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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
WealthNavi Inc.4,696,857$450M5%+240,85313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,069,080$390M0.18%-3,894,47913F-HR/ATimelineGroup
CIBC WORLD MARKETS CORP3,838,479$368M2.91%-174,16713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,030,490$290M0.06%-3,438,42813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,021,478$289M0.02%-290,70013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,562,027$150M0.01%-2,353,11613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,513,426$145M0.03%-372,41713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,411,759$135M0.1%-549,06113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,163,748$111M0.01%+595,71813F-HRTimelineGroup
WOLVERINE TRADING, LLC1,074,606$102M3.23%+17,76313F-HRTimeline
Ilmarinen Mutual Pension Insurance Co1,047,977$100M0.89%+90,80013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP760,634$72.8M0.08%-20,05013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA726,798$69.6M0.02%-399,98713F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC724,731$69.4M0.05%+473,68213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.623,002$59.7M<0.01%-42,36713F-HRTimelineGroup
Money Design Co.,Ltd.526,905$50.5M2.52%+1,85713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC467,522$44.5M0.03%+35,89013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\433,642$41.5M0.06%-23,86413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN422,486$40.5M0.01%-255,55413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC413,478$39.6M0.95%+16,92713F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd407,150$39M0.86%+107,60113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…400,387$38.3M0.02%-1,80413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC357,583$34.2M0.06%+316,03413F-HR/ATimelineGroup
LPL Financial LLC351,882$33.7M0.01%-90,88813F-HRTimeline
CONNABLE OFFICE INC275,246$26.4M2.81%-136,21113F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co243,000$23.3M1.72%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC240,917$23.1M0.06%-665,78813F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC236,695$22.7M0.1%-9,64713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…236,277$22.6M0.02%+11,65113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.232,203$22.2M0.03%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV220,393$21.1M0.05%+26,89813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC230,149$20.7M0.01%-219,77913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,747$19.5M0.01%-35,13113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC185,770$17.8M0.03%-11,36113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC179,008$17.1M0.02%+89,43113F-HRTimelineGroup
Passaic Partners LLC153,447$14.7M2.23%-25,30413F-HRTimeline
NorthCoast Asset Management LLC150,572$14.4M0.07%+84,49313F-HR/ATimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…150,000$14.4M0.03%-800,00013F-HRTimeline
GTS SECURITIES LLC146,931$14.1M0.61%+32,28113F-HRTimeline
Sand Hill Global Advisors, LLC145,982$14M0.58%-7,30613F-HRTimeline
Magnus Financial Group LLC144,650$13.9M1.34%+7,70613F-HRTimeline
Financial Advisory Corp142,878$13.7M2.26%+1,81313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC130,851$12.5M<0.01%-54,77213F-HRTimelineGroup
Jain Global LLC130,650$12.5M0.26%new13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…126,934$12.2M0.22%+7,23513F-HRTimelineGroup
J. Goldman & Co LP113,581$10.9M0.39%+70,00013F-HRTimeline
Jacobi Capital Management LLC101,814$9.75M0.72%+1,36213F-HRTimeline
MML INVESTORS SERVICES, LLC101,109$9.68M0.03%+7,33513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/101,049$9.68M0.01%-16,05713F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC96,832$9.27M0.14%new13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…96,377$9.23M0.02%-17,50113F-HRTimelineGroup
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.89,255$8.55M0.33%+79,59013F-HRTimelineGroup
Kensington Asset Management, LLC81,873$7.84M0.82%new13F-HRTimeline
Aspect Partners, LLC78,802$7.55M4.32%+57,70913F-HRTimeline
TUDOR INVESTMENT CORP ET AL77,879$7.46M0.07%+17,75313F-HRTimeline
IFP Advisors, Inc74,501$7.13M0.22%-3313F-HRTimeline
Maven Securities LTDin group Maven Securities LTD74,443$7.13M1.56%+7,02713F-HRTimelineGroup
BAILARD, INC.70,249$6.73M0.17%-2,10513F-HRTimeline
Matthew Goff Investment Advisor, LLC70,142$6.72M1.24%+14213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …68,880$6.6M0.86%+27,00013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP68,789$6.59M0.17%-4,81813F-HRTimeline
UNIQUE WEALTH, LLC66,928$6.41M1.21%+9,73613F-HRTimeline
Cambridge Investment Research Advisors,…64,638$6.19M0.02%-20,58213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC64,541$6.18M0.01%-11,13113F-HRTimeline
SCS Capital Management LLC63,314$6.06M0.08%+28,61913F-HR/ATimeline
SG Americas Securities, LLC62,671$6M0.02%+51,43713F-HRTimeline
REBALANCE, LLC59,343$5.68M0.42%-4,31013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…57,637$5.46M0.02%+20,15513F-HRTimelineGroup
Running Point Capital Advisors, LLC54,127$5.18M1.65%-3,31213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,981$5.07M0.01%-1,35913F-HRTimelineGroup
COURIER CAPITAL LLC52,728$5.05M0.33%+78313F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.52,500$5.03M0.78%+9,80013F-HRTimeline
CIBC WORLD MARKET INC.52,482$5.03M0.01%-72,13613F-HRTimeline
HighTower Advisors, LLC52,285$5.01M0.01%-25,39713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,153$4.8M0.01%-35,94013F-HRTimelineGroup
New Republic Capital, LLC50,123$4.8M2.08%+50,05313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.53,984$4.71M0.82%-95413F-HR/ATimeline
Measured Wealth Private Client Group, L…47,332$4.53M1.45%+28,01613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.47,221$4.52M2.62%-4,05513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,234$4.43M0.01%-97713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding45,833$4.39M+5,257Timeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…44,148$4.23M0.12%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP43,838$4.2M0.01%-2,94913F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP43,589$4.17M0.01%+88013F-HRTimelineGroup
Verition Fund Management LLC41,041$3.93M0.02%+36,46213F-HRTimeline
Glenview Trust Co39,548$3.79M0.07%-5713F-HR/ATimeline
Rodgers & Associates, LTD38,228$3.66M0.45%+1,42213F-HRTimeline
Pictet North America Advisors SA37,434$3.58M0.36%013F-HRTimeline
Cetera Investment Advisers37,253$3.57M0.01%-152,74613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…36,408$3.49M0.05%-1,09113F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT36,000$3.45M0.43%013F-HRTimeline
Allie Family Office LLC35,989$3.45M1.88%+4,13313F-HRTimeline
Allegheny Financial Group35,947$3.44M0.88%-43013F-HRTimeline
Modern Wealth Management, LLC35,943$3.44M0.11%-668,29713F-HR/ATimeline
Whitegate Investment Counselors, Inc.35,831$3.43M1.22%+613F-HRTimeline
Checchi Capital Advisers, LLC35,383$3.39M0.24%-3,57413F-HRTimeline
Lifeworks Advisors, LLC34,873$3.34M0.56%-14,02013F-HRTimeline
Liquid Strategies, LLC34,304$3.28M0.62%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.33,793$3.22M0.03%+1,29913F-HRTimeline
Fairway Wealth LLC33,302$3.19M1.18%+1013F-HRTimeline
Interval Partners, LP31,926$3.06M0.11%+17,17613F-HRTimeline
KM Capital Management Ltd.30,304$2.9M1.56%+2,64613F-HRTimeline
SBI Securities Co., Ltd.30,153$2.89M0.1%-1,59213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,658$2.74M0.01%-80713F-HRTimeline
JFS WEALTH ADVISORS, LLC27,678$2.65M0.18%+513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED27,367$2.59M0.24%-4,61613F-HR/ATimeline
Rakuten Investment Management, Inc.26,096$2.47M0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.25,596$2.45M0.51%-9513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,267$2.42M<0.01%-107,36013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding25,200$2.41M+972Timeline
First Citizens Financial Corp25,119$2.41M1.36%-1,67013F-HRTimeline
Quantbot Technologies LP24,826$2.38M0.08%-16,44113F-HRTimeline
RiverGlades Family Offices LLC24,743$2.37M1.7%-39013F-HRTimeline
Washington Trust Bank24,347$2.33M0.23%+47513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JMAC ENTERPRISES LLC24,272$2.32M0.55%+93913F-HRTimeline
Embree Financial Group24,246$2.32M0.39%-3,63713F-HRTimeline
SAGE RHINO CAPITAL LLC23,961$2.29M0.53%+33613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC23,190$2.22M0.06%-76913F-HRTimeline
FMR LLCin group FMR LLC22,816$2.18M<0.01%+73013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.22,308$2.14M0.01%+1,97613F-HRTimeline
Wealthspire Advisors, LLC22,270$2.13M0.01%+13,05513F-HRTimeline
NEPC LLC21,276$2.04M0.06%013F-HRTimeline
COMERICA BANK21,011$2.01M0.01%-1,58013F-HRTimeline
BLAIR WILLIAM & CO/IL20,928$2M0.01%-72213F-HRTimeline
Broadview Financial Management, LLC20,875$2M1.49%-1,28613F-HRTimeline
Wilmington Savings Fund Society, FSB20,807$1.99M0.04%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,425$1.96M<0.01%-2,34713F-HRTimelineGroup
Legacy Private Trust Co.20,362$1.95M0.13%-57913F-HRTimeline
Naviter Wealth, LLC20,335$1.93M0.23%013F-HRTimeline
Canton Hathaway, LLC18,859$1.81M0.36%-1,53213F-HRTimeline
B. Riley Wealth Advisors, Inc.18,541$1.78M0.05%+7,57213F-HRTimeline
Evanson Asset Management, LLC18,372$1.76M0.12%+3213F-HRTimeline
Sowell Financial Services LLC18,319$1.75M0.08%+32813F-HRTimeline
Stamos Capital Partners, L.P.18,036$1.73M0.45%-3,51413F-HRTimeline
Gray Private Wealth, LLC17,783$1.7M1.02%-48013F-HRTimeline
Dogwood Wealth Management LLC17,246$1.65M0.87%+45213F-HRTimeline
Rather & Kittrell, Inc.16,936$1.62M0.35%-23413F-HRTimeline
Foundation Wealth Management, LLC16,755$1.6M1.26%+1513F-HRTimeline
Cordant, Inc.16,634$1.59M0.83%-53813F-HRTimeline
Integrated Advisors Network LLC16,440$1.57M0.08%+95113F-HRTimeline
FIRST FINANCIAL CORP /IN/16,374$1.57M0.76%+76813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,952$1.53M0.01%-54413F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…15,899$1.52M0.05%new13F-HRTimelineGroup
Mutual Advisors, LLC16,492$1.52M0.04%+2,94413F-HRTimeline
Parkside Advisors LLC15,714$1.5M0.36%-2113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management15,436$1.48M<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,942$1.43M<0.01%+11313F-HRTimelineGroup
Garde Capital, Inc.14,933$1.43M0.08%013F-HRTimeline
Ballew Advisors, Inc15,326$1.36M0.91%+4913F-HRTimeline
Waverly Advisors, LLC14,069$1.35M0.02%+7,17013F-HRTimeline
Sequoia Financial Advisors, LLC13,829$1.32M0.01%+8313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,792$1.32M0.01%-24813F-HRTimelineGroup
Koshinski Asset Management, Inc.13,645$1.31M0.11%-20513F-HRTimeline
Creative Planningin group Creative Planning13,530$1.3M<0.01%-15113F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP13,506$1.29M0.32%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC13,470$1.29M0.28%+8,80213F-HRTimeline
Private Advisor Group, LLC13,453$1.29M0.01%-20613F-HRTimeline
TAGStone Capital, Inc.13,347$1.28M0.63%-1,37413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.12,464$1.19M0.02%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC12,251$1.17M<0.01%-30013F-HRTimelineGroup
MAI Capital Management11,757$1.13M0.01%-2,51113F-HRTimeline
Gladstone Institutional Advisory LLC11,617$1.11M0.05%-2,11313F-HRTimeline
Upper Left Wealth Management, LLC11,579$1.11M0.8%-18713F-HRTimeline
Finley Financial, LLC11,495$1.07M0.6%-3,46513F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.11,150$1.07M0.06%-5,77813F-HRTimelineGroup
Geneos Wealth Management Inc.11,050$1.06M0.02%+6,40013F-HRTimeline
CENTAURUS FINANCIAL, INC.10,909$1.04M0.06%-40,57113F-HRTimeline
BlueSky Wealth Advisors, LLC10,905$1.04M0.16%-1,38613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,871$1.04M<0.01%+2,67113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,722$1.03M<0.01%-4,03813F-HRTimeline
Guidance Point Advisors, LLC10,612$1.02M0.29%+3713F-HRTimeline
NTV Asset Management LLC10,445$1M0.13%013F-HRTimeline
GLOBALT Investments LLC / GA10,046$962K0.04%-1,06013F-HRTimeline
Rehmann Capital Advisory Group9,995$957K0.06%+26113F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC9,850$943K0.07%-33,74413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG9,607$920K0.02%-7,00013F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV9,573$917K0.52%+55313F-HRTimeline
Kagan Cocozza Asset Management9,564$916K0.75%-6213F-HRTimeline
Atom Investors LP9,474$907K0.11%new13F-HRTimeline
Janney Montgomery Scott LLC9,343$895K<0.01%-75613F-HRTimeline
Ethos Financial Group, LLC9,333$894K0.09%new13F-HRTimeline
ADELL HARRIMAN & CARPENTER INC9,327$893K0.07%-2,11513F-HRTimeline
SCOTIA CAPITAL INC.9,268$887K<0.01%+71513F-HRTimeline
HB Wealth Management, LLC9,182$879K0.01%+1113F-HRTimeline
Nuveen, LLCin group TIAA9,100$871K<0.01%13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,721$835K<0.01%-1,68813F-HRTimelineGroup
Financial & Tax Architects, LLC8,664$830K0.21%+1,40113F-HRTimeline
Moors & Cabot, Inc.8,486$813K0.04%+55713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,374$802K0.01%+58113F-HRTimelineGroup
DRW Securities, LLC8,298$795K0.07%new13F-HRTimeline
Davies Financial Advisors, Inc.8,276$792K0.68%+48113F-HRTimeline
Faithward Advisors, LLC8,230$788K0.14%+1,00413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding8,249$783K-39,091Timeline
Westmount Partners, LLC8,175$783K0.24%+36413F-HRTimeline
Creekside Partners8,129$778K0.41%+1213F-HRTimeline
SYNOVUS FINANCIAL CORP7,857$752K0.01%-78513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,824$749K<0.01%-17513F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp7,700$737K<0.01%-45013F-HRTimelineGroup
Modera Wealth Management, LLC7,699$737K0.01%-53313F-HRTimeline
LMR Partners LLPin group LMR Partners LLP7,482$716K0.01%-6,18613F-HRTimelineGroup