IYR ISHARES TR

U.S. REAL ES ETF (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in IYR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Legacy Private Trust Co.	18,085	$1.72M	0.09%	+338	13F-HR Timeline
First Citizens Financial Corp	17,057	$1.62M	0.68%	-305	13F-HR Timeline
Apella Capital, LLC	13,299	$1.25M	0.02%	+16	13F-HR Timeline
Farther Finance Advisors, LLC	8,937	$849K	0.01%	+2,247	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	6,790	$645K	0.18%	0	13F-HR Timeline
Ballew Advisors, Inc	4,938	$468K	0.23%	-917	13F-HR Timeline
Valeo Financial Advisors, LLC	4,351	$414K	0.01%	+26	13F-HR Timeline
CYPRESS FINANCIAL PLANNING LLC	3,467	$330K	0.09%	0	13F-HR Timeline
ROCKLAND TRUST CO	2,926	$278K	0.01%	-261	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	2,615	$249K	0.12%	+19	13F-HR Timeline
Pacifica Partners Inc.	1,570	$148K	0.04%	0	13F-HR Timeline
Acropolis Investment Management, LLC	1,305	$124K	<0.01%	0	13F-HR Timeline
CoreCap Advisors, LLC	885	$84.1K	<0.01%	+436	13F-HR Timeline
GAMMA Investing LLC	191	$18.2K	<0.01%	+65	13F-HR Timeline
Frisco Financial Planning LLC	174	$16.5K	0.01%	0	13F-HR Timeline
EASTERN BANK	132	$12.5K	<0.01%	0	13F-HR Timeline
Horizons Wealth Management	129	$12.3K	0.01%		13F-HR Timeline
Trust Co	51	$4.83K	<0.01%	new	13F-HR Timeline
Investors Research Corp	48	$4.56K	<0.01%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	24	$2.28K	<0.01%	-1	13F-HR Timeline
CX Institutional	10	$1K	<0.01%	0	13F-HR Timeline