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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
BARCLAYS PLCin group BARCLAYS PLC6,260,125$588M0.24%+98,86413F-HRTimelineGroup
WealthNavi Inc.5,838,937$548M4.84%+540,27013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,245,726$400M0.23%new13F-HR/ATimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding3,437,679$323M+3,437,596Timeline
PRICE T ROWE ASSOCIATES INC /MD/2,942,928$276M0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,687,434$252M0.02%-481,83713F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,126,334$200M0.13%-329,98713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,958,154$184M0.13%+597,02313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,713,403$161M0.24%new13F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,695,138$159M-934,097Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,200,822$113M0.02%-1,471,07013F-HR/ATimelineGroup
Ilmarinen Mutual Pension Insurance Co1,196,577$112M0.9%-106,40013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,146,651$108M0.01%-278,97413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP734,378$69M0.06%+144,35313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.638,455$59.9M<0.01%+16,54213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN624,548$58.6M0.01%+111,38613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA617,927$58M0.01%+51,48613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC491,507$46.1M0.03%+476,47813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC434,344$40.8M0.05%+324,88713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\379,559$35.6M0.04%-15,84113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…376,359$35.3M0.02%-16,68013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV373,524$35.1M0.05%+5,55713F-HRTimeline
LPL Financial LLC340,889$32M0.01%-6,04013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…325,997$30.6M0.02%+92013F-HR/ATimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…300,000$28.2M0.05%013F-HRTimeline
CONNABLE OFFICE INC299,557$28.1M2.58%+5,11213F-HRTimeline
CIBC WORLD MARKET INC.246,434$23.1M0.04%-72,54313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co243,000$22.8M1.5%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC236,720$22.2M0.09%-2,38813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC204,103$19.2M0.01%+2,07513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC201,187$18.9M<0.01%+9,65113F-HRTimelineGroup
Sand Hill Global Advisors, LLC183,801$17.3M0.6%+26,15013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.180,647$17M0.01%+69,58713F-HRTimelineGroup
SG Americas Securities, LLC180,632$17M0.02%+64,81113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…170,072$16M0.02%+20,64713F-HRTimelineGroup
Magnus Financial Group LLC165,951$15.6M1.19%+8,67113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …158,940$14.9M1.86%+22,86013F-HRTimelineGroup
Financial Advisory Corp147,355$13.8M2.01%+4,78913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO143,909$13.5M<0.01%+1,05313F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…127,151$11.9M0.21%+81813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,209$11.6M<0.01%-6,99513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC122,614$11.5M0.03%+8,64013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth122,380$11.5M0.01%+59,36413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC112,443$10.6M0.01%-76,27213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/112,063$10.5M<0.01%+11,03013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding94,456$8.87M+87,764Timeline
DDFG, Inc92,521$8.69M1.9%+2,08013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88,782$8.34M0.02%-14,03413F-HR/ATimelineGroup
UNIQUE WEALTH, LLC86,140$8.09M1.13%+7,69713F-HRTimeline
Maven Securities LTDin group Maven Securities LTD79,871$7.5M0.95%-19,75013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC71,184$6.68M0.1%-364,78413F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC68,864$6.47M1.15%-37313F-HRTimeline
Omega Financial Group, LLC66,072$6.2M2.06%+60,80713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC63,800$5.99M0.01%-6,40013F-HRTimeline
SCS Capital Management LLC63,244$5.94M0.06%-7013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management59,816$5.62M0.01%new13F-HRTimelineGroup
COURIER CAPITAL LLC57,696$5.42M0.3%+1,63113F-HRTimeline
Cetera Investment Advisers57,564$5.4M0.01%+1,13213F-HRTimeline
Washington Trust Bank54,714$5.14M0.36%+38,19613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC54,639$5.13M<0.01%-3,51513F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP54,622$5.13M0.1%-5,82213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.53,531$5.03M0.72%-3113F-HRTimeline
Cambridge Investment Research Advisors,…53,303$5M0.01%-8,36813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.53,065$4.98M2.47%+3,42613F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC51,797$4.86M1.47%new13F-HRTimeline
Allie Family Office LLC50,499$4.74M2.21%+13113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,014$4.7M0.01%-5,68213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC49,325$4.63M0.01%-3513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,208$4.62M0.01%-22713F-HRTimelineGroup
J. Goldman & Co LP46,342$4.35M0.17%-181,44913F-HRTimeline
REBALANCE, LLC45,438$4.27M0.25%-1,81513F-HRTimeline
Modern Wealth Management, LLC41,321$3.88M0.07%+1,16413F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC41,005$3.85M0.05%-5,36713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,357$3.79M0.01%-14,66913F-HRTimelineGroup
Rodgers & Associates, LTD39,995$3.76M0.38%+36313F-HRTimeline
HighTower Advisors, LLC39,805$3.74M<0.01%-5,89413F-HRTimeline
Running Point Capital Advisors, LLC39,223$3.68M1%-12,06813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP38,089$3.63M<0.01%+6,61013F-HR/ATimelineGroup
Pictet North America Advisors SA37,434$3.51M0.33%013F-HRTimeline
Checchi Capital Advisers, LLC36,932$3.47M0.24%+8,90613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT36,000$3.38M0.37%013F-HRTimeline
Whitegate Investment Counselors, Inc.35,036$3.29M1.03%-18713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…34,942$3.28M0.04%+213F-HRTimelineGroup
Allegheny Financial Group34,713$3.26M0.48%-43513F-HRTimeline
Fairway Wealth LLC34,516$3.24M0.87%+3513F-HRTimeline
FORTE ASSET MANAGEMENT LLC34,141$3.21M1.46%+2,25213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding34,058$3.2M+30,600Timeline
Stamos Capital Partners, L.P.32,811$3.08M0.5%+13,98113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31,384$2.95M0.07%+19,61413F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC30,509$2.86M0.05%+7,31613F-HR/ATimeline
JFS WEALTH ADVISORS, LLC29,229$2.74M0.15%-18113F-HRTimeline
Waverly Advisors, LLC28,960$2.72M0.02%-5,95213F-HRTimeline
JMAC ENTERPRISES LLC28,362$2.66M0.51%+1,16113F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.27,536$2.66M0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.28,040$2.63M0.07%-18513F-HRTimeline
Measured Wealth Private Client Group, L…27,901$2.62M0.69%-24,35513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,677$2.6M+439Timeline
SILVER OAK SECURITIES, INCORPORATED26,899$2.55M0.17%-1,24513F-HRTimeline
BETO FINANCIAL GROUP, LLC26,690$2.54M1.72%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…26,214$2.48M<0.01%-1,04513F-HRTimeline
Glenview Trust Co26,443$2.48M0.04%-29713F-HRTimeline
Naviter Wealth, LLC26,164$2.46M0.32%-10,87713F-HRTimeline
SAGE RHINO CAPITAL LLC25,535$2.4M0.45%+67113F-HRTimeline
COMERICA BANK25,519$2.4M0.01%+6,11913F-HRTimeline
KM Capital Management Ltd.24,974$2.34M1.2%-2213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,430$2.29M0.1%+14,44713F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC23,522$2.21M1.6%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,958$2.06M<0.01%-80413F-HRTimelineGroup
Dogwood Wealth Management LLC21,882$2.05M0.9%+1,47613F-HRTimeline
GTS SECURITIES LLC21,764$2.04M0.07%-4,61213F-HRTimeline
NEPC LLC21,747$2.04M0.04%+19413F-HRTimeline
FMR LLCin group FMR LLC21,562$2.02M<0.01%-69413F-HRTimelineGroup
SOA Wealth Advisors, LLC.20,769$1.95M0.33%-63213F-HRTimeline
Broadview Financial Management, LLC20,680$1.94M1.3%+1,89213F-HRTimeline
Americana Partners, LLC20,644$1.94M0.05%+10,52913F-HRTimeline
BLAIR WILLIAM & CO/IL20,439$1.92M0.01%+15513F-HRTimeline
Canton Hathaway, LLC20,422$1.92M0.37%+1,07313F-HRTimeline
Wilmington Savings Fund Society, FSB20,417$1.92M0.04%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.20,239$1.9M0.01%-9,63313F-HRTimeline
Legacy Private Trust Co.19,390$1.82M0.11%+67813F-HRTimeline
FIRST FINANCIAL CORP /IN/19,349$1.82M0.69%+1,86613F-HRTimeline
Cordant, Inc.19,334$1.82M0.76%-64313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,791$1.76M<0.01%-16313F-HRTimelineGroup
Gray Private Wealth, LLC18,728$1.76M0.86%+1,34613F-HRTimeline
First Citizens Financial Corp18,708$1.76M0.87%-1,50213F-HRTimeline
Sowell Financial Services LLC18,703$1.76M0.06%+26113F-HRTimeline
Evanson Asset Management, LLC18,419$1.73M0.09%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…18,302$1.72M0.06%new13F-HRTimelineGroup
Global Retirement Partners, LLC17,588$1.65M0.03%-2,47413F-HRTimeline
Garde Capital, Inc.17,186$1.61M0.1%+7813F-HRTimeline
Verition Fund Management LLC17,133$1.61M0.01%+12,55413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd16,610$1.56M0.02%new13F-HRTimelineGroup
Embree Financial Group16,517$1.55M0.19%-1,91413F-HRTimeline
NorthRock Partners, LLC16,206$1.52M0.03%new13F-HRTimeline
Foundation Wealth Management, LLC15,940$1.5M0.99%-29813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,449$1.5M0.01%+51813F-HRTimelineGroup
Ballew Advisors, Inc15,337$1.46M0.82%+30313F-HRTimeline
Rather & Kittrell, Inc.15,237$1.43M0.23%+1513F-HRTimeline
Private Advisor Group, LLC14,882$1.4M0.01%-29413F-HRTimeline
CTC Alternative Strategies, Ltd.14,600$1.37M2.57%new13F-HRTimeline
Upper Left Wealth Management, LLC14,254$1.34M0.82%-4013F-HRTimeline
Grey Fox Wealth Advisors, LLC14,027$1.32M0.27%+3,59513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding13,962$1.31M+994Timeline
Koshinski Asset Management, Inc.13,645$1.28M0.08%013F-HRTimeline
Integrated Advisors Network LLC13,272$1.25M0.06%-1,43513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,013$1.22M0.01%-3,11513F-HRTimelineGroup
Creative Planningin group Creative Planning12,768$1.2M<0.01%-1,20113F-HRTimelineGroup
Sequoia Financial Advisors, LLC12,735$1.2M0.01%-40013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,693$1.19M0.01%-47113F-HRTimelineGroup
MAI Capital Management12,656$1.19M0.01%+18913F-HRTimeline
Gladstone Institutional Advisory LLC12,421$1.17M0.04%+60913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,220$1.15M<0.01%-4113F-HRTimelineGroup
Atria Investments, Inc12,111$1.14M0.01%new13F-HRTimeline
Rehmann Capital Advisory Group11,954$1.12M0.06%+1,80613F-HRTimeline
Mutual Advisors, LLC11,694$1.1M0.02%+6413F-HRTimeline
Apella Capital, LLC11,671$1.1M0.02%+8,65813F-HRTimeline
HB Wealth Management, LLC11,605$1.09M0.01%-8313F-HRTimeline
TAGStone Capital, Inc.11,440$1.07M0.4%-72113F-HRTimeline
Lifeworks Advisors, LLC11,431$1.07M0.14%-5,82613F-HRTimeline
Financial & Tax Architects, LLC11,307$1.06M0.24%-34113F-HRTimeline
CENTAURUS FINANCIAL, INC.11,028$1.03M0.05%-3413F-HRTimeline
Allworth Financial LP11,020$1.03M<0.01%+1,60613F-HRTimeline
SCOTIA CAPITAL INC.10,644$999K<0.01%+16913F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV10,634$998K0.48%+1,34213F-HRTimeline
Finley Financial, LLC10,585$994K0.46%-28013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding10,444$981K-27Timeline
B. Riley Wealth Advisors, Inc.10,161$954K0.05%+38013F-HRTimeline
Guidance Point Advisors, LLC10,118$951K0.22%-28813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,107$949K<0.01%+53113F-HRTimeline
DISCOVERY CAPITAL MANAGEMENT, LLC / CT10,055$944K0.05%new13F-HRTimeline
Crossingbridge Advisors, LLC10,000$943K0.27%+7,50013F-HRTimeline
AlphaCentric Advisors LLC10,000$939K0.94%13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK9,900$930K<0.01%+5,80013F-HRTimelineGroup
BlueSky Wealth Advisors, LLC9,869$927K0.12%-74013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,793$920K0.01%13F-HR/ATimelineGroup
Faithward Advisors, LLC9,465$889K0.13%+62913F-HRTimeline
NTV Asset Management LLC9,350$878K0.09%-22513F-HRTimeline
TradeLink Capital LLC9,200$864K6.91%new13F-HRTimeline
Ethos Financial Group, LLC9,176$862K0.06%013F-HRTimeline
Kagan Cocozza Asset Management9,055$850K0.6%-6813F-HRTimeline
Atlas Legacy Advisors, LLC8,924$838K0.15%+1,30213F-HRTimeline
DRW Securities, LLC8,923$838K0.06%+1,68013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.8,765$823K0.02%-90013F-HRTimelineGroup
Moors & Cabot, Inc.8,634$811K0.03%+23613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,566$804K<0.01%+113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC8,561$804K0.01%+42013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.8,558$804K0.01%+15613F-HRTimelineGroup
GLOBALT Investments LLC / GA8,362$785K0.03%-17413F-HRTimeline
Creekside Partners8,168$767K0.32%+413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,164$767K<0.01%+53413F-HRTimelineGroup
Janney Montgomery Scott LLC7,961$748K<0.01%-6813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,936$745K<0.01%+26113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC7,900$742K<0.01%+4,50013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,720$725K<0.01%+1,72813F-HRTimelineGroup
BAILARD, INC.7,718$725K0.02%-61,77613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC7,615$715K0.04%-1,01213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,614$715K<0.01%-8613F-HR/ATimelineGroup
Keel Point, LLC7,539$708K0.04%-3413F-HRTimeline
Courage Miller Partners, LLC7,512$705K0.21%+34313F-HRTimeline
Headlands Technologies LLC7,430$698K0.06%+2,75313F-HRTimeline