iShares US Real Estate ETFIYRETF

13F holders, Q4 2024 (December 31)
515holders +14
59new positions
62sold out
5famous investors
$93.04avg. 13F price*

At the end of Q4 2024, 515 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, up 14 from Q3 2024. 59 opened new positions and 62 sold out. The largest holders were Barclays PLC ($741.1M), Goldman Sachs Group Inc. ($602.0M) and WealthNavi Inc. ($414.7M). 5 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
iShares US Real Estate ETF
CUSIP
464287739
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 470Q1 2024Q2 2024: 463Q2 2024Q3 2024: 501Q3 2024Q4 2024: 515Q4 2024Q1 2025: 481Q1 2025Q2 2025: 476Q2 2025Q3 2025: 467Q3 2025Q4 2025: 476Q4 2025Q1 2026: 461Q1 2026Q2 2026: 487Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions59$365.4M
Exits62$221.0M

All 13F filers, Q3 2024 → Q4 2024: 10,893,763 shares bought and 10,351,404 shares sold, net +542,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 515 holders

Barclays PLC 0.37% Reduce -20.3% 7,963,559 $741.1M
Goldman Sachs Group Inc. 0.12% Add +21.3% 6,468,918 $602.0M
WealthNavi Inc. 4.82% Add +1.6% 4,456,004 $414.7M
Cibc World Markets Corp. 2.20% Add +10.6% 4,012,646 $373.4M
Bank of America Corp. 0.03% Add +22.7% 3,915,143 $364.3M
Morgan Stanley 0.02% Reduce -44.2% 3,312,178 $308.2M
BNP Paribas Financial Markets 0.14% Reduce -24.1% 1,960,820 $182.5M
UBS Group AG 0.04% Reduce -25.4% 1,885,843 $175.5M
Royal Bank of Canada 0.02% Add +96.3% 1,126,785 $104.9M
Wolverine Trading, LLC 2.19% Reduce -9.1% 1,056,843 $97.5M
Ilmarinen Mutual Pension Insurance Co 0.76% Add +41.8% 957,177 $89.1M
Healthcare of Ontario Pension Plan Trust Fund 0.19% New 950,000 $88.4M
Squarepoint Ops LLC 0.22% Add +269.4% 906,705 $84.4M
USA Financial Formulas 11.72% New 801,813 $74.6M
Stifel Financial Corp. 0.08% Add +16.9% 780,684 $72.7M
Modern Wealth Management, LLC 2.45% Add +2555.0% 704,240 $65.5M
Wells Fargo & Company 0.02% Add +38.8% 678,040 $63.1M
BlackRock, Inc. 0.00% Reduce -24.0% 665,369 $61.9M
JPMorgan Chase & Co. 0.00% Add +37.4% 568,030 $52.9M
Money Design Co.,Ltd. 2.49% Add +7.0% 525,048 $48.5M
Bank of Nova Scotia 0.08% New 500,000 $46.5M
US Bancorp \de 0.06% Reduce -3.0% 457,506 $42.6M
Ameriprise Financial Inc. 0.01% Add +85.8% 449,928 $41.9M
LPL Financial LLC 0.02% Add +9.9% 442,770 $41.2M
HSBC Holdings PLC 0.02% Add +182.4% 431,632 $40.0M
Nuveen Asset Management, LLC 0.01% New 419,700 $39.1M
Connable Office Inc. 3.96% Add +1.8% 411,457 $38.3M
PNC Financial Services Group, Inc. 0.03% Reduce -1.0% 402,191 $37.4M
PGIM Custom Harvest LLC 0.72% Add +1.1% 396,551 $36.9M
Pinkerton Wealth, LLC 5.00% Add +56.5% 370,278 $34.5M
Apollon Wealth Management, LLC 0.72% Add +92.8% 335,026 $31.2M
Quadrature Capital Ltd 0.56% New 299,549 $27.9M
Citigroup Inc. 0.02% Reduce -40.0% 251,049 $23.4M
Pathstone Holdings, LLC 0.10% Add +0.0% 246,342 $22.9M
FUKOKU MUTUAL LIFE INSURANCE Co 1.63% No change 243,000 $22.6M
Raymond James Financial Inc. 0.01% — 238,878 $22.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +1.9% 224,626 $20.9M
Mariner, LLC 0.03% Add +1.2% 197,131 $18.3M
Mercer Global Advisors Inc. 0.04% Add +1257.8% 193,495 $18.0M
Cetera Investment Advisers 0.04% Add +398.8% 189,999 $17.7M
Envestnet Asset Management Inc. 0.01% Add +7.6% 185,623 $17.3M
Passaic Partners LLC 2.42% Reduce -19.3% 178,751 $16.6M
Clear Creek Financial Management, LLC 1.56% Add +756.2% 155,568 $14.5M
Sand Hill Global Advisors, LLC 0.60% Reduce -6.2% 153,288 $14.3M
Financial Advisory Corp 2.29% — 141,065 $13.1M
Magnus Financial Group LLC 1.23% Add +5.9% 136,944 $12.7M
Susquehanna International Group, LLP 0.02% Reduce -53.9% 132,627 $12.3M
Cibc World Market Inc. 0.03% Add +15.7% 124,618 $11.6M
Camarda Financial Advisors, LLC 4.31% Reduce -10.0% 123,224 $11.5M
Quantessence Capital LLC 4.59% — 120,124 $11.2M
Sumitomo Mitsui Financial Group, Inc. 0.15% Add +20.1% 119,699 $11.1M
Bank of Montreal 0.01% Add +7.2% 117,106 $10.9M
GTS Securities LLC 0.52% Add +191.5% 114,650 $10.7M
Rockefeller Capital Management L.P. 0.03% Reduce -0.5% 113,878 $10.6M
Jacobi Capital Management LLC 0.70% Reduce -0.4% 100,452 $9.3M
True Freedom Investing, LLC 4.05% — 100,355 $9.3M
MML Investors Services, LLC 0.03% Reduce -2.6% 93,774 $8.7M
Aster Capital Management (DIFC) Ltd 3.29% New 92,707 $8.6M
Millennium Management 0.01% Add +232.6% 89,577 $8.3M
Osaic Holdings, Inc. 0.02% Add +53.0% 86,093 $8.0M
Cambridge Investment Research Advisors, Inc. 0.03% Add +49.3% 85,220 $7.9M
Citadel Advisors 0.01% Reduce -88.3% 83,720 $7.8M
Ascension Capital Advisors, Inc. 3.38% New 83,405 $7.8M
HighTower Advisors, LLC 0.01% Reduce -0.3% 77,682 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +41.8% 75,672 $7.0M
IFP Advisors, Inc 0.23% Add +1867.6% 74,534 $6.9M
Mission Wealth Management, LP 0.16% Reduce -7.5% 73,607 $6.8M
AE Wealth Management LLC 0.06% New 72,982 $6.8M
Bailard, Inc. 0.17% Reduce -13.0% 72,354 $6.7M
Townsquare Capital LLC 0.07% Reduce -14.2% 70,928 $6.6M
Norden Group LLC 0.74% Reduce -14.6% 70,555 $6.6M
Moloney Securities Asset Management, LLC 0.88% Reduce -9.6% 70,082 $6.5M
Matthew Goff Investment Advisor, LLC 1.21% Add +0.4% 70,000 $6.5M
Maven Securities LTD 1.01% Reduce -15.6% 67,416 $6.3M
NorthCoast Asset Management LLC 0.03% Reduce -58.0% 66,079 $6.2M
Rebalance, LLC 0.44% Reduce -6.9% 63,653 $5.9M
Tudor Investment Corporation 0.06% Reduce -38.9% 60,126 $5.6M
Woodline Partners LP 0.04% Add +43.4% 58,918 $5.5M
Running Point Capital Advisors, LLC 1.83% Add +2.8% 57,439 $5.3M
Unique Wealth, LLC 1.11% Add +52.6% 57,192 $5.3M
Arkansas Financial Group, Inc. 0.83% Add +0.3% 54,938 $5.1M
Soros Fund Management 0.13% New 54,400 $5.1M
Cerity Partners LLC 0.01% Reduce -0.4% 54,340 $5.1M
Virtu Financial LLC 0.26% Reduce -41.6% 52,649 $4.9M
Courier Capital LLC 0.33% Add +0.5% 51,945 $4.8M
Centaurus Financial, Inc. 0.29% New 51,480 $4.8M
CarsonAllaria Wealth Management, Ltd. 2.73% Reduce -1.1% 51,276 $4.8M
Brookstone Capital Management 0.07% New 50,765 $4.7M
CoreCap Advisors, LLC 0.21% Add +58.1% 49,972 $4.7M
Lifeworks Advisors, LLC 0.82% Add +67.1% 48,893 $4.5M
Truist Financial Corp. 0.01% Add +3.5% 47,211 $4.4M
Corient Private Wealth LP 0.01% Reduce -9.8% 46,787 $4.4M
Principal Financial Group Inc. 0.00% New 44,875 $4.2M
Ssi Investment Management LLC 1.45% Add +5.3% 43,594 $4.1M
J. Goldman & Co LP 0.14% Reduce -17.3% 43,581 $4.1M
Marshall Wace, LLP 0.01% Add +21.7% 42,709 $4.0M
Fox Run Management, L.L.C. 0.72% Add +828.3% 42,700 $4.0M
Global Endowment Management, LP 0.50% No change 41,880 $3.9M
Jane Street Group, LLC 0.01% New 41,549 $3.9M
Quantbot Technologies LP 0.14% New 41,267 $3.8M

"% 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.

Show all 515 holders