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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
MORGAN STANLEYin group MORGAN STANLEY5,018,134$476M0.03%+1,996,65613F-HRTimelineGroup
WealthNavi Inc.4,895,086$464M4.67%+198,22913F-HRTimeline
CIBC WORLD MARKETS CORP3,660,032$347M2.3%-178,44713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,392,256$321M0.13%-676,82413F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,247,290$308M0.05%+216,80013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,236,611$212M0.02%+674,58413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,807,775$171M0.12%+1,083,04413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,754,794$166M0.03%+241,36813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,349,957$128M0.1%-61,80213F-HRTimelineGroup
WOLVERINE TRADING, LLC1,327,716$125M3.17%+253,11013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,014,886$96.2M0.01%-148,86213F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co854,977$81M0.65%-193,00013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC790,403$74.2M0.05%+322,88113F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…750,000$71.1M0.14%+600,00013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA745,770$70.7M0.01%+18,97213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP647,107$61.3M0.06%-113,52713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.623,407$59.1M<0.01%+40513F-HRTimelineGroup
Money Design Co.,Ltd.553,275$52.4M2.45%+26,37013F-HRTimeline
LPL Financial LLC501,387$47.5M0.02%+149,50513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC437,175$41.4M0.85%+23,69713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\418,708$39.7M0.05%-14,93413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN410,884$38.9M0.01%-11,60213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…395,241$37.5M0.02%-5,14613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV367,607$34.8M0.08%+147,21413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC335,818$31.8M0.01%+105,66913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC300,396$28.5M0.05%-57,18713F-HRTimelineGroup
CONNABLE OFFICE INC274,519$26M2.57%-72713F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co243,000$23M1.47%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…242,821$23M0.02%+6,54413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC238,300$22.6M0.09%+1,60513F-HRTimelineGroup
Passaic Partners LLC217,134$20.6M2.49%+63,68713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC209,056$19.8M0.01%+5,30913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC188,923$17.9M0.03%+3,15313F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD182,846$17.3M4.49%+108,40313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC176,969$16.8M0.01%new13F-HRTimelineGroup
J. Goldman & Co LP166,200$15.8M0.49%+52,61913F-HRTimeline
Magnus Financial Group LLC151,239$14.3M1.26%+6,58913F-HRTimeline
Sand Hill Global Advisors, LLC145,928$13.8M0.51%-5413F-HRTimeline
Financial Advisory Corp141,883$13.4M2.06%-99513F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…128,337$12.2M0.2%+1,40313F-HRTimelineGroup
Point72 Europe (London) LLP125,112$11.9M0.61%new13F-HRTimeline
Yeomans Consulting Group, Inc.122,620$11.7M4.84%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,781$11.5M<0.01%-9,07013F-HRTimelineGroup
Cambridge Investment Research Advisors,…118,361$11.2M0.03%+53,72313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC117,413$11.1M0.01%-61,59513F-HRTimelineGroup
SG Americas Securities, LLC117,355$11.1M0.05%+54,68413F-HRTimeline
MML INVESTORS SERVICES, LLC105,704$10M0.03%+4,59513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC104,623$9.92M0.02%-136,29413F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/103,770$9.83M<0.01%+2,72113F-HRTimelineGroup
NorthCoast Asset Management LLC95,327$9.03M0.04%-55,24513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …93,880$8.9M1.18%+25,00013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…91,987$8.72M0.02%-4,39013F-HR/ATimelineGroup
TUDOR INVESTMENT CORP ET AL91,593$8.68M0.07%+13,71413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,616$8.12M0.01%+35,46313F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…82,894$7.86M0.01%+57,62713F-HRTimelineGroup
UNIQUE WEALTH, LLC76,108$7.21M1.16%+9,18013F-HRTimeline
Cetera Investment Advisers75,654$7.17M0.01%+38,40113F-HRTimeline
Farther Finance Advisors, LLC69,878$6.62M0.13%+65,03213F-HRTimeline
BAILARD, INC.69,494$6.59M0.15%-75513F-HRTimeline
Matthew Goff Investment Advisor, LLC69,296$6.57M1.21%-84613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP63,357$6M0.13%-5,43213F-HRTimeline
SCS Capital Management LLC63,314$6M0.07%013F-HRTimeline
NORDEN GROUP LLC62,517$5.92M0.64%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd62,422$5.92M1.34%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC60,001$5.69M0.01%-4,54013F-HRTimeline
Modern Wealth Management, LLC54,888$5.2M0.13%+18,94513F-HR/ATimeline
COURIER CAPITAL LLC53,420$5.06M0.31%+69213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.51,941$4.92M0.76%-2,04313F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC51,566$4.89M0.01%-1,41513F-HRTimelineGroup
New Republic Capital, LLC50,123$4.75M1.68%013F-HRTimeline
Measured Wealth Private Client Group, L…49,682$4.71M1.41%+2,35013F-HRTimeline
Running Point Capital Advisors, LLC49,536$4.69M1.3%-4,59113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding49,404$4.68M+3,571Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP47,757$4.53M0.01%+4,16813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,432$4.5M0.01%+1,19813F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.47,236$4.48M2.4%+1513F-HRTimeline
REBALANCE, LLC46,690$4.42M0.3%-12,65313F-HRTimeline
USA FINANCIAL FORMULAS44,386$4.21M0.72%+44,09013F-HRTimeline
Trek Financial, LLC43,625$4.13M0.28%new13F-HRTimeline
HighTower Advisors, LLC41,289$3.91M<0.01%-10,99613F-HRTimeline
Glenview Trust Co39,362$3.73M0.06%-18613F-HRTimeline
Clear Creek Financial Management, LLC39,279$3.72M0.35%+31,79913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC39,000$3.7M<0.01%+35,30013F-HRTimeline
Rodgers & Associates, LTD38,491$3.65M0.4%+26313F-HRTimeline
Allie Family Office LLC37,855$3.58M1.78%+1,86613F-HRTimeline
Pictet North America Advisors SA37,434$3.55M0.36%013F-HRTimeline
Naviter Wealth, LLC37,035$3.51M0.43%+16,70013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT36,000$3.41M0.4%013F-HRTimeline
Allegheny Financial Group35,446$3.36M0.75%-50113F-HRTimeline
Whitegate Investment Counselors, Inc.35,388$3.35M1.14%-44313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…35,079$3.32M0.05%-1,32913F-HRTimelineGroup
AE Wealth Management LLC34,770$3.3M0.02%+33,56013F-HRTimeline
IMC-Chicago, LLC34,746$3.29M0.08%new13F-HRTimeline
Fairway Wealth LLC34,456$3.27M1.04%+1,15413F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.32,786$3.11M0.12%-56,46913F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC31,864$3.02M1.54%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,863$3.02M<0.01%-11,97513F-HR/ATimelineGroup
EWG Elevate Inc.31,530$2.99M0.92%new13F-HRTimeline
KM Capital Management Ltd.30,511$2.89M1.43%+20713F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.30,847$2.89M0.03%-2,94613F-HRTimeline
Stamos Capital Partners, L.P.29,603$2.81M0.5%+11,56713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,209$2.77M0.23%+1,84213F-HRTimeline
Checchi Capital Advisers, LLC29,136$2.76M0.19%-6,24713F-HRTimeline
SBI Securities Co., Ltd.29,018$2.75M0.08%-1,13513F-HRTimeline
Global Retirement Partners, LLC29,010$2.75M0.07%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding28,099$2.66M+2,899Timeline
Balyasny Asset Management L.P.in group Balyasny Asset Management27,668$2.62M0.01%+12,23213F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC27,665$2.62M0.17%-1313F-HRTimeline
Waverly Advisors, LLC26,805$2.54M0.03%+12,73613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,442$2.53M<0.01%-2,21613F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC26,698$2.53M0.02%new13F-HRTimelineGroup
JMAC ENTERPRISES LLC26,041$2.47M0.53%+1,76913F-HRTimeline
RiverGlades Family Offices LLC25,943$2.46M1.61%+1,20013F-HRTimeline
True Freedom Investing, LLC24,510$2.32M0.91%13F-HRTimeline
SAGE RHINO CAPITAL LLC24,393$2.31M0.49%+43213F-HRTimeline
CIBC WORLD MARKET INC.23,882$2.26M0.01%-28,60013F-HRTimeline
Washington Trust Bank23,565$2.23M0.19%-78213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AXXCESS WEALTH MANAGEMENT, LLC23,193$2.2M0.05%+313F-HRTimeline
FMR LLCin group FMR LLC23,085$2.19M<0.01%+26913F-HRTimelineGroup
SOA Wealth Advisors, LLC.22,901$2.17M0.41%-2,69513F-HRTimeline
Americana Partners, LLC21,896$2.08M0.07%new13F-HRTimeline
Summit Financial Consulting LLC21,881$2.07M1.86%new13F-HRTimeline
Lifeworks Advisors, LLC21,852$2.07M0.31%-13,02113F-HRTimeline
Embree Financial Group21,540$2.04M0.31%-2,70613F-HRTimeline
NEPC LLC21,291$2.02M0.05%+1513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,183$2.01M0.01%-1,12513F-HRTimeline
Wilmington Savings Fund Society, FSB20,807$1.97M0.04%013F-HRTimeline
First Citizens Financial Corp20,726$1.96M1.08%-4,39313F-HRTimeline
Cordant, Inc.20,360$1.93M0.93%+3,72613F-HRTimeline
Composition Wealth, LLC20,357$1.93M0.03%new13F-HRTimeline
One River Asset Management, LLC20,196$1.91M7.47%new13F-HRTimeline
BLAIR WILLIAM & CO/IL20,041$1.9M0.01%-88713F-HRTimeline
Crossingbridge Advisors, LLC20,000$1.88M1.65%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,864$1.88M<0.01%-56113F-HRTimelineGroup
Legacy Private Trust Co.19,397$1.84M0.12%-96513F-HRTimeline
COMERICA BANK19,390$1.84M0.01%-1,62113F-HRTimeline
Broadview Financial Management, LLC18,624$1.76M1.2%-2,25113F-HRTimeline
Sowell Financial Services LLC18,590$1.76M0.07%+27113F-HRTimeline
Dogwood Wealth Management LLC18,486$1.75M0.86%+1,24013F-HRTimeline
Evanson Asset Management, LLC18,372$1.74M0.11%013F-HRTimeline
Canton Hathaway, LLC18,299$1.73M0.35%-56013F-HRTimeline
Integrated Advisors Network LLC17,496$1.66M0.07%+1,05613F-HRTimeline
FIRST FINANCIAL CORP /IN/17,388$1.65M0.74%+1,01413F-HRTimeline
Gray Private Wealth, LLC17,350$1.64M0.88%-43313F-HRTimeline
Garde Capital, Inc.17,108$1.62M0.09%+2,17513F-HRTimeline
Rather & Kittrell, Inc.16,707$1.58M0.31%-22913F-HRTimeline
Foundation Wealth Management, LLC16,214$1.54M1.07%-54113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,142$1.53M<0.01%+1,20013F-HRTimelineGroup
Private Advisor Group, LLC16,074$1.52M0.01%+2,62113F-HRTimeline
Parkside Advisors LLC15,979$1.51M0.33%+26513F-HRTimeline
Ballew Advisors, Inc15,384$1.47M0.87%+5813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,356$1.46M0.04%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC14,927$1.41M0.01%-1,02513F-HRTimelineGroup
Upper Left Wealth Management, LLC14,304$1.36M0.9%+2,72513F-HRTimeline
Koshinski Asset Management, Inc.13,645$1.29M0.1%013F-HRTimeline
Sequoia Financial Advisors, LLC13,237$1.25M0.01%-59213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,228$1.25M0.01%-56413F-HRTimelineGroup
CoreCap Advisors, LLC13,077$1.24M0.05%+12,12213F-HRTimeline
Creative Planningin group Creative Planning12,952$1.23M<0.01%-57813F-HRTimelineGroup
Volterra Technologies LP12,829$1.22M1.64%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,789$1.21M<0.01%+53813F-HRTimelineGroup
TAGStone Capital, Inc.12,739$1.21M0.5%-60813F-HRTimeline
Gladstone Institutional Advisory LLC11,876$1.13M0.05%+25913F-HRTimeline
CTC Alternative Strategies, Ltd.11,650$1.1M0.97%new13F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV10,043$1.1M0.57%+47013F-HRTimeline
MAI Capital Management11,589$1.1M0.01%-16813F-HRTimeline
Finley Financial, LLC10,990$1.04M0.52%-50513F-HRTimeline
CENTAURUS FINANCIAL, INC.10,946$1.04M0.06%+3713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,758$1.02M0.05%new13F-HRTimelineGroup
Mutual Advisors, LLC10,407$1.02M0.03%-6,08513F-HRTimeline
BlueSky Wealth Advisors, LLC10,613$1.01M0.15%-29213F-HRTimeline
B. Riley Wealth Advisors, Inc.10,486$994K0.05%-8,05513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,376$983K<0.01%-34613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.10,362$982K0.05%-78813F-HRTimelineGroup
Guidance Point Advisors, LLC10,333$979K0.25%-27913F-HRTimeline
Wealthspire Advisors, LLC10,170$964K0.01%-12,10013F-HRTimeline
NTV Asset Management LLC10,015$949K0.11%-43013F-HRTimeline
Rehmann Capital Advisory Group9,977$946K0.06%-1813F-HRTimeline
Grey Fox Wealth Advisors, LLC9,918$940K0.22%+2,76413F-HRTimeline
PINKERTON WEALTH, LLC9,882$937K0.11%new13F-HRTimeline
SCOTIA CAPITAL INC.9,793$928K<0.01%+52513F-HRTimeline
Kagan Cocozza Asset Management9,385$889K0.68%-17913F-HRTimeline
Ethos Financial Group, LLC9,176$870K0.07%-15713F-HRTimeline
GLOBALT Investments LLC / GA9,009$854K0.03%-1,03713F-HRTimeline
ADELL HARRIMAN & CARPENTER INC8,877$841K0.06%-45013F-HRTimeline
Faithward Advisors, LLC8,544$810K0.13%+31413F-HRTimeline
Allworth Financial LP8,436$799K<0.01%+74013F-HRTimeline
Moors & Cabot, Inc.8,290$786K0.04%-19613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,266$783K<0.01%-45513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,187$776K0.01%-18713F-HRTimelineGroup
Janney Montgomery Scott LLC8,145$772K<0.01%-1,19813F-HRTimeline
Creekside Partners8,144$772K0.37%+1513F-HRTimeline
Westmount Partners, LLC7,973$756K0.21%-20213F-HRTimeline
SYNOVUS FINANCIAL CORP7,946$753K0.01%+8913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,848$744K<0.01%+2413F-HR/ATimelineGroup
Keel Point, LLC7,740$734K0.05%+1,19313F-HRTimeline
Atlas Legacy Advisors, LLC7,716$731K0.16%+65213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,700$730K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC7,392$701K0.01%-1,79013F-HRTimeline
DRW Securities, LLC7,243$686K0.05%-1,05513F-HRTimeline