iShares US Real Estate ETFIYRETF
13F holders, Q2 2024 (June 30)463holders −7
50new positions
54sold out
4famous investors
$87.70avg. 13F price*
At the end of Q2 2024, 463 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, down 7 from Q1 2024. 50 opened new positions and 54 sold out. The largest holders were BNP Paribas Financial Markets ($412.2M), WealthNavi Inc. ($384.1M) and Morgan Stanley ($268.2M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares US Real Estate ETF
- CUSIP
- 464287739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $76.9M |
| Exits | 54 | $526.5M |
All 13F filers, Q1 2024 → Q2 2024: 6,481,115 shares bought and 23,703,827 shares sold, net −17,222,712 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 463 holders
| BNP Paribas Financial Markets | 0.45% | Add +222.7% | 4,697,925 | $412.2M |
| WealthNavi Inc. | 4.87% | Add +5.9% | 4,378,197 | $384.1M |
| Morgan Stanley | 0.02% | Add +14.2% | 3,056,329 | $268.2M |
| Bank of America Corp. | 0.02% | Reduce -2.7% | 2,369,769 | $207.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -45.6% | 1,242,150 | $109.0M |
| Wolverine Trading, LLC | 1.59% | Add +8.5% | 1,108,305 | $97.2M |
| BlackRock Inc. | 0.00% | Reduce -7.1% | 980,225 | $86.0M |
| UBS Group AG | 0.02% | Reduce -63.1% | 726,996 | $63.8M |
| Stifel Financial Corp. | 0.07% | Add +14.7% | 726,584 | $63.8M |
| Royal Bank of Canada | 0.01% | Reduce -12.3% | 693,090 | $60.8M |
| Ilmarinen Mutual Pension Insurance Co | 0.68% | Add +5.9% | 664,127 | $58.3M |
| Money Design Co.,Ltd. | 2.43% | Add +7.7% | 513,597 | $45.1M |
| Capital Fund Management S.A. | 0.51% | Add +14.7% | 506,796 | $44.5M |
| US Bancorp \de | 0.06% | Reduce -1.8% | 486,599 | $42.7M |
| Jane Street Group, LLC | 0.05% | Add +2787.7% | 483,341 | $42.4M |
| HSBC Holdings PLC | 0.03% | Reduce -46.4% | 451,241 | $39.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -2.3% | 411,777 | $36.1M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 410,034 | $36.0M |
| Connable Office Inc. | 3.82% | Add +8.9% | 404,881 | $35.5M |
| PGIM Custom Harvest LLC | 0.77% | Add +2.6% | 392,435 | $34.4M |
| Citigroup Inc. | 0.03% | Reduce -17.0% | 324,170 | $28.4M |
| LPL Financial LLC | 0.01% | Reduce -2.5% | 287,483 | $25.2M |
| Susquehanna International Group, LLP | 0.04% | Add +14.2% | 276,382 | $24.2M |
| Pathstone Holdings, LLC | 0.10% | Add +12.9% | 248,603 | $21.8M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.64% | No change | 243,000 | $21.3M |
| Two Sigma Investments, LP | 0.05% | New | 221,636 | $19.4M |
| GTS Securities LLC | 0.38% | Add +3050.4% | 210,575 | $18.5M |
| Mariner, LLC | 0.03% | Reduce -6.8% | 198,249 | $17.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.8% | 189,112 | $16.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.5% | 176,081 | $15.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.4% | 171,739 | $15.1M |
| Barclays PLC | 0.01% | Reduce -98.7% | 165,994 | $14.6M |
| Sand Hill Global Advisors, LLC | 0.65% | Add +4.1% | 163,694 | $14.4M |
| Omega Financial Group, LLC | 5.55% | Add +7.2% | 156,253 | $13.7M |
| Passaic Partners LLC | 1.99% | Add +4.1% | 153,880 | $13.5M |
| Caption Management, LLC | 1.41% | Add +901.3% | 150,200 | $13.2M |
| Bank of Montreal | 0.00% | Reduce -11.0% | 135,606 | $11.9M |
| D. E. Shaw & Co. | 0.02% | Reduce -26.6% | 133,629 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 132,819 | $11.7M |
| Magnus Financial Group LLC | 1.23% | Add +1.6% | 123,871 | $10.9M |
| Regis Management CO LLC | 3.27% | Add +0.0% | 123,603 | $10.8M |
| Institutional & Family Asset Management, LLC | 1.54% | Add +4.2% | 114,844 | $10.1M |
| Maven Securities LTD | 1.54% | Reduce -3.0% | 112,575 | $9.9M |
| SG Americas Securities, LLC | 0.06% | Reduce -40.0% | 112,288 | $9.9M |
| Raymond James & Associates | 0.01% | Add +2.0% | 107,971 | $9.5M |
| MML Investors Services, LLC | 0.04% | Reduce -2.3% | 106,387 | $9.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -4.1% | 105,848 | $9.3M |
| Citadel Advisors | 0.01% | Add +1507785.7% | 105,552 | $9.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -13.3% | 104,341 | $9.2M |
| Tower Research Capital LLC (TRC) | 0.15% | Add +26.6% | 102,365 | $9.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.25% | Add +14.1% | 91,469 | $8.0M |
| IFP Advisors, Inc | 0.32% | Reduce -20.4% | 90,444 | $7.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 88,483 | $7.8M |
| Cibc World Market Inc. | 0.02% | Reduce -8.3% | 87,528 | $7.7M |
| Bailard, Inc. | 0.20% | No change | 83,173 | $7.3M |
| Mission Wealth Management, LP | 0.20% | Reduce -3.4% | 82,308 | $7.2M |
| Simplex Trading, LLC | 0.22% | Add +86.0% | 77,379 | $6.8M |
| Matthew Goff Investment Advisor, LLC | 1.22% | Add +9.4% | 68,127 | $6.0M |
| Mirabella Financial Services LLP | 0.48% | New | 64,802 | $5.7M |
| Regis Acquisition Inc. | 3.44% | Add +9.2% | 64,384 | $5.6M |
| Rebalance, LLC | 0.45% | Add +3.7% | 63,455 | $5.6M |
| Old Mission Capital LLC | 0.14% | Add +296.3% | 62,394 | $5.5M |
| Virtu Financial LLC | 0.37% | New | 60,936 | $5.3M |
| Global Endowment Management, LP | 0.56% | Reduce -3.4% | 60,850 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.6% | 58,299 | $5.1M |
| Cerity Partners LLC | 0.01% | Reduce -3.6% | 58,001 | $5.1M |
| Squarepoint Ops LLC | 0.02% | New | 57,828 | $5.1M |
| NorthCoast Asset Management LLC | 0.04% | New | 56,661 | $5.0M |
| J. Goldman & Co LP | 0.18% | Add +49.5% | 56,416 | $4.9M |
| Running Point Capital Advisors, LLC | 2.05% | Add +3.3% | 56,413 | $4.9M |
| Arkansas Financial Group, Inc. | 0.86% | Reduce -4.9% | 55,218 | $4.8M |
| Quadrature Capital Ltd | 0.08% | New | 53,424 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +2.3% | 53,326 | $4.7M |
| Courier Capital LLC | 0.36% | Reduce -0.4% | 51,284 | $4.5M |
| CarsonAllaria Wealth Management, Ltd. | 2.71% | Add +10.9% | 50,462 | $4.4M |
| Whitegate Investment Counselors, Inc. | 1.23% | Reduce -0.3% | 49,401 | $4.3M |
| Corient Private Wealth LP | 0.01% | Reduce -87.6% | 47,186 | $4.1M |
| Jump Financial, LLC | 0.08% | New | 45,030 | $4.0M |
| Glenview Trust Co | 0.08% | Reduce -4.7% | 44,808 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.9% | 43,695 | $3.8M |
| Truist Financial Corp. | 0.01% | Reduce -4.5% | 43,245 | $3.8M |
| Pineridge Advisors LLC | 1.26% | New | 42,239 | $3.7M |
| Stephens Inc. | 0.06% | Reduce -2.4% | 41,254 | $3.6M |
| Quantitative Investment Management, LLC | 0.39% | Add +28.6% | 41,154 | $3.6M |
| Rodgers & Associates, LTD | 0.44% | Add +0.8% | 39,044 | $3.4M |
| NewEdge Wealth, LLC | 0.07% | New | 38,478 | $3.4M |
| Allegheny Financial Group | 0.97% | Reduce -1.8% | 38,371 | $3.4M |
| Washington Trust Bank | 0.33% | Reduce -46.3% | 37,945 | $3.3M |
| Pictet North America Advisors SA | 0.36% | No change | 37,434 | $3.3M |
| Stevens Capital Management LP | 1.11% | Reduce -42.6% | 37,376 | $3.3M |
| Unique Wealth, LLC | 0.85% | Add +14.3% | 36,991 | $3.2M |
| Sheets Smith Wealth Management | 0.38% | No change | 36,000 | $3.2M |
| SCS Capital Management LLC | 0.06% | Reduce -44.7% | 34,695 | $3.0M |
| Fairway Wealth LLC | 1.76% | Add +28.0% | 34,037 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +3.3% | 32,243 | $2.8M |
| First Citizens Financial Corp | 1.65% | Reduce -21.5% | 31,797 | $2.8M |
| Checchi Capital Advisers, LLC | 0.21% | Reduce -0.2% | 30,708 | $2.7M |
| Allie Family Office LLC | 1.61% | Add +23.0% | 30,787 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +29.1% | 31,105 | $2.7M |
| JFS Wealth Advisors, LLC | 0.21% | Add +0.4% | 30,063 | $2.6M |
| Jefferies Financial Group Inc. | 0.05% | New | 29,347 | $2.6M |
| Two Sigma Securities, LLC | 0.12% | Add +591.1% | 28,517 | $2.5M |
| Lake Street Advisors Group, LLC | 0.12% | Reduce -68.5% | 28,486 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.1% | 27,899 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +306.8% | 27,543 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.8% | 27,499 | $2.4M |
| SOA Wealth Advisors, LLC. | 0.47% | Reduce -18.2% | 26,764 | $2.3M |
| Embree Financial Group | 0.45% | Add +0.2% | 26,550 | $2.3M |
| KM Capital Management Ltd. | 1.20% | Add +4.5% | 26,470 | $2.3M |
| Modern Wealth Management, LLC | 0.17% | Add +2.4% | 25,857 | $2.3M |
| Parallax Volatility Advisers, L.P. | 0.07% | Add +2567900.0% | 25,680 | $2.3M |
| Lebenthal Global Advisors, LLC | 0.48% | Reduce -0.4% | 25,131 | $2.2M |
| RiverGlades Family Offices LLC | 1.71% | Add +3.4% | 25,083 | $2.2M |
| Rakuten Investment Management, Inc. | 0.01% | No change | 24,176 | $2.1M |
| Focus Partners Wealth | 0.01% | Add +119.0% | 23,208 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -10.2% | 23,078 | $2.0M |
| FMR LLC | 0.00% | Reduce -14.3% | 22,879 | $2.0M |
| Broadview Financial Management, LLC | 1.45% | Reduce -1.4% | 22,722 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.1% | 21,975 | $1.9M |
| Legacy Private Trust Co. | 0.14% | Reduce -0.6% | 21,921 | $1.9M |
| Comerica Bank | 0.01% | Add +0.3% | 21,576 | $1.9M |
| HRT Financial LP | 0.01% | Reduce -81.7% | 21,414 | $1.9M |
| Sage Rhino Capital LLC | 0.43% | Add +3.7% | 20,737 | $1.8M |
| Nepc LLC | 0.06% | Reduce -8.1% | 20,732 | $1.8M |
| Alerus Financial NA | 0.13% | New | 20,519 | $1.8M |
| Privium Fund Management (UK) Ltd | 0.68% | No change | 19,983 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 19,412 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +6.6% | 18,999 | $1.7M |
| Jmac Enterprises LLC | 0.29% | Add +36.9% | 18,668 | $1.6M |
| Foundation Wealth Management, LLC | 1.28% | Add +0.4% | 18,627 | $1.6M |
| Evanson Asset Management, LLC | 0.12% | No change | 18,300 | $1.6M |
| Cordant, Inc. | 0.90% | Reduce -1.0% | 18,262 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 18,012 | $1.6M |
| Ballew Advisors, Inc | 1.03% | Reduce -2.0% | 16,917 | $1.6M |
| Rather & Kittrell, Inc. | 0.43% | Reduce -1.3% | 17,749 | $1.6M |
| Gray Private Wealth, LLC | 0.98% | Add +2.2% | 17,458 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +58.8% | 16,942 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Add +10.4% | 16,826 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +4.9% | 16,676 | $1.5M |
| Agilis Partners LLC | 0.43% | No change | 15,960 | $1.4M |
| Parkside Advisors LLC | 0.35% | Add +1.6% | 15,523 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +12.9% | 15,374 | $1.3M |
| Garde Capital, Inc. | 0.09% | Reduce -13.1% | 15,087 | $1.3M |
| DRW Securities, LLC | 0.08% | Reduce -15.6% | 15,029 | $1.3M |
| BlueSky Wealth Advisors, LLC | 0.22% | Reduce -3.7% | 14,982 | $1.3M |
| TAGStone Capital, Inc. | 0.74% | Reduce -2.2% | 14,946 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -8.4% | 14,920 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.7% | 13,843 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Reduce -0.8% | 14,775 | $1.3M |
| Creative Planning | 0.00% | Reduce -4.1% | 14,437 | $1.3M |
| Commerce Bank | 0.01% | Reduce -0.4% | 14,430 | $1.3M |
| Axiom Advisory, LLC | 0.01% | New | 14,744 | $1.3M |
| Dogwood Wealth Management LLC | 0.77% | Add +22.3% | 14,322 | $1.3M |
| Stamos Capital Partners, L.P. | 0.26% | Add +1.5% | 14,130 | $1.2M |
| Millennium Management | 0.00% | Reduce -82.0% | 13,604 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -0.9% | 13,575 | $1.2M |
| Silver Oak Securities, Incorporated | 0.18% | Add +2.0% | 13,433 | $1.2M |
| Itau Unibanco Holding S.A. | 0.05% | Reduce -13.6% | 13,365 | $1.2M |
| First Financial Corp. | 0.59% | Add +8.0% | 13,142 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -79.2% | 12,802 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +30.5% | 12,803 | $1.1M |
| Allworth Financial LP | 0.01% | Add +27.3% | 12,083 | $1.1M |
| Upper Left Wealth Management, LLC | 0.99% | Add +6.5% | 12,457 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -5.4% | 12,323 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +70.3% | 12,319 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +7.9% | 12,261 | $1.1M |
| Adell Harriman & Carpenter Inc. | 0.08% | Reduce -18.4% | 12,042 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -54.6% | 11,757 | $1.0M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -9.7% | 11,742 | $1.0M |
| Unionview, LLC | 0.84% | Add +0.3% | 11,717 | $1.0M |
| Guidance Point Advisors, LLC | 0.31% | Reduce -11.7% | 10,770 | $945K |
| Hoylecohen, LLC | 0.07% | Reduce -13.2% | 10,629 | $933K |
| J. Safra Sarasin Holding AG | 0.02% | — | 10,400 | $912K |
| Rehmann Capital Advisory Group | 0.06% | Add +2.9% | 10,268 | $901K |
| NTV Asset Management LLC | 0.13% | Reduce -1.9% | 10,120 | $888K |
| Walleye Capital LLC | 0.01% | New | 10,054 | $882K |
| Aspiriant, LLC | 0.04% | Reduce -0.0% | 10,033 | $880K |
| Sterling Investment Advisors LLC | 0.52% | Reduce -4.8% | 9,621 | $844K |
| Principal Financial Group Inc. | 0.00% | New | 9,353 | $821K |
| Synovus Financial Corp. | 0.01% | Reduce -25.4% | 9,279 | $814K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.7% | 8,594 | $754K |
| HB Wealth Management, LLC | 0.01% | No change | 8,581 | $753K |
| Verition Fund Management LLC | 0.01% | New | 8,555 | $751K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.3% | 8,518 | $747K |
| Etfidea, LLC | 0.24% | Reduce -3.0% | 8,235 | $723K |
| Triton Financial Group Inc | 0.50% | Add +2.2% | 8,097 | $710K |
| Creekside Partners | 0.39% | — | 8,070 | $708K |
| Scotia Capital Inc. | 0.00% | Add +3.0% | 7,855 | $689K |
| Alliancebernstein L.P. | 0.00% | Add +152.1% | 7,781 | $683K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +59.6% | 7,739 | $679K |
| Davies Financial Advisors, Inc. | 0.63% | Reduce -1.6% | 7,677 | $674K |
| Moors & Cabot, Inc. | 0.04% | Add +0.9% | 7,552 | $663K |
| Westmount Partners, LLC | 0.22% | Add +0.3% | 7,602 | $661K |
| Aspect Partners, LLC | 0.39% | Reduce -15.8% | 7,375 | $647K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 7,164 | $644K |
| Covenant Asset Management, LLC | 0.14% | Reduce -2.8% | 7,237 | $635K |
| M&T Bank Corp | 0.00% | No change | 7,149 | $627K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.3% | 7,139 | $626K |
| Centiva Capital, LP | 0.03% | Reduce -7.8% | 7,100 | $623K |
| Keel Point, LLC | 0.06% | Add +0.7% | 6,502 | $621K |
| Deutsche Bank AG | 0.00% | No change | 6,985 | $613K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -9.8% | 6,961 | $611K |
| Balanced Wealth Group LLC | 0.28% | Reduce -17.1% | 6,957 | $605K |
| Elevation Wealth Partners, LLC | 0.28% | Reduce -2.1% | 6,820 | $598K |
| Farther Finance Advisors, LLC | 0.03% | Add +0.3% | 6,854 | $596K |
| Financial & Tax Architects, LLC | 0.16% | Reduce -2.4% | 6,761 | $593K |
| Regal Investment Advisors LLC | 0.04% | Reduce -0.9% | 6,718 | $589K |
| Sound Income Strategies, LLC | 0.04% | Add +28.7% | 6,662 | $585K |
| Dimension Capital Management LLC | 0.12% | No change | 6,633 | $582K |
| Grey Fox Wealth Advisors, LLC | 0.20% | Add +14.4% | 6,589 | $578K |
| Valeo Financial Advisors, LLC | 0.02% | Add +0.1% | 6,563 | $576K |
| Courage Miller Partners, LLC | 0.20% | Add +0.1% | 6,497 | $570K |
| 1832 Asset Management L.P. | 0.00% | Reduce -56.0% | 6,336 | $556K |
| Sierra Capital LLC | 0.07% | Add +0.3% | 6,299 | $553K |
| Sentinel Trust Co. Lba | 0.07% | No change | 6,260 | $549K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,246 | $548K |
| Cresset Asset Management, LLC | 0.00% | Add +2.0% | 6,226 | $546K |
| Advisory Services Network, LLC | 0.01% | Add +7.3% | 6,202 | $544K |
| Bristlecone Advisors, LLC | 0.05% | Add +0.4% | 6,160 | $540K |
| Gould Asset Management LLC | 0.12% | Reduce -3.5% | 6,155 | $540K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.6% | 6,149 | $540K |
| Faithward Advisors, LLC | 0.10% | New | 6,098 | $535K |
| Ssi Investment Management LLC | 0.21% | Reduce -0.1% | 6,019 | $528K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.8% | 5,915 | $519K |
| Picton Mahoney Asset Management | 0.02% | Add +108.6% | 5,800 | $509K |
| Independent Financial Group, LLC | 0.02% | Reduce -13.4% | 5,740 | $504K |
| HCR Wealth Advisors | 0.07% | Reduce -4.2% | 5,692 | $499K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.3% | 5,665 | $497K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.9% | 5,655 | $496K |
| Graybill Wealth Management, LTD. | 0.19% | Add +87.1% | 5,415 | $475K |
| Ameritas Advisory Services, LLC | 0.02% | Add +51.1% | 5,180 | $455K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -91.3% | 5,168 | $453K |
| JT Stratford LLC | 0.08% | New | 5,166 | $453K |
| Lanark Financial, Inc. | 0.04% | Reduce -6.2% | 5,150 | $451K |
| Vanguard Group Inc. | 0.00% | No change | 5,079 | $446K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -30.1% | 5,018 | $440K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +66.7% | 5,000 | $439K |
| Castle Wealth Management LLC | 0.21% | Add +0.0% | 4,996 | $438K |
| Prudential Financial Inc. | 0.00% | Reduce -1.6% | 4,811 | $422K |
| Leavell Investment Management, Inc. | 0.02% | No change | 4,795 | $421K |
| DAVENPORT & Co LLC | 0.00% | Add +54.9% | 4,760 | $418K |
| Rathbones Group PLC | 0.00% | Reduce -13.1% | 4,721 | $414K |
| Bayesian Capital Management, LP | 0.05% | Reduce -79.7% | 4,700 | $412K |
| Audent Global Asset Management, LLC | 0.43% | Add +1.8% | 4,675 | $410K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -5.7% | 4,654 | $408K |
| CFM Wealth Partners LLC | 0.07% | Reduce -39.3% | 4,621 | $405K |
| GYL Financial Synergies, LLC | 0.03% | Add +6.5% | 4,617 | $405K |
| Burke & Herbert Bank & Trust Co. | 0.10% | New | 4,465 | $392K |
| Clearstead Advisors, LLC | 0.01% | Add +10.6% | 4,438 | $389K |
| Principle Wealth Partners LLC | 0.03% | Reduce -26.7% | 4,400 | $386K |
| Sachem Hill LLC | 0.08% | Reduce -10.1% | 4,399 | $386K |
| Sanctuary Advisors, LLC | 0.00% | — | 4,623 | $385K |
| Encompass Wealth Advisors, LLC | 0.10% | Reduce -1.0% | 4,296 | $377K |
| Manchester Capital Management LLC | 0.05% | No change | 4,286 | $376K |
| Abacus Planning Group, Inc. | 0.07% | No change | 4,275 | $375K |
| City Holding Co. | 0.05% | No change | 4,186 | $367K |
| Paladin Advisory Group, LLC | 0.28% | No change | 4,195 | $365K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.7% | 4,020 | $353K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,009 | $352K |
| Sepio Capital, LP | 0.03% | No change | 4,000 | $351K |
| Investment Advisory Group, LLC | 0.14% | No change | 3,996 | $351K |
| Willow Creek Wealth Management Inc. | 0.04% | Add +0.3% | 3,946 | $346K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -17.3% | 3,908 | $343K |
| Tower Wealth Partners, Inc. | 0.21% | Add +3.6% | 3,894 | $342K |
| Fairhaven Wealth Management, LLC | 0.11% | No change | 3,730 | $327K |
| High Falls Advisors, Inc | 0.08% | Reduce -7.6% | 3,659 | $321K |
| Intrust Bank NA | 0.03% | No change | 3,657 | $321K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.5% | 3,641 | $319K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -7.6% | 3,602 | $316K |
| IFG Advisors, LLC | 0.07% | Add +0.7% | 3,532 | $310K |
| Enterprise Bank & Trust Co | 0.11% | No change | 3,525 | $309K |
| Viewpoint Capital Management LLC | 0.19% | No change | 3,461 | $304K |
| CenterStar Asset Management, LLC | 0.45% | New | 3,403 | $299K |
| GAMCO Investors | 0.00% | Reduce -1.1% | 3,342 | $293K |
| Alhambra Investment Management LLC | 0.16% | Reduce -61.7% | 3,303 | $290K |
| Wealth Architects, LLC | 0.04% | No change | 3,275 | $287K |
| Cozad Asset Management Inc. | 0.03% | Reduce -13.4% | 3,260 | $286K |
| Choreo, LLC | 0.00% | Add +18.3% | 3,234 | $281K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,192 | $280K |
| ABLE Financial Group, LLC | 0.10% | Add +1.1% | 3,182 | $279K |
| Platform Technology Partners | 0.10% | — | 3,162 | $277K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -19.4% | 3,152 | $277K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -19.4% | 3,152 | $277K |
| Phocas Financial Corp. | 0.03% | No change | 3,100 | $272K |
| ProVise Management Group, LLC | 0.02% | No change | 3,095 | $272K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.0% | 3,023 | $265K |
| LBMC Investment Advisors, LLC | 0.02% | Reduce -69.6% | 3,010 | $264K |
| Wealth Dimensions Group, Ltd. | 0.07% | Reduce -14.8% | 2,989 | $262K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,989 | $262K |
| Sonata Capital Group Inc. | 0.13% | No change | 2,972 | $261K |
| Apella Capital, LLC | 0.01% | Add +0.6% | 2,920 | $256K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.3% | 2,911 | $255K |
| Tanglewood Wealth Management, Inc. | 0.03% | Reduce -42.7% | 2,876 | $252K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.3% | 2,873 | $252K |
| Composition Wealth, LLC | 0.01% | Reduce -6.3% | 2,862 | $251K |
| Millennium Capital Advisors, LLC | 0.17% | No change | 2,840 | $249K |
| Sage Financial Group Inc. | 0.02% | Reduce -13.5% | 2,840 | $249K |
| Milestone Asset Management, LLC | 0.06% | New | 2,834 | $249K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 2,816 | $247K |
| Garrison Point Advisors, LLC | 0.16% | Add +8.8% | 2,804 | $246K |
| Optivise Advisory Services LLC | 0.13% | — | 2,791 | $245K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,773 | $243K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -20.4% | 2,770 | $243K |
| D.A. Davidson & Co. | 0.00% | Add +5.0% | 2,746 | $241K |
| LGT Financial Advisors LLC | 0.50% | Reduce -6.7% | 2,719 | $238K |
| Inscription Capital, LLC | 0.04% | No change | 2,700 | $237K |
| Atria Investments, Inc | 0.00% | New | 2,694 | $236K |
| Naviter Wealth, LLC | 0.03% | Reduce -1.3% | 2,667 | $234K |
| Sigma Planning Corp | 0.01% | Reduce -58.5% | 2,624 | $230K |
| Integris Wealth Management, LLC | 0.07% | No change | 2,603 | $228K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 2,610 | $227K |
| Manhattan West Asset Management, LLC | 0.06% | New | 2,589 | $227K |
| Headlands Technologies LLC | 0.02% | New | 2,527 | $222K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | Add +0.7% | 2,474 | $217K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,473 | $217K |
| Trexquant Investment LP | 0.00% | New | 2,464 | $216K |
| Aft, Forsyth & Sober, LLC | 0.07% | No change | 2,450 | $215K |
| Quadcap Wealth Management, LLC | 0.04% | New | 2,408 | $211K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,392 | $210K |
| Argent Trust Co | 0.01% | No change | 2,386 | $209K |
| Lodestone Wealth Management LLC | 0.11% | New | 2,363 | $207K |
| Retirement Planning Group, LLC | 0.01% | Add +0.1% | 2,351 | $206K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,346 | $206K |
| Bensler, LLC | 0.03% | Add +0.3% | 2,340 | $205K |
| Colorado Capital Management, Inc. | 0.11% | Reduce -25.1% | 2,324 | $204K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,289 | $201K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,286 | $201K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -13.3% | 2,281 | $200K |
| Stelac Advisory Services LLC | 0.08% | No change | 427 | $200K |
| Clear Investment Research, LLC | 0.26% | Reduce -4.0% | 2,239 | $196K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -2.0% | 1,938 | $170K |
| Bear Mountain Capital, Inc. | 0.07% | Reduce -12.2% | 1,760 | $161K |
| Franklin Resources Inc. | 0.00% | Add +0.9% | 1,706 | $150K |
| Realta Investment Advisors | 0.03% | No change | 1,700 | $149K |
| Tucker Asset Management LLC | 0.03% | Add +3.2% | 1,657 | $145K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -55.8% | 1,649 | $145K |
| Monetary Management Group Inc. | 0.04% | No change | 1,625 | $143K |
| Sandy Spring Bank | 0.01% | No change | 1,611 | $141K |
| Pacifica Partners Inc. | 0.06% | No change | 1,570 | $137K |
| Optimum Investment Advisors | 0.06% | Add +3.0% | 1,505 | $132K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,416 | $124K |
| Cwm, LLC | 0.00% | Reduce -30.2% | 1,415 | $124K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -8.8% | 1,400 | $123K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.7% | 1,369 | $120K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,363 | $120K |
| Chilton Capital Management LLC | 0.01% | Reduce -40.9% | 1,355 | $119K |
| Colonial Trust Advisors | 0.01% | No change | 1,350 | $118K |
| Parallel Advisors, LLC | 0.00% | Add +16.4% | 1,312 | $115K |
| Private Ocean, LLC | 0.01% | No change | 1,307 | $115K |
| Rise Advisors, LLC | 0.06% | Add +0.6% | 1,280 | $112K |
| Barrett & Company, Inc. | 0.05% | No change | 1,228 | $108K |
| Family Firm, Inc. | 0.02% | New | 1,177 | $103K |
| Blue Trust, Inc. | 0.00% | No change | 1,089 | $98K |
| WealthCollab, LLC | 0.07% | No change | 1,108 | $97K |
| First United Bank & Trust | 0.04% | No change | 1,108 | $97K |
| Advantage Trust Co | 0.07% | No change | 1,100 | $97K |
| Toronto Dominion Bank | 0.00% | New | 1,007 | $88K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.5% | 929 | $82K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 851 | $75K |
| Private Trust Co. NA | 0.01% | Reduce -66.8% | 836 | $73K |
| Spire Wealth Management | 0.00% | Add +135.1% | 818 | $72K |
| WealthShield Partners, LLC | 0.01% | Reduce -7.1% | 790 | $69K |
| Heritage Wealth Advisors | 0.00% | No change | 700 | $61K |
| Mather Group, Llc. | 0.00% | Add +348.7% | 682 | $61K |
| Principal Securities, Inc. | 0.00% | Add +57.0% | 675 | $59K |
| Larson Financial Group LLC | 0.00% | No change | 672 | $59K |
| Armor Investment Advisors, LLC | 0.03% | No change | 668 | $59K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 580 | $51K |
| Clear Point Advisors Inc. | 0.04% | Add +0.5% | 562 | $49K |
| Macroview Investment Management LLC | 0.05% | Reduce -43.7% | 559 | $49K |
| Cape Investment Advisory, Inc. | 0.02% | Add +1.6% | 556 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 500 | $44K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 484 | $42K |
| Parkside Financial Bank & Trust | 0.01% | No change | 464 | $41K |
| HM Payson & Co. | 0.00% | No change | 456 | $40K |
| International Assets Investment Management, LLC | 0.00% | New | 426 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 394 | $35K |
| MCF Advisors LLC | 0.00% | No change | 390 | $34K |
| HighMark Wealth Management LLC | 0.02% | No change | 375 | $33K |
| Concord Wealth Partners | 0.01% | No change | 356 | $31K |
| Sachetta, LLC | 0.01% | New | 324 | $31K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -13.4% | 324 | $28K |
| Cetera Trust Company, N.A | 0.02% | No change | 300 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 289 | $25K |
| Fifth Third Bancorp | 0.00% | New | 282 | $25K |
| Assetmark, Inc. | 0.00% | Reduce -9.0% | 263 | $23K |
| Mycio Wealth Partners, LLC | 0.01% | No change | 258 | $23K |
| Gould Capital, LLC | 0.02% | Reduce -12.0% | 257 | $23K |
| National Bank of Canada | 0.00% | Reduce -24.9% | 241 | $21K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 226 | $20K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -9.1% | 210 | $18K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 205 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 200 | $18K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +0.5% | 199 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +18.1% | 196 | $17K |
| Smithfield Trust Co | 0.00% | No change | 188 | $16K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.6% | 180 | $16K |
| NorthRock Partners, LLC | 0.00% | No change | 178 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -72.4% | 171 | $15K |
| Natixis | 0.00% | No change | 171 | $15K |
| Tsfg, LLC | 0.00% | No change | 168 | $15K |
| Bessemer Group Inc. | 0.00% | New | 170 | $15K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 170 | $15K |
| Avior Wealth Management, LLC | 0.00% | Reduce -72.0% | 163 | $14K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 158 | $14K |
| Transcendent Capital Group LLC | 0.01% | Add +0.7% | 155 | $14K |
| Field & Main Bank | 0.01% | No change | 151 | $13K |
| Innealta Capital, LLC | 0.00% | New | 150 | $13K |
| Motco | 0.00% | No change | 142 | $12K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +208.9% | 139 | $12K |
| Avion Wealth | 0.00% | No change | 144 | $12K |
| Horizons Wealth Management | 0.01% | No change | 129 | $12K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -20.0% | 136 | $12K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 131 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 124 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 120 | $11K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 120 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 118 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 112 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -25.0% | 111 | $10K |
| Cypress Capital, LLC | 0.00% | New | 109 | $10K |
| Ancora Advisors LLC | 0.00% | Add +1.0% | 103 | $9K |
| Atwood & Palmer Inc. | 0.00% | New | 95 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 91 | $8K |
| Missouri Trust & Investment Co | 0.00% | Reduce -10.0% | 90 | $8K |
| Independence Bank of Kentucky | 0.00% | No change | 90 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 85 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 83 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 75 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 79 | $7K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -94.9% | 77 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 76 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 75 | $7K |
| New Republic Capital, LLC | 0.00% | No change | 70 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 70 | $6K |
| City State Bank | 0.00% | No change | 60 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 58 | $5K |
| Delos Wealth Advisors, LLC | 0.00% | Reduce -89.6% | 53 | $5K |
| Investors Research Corp | 0.00% | Add +2.4% | 43 | $4K |
| Cornerstone Planning Group LLC | 0.00% | New | 40 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 40 | $4K |
| Key Financial Inc | 0.00% | No change | 32 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 24 | $2K |
| Creekmur Asset Management LLC | 0.00% | New | 23 | $2K |
| Phillips Financial Management, LLC | 0.00% | No change | 20 | $2K |
| Gradient Investments LLC | 0.00% | New | 20 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 18 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -100.0% | 17 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 15 | $1K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 13 | $1K |
| Beacon Capital Management, LLC | 0.00% | Reduce -23.5% | 13 | $1K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -99.4% | 11 | $1K |
| Bank of New Hampshire | 0.00% | New | 10 | $877 |
| Bfsg, LLC | 0.00% | No change | 8 | $702 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 7 | $615 |
| Kelly Financial Services LLC | 0.00% | Add +16.7% | 7 | $574 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $481 |
| Signaturefd, LLC | 0.00% | Reduce -98.0% | 5 | $439 |
| Strategic Financial Concepts, LLC | 0.00% | New | 18,936 | $200 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $88 |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1 | $88 |
| TD Waterhouse Canada Inc. | 0.00% | New | 1 | $87 |
"% of holder's portfolio" is IYR's weight in each manager's 13F, not the share of iShares US Real Estate ETF the manager owns.