iShares US Real Estate ETFIYRETF
13F holders, Q3 2024 (September 30)501holders +38
80new positions
39sold out
7famous investors
$101.81avg. 13F price*
At the end of Q3 2024, 501 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, up 38 from Q2 2024. 80 opened new positions and 39 sold out. The largest holders were Barclays PLC ($1.0B), Morgan Stanley ($605.0M) and Goldman Sachs Group Inc. ($543.4M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- iShares US Real Estate ETF
- CUSIP
- 464287739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $673.5M |
| Exits | 39 | $122.0M |
All 13F filers, Q2 2024 → Q3 2024: 28,468,633 shares bought and 4,994,180 shares sold, net +23,474,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 501 holders
| Barclays PLC | 0.45% | Add +5921.6% | 9,995,406 | $1.0B |
| Morgan Stanley | 0.04% | Add +94.3% | 5,938,927 | $605.0M |
| Goldman Sachs Group Inc. | 0.10% | Add +329.4% | 5,334,152 | $543.4M |
| WealthNavi Inc. | 5.11% | Add +0.2% | 4,387,956 | $447.0M |
| Cibc World Markets Corp. | 2.68% | New | 3,629,703 | $369.8M |
| Bank of America Corp. | 0.03% | Add +34.7% | 3,191,990 | $325.2M |
| BNP Paribas Financial Markets | 0.26% | Reduce -45.0% | 2,583,359 | $263.2M |
| UBS Group AG | 0.07% | Add +247.9% | 2,529,436 | $257.7M |
| Wolverine Trading, LLC | 3.07% | Add +4.9% | 1,162,712 | $117.6M |
| BlackRock, Inc. | 0.00% | — | 875,747 | $89.2M |
| Citadel Advisors | 0.08% | Add +578.4% | 716,036 | $72.9M |
| Ilmarinen Mutual Pension Insurance Co | 0.75% | Add +1.7% | 675,127 | $68.8M |
| Stifel Financial Corp. | 0.07% | Reduce -8.1% | 667,693 | $68.0M |
| Royal Bank of Canada | 0.01% | Reduce -17.2% | 573,917 | $58.5M |
| Twin Tree Management, LP | 1.34% | New | 567,357 | $57.8M |
| Money Design Co.,Ltd. | 2.49% | Reduce -4.5% | 490,543 | $50.0M |
| Wells Fargo & Company | 0.01% | Add +19.1% | 488,557 | $49.8M |
| US Bancorp \de | 0.06% | Reduce -3.1% | 471,579 | $48.0M |
| Citigroup Inc. | 0.04% | Add +29.1% | 418,584 | $42.6M |
| JPMorgan Chase & Co. | 0.00% | Add +140.7% | 413,325 | $42.1M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.4% | 406,070 | $41.4M |
| Connable Office Inc. | 4.15% | Reduce -0.1% | 404,393 | $41.2M |
| LPL Financial LLC | 0.02% | Add +40.1% | 402,726 | $41.0M |
| Capital Fund Management S.A. | 0.45% | Reduce -21.0% | 400,596 | $40.8M |
| PGIM Custom Harvest LLC | 0.81% | Reduce -0.1% | 392,124 | $39.9M |
| Susquehanna International Group, LLP | 0.05% | Add +4.1% | 287,726 | $29.3M |
| Pathstone Holdings, LLC | 0.11% | Reduce -0.9% | 246,255 | $25.1M |
| Squarepoint Ops LLC | 0.08% | Add +324.4% | 245,437 | $25.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.77% | No change | 243,000 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | Add +37.5% | 242,201 | $24.7M |
| Pinkerton Wealth, LLC | 3.50% | New | 236,561 | $24.1M |
| Passaic Partners LLC | 3.38% | Add +43.9% | 221,433 | $22.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +16.5% | 220,335 | $22.4M |
| Ocean Park Asset Management, LLC | 0.98% | New | 218,843 | $22.3M |
| SG Americas Securities, LLC | 0.08% | Add +86.1% | 208,947 | $21.3M |
| Mariner, LLC | 0.04% | Reduce -1.8% | 194,766 | $19.8M |
| Apollon Wealth Management, LLC | 0.50% | New | 173,761 | $17.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +29.9% | 172,499 | $17.6M |
| Sand Hill Global Advisors, LLC | 0.70% | Reduce -0.2% | 163,342 | $16.6M |
| NorthCoast Asset Management LLC | 0.11% | Add +177.7% | 157,372 | $15.9M |
| HSBC Holdings PLC | 0.01% | Reduce -66.1% | 152,816 | $15.5M |
| Ardmore Road Asset Management LP | 1.97% | New | 150,000 | $15.3M |
| Point72 Asset Management | 0.05% | New | 145,000 | $14.8M |
| Camarda Financial Advisors, LLC | 5.22% | New | 136,859 | $13.9M |
| FIL Ltd | 0.01% | New | 131,973 | $13.4M |
| Magnus Financial Group LLC | 1.34% | Add +4.4% | 129,329 | $13.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +13.8% | 118,725 | $12.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +8.2% | 114,489 | $11.7M |
| Bank of Montreal | 0.01% | Reduce -19.5% | 109,214 | $11.0M |
| Cibc World Market Inc. | 0.02% | Add +23.1% | 107,727 | $11.0M |
| Aspect Partners, LLC | 5.85% | Add +1287.6% | 102,337 | $10.4M |
| Jacobi Capital Management LLC | 0.78% | New | 100,827 | $10.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.23% | Add +8.9% | 99,627 | $10.1M |
| Tudor Investment Corporation | 0.11% | New | 98,344 | $10.0M |
| MML Investors Services, LLC | 0.04% | Reduce -9.5% | 96,324 | $9.8M |
| Raymond James & Associates | 0.01% | Reduce -12.1% | 94,929 | $9.7M |
| Virtu Financial LLC | 0.51% | Add +48.1% | 90,221 | $9.2M |
| Bailard, Inc. | 0.22% | No change | 83,173 | $8.5M |
| Townsquare Capital LLC | 0.10% | New | 82,675 | $8.4M |
| Norden Group LLC | 0.99% | New | 82,631 | $8.4M |
| Maven Securities LTD | 0.92% | Reduce -29.1% | 79,828 | $8.1M |
| Mission Wealth Management, LP | 0.20% | Reduce -3.3% | 79,580 | $8.1M |
| HighTower Advisors, LLC | 0.01% | Add +46.0% | 77,877 | $7.9M |
| Moloney Securities Asset Management, LLC | 1.07% | New | 77,515 | $7.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +2849.2% | 76,973 | $7.8M |
| Matthew Goff Investment Advisor, LLC | 1.35% | Add +2.3% | 69,713 | $7.1M |
| Rebalance, LLC | 0.51% | Add +7.8% | 68,389 | $7.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -50.9% | 65,591 | $6.7M |
| Second Half Financial Partners, LLC | 3.13% | New | 58,050 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +104.6% | 57,086 | $5.8M |
| Tower Research Capital LLC (TRC) | 0.15% | Reduce -44.7% | 56,565 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +28.8% | 56,279 | $5.7M |
| Running Point Capital Advisors, LLC | 2.20% | Reduce -0.9% | 55,898 | $5.7M |
| Arkansas Financial Group, Inc. | 0.91% | Reduce -0.8% | 54,798 | $5.6M |
| Cerity Partners LLC | 0.01% | Reduce -5.9% | 54,558 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.4% | 53,373 | $5.4M |
| J. Goldman & Co LP | 0.23% | Reduce -6.5% | 52,718 | $5.4M |
| HRT Financial LP | 0.03% | Add +142.4% | 51,914 | $5.3M |
| CarsonAllaria Wealth Management, Ltd. | 3.03% | Add +2.8% | 51,858 | $5.3M |
| Courier Capital LLC | 0.36% | Add +0.8% | 51,691 | $5.3M |
| Whitegate Investment Counselors, Inc. | 1.33% | Reduce -0.1% | 49,346 | $5.0M |
| Pineridge Advisors LLC | 1.78% | Add +9.6% | 46,311 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +5.5% | 45,611 | $4.6M |
| Three Seasons Wealth, LLC | 2.42% | New | 45,203 | $4.6M |
| Glenview Trust Co | 0.09% | No change | 44,808 | $4.6M |
| Stevens Capital Management LP | 0.64% | Add +17.4% | 43,870 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.13% | New | 43,847 | $4.5M |
| Global Endowment Management, LP | 0.43% | Reduce -31.2% | 41,880 | $4.3M |
| Sharp Wealth Advisory, LLC | 3.27% | New | 41,554 | $4.2M |
| Ssi Investment Management LLC | 1.61% | Add +587.7% | 41,391 | $4.2M |
| Woodline Partners LP | 0.04% | New | 41,086 | $4.2M |
| GTS Securities LLC | 0.08% | Reduce -81.3% | 39,334 | $4.0M |
| NewEdge Wealth, LLC | 0.07% | No change | 38,478 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +18.1% | 38,091 | $3.9M |
| Stephens Inc. | 0.05% | Reduce -8.4% | 37,793 | $3.8M |
| Unique Wealth, LLC | 0.87% | Add +1.3% | 37,486 | $3.8M |
| Dohj, LLC | 0.89% | New | 37,801 | $3.8M |
| Pictet North America Advisors SA | 0.38% | No change | 37,434 | $3.8M |
| Allegheny Financial Group | 0.92% | Reduce -4.5% | 36,646 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.10% | New | 36,364 | $3.7M |
| Sheets Smith Wealth Management | 0.45% | No change | 36,000 | $3.7M |
| Corient Private Wealth LP | 0.01% | Add +9.9% | 51,845 | $3.6M |
| Marshall Wace, LLP | 0.00% | Add +198.4% | 35,089 | $3.6M |
| SCS Capital Management LLC | 0.07% | No change | 34,695 | $3.5M |
| Fairway Wealth LLC | 1.77% | Add +0.5% | 34,208 | $3.5M |
| Rodgers & Associates, LTD | 0.41% | Reduce -14.1% | 33,557 | $3.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | New | 32,874 | $3.3M |
| RPS Advisory Solutions LLC | 2.36% | New | 32,361 | $3.3M |
| CoreCap Advisors, LLC | 0.15% | New | 31,600 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Add +127.7% | 31,514 | $3.2M |
| Checchi Capital Advisers, LLC | 0.23% | Reduce -1.4% | 30,293 | $3.1M |
| Allie Family Office LLC | 1.64% | Reduce -3.0% | 29,872 | $3.0M |
| Balboa Wealth Partners | 0.76% | New | 29,805 | $3.0M |
| JFS Wealth Advisors, LLC | 0.20% | Reduce -2.3% | 29,363 | $3.0M |
| Lifeworks Advisors, LLC | 0.59% | New | 29,265 | $3.0M |
| Renaissance Technologies | 0.00% | New | 29,000 | $3.0M |
| First Citizens Financial Corp | 1.54% | Reduce -10.0% | 28,622 | $2.9M |
| Silver Oak Securities, Incorporated | 0.31% | Add +113.6% | 28,695 | $2.9M |
| Christopher J. Hasenberg, Inc | 1.16% | New | 28,366 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.9% | 27,413 | $2.8M |
| Embree Financial Group | 0.49% | Add +2.3% | 27,151 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 27,128 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.7% | 27,042 | $2.8M |
| Millennium Management | 0.00% | Add +98.0% | 26,934 | $2.7M |
| Modern Wealth Management, LLC | 0.17% | Add +2.6% | 26,525 | $2.7M |
| KM Capital Management Ltd. | 1.44% | Add +0.1% | 26,502 | $2.7M |
| SOA Wealth Advisors, LLC. | 0.51% | Reduce -2.8% | 26,012 | $2.6M |
| Focus Partners Wealth | 0.01% | Add +11.8% | 25,954 | $2.6M |
| RiverGlades Family Offices LLC | 1.83% | Add +0.2% | 25,133 | $2.6M |
| Alerus Financial NA | 0.19% | Add +20.9% | 24,800 | $2.5M |
| Rakuten Investment Management, Inc. | 0.01% | No change | 24,176 | $2.4M |
| Independent Financial Group, LLC | 0.09% | Add +305.2% | 23,257 | $2.4M |
| Integrated Advisors Network LLC | 0.11% | Add +55.7% | 23,008 | $2.3M |
| Broadview Financial Management, LLC | 1.53% | Reduce -2.2% | 22,220 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -4.4% | 22,065 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.02% | No change | 21,975 | $2.2M |
| Washington Trust Bank | 0.21% | Reduce -42.8% | 21,699 | $2.2M |
| FMR LLC | 0.00% | Reduce -7.0% | 21,278 | $2.2M |
| Legacy Private Trust Co. | 0.15% | Reduce -3.1% | 21,238 | $2.2M |
| Jmac Enterprises LLC | 0.34% | Add +12.9% | 21,076 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.04% | New | 20,807 | $2.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -24.6% | 20,768 | $2.1M |
| Nepc LLC | 0.06% | No change | 20,732 | $2.1M |
| Comerica Bank | 0.01% | Reduce -4.5% | 20,611 | $2.1M |
| Canton Hathaway, LLC | 0.51% | New | 19,940 | $2.0M |
| Northern Trust Corp. | 0.00% | Add +2.3% | 19,851 | $2.0M |
| Sage Rhino Capital LLC | 0.44% | Reduce -6.4% | 19,418 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +50.9% | 18,498 | $1.9M |
| Evanson Asset Management, LLC | 0.13% | No change | 18,300 | $1.9M |
| Roman Butler Fullerton & Co. | 0.56% | New | 18,362 | $1.9M |
| Rather & Kittrell, Inc. | 0.45% | Add +2.4% | 18,178 | $1.9M |
| Clear Creek Financial Management, LLC | 0.21% | Add +161.0% | 18,169 | $1.9M |
| Latitude Advisors, LLC | 1.03% | New | 17,842 | $1.8M |
| Cordant, Inc. | 0.92% | Reduce -3.1% | 17,703 | $1.8M |
| Nwam LLC | 0.11% | New | 17,680 | $1.8M |
| Gray Private Wealth, LLC | 1.07% | Add +0.9% | 17,612 | $1.8M |
| Global Retirement Partners, LLC | 0.05% | Add +11.6% | 17,149 | $1.7M |
| Foundation Wealth Management, LLC | 1.31% | Reduce -8.8% | 16,983 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -0.7% | 16,822 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -12.7% | 16,590 | $1.7M |
| Ballew Advisors, Inc | 1.12% | Add +0.2% | 16,952 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.2% | 16,363 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -6.2% | 15,781 | $1.6M |
| Parkside Advisors LLC | 0.38% | Add +0.2% | 15,559 | $1.6M |
| Garde Capital, Inc. | 0.10% | No change | 15,087 | $1.5M |
| DRW Securities, LLC | 0.08% | Reduce -0.7% | 14,929 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 14,921 | $1.5M |
| BlueSky Wealth Advisors, LLC | 0.24% | Reduce -0.7% | 14,877 | $1.5M |
| Aveo Capital Partners, LLC | 0.16% | Add +219.0% | 14,845 | $1.5M |
| TAGStone Capital, Inc. | 0.77% | Reduce -0.7% | 14,841 | $1.5M |
| First Hawaiian Bank | 0.05% | New | 14,770 | $1.5M |
| Sowell Financial Services LLC | 0.07% | New | 14,767 | $1.5M |
| Central Pacific Bank - Trust Division | 0.19% | New | 14,460 | $1.5M |
| Creative Planning | 0.00% | Reduce -0.0% | 14,435 | $1.5M |
| Agilis Partners LLC | 0.41% | Reduce -9.6% | 14,421 | $1.5M |
| Jump Financial, LLC | 0.03% | Reduce -68.0% | 14,408 | $1.5M |
| Measured Wealth Private Client Group, LLC | 0.49% | New | 14,325 | $1.5M |
| Axiom Advisory, LLC | 0.01% | Add +2.0% | 15,042 | $1.5M |
| Commerce Bank | 0.01% | Reduce -1.5% | 14,215 | $1.4M |
| First Financial Corp. | 0.69% | Add +7.9% | 14,184 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +15.7% | 14,251 | $1.4M |
| Dogwood Wealth Management LLC | 0.82% | Reduce -2.5% | 13,970 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +6.5% | 13,631 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -0.6% | 13,488 | $1.4M |
| Itau Unibanco Holding S.A. | 0.04% | No change | 13,365 | $1.4M |
| Stamos Capital Partners, L.P. | 0.29% | Reduce -13.4% | 12,240 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -1.1% | 12,191 | $1.2M |
| Verition Fund Management LLC | 0.01% | Add +41.1% | 12,071 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 12,054 | $1.2M |
| Adell Harriman & Carpenter Inc. | 0.09% | Reduce -1.7% | 11,842 | $1.2M |
| Unionview, LLC | 0.94% | Add +1.0% | 11,830 | $1.2M |
| Upper Left Wealth Management, LLC | 1.05% | Reduce -2.9% | 12,093 | $1.2M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -2.5% | 11,444 | $1.2M |
| NTV Asset Management LLC | 0.15% | Add +9.9% | 11,120 | $1.1M |
| Guidance Point Advisors, LLC | 0.33% | Add +0.4% | 10,813 | $1.1M |
| J. Safra Sarasin Holding AG | 0.02% | No change | 10,400 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.4% | 10,188 | $1.0M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -4.8% | 9,775 | $996K |
| Synovus Financial Corp. | 0.01% | Reduce -1.9% | 9,098 | $927K |
| HB Wealth Management, LLC | 0.01% | Add +5.7% | 9,071 | $924K |
| Sterling Investment Advisors LLC | 0.51% | Reduce -6.8% | 8,968 | $914K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +76.0% | 8,800 | $896K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 8,649 | $881K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.6% | 8,468 | $863K |
| Bank of New York Mellon Corp | 0.00% | Reduce -49.3% | 8,463 | $862K |
| Omega Financial Group, LLC | 0.32% | Reduce -94.7% | 8,363 | $852K |
| Scotia Capital Inc. | 0.00% | Add +6.5% | 8,363 | $852K |
| M&T Bank Corp | 0.00% | Add +14.0% | 8,150 | $830K |
| Creekside Partners | 0.43% | Add +0.3% | 8,091 | $824K |
| Etfidea, LLC | 0.26% | Reduce -2.1% | 8,059 | $821K |
| Triton Financial Group Inc | 0.53% | Reduce -0.5% | 8,056 | $821K |
| 1832 Asset Management L.P. | 0.00% | Add +25.9% | 7,976 | $813K |
| Trexquant Investment LP | 0.01% | Add +219.0% | 7,861 | $801K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.2% | 7,727 | $787K |
| Moors & Cabot, Inc. | 0.04% | Add +0.9% | 7,624 | $777K |
| Westmount Partners, LLC | 0.23% | Reduce -1.0% | 7,528 | $767K |
| Davies Financial Advisors, Inc. | 0.65% | Reduce -4.7% | 7,316 | $745K |
| Covenant Asset Management, LLC | 0.16% | No change | 7,237 | $737K |
| Balanced Wealth Group LLC | 0.32% | Add +0.7% | 7,005 | $714K |
| Deutsche Bank AG | 0.00% | No change | 6,985 | $712K |
| WESPAC Advisors, LLC | 0.53% | New | 6,972 | $710K |
| Foundations Investment Advisors, LLC | 0.01% | New | 6,879 | $701K |
| Elevation Wealth Partners, LLC | 0.30% | No change | 6,820 | $695K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +114.1% | 6,748 | $687K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +114.1% | 6,748 | $687K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.8% | 6,728 | $685K |
| Sound Income Strategies, LLC | 0.04% | Reduce -0.4% | 6,636 | $676K |
| Dimension Capital Management LLC | 0.13% | No change | 6,633 | $676K |
| Grey Fox Wealth Advisors, LLC | 0.19% | Reduce -0.4% | 6,560 | $668K |
| Keel Point, LLC | 0.06% | Add +0.0% | 6,504 | $663K |
| Bristlecone Advisors, LLC | 0.05% | Add +5.3% | 6,488 | $661K |
| Two Sigma Securities, LLC | 0.05% | Reduce -77.3% | 6,488 | $661K |
| Naviter Wealth, LLC | 0.09% | Add +141.9% | 6,452 | $657K |
| Axos Invest Inc. | 0.45% | — | 6,409 | $653K |
| Financial & Tax Architects, LLC | 0.17% | Reduce -6.0% | 6,354 | $647K |
| Courage Miller Partners, LLC | 0.22% | Reduce -2.2% | 6,354 | $647K |
| Sierra Capital LLC | 0.08% | Add +0.4% | 6,324 | $644K |
| DAVENPORT & Co LLC | 0.00% | Add +32.0% | 6,282 | $640K |
| Sentinel Trust Co. Lba | 0.07% | No change | 6,260 | $638K |
| Waldron Private Wealth LLC | 0.03% | No change | 6,246 | $636K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 6,223 | $634K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -5.3% | 6,213 | $633K |
| Regal Investment Advisors LLC | 0.04% | Reduce -7.6% | 6,205 | $632K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.7% | 6,193 | $631K |
| Faithward Advisors, LLC | 0.11% | Add +1.2% | 6,170 | $629K |
| Perigon Wealth Management, LLC | 0.02% | Add +7.5% | 6,079 | $619K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -15.4% | 6,057 | $617K |
| Gould Asset Management LLC | 0.13% | Reduce -2.9% | 5,975 | $609K |
| Burke & Herbert Bank & Trust Co. | 0.14% | Add +31.4% | 5,865 | $597K |
| Yeomans Consulting Group, Inc. | 0.22% | New | 5,855 | $596K |
| HCR Wealth Advisors | 0.08% | No change | 5,692 | $580K |
| Prospera Financial Services Inc | 0.01% | Reduce -4.6% | 5,645 | $575K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -18.7% | 5,575 | $568K |
| Waycross Investment Management Co | 0.51% | New | 5,485 | $559K |
| Graybill Wealth Management, LTD. | 0.20% | Add +0.2% | 5,427 | $553K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.6% | 5,347 | $545K |
| Advisory Services Network, LLC | 0.01% | No change | 6,202 | $544K |
| Lanark Financial, Inc. | 0.04% | Add +1.8% | 5,245 | $534K |
| Geneos Wealth Management Inc. | 0.02% | No change | 5,168 | $526K |
| Vanguard Group Inc. | 0.00% | No change | 5,079 | $517K |
| Castle Wealth Management LLC | 0.20% | Add +0.0% | 4,997 | $509K |
| Edgestream Partners, L.P. | 0.02% | New | 4,994 | $509K |
| Spire Wealth Management | 0.02% | Add +507.3% | 4,968 | $506K |
| Leavell Investment Management, Inc. | 0.02% | Add +1.0% | 4,845 | $494K |
| Audent Global Asset Management, LLC | 0.83% | Add +1.8% | 4,757 | $485K |
| Rathbones Group PLC | 0.00% | No change | 4,721 | $481K |
| Encompass Wealth Advisors, LLC | 0.12% | Add +9.6% | 4,708 | $480K |
| CFM Wealth Partners LLC | 0.08% | No change | 4,621 | $471K |
| GYL Financial Synergies, LLC | 0.04% | No change | 4,617 | $470K |
| Fox Run Management, L.L.C. | 0.10% | New | 4,600 | $469K |
| Alliancebernstein L.P. | 0.00% | Reduce -42.0% | 4,509 | $459K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,400 | $448K |
| Sachem Hill LLC | 0.09% | Reduce -0.3% | 4,384 | $447K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.4% | 4,330 | $441K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 4,327 | $441K |
| Manchester Capital Management LLC | 0.05% | No change | 4,286 | $437K |
| Abacus Planning Group, Inc. | 0.08% | No change | 4,275 | $435K |
| Fairhaven Wealth Management, LLC | 0.13% | Add +13.4% | 4,230 | $431K |
| Paladin Advisory Group, LLC | 0.32% | No change | 4,195 | $427K |
| City Holding Co. | 0.06% | No change | 4,186 | $426K |
| Bradley Foster & Sargent Inc. | 0.01% | Add +3.1% | 4,134 | $421K |
| Sepio Capital, LP | 0.03% | No change | 4,000 | $407K |
| Investment Advisory Group, LLC | 0.14% | Reduce -0.3% | 3,984 | $406K |
| Tower Wealth Partners, Inc. | 0.23% | Add +0.8% | 3,926 | $400K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.7% | 3,945 | $396K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -25.1% | 3,880 | $395K |
| Koshinski Asset Management, Inc. | 0.03% | New | 3,874 | $395K |
| Lake Street Advisors Group, LLC | 0.02% | Reduce -86.4% | 3,868 | $394K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.2% | 3,850 | $392K |
| Watts Gwilliam & Co., LLC | 0.09% | — | 3,965 | $391K |
| IFP Advisors, Inc | 0.01% | Reduce -95.8% | 3,788 | $386K |
| Prudential Financial Inc. | 0.00% | Reduce -22.2% | 3,742 | $381K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.1% | 3,670 | $374K |
| Intrust Bank NA | 0.04% | No change | 3,657 | $373K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -0.2% | 3,596 | $366K |
| IFG Advisors, LLC | 0.08% | Add +0.6% | 3,553 | $362K |
| Enterprise Bank & Trust Co | 0.12% | No change | 3,525 | $359K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -4.6% | 3,473 | $354K |
| Viewpoint Capital Management LLC | 0.20% | No change | 3,461 | $350K |
| Alhambra Investment Management LLC | 0.18% | Add +1.3% | 3,346 | $341K |
| Wealth Architects, LLC | 0.04% | No change | 3,275 | $334K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,260 | $332K |
| IHT Wealth Management, LLC | 0.01% | New | 3,241 | $329K |
| Choreo, LLC | 0.00% | No change | 3,234 | $327K |
| ABLE Financial Group, LLC | 0.10% | Add +0.3% | 3,190 | $325K |
| Platform Technology Partners | 0.10% | No change | 3,162 | $322K |
| Private Trust Co. NA | 0.03% | Add +276.1% | 3,144 | $320K |
| Tanglewood Wealth Management, Inc. | 0.04% | Add +8.6% | 3,123 | $318K |
| Phocas Financial Corp. | 0.04% | No change | 3,100 | $316K |
| ProVise Management Group, LLC | 0.03% | No change | 3,095 | $315K |
| Milestone Asset Management, LLC | 0.07% | Add +7.0% | 3,031 | $309K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 3,010 | $307K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.8% | 2,991 | $305K |
| Wealth Dimensions Group, Ltd. | 0.08% | No change | 2,989 | $305K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,989 | $304K |
| GeoWealth Management, LLC | 0.01% | Add +1560.6% | 2,989 | $304K |
| Sonata Capital Group Inc. | 0.13% | No change | 2,972 | $303K |
| Garrison Point Advisors, LLC | 0.19% | Add +5.5% | 2,958 | $301K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 2,941 | $297K |
| D.A. Davidson & Co. | 0.00% | Add +4.0% | 2,857 | $291K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.7% | 2,852 | $291K |
| Millennium Capital Advisors, LLC | 0.19% | No change | 2,840 | $289K |
| Sage Financial Group Inc. | 0.02% | No change | 2,840 | $289K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 2,816 | $287K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.4% | 2,800 | $285K |
| Optivise Advisory Services LLC | 0.15% | No change | 2,791 | $284K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 2,770 | $282K |
| CenterStar Asset Management, LLC | 0.42% | Reduce -18.9% | 2,760 | $281K |
| LGT Financial Advisors LLC | 0.69% | Add +0.7% | 2,737 | $279K |
| Inscription Capital, LLC | 0.04% | No change | 2,700 | $275K |
| GAMCO Investors | 0.00% | Reduce -20.5% | 2,656 | $271K |
| First Foundation Advisors | 0.01% | New | 2,638 | $269K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,614 | $266K |
| Sigma Planning Corp | 0.01% | Reduce -0.4% | 2,613 | $266K |
| Integris Wealth Management, LLC | 0.07% | Reduce -0.9% | 2,580 | $263K |
| High Falls Advisors, Inc | 0.06% | Reduce -30.1% | 2,558 | $261K |
| Taylor & Morgan Wealth Management, LLC | 0.17% | Add +0.7% | 2,491 | $254K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.2% | 2,478 | $252K |
| Fifth Lane Capital, LP | 0.65% | New | 2,461 | $251K |
| Aft, Forsyth & Sober, LLC | 0.08% | No change | 2,450 | $250K |
| Retirement Planning Group, LLC | 0.01% | Add +2.8% | 2,417 | $246K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -7.5% | 2,395 | $244K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,392 | $244K |
| Argent Trust Co | 0.01% | No change | 2,386 | $243K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,356 | $240K |
| Brighton Jones LLC | 0.01% | New | 2,349 | $239K |
| Bensler, LLC | 0.03% | Add +0.3% | 2,347 | $239K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | No change | 2,346 | $239K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 2,291 | $233K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,286 | $233K |
| Peregrine Asset Advisers, Inc. | 0.08% | New | 2,260 | $230K |
| Clear Investment Research, LLC | 0.29% | Reduce -2.1% | 2,192 | $223K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -4.1% | 2,188 | $223K |
| Neuberger Berman Group LLC | 0.00% | Reduce -22.4% | 2,153 | $219K |
| Joel Isaacson & Co., LLC | 0.01% | New | 2,142 | $218K |
| Stelac Advisory Services LLC | 0.09% | No change | 427 | $215K |
| Cape Cod Five Cents Savings Bank | 0.02% | New | 2,112 | $215K |
| SlateStone Wealth, LLC | 0.02% | New | 2,078 | $212K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 2,069 | $211K |
| BIP Wealth, LLC | 0.01% | New | 2,064 | $210K |
| Willow Creek Wealth Management Inc. | 0.02% | Reduce -48.2% | 2,044 | $208K |
| Patten & Patten Inc. | 0.01% | New | 2,040 | $208K |
| Arkadios Wealth Advisors | 0.01% | New | 2,014 | $205K |
| Landaas & Co. /Wi | 0.06% | New | 2,001 | $204K |
| Franklin Resources Inc. | 0.00% | Add +19.1% | 2,031 | $203K |
| Hexagon Capital Partners LLC | 0.04% | Reduce -0.1% | 1,937 | $197K |
| Colorado Capital Management, Inc. | 0.10% | Reduce -17.8% | 1,911 | $195K |
| Larson Financial Group LLC | 0.01% | Add +178.6% | 1,872 | $191K |
| Bear Mountain Capital, Inc. | 0.07% | Reduce -0.6% | 1,750 | $177K |
| Tucker Asset Management LLC | 0.04% | Reduce -1.9% | 1,626 | $166K |
| Monetary Management Group Inc. | 0.04% | No change | 1,625 | $166K |
| Sandy Spring Bank | 0.01% | No change | 1,611 | $164K |
| Pacifica Partners Inc. | 0.07% | No change | 1,570 | $160K |
| Optimum Investment Advisors | 0.07% | Reduce -1.0% | 1,490 | $152K |
| Principal Securities, Inc. | 0.00% | Add +117.5% | 1,468 | $150K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,430 | $146K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,416 | $144K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,400 | $143K |
| Cwm, LLC | 0.00% | Reduce -2.7% | 1,377 | $140K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,363 | $139K |
| Colonial Trust Advisors | 0.01% | No change | 1,350 | $138K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Reduce -2.6% | 1,334 | $135K |
| Parallel Advisors, LLC | 0.00% | No change | 1,312 | $134K |
| Rise Advisors, LLC | 0.06% | Add +0.7% | 1,289 | $131K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -27.7% | 1,192 | $121K |
| Barrett & Company, Inc. | 0.05% | Reduce -3.3% | 1,187 | $121K |
| WealthCollab, LLC | 0.07% | No change | 1,108 | $113K |
| Advantage Trust Co | 0.08% | No change | 1,100 | $112K |
| First United Bank & Trust | 0.04% | Reduce -1.8% | 1,088 | $111K |
| NewEdge Advisors, LLC | 0.00% | Add +7.9% | 1,002 | $102K |
| Jones Financial Companies LLLP | 0.00% | Add +739.2% | 1,007 | $102K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +331.4% | 975 | $99K |
| Blue Trust, Inc. | 0.00% | Add +0.1% | 1,090 | $96K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 893 | $91K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $80K |
| Heritage Wealth Advisors | 0.00% | No change | 700 | $71K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 675 | $69K |
| Armor Investment Advisors, LLC | 0.03% | No change | 668 | $68K |
| Claris Advisors, LLC / Mo / | 0.03% | New | 634 | $65K |
| Chilton Capital Management LLC | 0.00% | Reduce -54.6% | 615 | $63K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 580 | $59K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +16.5% | 564 | $57K |
| Macroview Investment Management LLC | 0.06% | No change | 559 | $57K |
| Qube Research & Technologies Ltd | 0.00% | Add +3029.4% | 532 | $54K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 500 | $51K |
| Flaharty Asset Management, LLC | 0.01% | New | 470 | $48K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -16.7% | 463 | $47K |
| Bessemer Group Inc. | 0.00% | Add +174.1% | 466 | $47K |
| HM Payson & Co. | 0.00% | No change | 456 | $46K |
| International Assets Investment Management, LLC | 0.00% | No change | 426 | $43K |
| WR Wealth Planners, LLC | 0.01% | New | 421 | $43K |
| Clear Point Advisors Inc. | 0.03% | Reduce -26.2% | 415 | $42K |
| AlphaMark Advisors, LLC | 0.01% | New | 400 | $41K |
| Transcendent Capital Group LLC | 0.02% | Add +159.3% | 402 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 394 | $40K |
| MCF Advisors LLC | 0.00% | No change | 390 | $40K |
| HighMark Wealth Management LLC | 0.02% | No change | 375 | $38K |
| Concord Wealth Partners | 0.01% | Reduce -0.8% | 353 | $36K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 324 | $33K |
| Sachetta, LLC | 0.01% | No change | 324 | $33K |
| Cetera Trust Company, N.A | 0.02% | No change | 300 | $31K |
| Granite FO LLC | 0.02% | New | 300 | $31K |
| Wolverine Asset Management LLC | 0.00% | New | 293 | $30K |
| Asset Dedication, LLC | 0.00% | No change | 289 | $29K |
| Mycio Wealth Partners, LLC | 0.01% | No change | 258 | $26K |
| Gould Capital, LLC | 0.02% | No change | 257 | $26K |
| Macquarie Group Ltd. | 0.00% | New | 250 | $25K |
| Valley Wealth Managers, Inc. | 0.00% | Add +15.2% | 242 | $25K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 200 | $20K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 196 | $20K |
| Smithfield Trust Co | 0.00% | No change | 188 | $19K |
| NorthRock Partners, LLC | 0.00% | Add +3.4% | 184 | $19K |
| Sunbelt Securities, Inc. | 0.00% | New | 175 | $18K |
| National Bank of Canada | 0.00% | Reduce -27.4% | 175 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 171 | $17K |
| Natixis | 0.00% | No change | 171 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 170 | $17K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +20.9% | 168 | $17K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -16.1% | 167 | $17K |
| Tsfg, LLC | 0.00% | No change | 168 | $17K |
| Avior Wealth Management, LLC | 0.00% | No change | 163 | $17K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 158 | $16K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +39.6% | 155 | $16K |
| Mather Group, Llc. | 0.00% | Reduce -77.7% | 152 | $15K |
| Field & Main Bank | 0.01% | No change | 151 | $15K |
| Crewe Advisors LLC | 0.00% | New | 150 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -43.7% | 148 | $15K |
| Motco | 0.00% | No change | 142 | $14K |
| Avion Wealth | 0.00% | No change | 144 | $14K |
| Eastern Bank | 0.00% | New | 132 | $13K |
| Horizons Wealth Management | 0.01% | No change | 129 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 124 | $13K |
| Planned Solutions, Inc. | 0.01% | New | 124 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $12K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 120 | $12K |
| Northwest Financial Advisors | 0.01% | New | 119 | $12K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 118 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 112 | $11K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 110 | $11K |
| Ancora Advisors LLC | 0.00% | No change | 103 | $11K |
| Advisors Preferred, LLC | 0.00% | New | 100 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 90 | $9K |
| Independence Bank of Kentucky | 0.00% | No change | 90 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 91 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 85 | $9K |
| Cardiff Park Advisors, LLC | 0.00% | Add +1.2% | 84 | $9K |
| Bogart Wealth, LLC | 0.00% | Add +6.7% | 80 | $8K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 79 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 75 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 77 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 77 | $8K |
| New Republic Capital, LLC | 0.00% | No change | 70 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 70 | $7K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -50.0% | 68 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -86.2% | 64 | $7K |
| City State Bank | 0.00% | No change | 60 | $6K |
| Toronto Dominion Bank | 0.00% | Reduce -95.5% | 45 | $5K |
| Investors Research Corp | 0.00% | Add +2.3% | 44 | $4K |
| Delos Wealth Advisors, LLC | 0.00% | Reduce -18.9% | 43 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 40 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 40 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 40 | $4K |
| Key Financial Inc | 0.00% | No change | 32 | $3K |
| Atwood & Palmer Inc. | 0.00% | Reduce -68.4% | 30 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 24 | $2K |
| Phillips Financial Management, LLC | 0.00% | No change | 20 | $2K |
| Pflug Koory, LLC | 0.00% | — | 17 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 15 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 15 | $2K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Add +7.7% | 14 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 13 | $1K |
| Bank of New Hampshire | 0.00% | No change | 10 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 11 | $1K |
| Bfsg, LLC | 0.00% | No change | 8 | $815 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 7 | $714 |
| Horizon Investments, LLC | 0.00% | New | 6 | $611 |
| Iron Horse Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $562 |
| Creekmur Asset Management LLC | 0.00% | Reduce -91.3% | 2 | $204 |
| TD Waterhouse Canada Inc. | 0.00% | Add +100.0% | 2 | $202 |
| Parallax Volatility Advisers, L.P. | 0.00% | Reduce -100.0% | 1 | $102 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.00% | No change | 1 | $102 |
"% 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.