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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $365.4M |
| Exits | 62 | $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 |
| Tower Research Capital LLC (TRC) | 0.08% | Reduce -28.1% | 40,674 | $3.8M |
| Oppenheimer Asset Management Inc. | 0.04% | New | 39,653 | $3.7M |
| Glenview Trust Co | 0.07% | Reduce -11.6% | 39,605 | $3.7M |
| Centiva Capital, LP | 0.14% | New | 39,300 | $3.7M |
| Renaissance Technologies | 0.01% | Add +34.8% | 39,100 | $3.6M |
| Checchi Capital Advisers, LLC | 0.27% | Add +28.6% | 38,957 | $3.6M |
| Focus Partners Wealth | 0.01% | Add +47.8% | 38,363 | $3.6M |
| Stephens Inc. | 0.05% | Reduce -0.8% | 37,499 | $3.5M |
| Pictet North America Advisors SA | 0.33% | No change | 37,434 | $3.5M |
| Greenup Street Wealth Management LLC | 0.69% | New | 37,427 | $3.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -51.3% | 37,482 | $3.5M |
| Kingsview Wealth Management, LLC | 0.07% | New | 37,064 | $3.4M |
| Rodgers & Associates, LTD | 0.41% | Add +9.7% | 36,806 | $3.4M |
| Allegheny Financial Group | 0.87% | Reduce -0.7% | 36,377 | $3.4M |
| Sheets Smith Wealth Management | 0.41% | No change | 36,000 | $3.4M |
| Whitegate Investment Counselors, Inc. | 1.14% | Reduce -27.4% | 35,825 | $3.3M |
| SCS Capital Management LLC | 0.07% | No change | 34,695 | $3.2M |
| Fairway Wealth LLC | 1.40% | Reduce -2.7% | 33,292 | $3.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -1.2% | 32,494 | $3.0M |
| Allie Family Office LLC | 1.65% | Add +6.6% | 31,856 | $3.0M |
| SBI Securities Co., Ltd. | 0.09% | — | 31,745 | $3.0M |
| Silver Oak Securities, Incorporated | 0.27% | Add +11.5% | 31,983 | $3.0M |
| Global Retirement Partners, LLC | 0.08% | Add +83.1% | 31,395 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.0% | 29,465 | $2.7M |
| Embree Financial Group | 0.44% | Add +2.7% | 27,883 | $2.6M |
| JFS Wealth Advisors, LLC | 0.18% | Reduce -5.8% | 27,673 | $2.6M |
| KM Capital Management Ltd. | 1.33% | Add +4.4% | 27,658 | $2.6M |
| Saxony Capital Management, LLC | 2.24% | New | 27,376 | $2.5M |
| First Citizens Financial Corp | 1.35% | Reduce -6.4% | 26,789 | $2.5M |
| SOA Wealth Advisors, LLC. | 0.44% | Reduce -1.2% | 25,691 | $2.4M |
| RiverGlades Family Offices LLC | 1.67% | No change | 25,133 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.6% | 24,228 | $2.3M |
| Axxcess Wealth Management, LLC | 0.06% | New | 23,959 | $2.2M |
| Washington Trust Bank | 0.21% | Add +10.0% | 23,872 | $2.2M |
| Sage Rhino Capital LLC | 0.48% | Add +21.7% | 23,625 | $2.2M |
| Jmac Enterprises LLC | 0.34% | Add +10.7% | 23,333 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +14.7% | 22,772 | $2.1M |
| Comerica Bank | 0.01% | Add +9.6% | 22,591 | $2.1M |
| Broadview Financial Management, LLC | 1.48% | Reduce -0.3% | 22,161 | $2.1M |
| FMR LLC | 0.00% | Add +3.8% | 22,086 | $2.1M |
| Blair William & Co. | 0.01% | Reduce -1.9% | 21,650 | $2.0M |
| Stamos Capital Partners, L.P. | 0.47% | Add +76.1% | 21,550 | $2.0M |
| Nepc LLC | 0.05% | Add +2.6% | 21,276 | $2.0M |
| Aspect Partners, LLC | 1.13% | Reduce -79.4% | 21,093 | $2.0M |
| Legacy Private Trust Co. | 0.13% | Reduce -1.4% | 20,941 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 20,807 | $1.9M |
| Eisler Capital Management Ltd. | 0.06% | — | 20,905 | $1.9M |
| First Heartland Consultants, Inc. | 0.20% | New | 20,659 | $1.9M |
| Canton Hathaway, LLC | 0.47% | Add +2.3% | 20,391 | $1.9M |
| Naviter Wealth, LLC | 0.23% | Add +215.2% | 20,335 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +22.6% | 20,332 | $1.9M |
| Money Concepts Capital Corp. | 0.14% | New | 20,183 | $1.9M |
| Measured Wealth Private Client Group, LLC | 0.58% | Add +34.8% | 19,316 | $1.8M |
| Balboa Wealth Partners | 0.39% | Reduce -38.2% | 18,420 | $1.7M |
| Evanson Asset Management, LLC | 0.12% | Add +0.2% | 18,340 | $1.7M |
| Gray Private Wealth, LLC | 1.01% | Add +3.7% | 18,263 | $1.7M |
| Sowell Financial Services LLC | 0.09% | Add +21.8% | 17,991 | $1.7M |
| RPS Advisory Solutions LLC | 1.04% | Reduce -44.5% | 17,956 | $1.7M |
| Harvest Investment Services, LLC | 0.41% | New | 17,813 | $1.7M |
| Cordant, Inc. | 0.84% | Reduce -3.0% | 17,172 | $1.6M |
| Rather & Kittrell, Inc. | 0.38% | Reduce -5.5% | 17,170 | $1.6M |
| First Hawaiian Bank | 0.05% | Add +15.0% | 16,985 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -8.5% | 16,928 | $1.6M |
| Dogwood Wealth Management LLC | 0.83% | Add +20.2% | 16,794 | $1.6M |
| Foundation Wealth Management, LLC | 1.21% | Reduce -1.4% | 16,740 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -19.4% | 16,733 | $1.6M |
| J. Safra Sarasin Holding AG | 0.03% | Add +59.7% | 16,607 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -1.9% | 16,496 | $1.5M |
| Agilis Partners LLC | 0.44% | Add +10.1% | 15,878 | $1.5M |
| Parkside Advisors LLC | 0.35% | Add +1.1% | 15,735 | $1.5M |
| Alerus Financial NA | 0.11% | Reduce -36.7% | 15,706 | $1.5M |
| First Financial Corp. | 0.68% | Add +10.0% | 15,606 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Reduce -32.7% | 15,489 | $1.4M |
| StoneX Group Inc. | 0.08% | New | 15,272 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -35.1% | 15,102 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +117.2% | 14,943 | $1.4M |
| Garde Capital, Inc. | 0.09% | Reduce -1.0% | 14,933 | $1.4M |
| Ballew Advisors, Inc | 0.88% | Reduce -9.9% | 15,277 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +8.8% | 14,829 | $1.4M |
| Finley Financial, LLC | 0.71% | — | 14,960 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 14,760 | $1.4M |
| Interval Partners, LP | 0.04% | New | 14,750 | $1.4M |
| TAGStone Capital, Inc. | 0.67% | Reduce -0.8% | 14,721 | $1.4M |
| Central Pacific Bank - Trust Division | 0.18% | No change | 14,460 | $1.3M |
| MAI Capital Management | 0.01% | Add +5.8% | 14,268 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | New | 14,177 | $1.3M |
| Commerce Bank | 0.01% | Reduce -1.2% | 14,040 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Add +257.5% | 13,850 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -37.5% | 13,746 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +217.3% | 13,730 | $1.3M |
| Creative Planning | 0.00% | Reduce -5.2% | 13,681 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -57.0% | 13,548 | $1.3M |
| LMR Partners LLP | 0.03% | New | 13,668 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -16.5% | 13,659 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +3.0% | 12,551 | $1.2M |
| Nwam LLC | 0.07% | Reduce -29.6% | 12,439 | $1.2M |
| BlueSky Wealth Advisors, LLC | 0.18% | Reduce -17.4% | 12,291 | $1.1M |
| Unionview, LLC | 0.83% | Add +3.0% | 12,187 | $1.1M |
| Upper Left Wealth Management, LLC | 0.94% | Reduce -2.7% | 11,766 | $1.1M |
| Adell Harriman & Carpenter Inc. | 0.07% | Reduce -3.4% | 11,442 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Reduce -94.6% | 11,234 | $1.0M |
| GLOBALT Investments LLC / GA | 0.04% | Reduce -3.0% | 11,106 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -69.8% | 10,969 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -12.4% | 10,556 | $992K |
| Atria Investments, Inc | 0.01% | New | 10,581 | $985K |
| Guidance Point Advisors, LLC | 0.29% | Reduce -2.2% | 10,575 | $984K |
| NTV Asset Management LLC | 0.13% | Reduce -6.1% | 10,445 | $972K |
| Bank of New York Mellon Corp | 0.00% | Add +23.0% | 10,409 | $969K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -34.5% | 10,344 | $963K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.9% | 10,099 | $940K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -0.4% | 9,734 | $906K |
| Kagan Cocozza Asset Management | 0.74% | — | 9,626 | $896K |
| Itau Unibanco Holding S.A. | 0.03% | Reduce -27.7% | 9,665 | $893K |
| Aptus Capital Advisors, LLC | 0.01% | New | 9,355 | $871K |
| Wealthspire Advisors, LLC | 0.01% | Add +252.5% | 9,215 | $858K |
| HB Wealth Management, LLC | 0.01% | Add +1.1% | 9,171 | $853K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -38.3% | 9,154 | $852K |
| Sterling Investment Advisors LLC | 0.49% | Add +0.6% | 9,020 | $839K |
| Synovus Financial Corp. | 0.01% | Reduce -5.0% | 8,642 | $805K |
| Scotia Capital Inc. | 0.00% | Add +2.3% | 8,553 | $796K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.8% | 8,232 | $766K |
| Atlas Legacy Advisors, LLC | 0.19% | — | 8,217 | $765K |
| Bessemer Group Inc. | 0.00% | Add +1659.7% | 8,200 | $763K |
| M&T Bank Corp | 0.00% | No change | 8,150 | $758K |
| Creekside Partners | 0.39% | Add +0.3% | 8,117 | $755K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.5% | 7,999 | $744K |
| Moors & Cabot, Inc. | 0.04% | Add +4.0% | 7,929 | $738K |
| Triton Financial Group Inc | 0.46% | Reduce -1.8% | 7,910 | $736K |
| Westmount Partners, LLC | 0.22% | Add +3.8% | 7,811 | $727K |
| Davies Financial Advisors, Inc. | 0.62% | Add +6.5% | 7,795 | $725K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +0.8% | 7,793 | $725K |
| WESPAC Advisors, LLC | 0.52% | Add +9.8% | 7,652 | $712K |
| Dohj, LLC | 0.16% | Reduce -80.0% | 7,557 | $703K |
| Wealth Alliance, LLC | 0.08% | New | 7,459 | $694K |
| Financial & Tax Architects, LLC | 0.17% | Add +14.3% | 7,263 | $676K |
| Faithward Advisors, LLC | 0.11% | Add +17.1% | 7,226 | $672K |
| Balanced Wealth Group LLC | 0.30% | Add +0.9% | 7,066 | $670K |
| Covenant Asset Management, LLC | 0.15% | Reduce -0.7% | 7,187 | $669K |
| Deutsche Bank AG | 0.00% | No change | 6,985 | $650K |
| Waverly Advisors, LLC | 0.01% | New | 6,899 | $642K |
| Sound Income Strategies, LLC | 0.04% | Add +3.0% | 6,838 | $636K |
| Elevation Wealth Partners, LLC | 0.27% | No change | 6,820 | $635K |
| Dimension Capital Management LLC | 0.10% | No change | 6,633 | $617K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,057 | $617K |
| Keel Point, LLC | 0.05% | No change | 6,504 | $605K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -0.3% | 6,469 | $602K |
| Courage Miller Partners, LLC | 0.20% | Add +0.9% | 6,413 | $597K |
| Prospera Financial Services Inc | 0.01% | Add +12.6% | 6,356 | $591K |
| Grey Fox Wealth Advisors, LLC | 0.16% | Reduce -3.1% | 6,355 | $591K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +64.3% | 6,325 | $589K |
| DAVENPORT & Co LLC | 0.00% | Add +0.6% | 6,319 | $588K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,246 | $581K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.8% | 6,245 | $581K |
| Trexquant Investment LP | 0.01% | Reduce -20.8% | 6,225 | $579K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -1.1% | 6,146 | $572K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.1% | 6,071 | $570K |
| Ameritas Advisory Services, LLC | 0.02% | Add +55.6% | 6,039 | $562K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.7% | 6,037 | $562K |
| Regal Investment Advisors LLC | 0.04% | Reduce -3.1% | 6,011 | $559K |
| Axos Invest Inc. | 0.41% | Reduce -6.5% | 5,993 | $558K |
| Gould Asset Management LLC | 0.12% | No change | 5,975 | $556K |
| Burke & Herbert Bank & Trust Co. | 0.13% | No change | 5,865 | $546K |
| HCR Wealth Advisors | 0.07% | No change | 5,692 | $530K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -16.0% | 5,654 | $526K |
| Audent Global Asset Management, LLC | 0.34% | Add +18.4% | 5,634 | $524K |
| Rock Point Advisors, LLC | 0.15% | New | 5,565 | $518K |
| Waycross Investment Management Co | 0.54% | Add +0.7% | 5,524 | $514K |
| Cresset Asset Management, LLC | 0.00% | Reduce -12.4% | 5,450 | $507K |
| Bayesian Capital Management, LP | 0.06% | New | 5,418 | $504K |
| Omega Financial Group, LLC | 0.19% | Reduce -35.6% | 5,384 | $501K |
| Alliancebernstein L.P. | 0.00% | Add +16.1% | 5,235 | $487K |
| Brown Brothers Harriman & Co. | 0.00% | New | 5,136 | $478K |
| Spire Wealth Management | 0.01% | Add +3.2% | 5,127 | $477K |
| Ellis Investment Partners, LLC | 0.09% | Add +47.3% | 5,115 | $476K |
| Vanguard Group Inc. | 0.00% | No change | 5,079 | $473K |
| Castle Wealth Management LLC | 0.18% | Add +0.0% | 4,998 | $465K |
| Leavell Investment Management, Inc. | 0.02% | No change | 4,845 | $451K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -13.4% | 4,829 | $449K |
| Encompass Wealth Advisors, LLC | 0.18% | Add +2.0% | 4,804 | $447K |
| Infinity Wealth Counsel, LLC | 0.48% | — | 4,795 | $446K |
| Partners Wealth Management, LLC | 0.50% | — | 4,710 | $438K |
| Milestone Asset Management, LLC | 0.10% | Add +54.0% | 4,668 | $435K |
| CFM Wealth Partners LLC | 0.07% | Add +0.8% | 4,659 | $434K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -10.0% | 4,650 | $433K |
| 1832 Asset Management L.P. | 0.00% | Reduce -41.8% | 4,646 | $432K |
| Rathbones Group PLC | 0.00% | Reduce -1.7% | 4,640 | $432K |
| Verition Fund Management LLC | 0.00% | Reduce -62.1% | 4,579 | $426K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -32.6% | 4,547 | $423K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -32.6% | 4,547 | $423K |
| Sierra Capital LLC | 0.05% | Reduce -28.1% | 4,544 | $423K |
| Creative Financial Designs Inc. | 0.03% | Add +3454.8% | 4,408 | $410K |
| Principle Wealth Partners LLC | 0.03% | No change | 4,400 | $409K |
| CenterStar Asset Management, LLC | 0.90% | Add +59.0% | 4,389 | $408K |
| Sachem Hill LLC | 0.09% | No change | 4,384 | $408K |
| Clearstead Advisors, LLC | 0.01% | Add +0.8% | 4,364 | $406K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -19.3% | 4,314 | $402K |
| Manchester Capital Management LLC | 0.05% | No change | 4,286 | $399K |
| Abacus Planning Group, Inc. | 0.07% | No change | 4,275 | $398K |
| United Asset Strategies, Inc. | 0.04% | New | 4,261 | $397K |
| Fairhaven Wealth Management, LLC | 0.12% | No change | 4,230 | $394K |
| Watts Gwilliam & Co., LLC | 0.08% | Add +7.6% | 4,265 | $390K |
| City Holding Co. | 0.06% | No change | 4,186 | $390K |
| Paladin Advisory Group, LLC | 0.29% | Reduce -3.0% | 4,070 | $379K |
| Headlands Technologies LLC | 0.04% | New | 4,049 | $377K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -3.0% | 4,009 | $373K |
| Alhambra Investment Management LLC | 0.19% | Add +19.1% | 3,986 | $371K |
| Investment Advisory Group, LLC | 0.12% | No change | 3,984 | $371K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.6% | 3,877 | $361K |
| Cypress Financial Planning LLC | 0.13% | New | 3,874 | $361K |
| Ehrlich Financial Group | 0.25% | New | 3,844 | $358K |
| Tidal Investments LLC | 0.00% | New | 3,800 | $354K |
| Tower Wealth Partners, Inc. | 0.18% | Reduce -4.5% | 3,750 | $349K |
| Intrust Bank NA | 0.03% | No change | 3,657 | $340K |
| Independent Advisor Alliance | 0.00% | New | 3,621 | $337K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.6% | 3,617 | $337K |
| IFG Advisors, LLC | 0.07% | Add +0.8% | 3,580 | $333K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.9% | 3,474 | $330K |
| Enterprise Bank & Trust Co | 0.11% | No change | 3,525 | $328K |
| Clark Asset Management, LLC | 0.06% | New | 3,515 | $327K |
| Viewpoint Capital Management LLC | 0.17% | No change | 3,461 | $322K |
| Delta Capital Management LLC | 0.18% | New | 3,380 | $315K |
| Tanglewood Wealth Management, Inc. | 0.04% | Add +8.0% | 3,372 | $314K |
| Wealth Architects, LLC | 0.03% | No change | 3,275 | $305K |
| Cozad Asset Management Inc. | 0.03% | No change | 3,260 | $303K |
| Choreo, LLC | 0.00% | Reduce -0.9% | 3,204 | $298K |
| ABLE Financial Group, LLC | 0.09% | No change | 3,190 | $297K |
| D.A. Davidson & Co. | 0.00% | Add +10.1% | 3,144 | $293K |
| Parallel Advisors, LLC | 0.01% | Add +138.7% | 3,132 | $291K |
| SlateStone Wealth, LLC | 0.03% | Add +50.0% | 3,116 | $290K |
| Phocas Financial Corp. | 0.04% | No change | 3,100 | $288K |
| ProVise Management Group, LLC | 0.02% | No change | 3,095 | $288K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -21.5% | 3,037 | $283K |
| Private Trust Co. NA | 0.03% | Reduce -4.3% | 3,009 | $280K |
| Manhattan West Asset Management, LLC | 0.08% | Add +25.3% | 3,000 | $279K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,989 | $278K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.1% | 2,987 | $278K |
| Sonata Capital Group Inc. | 0.11% | No change | 2,972 | $277K |
| Garrison Point Advisors, LLC | 0.13% | Add +0.3% | 2,968 | $276K |
| Apella Capital, LLC | 0.01% | Add +0.8% | 2,966 | $276K |
| Smith Shellnut Wilson LLC | 0.12% | New | 2,963 | $276K |
| Wealth Dimensions Group, Ltd. | 0.07% | Reduce -1.6% | 2,940 | $274K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 2,852 | $265K |
| Cary Street Partners Financial LLC | 0.01% | — | 2,816 | $262K |
| Brighton Jones LLC | 0.01% | Add +19.8% | 2,815 | $262K |
| Optivise Advisory Services LLC | 0.14% | No change | 2,791 | $260K |
| Sage Financial Group Inc. | 0.02% | Reduce -2.2% | 2,778 | $259K |
| LGT Financial Advisors LLC | 0.57% | Add +0.8% | 2,760 | $257K |
| Hughes Financial Services, LLC | 0.05% | — | 2,759 | $257K |
| BIP Wealth, LLC | 0.02% | Add +31.1% | 2,707 | $252K |
| One Day In July LLC | 0.03% | New | 2,607 | $243K |
| GeoWealth Management, LLC | 0.01% | Reduce -13.9% | 2,572 | $239K |
| Integris Wealth Management, LLC | 0.07% | Reduce -0.7% | 2,561 | $238K |
| Platform Technology Partners | 0.07% | Reduce -20.0% | 2,530 | $235K |
| Taylor & Morgan Wealth Management, LLC | 0.16% | Add +0.9% | 2,513 | $234K |
| Retirement Planning Group, LLC | 0.01% | Add +2.4% | 2,475 | $230K |
| Principal Securities, Inc. | 0.01% | Add +67.9% | 2,465 | $229K |
| IHT Wealth Management, LLC | 0.01% | Reduce -24.3% | 2,452 | $228K |
| Aft, Forsyth & Sober, LLC | 0.07% | No change | 2,450 | $228K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -2.8% | 2,408 | $224K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,392 | $223K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Add +0.7% | 2,362 | $220K |
| Neuberger Berman Group LLC | 0.00% | Add +9.5% | 2,358 | $219K |
| Bensler, LLC | 0.03% | Add +0.3% | 2,355 | $219K |
| High Falls Advisors, Inc | 0.05% | Reduce -8.1% | 2,352 | $219K |
| Kwmg, LLC | 0.02% | New | 2,349 | $219K |
| Argent Trust Co | 0.01% | Reduce -1.8% | 2,342 | $218K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -17.1% | 2,321 | $216K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 2,112 | $215K |
| Clear Investment Research, LLC | 0.28% | Add +5.0% | 2,301 | $214K |
| Midland Wealth Advisors, LLC | 0.01% | Reduce -17.0% | 2,298 | $214K |
| Sigma Planning Corp | 0.01% | Reduce -12.2% | 2,295 | $214K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 2,294 | $213K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,286 | $213K |
| XTX Topco Ltd | 0.02% | New | 2,246 | $209K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 2,213 | $206K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 2,189 | $204K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.4% | 2,151 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +109.3% | 2,108 | $196K |
| Franklin Resources Inc. | 0.00% | No change | 2,031 | $189K |
| Bear Mountain Capital, Inc. | 0.07% | Add +12.3% | 1,966 | $186K |
| TD Waterhouse Canada Inc. | 0.00% | Add +95950.0% | 1,921 | $179K |
| Larson Financial Group LLC | 0.01% | No change | 1,872 | $174K |
| Tucker Asset Management LLC | 0.04% | Add +6.1% | 1,725 | $161K |
| Hexagon Capital Partners LLC | 0.03% | Reduce -14.0% | 1,665 | $155K |
| Cwm, LLC | 0.00% | Add +18.9% | 1,638 | $152K |
| Monetary Management Group Inc. | 0.04% | No change | 1,625 | $151K |
| Optimum Investment Advisors | 0.07% | Add +8.2% | 1,612 | $150K |
| Sandy Spring Bank | 0.01% | No change | 1,611 | $150K |
| Pacifica Partners Inc. | 0.06% | No change | 1,570 | $145K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.2% | 1,427 | $133K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,416 | $132K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,400 | $130K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -84.1% | 1,400 | $130K |
| Tradewinds Capital Management, LLC | 0.03% | New | 1,374 | $128K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,363 | $127K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 1,348 | $125K |
| Paloma Partners Management Co | 0.01% | New | 1,340 | $125K |
| Rise Advisors, LLC | 0.06% | Add +0.8% | 1,300 | $121K |
| Bellwether Advisors, LLC | 0.02% | New | 1,223 | $114K |
| Barrett & Company, Inc. | 0.05% | No change | 1,187 | $111K |
| WealthCollab, LLC | 0.07% | No change | 1,108 | $103K |
| Advantage Trust Co | 0.06% | No change | 1,100 | $102K |
| Picton Mahoney Asset Management | 0.00% | New | 1,100 | $102K |
| Wood Tarver Financial Group, LLC | 0.03% | — | 1,072 | $99K |
| First United Bank & Trust | 0.03% | Reduce -6.9% | 1,013 | $94K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 975 | $91K |
| Blue Trust, Inc. | 0.00% | Reduce -16.5% | 910 | $85K |
| WealthShield Partners, LLC | 0.01% | Add +0.1% | 791 | $74K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.2% | 790 | $74K |
| Heritage Wealth Advisors | 0.00% | No change | 700 | $65K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -41.4% | 698 | $65K |
| Luminist Capital LLC | 0.11% | — | 686 | $64K |
| Armor Investment Advisors, LLC | 0.03% | Add +0.8% | 673 | $63K |
| Chilton Capital Management LLC | 0.00% | No change | 615 | $57K |
| Rialto Wealth Management, LLC | 0.02% | — | 600 | $56K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 580 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -4.4% | 539 | $51K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 500 | $47K |
| Christopher J. Hasenberg, Inc | 0.02% | Reduce -98.4% | 463 | $43K |
| HM Payson & Co. | 0.00% | No change | 456 | $42K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -4.5% | 442 | $41K |
| WR Wealth Planners, LLC | 0.01% | Add +0.7% | 424 | $39K |
| Avior Wealth Management, LLC | 0.00% | Add +146.0% | 401 | $37K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 394 | $37K |
| MCF Advisors LLC | 0.00% | No change | 390 | $36K |
| Redwood Park Advisors LLC | 0.03% | — | 384 | $36K |
| HighMark Wealth Management LLC | 0.02% | No change | 375 | $35K |
| Concord Wealth Partners | 0.01% | Reduce -0.6% | 351 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 324 | $30K |
| Sachetta, LLC | 0.01% | Reduce -5.3% | 307 | $29K |
| AlphaMark Advisors, LLC | 0.01% | Reduce -25.0% | 300 | $28K |
| Cetera Trust Company, N.A | 0.02% | No change | 300 | $28K |
| Granite FO LLC | 0.02% | No change | 300 | $28K |
| Modus Advisors, LLC | 0.01% | New | 300 | $28K |
| Synergy Investment Management, LLC | 0.01% | — | 291 | $27K |
| Asset Dedication, LLC | 0.00% | No change | 289 | $27K |
| Mycio Wealth Partners, LLC | 0.01% | No change | 258 | $24K |
| Gould Capital, LLC | 0.02% | No change | 257 | $24K |
| Pineridge Advisors LLC | 0.01% | Reduce -99.5% | 254 | $24K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 242 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +30.4% | 219 | $20K |
| Park Square Financial Group, LLC | 0.01% | — | 200 | $19K |
| Summit Securities Group LLC | 0.01% | New | 200 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 200 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 196 | $18K |
| Smithfield Trust Co | 0.00% | No change | 188 | $17K |
| National Bank of Canada | 0.00% | Add +1.7% | 178 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 175 | $16K |
| Tsfg, LLC | 0.00% | No change | 168 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 171 | $16K |
| Natixis | 0.00% | No change | 171 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 170 | $16K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +1.2% | 169 | $16K |
| Assetmark, Inc. | 0.00% | Add +8.1% | 160 | $15K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 158 | $15K |
| Transcendent Capital Group LLC | 0.01% | Reduce -61.0% | 157 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 155 | $14K |
| Field & Main Bank | 0.00% | No change | 151 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 150 | $14K |
| Motco | 0.00% | No change | 142 | $13K |
| Avion Wealth | 0.00% | No change | 144 | $13K |
| Eastern Bank | 0.00% | No change | 132 | $12K |
| Horizons Wealth Management | 0.01% | No change | 129 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 120 | $11K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 118 | $11K |
| Global Financial Private Client, LLC | 0.00% | No change | 112 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 110 | $10K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 107 | $10K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 105 | $10K |
| Ancora Advisors LLC | 0.00% | Add +1.0% | 104 | $10K |
| Mather Group, Llc. | 0.00% | Reduce -35.5% | 98 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.2% | 93 | $9K |
| Golden State Wealth Management, LLC | 0.00% | — | 92 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 90 | $8K |
| Independence Bank of Kentucky | 0.00% | No change | 90 | $8K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 85 | $8K |
| Cardiff Park Advisors, LLC | 0.00% | Add +1.2% | 85 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Add +6.5% | 82 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 79 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 77 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 75 | $7K |
| Measured Risk Portfolios, Inc. | 0.01% | — | 72 | $7K |
| New Republic Capital, LLC | 0.00% | No change | 70 | $7K |
| PSI Advisors, LLC | 0.00% | No change | 70 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 64 | $6K |
| City State Bank | 0.00% | No change | 60 | $6K |
| Atala Financial Inc | 0.00% | — | 56 | $5K |
| Orion Capital Management LLC | 0.00% | New | 50 | $5K |
| Advisors Preferred, LLC | 0.00% | Reduce -50.0% | 50 | $5K |
| Investors Research Corp | 0.00% | Add +6.8% | 47 | $4K |
| Element Wealth, LLC | 0.00% | New | 44 | $4K |
| IMG Wealth Management, Inc. | 0.00% | — | 43 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.5% | 41 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 40 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -50.0% | 34 | $3K |
| Key Financial Inc | 0.00% | No change | 32 | $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% | No change | 17 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 15 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 15 | $1K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 14 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 13 | $1K |
| Harbour Investments, Inc. | 0.00% | Reduce -20.0% | 12 | $1K |
| Bank of New Hampshire | 0.00% | No change | 10 | $931 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 7 | $652 |
| Country Trust Bank | 0.00% | New | 7 | $651 |
| Horizon Investments, LLC | 0.00% | No change | 6 | $558 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 6 | $518 |
| Lanark Financial, Inc. | 0.04% | — | 5 | $486 |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $186 |
| Capstone Investment Advisors, LLC | 0.00% | New | 1 | $93 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $93 |
"% 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.