M0.21%+18,37213F-HRTimeline
Lifeworks Advisors, LLC48,893$4.55M0.82%+19,62813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding47,340$4.41M+45,872Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,211$4.39M0.01%+1,60013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP46,787$4.35M0.01%-5,05813F-HRTimelineGroup
SSI INVESTMENT MANAGEMENT LLC43,594$4.06M0.3%+2,20313F-HRTimeline
J. Goldman & Co LP43,581$4.06M0.14%-9,13713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding43,530$4.05M+39,860Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP42,709$3.97M<0.01%+7,62013F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.42,700$3.97M0.72%+38,10013F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …41,880$3.9M0.5%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,549$3.87M0.01%new13F-HRTimelineGroup
Quantbot Technologies LP41,267$3.84M0.14%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…40,674$3.79M0.08%-15,89113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding40,576$3.78M+14,622Timeline
Glenview Trust Co39,605$3.69M0.07%-5,20313F-HRTimeline
Centiva Capital, LP39,300$3.66M0.14%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC39,100$3.64M0.01%+10,10013F-HRTimeline
Checchi Capital Advisers, LLC38,957$3.63M0.27%+8,66413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…37,499$3.49M0.05%-29413F-HRTimelineGroup
Pictet North America Advisors SA37,434$3.48M0.33%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC37,427$3.48M0.69%new13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…37,482$3.46M0.01%-39,49113F-HRTimelineGroup
Kingsview Wealth Management, LLC37,064$3.45M0.07%new13F-HRTimeline
Rodgers & Associates, LTD36,806$3.43M0.41%+3,24913F-HRTimeline
Allegheny Financial Group36,377$3.39M0.87%-26913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT36,000$3.35M0.41%013F-HRTimeline
Whitegate Investment Counselors, Inc.35,825$3.33M1.14%-13,52113F-HRTimeline
SCS Capital Management LLC34,695$3.23M0.07%013F-HRTimeline
Fairway Wealth LLC33,292$3.1M1.4%-91613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.32,494$3.01M0.03%-38013F-HRTimeline
Allie Family Office LLC31,856$2.96M1.65%+1,98413F-HRTimeline
SBI Securities Co., Ltd.31,745$2.95M0.09%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED31,983$2.95M0.27%+3,28813F-HRTimeline
Global Retirement Partners, LLC31,395$2.92M0.08%+14,24613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,465$2.74M0.01%+2,42313F-HR/ATimeline
Embree Financial Group27,883$2.59M0.44%+73213F-HRTimeline
JFS WEALTH ADVISORS, LLC27,673$2.58M0.18%-1,69013F-HRTimeline
KM Capital Management Ltd.27,658$2.57M1.33%+1,15613F-HRTimeline
Saxony Capital Management, LLC27,376$2.55M2.24%new13F-HRTimeline
First Citizens Financial Corp26,789$2.49M1.35%-1,83313F-HRTimeline
SOA Wealth Advisors, LLC.25,691$2.39M0.44%-32113F-HR/ATimeline
RiverGlades Family Offices LLC25,133$2.34M1.67%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,228$2.25M0.01%-3,18513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC23,959$2.23M0.06%new13F-HRTimeline
Washington Trust Bank23,872$2.22M0.21%+2,17313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SAGE RHINO CAPITAL LLC23,625$2.2M0.48%+4,20713F-HRTimeline
JMAC ENTERPRISES LLC23,333$2.17M0.34%+2,25713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,772$2.12M<0.01%+2,92113F-HRTimelineGroup
COMERICA BANK22,591$2.1M0.01%+1,98013F-HR/ATimeline
Broadview Financial Management, LLC22,161$2.06M1.48%-5913F-HRTimeline
FMR LLCin group FMR LLC22,086$2.06M<0.01%+80813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL21,650$2.01M0.01%-41513F-HRTimeline
Stamos Capital Partners, L.P.21,550$2.01M0.47%+9,31013F-HRTimeline
NEPC LLC21,276$1.98M0.05%+54413F-HRTimeline
Aspect Partners, LLC21,093$1.96M1.13%-81,24413F-HRTimeline
Legacy Private Trust Co.20,941$1.95M0.13%-29713F-HRTimeline
Wilmington Savings Fund Society, FSB20,807$1.94M0.03%013F-HRTimeline
Eisler Capital Management Ltd.20,905$1.93M0.06%13F-HRTimeline
First Heartland Consultants, Inc.20,659$1.92M0.2%new13F-HRTimeline
Canton Hathaway, LLC20,391$1.9M0.47%+45113F-HRTimeline
Naviter Wealth, LLC20,335$1.89M0.23%+13,88313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,332$1.89M0.01%+3,74213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP20,183$1.88M0.14%new13F-HRTimeline
Measured Wealth Private Client Group, L…19,316$1.8M0.58%+4,99113F-HRTimeline
Balboa Wealth Partners18,420$1.71M0.39%-11,38513F-HRTimeline
Evanson Asset Management, LLC18,340$1.71M0.12%+4013F-HRTimeline
Gray Private Wealth, LLC18,263$1.7M1.01%+65113F-HRTimeline
Sowell Financial Services LLC17,991$1.67M0.09%+3,22413F-HRTimeline
RPS ADVISORY SOLUTIONS LLC17,956$1.67M1.04%-14,40513F-HRTimeline
Harvest Investment Services, LLC17,813$1.66M0.41%new13F-HRTimeline
Cordant, Inc.17,172$1.6M0.84%-53113F-HRTimeline
Rather & Kittrell, Inc.17,170$1.6M0.38%-1,00813F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK16,985$1.58M0.05%+2,21513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding16,928$1.58M-3,926Timeline
Dogwood Wealth Management LLC16,794$1.56M0.83%+2,82413F-HRTimeline
Foundation Wealth Management, LLC16,740$1.56M1.21%-24313F-HRTimeline
Schonfeld Strategic Advisors LLC16,733$1.56M0.01%-4,03513F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG16,607$1.55M0.03%+6,20713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC16,496$1.54M0.01%-32613F-HRTimelineGroup
AGILIS PARTNERS LLC15,878$1.48M0.44%+1,45713F-HRTimeline
Parkside Advisors LLC15,735$1.46M0.35%+17613F-HRTimeline
ALERUS FINANCIAL NA15,706$1.46M0.11%-9,09413F-HRTimeline
FIRST FINANCIAL CORP /IN/15,606$1.45M0.68%+1,42213F-HRTimeline
Integrated Advisors Network LLC15,489$1.44M0.07%-7,51913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,272$1.42M0.08%new13F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC15,102$1.41M0.05%-8,15513F-HRTimeline
Foundations Investment Advisors, LLC14,943$1.39M0.03%+8,06413F-HRTimeline
Garde Capital, Inc.14,933$1.39M0.09%-15413F-HRTimeline
Ballew Advisors, Inc15,277$1.38M0.88%-1,67513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,829$1.38M<0.01%+1,19813F-HRTimelineGroup
Finley Financial, LLC14,960$1.37M0.71%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,760$1.37M<0.01%-16113F-HRTimeline
Interval Partners, LP14,750$1.37M0.04%new13F-HRTimeline
TAGStone Capital, Inc.14,721$1.37M0.67%-12013F-HRTimeline
Central Pacific Bank - Trust Division14,460$1.35M0.18%013F-HRTimeline
MAI Capital Management14,268$1.33M0.01%+78013F-HRTimeline
FLOW TRADERS U.S. LLC14,177$1.32M0.05%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK14,040$1.31M0.01%-17513F-HRTimelineGroup
Koshinski Asset Management, Inc.13,850$1.29M0.12%+9,97613F-HRTimeline
Sequoia Financial Advisors, LLC13,746$1.28M0.01%-8,22913F-HR/ATimeline
Gladstone Institutional Advisory LLC13,730$1.28M0.06%+9,40313F-HRTimeline
Creative Planningin group Creative Planning13,681$1.27M<0.01%-75413F-HRTimelineGroup
Mutual Advisors, LLC13,548$1.27M0.04%-17,96613F-HRTimeline
LMR Partners LLPin group LMR Partners LLP13,668$1.27M0.02%new13F-HRTimelineGroup
Private Advisor Group, LLC13,659$1.27M0.01%-2,70413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,551$1.17M<0.01%+36013F-HRTimelineGroup
NWAM LLC12,439$1.16M0.07%-5,24113F-HRTimeline
BlueSky Wealth Advisors, LLC12,291$1.14M0.18%-2,58613F-HRTimeline
UNIONVIEW, LLC12,187$1.13M0.83%+35713F-HRTimeline
Upper Left Wealth Management, LLC11,766$1.09M0.94%-32713F-HRTimeline
ADELL HARRIMAN & CARPENTER INC11,442$1.06M0.07%-40013F-HRTimeline