iShares US Real Estate ETFIYRETF

13F holders, Q1 2025 (March 31)
481holders −34
44new positions
71sold out
4famous investors
$95.66avg. 13F price*

At the end of Q1 2025, 481 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, down 34 from Q4 2024. 44 opened new positions and 71 sold out. The largest holders were WealthNavi Inc. ($449.7M), Barclays PLC ($389.6M) and Cibc World Markets Corp. ($367.5M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions44$73.4M
Exits71$240.8M

All 13F filers, Q4 2024 → Q1 2025: 3,542,962 shares bought and 19,098,293 shares sold, net −15,555,331 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 481 holders

WealthNavi Inc. 5.00% Add +5.4% 4,696,857 $449.7M
Barclays PLC 0.18% Reduce -48.9% 4,069,080 $389.6M
Cibc World Markets Corp. 2.91% Reduce -4.3% 3,838,479 $367.5M
Goldman Sachs Group Inc. 0.06% Reduce -53.1% 3,030,490 $290.2M
Morgan Stanley 0.02% Reduce -8.8% 3,021,478 $289.3M
Bank of America Corp. 0.01% Reduce -60.1% 1,562,027 $149.6M
UBS Group AG 0.03% Reduce -19.8% 1,513,426 $144.9M
BNP Paribas Financial Markets 0.10% Reduce -28.0% 1,411,759 $135.2M
JPMorgan Chase & Co. 0.01% Add +104.9% 1,163,748 $111.4M
Wolverine Trading, LLC 3.23% Add +1.7% 1,074,606 $101.8M
Ilmarinen Mutual Pension Insurance Co 0.89% Add +9.5% 1,047,977 $100.3M
Stifel Financial Corp. 0.08% Reduce -2.6% 760,634 $72.8M
Royal Bank of Canada 0.02% Reduce -35.5% 726,798 $69.6M
Citigroup Inc. 0.05% Add +188.7% 724,731 $69.4M
BlackRock, Inc. 0.00% Reduce -6.4% 623,002 $59.7M
Money Design Co.,Ltd. 2.52% Add +0.3% 526,905 $50.5M
HSBC Holdings PLC 0.03% Add +8.3% 467,522 $44.5M
US Bancorp \de 0.06% Reduce -5.2% 433,642 $41.5M
Wells Fargo & Company 0.01% Reduce -37.7% 422,486 $40.5M
PGIM Custom Harvest LLC 0.95% Add +4.3% 413,478 $39.6M
Quadrature Capital Ltd 0.86% Add +35.9% 407,150 $39.0M
PNC Financial Services Group, Inc. 0.02% Reduce -0.5% 400,387 $38.3M
Jane Street Group, LLC 0.06% Add +760.6% 357,583 $34.2M
LPL Financial LLC 0.01% Reduce -20.5% 351,882 $33.7M
Connable Office Inc. 2.81% Reduce -33.1% 275,246 $26.4M
FUKOKU MUTUAL LIFE INSURANCE Co 1.72% No change 243,000 $23.3M
Squarepoint Ops LLC 0.06% Reduce -73.4% 240,917 $23.1M
Pathstone Holdings, LLC 0.10% Reduce -3.9% 236,695 $22.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +5.2% 236,277 $22.6M
D. E. Shaw & Co. 0.03% New 232,203 $22.2M
Mercer Global Advisors Inc. 0.05% Add +13.9% 220,393 $21.1M
Ameriprise Financial Inc. 0.01% Reduce -48.9% 230,149 $20.7M
Raymond James Financial Inc. 0.01% Reduce -14.7% 203,747 $19.5M
Mariner, LLC 0.03% Reduce -5.8% 185,770 $17.8M
Millennium Management 0.02% Add +99.8% 179,008 $17.1M
Passaic Partners LLC 2.23% Reduce -14.2% 153,447 $14.7M
NorthCoast Asset Management LLC 0.07% Add +127.9% 150,572 $14.4M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -84.2% 150,000 $14.4M
GTS Securities LLC 0.61% Add +28.2% 146,931 $14.1M
Sand Hill Global Advisors, LLC 0.58% Reduce -4.8% 145,982 $14.0M
Magnus Financial Group LLC 1.35% Add +5.6% 144,650 $13.9M
Financial Advisory Corp 2.26% Add +1.3% 142,878 $13.7M
Envestnet Asset Management Inc. 0.00% Reduce -29.5% 130,851 $12.5M
Jain Global LLC 0.26% New 130,650 $12.5M
Sumitomo Mitsui Financial Group, Inc. 0.22% Add +6.0% 126,934 $12.2M
J. Goldman & Co LP 0.39% Add +160.6% 113,581 $10.9M
Jacobi Capital Management LLC 0.72% Add +1.4% 101,814 $9.7M
MML Investors Services, LLC 0.03% Add +7.8% 101,109 $9.7M
Bank of Montreal 0.01% Reduce -13.7% 101,049 $9.7M
Jump Financial, LLC 0.14% New 96,832 $9.3M
Rockefeller Capital Management L.P. 0.02% Reduce -15.4% 96,377 $9.2M
Itau Unibanco Holding S.A. 0.33% Add +823.5% 89,255 $8.5M
Kensington Asset Management, LLC 0.82% New 81,873 $7.8M
Aspect Partners, LLC 4.32% Add +273.6% 78,802 $7.5M
Tudor Investment Corporation 0.07% Add +29.5% 77,879 $7.5M
IFP Advisors, Inc 0.22% Reduce -0.0% 74,501 $7.1M
Maven Securities LTD 1.56% Add +10.4% 74,443 $7.1M
Bailard, Inc. 0.17% Reduce -2.9% 70,249 $6.7M
Matthew Goff Investment Advisor, LLC 1.24% Add +0.2% 70,142 $6.7M
Global Endowment Management, LP 0.86% Add +64.5% 68,880 $6.6M
Mission Wealth Management, LP 0.17% Reduce -6.5% 68,789 $6.6M
Unique Wealth, LLC 1.21% Add +17.0% 66,928 $6.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -24.1% 64,638 $6.2M
Commonwealth Equity Services, LLC 0.01% Reduce -14.7% 64,541 $6.2M
SCS Capital Management LLC 0.08% Add +82.5% 63,314 $6.1M
SG Americas Securities, LLC 0.02% Add +457.9% 62,671 $6.0M
Rebalance, LLC 0.42% Reduce -6.8% 59,343 $5.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +53.8% 57,637 $5.5M
Running Point Capital Advisors, LLC 1.65% Reduce -5.8% 54,127 $5.2M
Cerity Partners LLC 0.01% Reduce -2.5% 52,981 $5.1M
Courier Capital LLC 0.33% Add +1.5% 52,728 $5.0M
Fox Run Management, L.L.C. 0.78% Add +22.9% 52,500 $5.0M
Cibc World Market Inc. 0.01% Reduce -57.9% 52,482 $5.0M
HighTower Advisors, LLC 0.01% Reduce -32.7% 52,285 $5.0M
Osaic Holdings, Inc. 0.01% Reduce -41.8% 50,153 $4.8M
New Republic Capital, LLC 2.08% Add +71504.3% 50,123 $4.8M
Arkansas Financial Group, Inc. 0.82% Reduce -1.7% 53,984 $4.7M
Measured Wealth Private Client Group, LLC 1.45% Add +145.0% 47,332 $4.5M
CarsonAllaria Wealth Management, Ltd. 2.62% Reduce -7.9% 47,221 $4.5M
Truist Financial Corp. 0.01% Reduce -2.1% 46,234 $4.4M
Brevan Howard Capital Management LP 0.12% New 44,148 $4.2M
Corient Private Wealth LP 0.01% Reduce -6.3% 43,838 $4.2M
Marshall Wace, LLP 0.01% Add +2.1% 43,589 $4.2M
Focus Partners Wealth 0.01% Add +12.7% 43,232 $4.1M
Verition Fund Management LLC 0.02% Add +796.3% 41,041 $3.9M
Glenview Trust Co 0.07% Reduce -0.1% 39,548 $3.8M
Rodgers & Associates, LTD 0.45% Add +3.9% 38,228 $3.7M
Pictet North America Advisors SA 0.36% No change 37,434 $3.6M
Cetera Investment Advisers 0.01% Reduce -80.4% 37,253 $3.6M
Stephens Inc. 0.05% Reduce -2.9% 36,408 $3.5M
Sheets Smith Wealth Management 0.43% No change 36,000 $3.4M
Allie Family Office LLC 1.89% Add +13.0% 35,989 $3.4M
Allegheny Financial Group 0.88% Reduce -1.2% 35,947 $3.4M
Modern Wealth Management, LLC 0.11% Reduce -94.9% 35,943 $3.4M
Whitegate Investment Counselors, Inc. 1.22% Add +0.0% 35,831 $3.4M
Checchi Capital Advisers, LLC 0.24% Reduce -9.2% 35,383 $3.4M
Lifeworks Advisors, LLC 0.56% Reduce -28.7% 34,873 $3.3M
Liquid Strategies, LLC 0.62% New 34,304 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Add +4.0% 33,793 $3.2M
Fairway Wealth LLC 1.18% Add +0.0% 33,302 $3.2M
Interval Partners, LP 0.11% Add +116.5% 31,926 $3.1M
KM Capital Management Ltd. 1.56% Add +9.6% 30,304 $2.9M
SBI Securities Co., Ltd. 0.10% Reduce -5.0% 30,153 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.7% 28,658 $2.7M
JFS Wealth Advisors, LLC 0.18% Add +0.0% 27,678 $2.7M
Silver Oak Securities, Incorporated 0.24% Reduce -14.4% 27,367 $2.6M
Rakuten Investment Management, Inc. 0.01% — 26,096 $2.5M
SOA Wealth Advisors, LLC. 0.51% Reduce -0.4% 25,596 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -81.0% 25,267 $2.4M
First Citizens Financial Corp 1.36% Reduce -6.2% 25,119 $2.4M
Quantbot Technologies LP 0.08% Reduce -39.8% 24,826 $2.4M
RiverGlades Family Offices LLC 1.70% Reduce -1.6% 24,743 $2.4M
Washington Trust Bank 0.23% Add +2.0% 24,347 $2.3M
Jmac Enterprises LLC 0.55% Add +4.0% 24,272 $2.3M
Embree Financial Group 0.39% Reduce -13.0% 24,246 $2.3M
Sage Rhino Capital LLC 0.53% Add +1.4% 23,961 $2.3M
Axxcess Wealth Management, LLC 0.06% Reduce -3.2% 23,190 $2.2M
Kestra Advisory Services, LLC 0.01% Reduce -4.6% 23,104 $2.2M
FMR LLC 0.00% Add +3.3% 22,816 $2.2M
Avantax Advisory Services, Inc. 0.01% Add +9.7% 22,308 $2.1M
Wealthspire Advisors, LLC 0.01% Add +141.7% 22,270 $2.1M
Nepc LLC 0.06% No change 21,276 $2.0M
Comerica Bank 0.01% Reduce -7.0% 21,011 $2.0M
Blair William & Co. 0.01% Reduce -3.3% 20,928 $2.0M
Broadview Financial Management, LLC 1.49% Reduce -5.8% 20,875 $2.0M
Wilmington Savings Fund Society, FSB 0.04% No change 20,807 $2.0M
Northern Trust Corp. 0.00% Reduce -10.3% 20,425 $2.0M
Legacy Private Trust Co. 0.13% Reduce -2.8% 20,362 $1.9M
Naviter Wealth, LLC 0.23% No change 20,335 $1.9M
Canton Hathaway, LLC 0.36% Reduce -7.5% 18,859 $1.8M
B. Riley Wealth Advisors, Inc. 0.05% Add +69.0% 18,541 $1.8M
Evanson Asset Management, LLC 0.12% Add +0.2% 18,372 $1.8M
Sowell Financial Services LLC 0.08% Add +1.8% 18,319 $1.8M
Stamos Capital Partners, L.P. 0.45% Reduce -16.3% 18,036 $1.7M
Gray Private Wealth, LLC 1.02% Reduce -2.6% 17,783 $1.7M
Dogwood Wealth Management LLC 0.87% Add +2.7% 17,246 $1.7M
Rather & Kittrell, Inc. 0.35% Reduce -1.4% 16,936 $1.6M
Foundation Wealth Management, LLC 1.26% Add +0.1% 16,755 $1.6M
Cordant, Inc. 0.83% Reduce -3.1% 16,634 $1.6M
Integrated Advisors Network LLC 0.08% Add +6.1% 16,440 $1.6M
First Financial Corp. 0.76% Add +4.9% 16,374 $1.6M
Lido Advisors, LLC 0.01% Reduce -3.3% 15,952 $1.5M
Gallagher Fiduciary Advisors, LLC 0.05% New 15,899 $1.5M
Mutual Advisors, LLC 0.04% Add +21.7% 16,492 $1.5M
Parkside Advisors LLC 0.36% Reduce -0.1% 15,714 $1.5M
Balyasny Asset Management L.P. 0.00% New 15,436 $1.5M
Baird Financial Group, Inc. 0.00% Add +0.8% 14,942 $1.4M
Garde Capital, Inc. 0.08% No change 14,933 $1.4M
Ballew Advisors, Inc 0.91% Add +0.3% 15,326 $1.4M
Waverly Advisors, LLC 0.02% Add +103.9% 14,069 $1.3M
Sequoia Financial Advisors, LLC 0.01% Add +0.6% 13,829 $1.3M
Commerce Bank 0.01% Reduce -1.8% 13,792 $1.3M
Koshinski Asset Management, Inc. 0.11% Reduce -1.5% 13,645 $1.3M
Creative Planning 0.00% Reduce -1.1% 13,530 $1.3M
Stevens Capital Management LP 0.32% New 13,506 $1.3M
Milestone Asset Management, LLC 0.28% Add +188.6% 13,470 $1.3M
Private Advisor Group, LLC 0.01% Reduce -1.5% 13,453 $1.3M
TAGStone Capital, Inc. 0.63% Reduce -9.3% 13,347 $1.3M
Jefferies Financial Group Inc. 0.02% New 12,464 $1.2M
Brown Advisory Inc. 0.00% Reduce -2.4% 12,251 $1.2M
MAI Capital Management 0.01% Reduce -17.6% 11,757 $1.1M
Gladstone Institutional Advisory LLC 0.05% Reduce -15.4% 11,617 $1.1M
Upper Left Wealth Management, LLC 0.80% Reduce -1.6% 11,579 $1.1M
Finley Financial, LLC 0.60% Reduce -23.2% 11,495 $1.1M
Stratos Wealth Advisors, LLC 0.06% Reduce -34.1% 11,150 $1.1M
Centaurus Financial, Inc. 0.06% Reduce -78.8% 10,909 $1.0M
BlueSky Wealth Advisors, LLC 0.16% Reduce -11.3% 10,905 $1.0M
Bessemer Group Inc. 0.00% Add +32.6% 10,871 $1.0M
Captrust Financial Advisors 0.00% Reduce -27.4% 10,722 $1.0M
Guidance Point Advisors, LLC 0.30% Add +0.3% 10,612 $1.0M
NTV Asset Management LLC 0.13% No change 10,445 $1.0M
GLOBALT Investments LLC / GA 0.04% Reduce -9.5% 10,046 $962K
Rehmann Capital Advisory Group 0.06% Add +2.7% 9,995 $957K
Ssi Investment Management LLC 0.38% Reduce -77.4% 9,850 $943K
J. Safra Sarasin Holding AG 0.02% Reduce -42.1% 9,607 $920K
Sterling Investment Advisors LLC 0.52% Add +6.1% 9,573 $917K
Kagan Cocozza Asset Management 0.75% Reduce -0.6% 9,564 $916K
Atom Investors LP 0.11% New 9,474 $907K
Janney Montgomery Scott LLC 0.00% Reduce -7.5% 9,343 $895K
Ethos Financial Group, LLC 0.09% New 9,333 $894K
Adell Harriman & Carpenter Inc. 0.07% Reduce -18.5% 9,327 $893K
Scotia Capital Inc. 0.00% Add +8.4% 9,268 $887K
HB Wealth Management, LLC 0.01% Add +0.1% 9,182 $879K
Nuveen, LLC 0.00% — 9,100 $871K
Bank of New York Mellon Corp 0.00% Reduce -16.2% 8,721 $835K
Financial & Tax Architects, LLC 0.21% Add +19.3% 8,664 $830K
Moors & Cabot, Inc. 0.04% Add +7.0% 8,486 $813K
Cullen/Frost Bankers, Inc. 0.01% Add +7.5% 8,374 $802K
DRW Securities, LLC 0.07% New 8,298 $795K
Davies Financial Advisors, Inc. 0.68% Add +6.2% 8,276 $792K
Faithward Advisors, LLC 0.14% Add +13.9% 8,230 $788K
Westmount Partners, LLC 0.24% Add +4.7% 8,175 $783K
Creekside Partners 0.41% Add +0.1% 8,129 $778K
Synovus Financial Corp. 0.01% Reduce -9.1% 7,857 $752K
Thrivent Financial for Lutherans 0.00% Reduce -2.2% 7,824 $749K
M&T Bank Corp 0.00% Reduce -5.5% 7,700 $737K
Modera Wealth Management, LLC 0.01% Reduce -6.5% 7,699 $737K
LMR Partners LLP 0.02% Reduce -45.3% 7,482 $716K
Clear Creek Financial Management, LLC 0.07% Reduce -95.2% 7,480 $716K
Allworth Financial LP 0.00% Reduce -27.1% 7,696 $711K
Grey Fox Wealth Advisors, LLC 0.18% Add +12.6% 7,154 $685K
Balanced Wealth Group LLC 0.33% Add +0.4% 7,093 $679K
Covenant Asset Management, LLC 0.17% Reduce -1.6% 7,072 $677K
Deutsche Bank AG 0.00% No change 6,985 $669K
Atlas Legacy Advisors, LLC 0.17% Reduce -14.0% 7,064 $669K
Sound Income Strategies, LLC 0.04% Add +2.1% 6,984 $669K
Elevation Wealth Partners, LLC 0.28% No change 6,820 $653K
Dimension Capital Management LLC 0.11% Reduce -0.5% 6,599 $632K
Keel Point, LLC 0.05% Add +0.7% 6,547 $627K
Courage Miller Partners, LLC 0.21% Add +1.3% 6,499 $622K
Moneta Group Investment Advisors LLC 0.01% Add +2.9% 6,426 $615K
Alliancebernstein L.P. 0.00% Add +21.9% 6,384 $611K
Orion Porfolio Solutions, LLC 0.01% Add +38.0% 6,273 $601K
Orion Portfolio Solutions, LLC 0.01% Add +38.0% 6,273 $601K
Waycross Investment Management Co 0.68% Add +13.4% 6,264 $600K
Waldron Private Wealth LLC 0.03% No change 6,246 $598K
Creative Financial Designs Inc. 0.05% Add +40.1% 6,175 $591K
Jones Financial Companies LLLP 0.00% Add +191.5% 6,144 $582K
J.W. Cole Advisors, Inc. 0.02% Add +112.7% 6,067 $581K
Bristlecone Advisors, LLC 0.05% Reduce -7.2% 6,004 $575K
Advisory Services Network, LLC 0.01% Reduce -1.0% 5,977 $572K
Gould Asset Management LLC 0.12% No change 5,975 $572K
Regal Investment Advisors LLC 0.05% Reduce -0.9% 5,955 $570K
Prospera Financial Services Inc 0.01% Reduce -6.6% 5,936 $568K
Ameritas Advisory Services, LLC 0.02% Reduce -0.1% 6,035 $567K
TFO Wealth Partners, LLC 0.11% New 5,911 $566K
Pinnacle Financial Partners Inc 0.01% Add +0.3% 6,078 $566K
Steward Partners Investment Advisory, LLC 0.01% Reduce -6.7% 5,899 $565K
Burke & Herbert Bank & Trust Co. 0.14% No change 5,865 $562K
Valeo Financial Advisors, LLC 0.02% Reduce -4.7% 5,855 $561K
Graybill Wealth Management, LTD. 0.19% — 5,721 $548K
Axos Invest Inc. 0.42% Reduce -4.8% 5,707 $546K
Principal Financial Group Inc. 0.00% Reduce -87.3% 5,702 $546K
HCR Wealth Advisors 0.07% Add +0.0% 5,693 $545K
Integrated Wealth Concepts LLC 0.01% Reduce -0.9% 5,605 $537K
Rock Point Advisors, LLC 0.16% Reduce -1.1% 5,505 $527K
Cresset Asset Management, LLC 0.00% Reduce -1.8% 5,354 $513K
Omega Financial Group, LLC 0.19% Reduce -2.1% 5,268 $504K
Encompass Wealth Advisors, LLC 0.21% Add +9.6% 5,264 $504K
Lanark Financial, Inc. 0.04% — 5,158 $493K
Ellis Investment Partners, LLC 0.10% Add +0.3% 5,132 $491K
Vanguard Group Inc. 0.00% No change 5,079 $486K
CFM Wealth Partners LLC 0.08% Add +7.6% 5,011 $480K
Castle Wealth Management LLC 0.19% No change 4,998 $479K
Aptus Capital Advisors, LLC 0.01% Reduce -47.1% 4,946 $474K
Geneos Wealth Management Inc. 0.02% Add +5.1% 4,887 $468K
Farther Finance Advisors, LLC 0.01% Add +0.3% 4,846 $464K
Leavell Investment Management, Inc. 0.02% No change 4,845 $464K
Infinity Wealth Counsel, LLC 0.49% Reduce -1.0% 4,745 $454K
Partners Wealth Management, LLC 0.51% No change 4,710 $451K
Alhambra Investment Management LLC 0.23% Add +16.7% 4,653 $446K
Watts Gwilliam & Co., LLC 0.10% Add +8.5% 4,626 $443K
Rathbones Group PLC 0.00% Reduce -0.7% 4,608 $441K
Sigma Planning Corp 0.01% Add +99.2% 4,572 $438K
DAVENPORT & Co LLC 0.00% Reduce -28.7% 4,506 $431K
Atria Wealth Solutions, Inc. 0.01% Add +3.2% 4,453 $426K
Principle Wealth Partners LLC 0.03% No change 4,400 $421K
Tidal Investments LLC 0.00% Add +15.8% 4,400 $421K
Sachem Hill LLC 0.08% No change 4,384 $420K
Simplex Trading, LLC 0.01% New 4,360 $417K
Flagstar Securities, Inc. 0.11% New 4,340 $416K
Audent Global Asset Management, LLC 0.34% Reduce -23.6% 4,304 $412K
Manchester Capital Management LLC 0.05% No change 4,286 $410K
Abacus Planning Group, Inc. 0.07% No change 4,275 $409K
City Holding Co. 0.06% No change 4,186 $401K
Independent Financial Group, LLC 0.01% Reduce -72.5% 4,156 $398K
Investment Advisory Group, LLC 0.13% Add +3.8% 4,134 $396K
Clearstead Advisors, LLC 0.01% Reduce -5.5% 4,126 $395K
Headlands Technologies LLC 0.04% Reduce -0.1% 4,043 $387K
Bradley Foster & Sargent Inc. 0.01% No change 4,009 $384K
GWN Securities Inc. 0.02% New 4,054 $377K
1832 Asset Management L.P. 0.00% Reduce -15.4% 3,930 $376K
Oppenheimer & Co. Inc. 0.01% Add +0.8% 3,906 $374K
Cypress Financial Planning LLC 0.13% Add +0.6% 3,896 $373K
Tower Wealth Partners, Inc. 0.19% Add +1.5% 3,806 $364K
Paladin Advisory Group, LLC 0.29% Reduce -7.9% 3,747 $359K
Yukon Wealth Management, Inc. 0.15% — 3,714 $356K
Renaissance Technologies 0.00% Reduce -90.5% 3,700 $354K
Intrust Bank NA 0.03% No change 3,657 $350K
IFG Advisors, LLC 0.07% Add +0.3% 3,592 $344K
World Equity Group, Inc. 0.10% New 3,579 $343K
Enterprise Bank & Trust Co 0.13% No change 3,525 $338K
Second Line Capital, LLC 0.09% New 3,501 $335K
Quantessence Capital LLC 0.08% Reduce -97.1% 3,494 $335K
Perigon Wealth Management, LLC 0.01% Reduce -42.7% 3,478 $333K
Viewpoint Capital Management LLC 0.18% No change 3,461 $331K
Delta Capital Management LLC 0.19% No change 3,380 $324K
Tanglewood Wealth Management, Inc. 0.04% No change 3,372 $323K
Retirement Planning Group, LLC 0.02% Add +35.6% 3,355 $321K
Lakeshore Capital Group, Inc. 0.30% New 3,285 $315K
Wealth Architects, LLC 0.03% No change 3,275 $314K
D.A. Davidson & Co. 0.00% Add +2.6% 3,225 $309K
United Asset Strategies, Inc. 0.03% Reduce -24.4% 3,221 $308K
Choreo, LLC 0.00% No change 3,204 $307K
Sava Infond d.o.o. 0.06% New 3,200 $306K
Parallel Advisors, LLC 0.01% No change 3,132 $300K
Garrison Point Advisors, LLC 0.14% Add +5.2% 3,121 $299K
ProVise Management Group, LLC 0.03% No change 3,095 $296K
OneDigital Investment Advisors LLC 0.00% Add +0.4% 2,998 $287K
Private Trust Co. NA 0.03% Reduce -0.5% 2,993 $287K
Glenmede Trust Co. NA 0.00% No change 2,989 $286K
Sage Financial Group Inc. 0.02% Add +7.2% 2,978 $285K
Sonata Capital Group Inc. 0.12% No change 2,972 $285K
Smith Shellnut Wilson LLC 0.13% No change 2,963 $284K
Wealth Dimensions Group, Ltd. 0.07% No change 2,940 $282K
Manhattan West Asset Management, LLC 0.07% Reduce -5.3% 2,840 $272K
Sierra Capital LLC 0.03% Reduce -37.7% 2,830 $271K
Cary Street Partners Financial LLC 0.01% No change 2,816 $270K
Optivise Advisory Services LLC 0.15% No change 2,791 $267K
Apella Capital, LLC 0.01% Add +0.2% 2,973 $266K
LGT Financial Advisors LLC 0.81% Add +0.4% 2,771 $265K
HGI Capital Management, LLC 0.33% New 2,751 $263K
Cozad Asset Management Inc. 0.03% Reduce -16.4% 2,725 $261K
Hughes Financial Services, LLC 0.05% Reduce -1.6% 2,714 $260K
CenterStar Asset Management, LLC 0.37% Reduce -38.4% 2,703 $259K
BIP Wealth, LLC 0.02% Reduce -0.7% 2,689 $257K
ABLE Financial Group, LLC 0.07% Reduce -17.6% 2,627 $252K
KFA Private Wealth Group, LLC 0.09% New 2,604 $249K
Focus Partners Advisor Solutions, LLC 0.00% Add +17.5% 2,601 $249K
Integris Wealth Management, LLC 0.07% No change 2,561 $245K
Arkadios Wealth Advisors 0.01% New 2,538 $243K
Inscription Capital, LLC 0.04% — 2,700 $243K
Platform Technology Partners 0.07% No change 2,530 $242K
Taylor & Morgan Wealth Management, LLC 0.18% Add +0.4% 2,523 $242K
Advisor Resource Council 0.02% New 2,500 $239K
Marex Group Ltd 0.00% New 2,484 $238K
Principal Securities, Inc. 0.01% Add +3.3% 2,547 $237K
Aft, Forsyth & Sober, LLC 0.08% No change 2,450 $235K
EP Wealth Advisors, LLC 0.00% Add +70.8% 2,438 $233K
Group One Trading LLC 0.01% New 2,426 $232K
Edgestream Partners, L.P. 0.01% New 2,411 $231K
Ssa Swiss Advisors AG 0.12% — 2,400 $230K
Nomura Asset Management Co. Ltd. 0.00% Add +71.4% 2,400 $230K
Journey Strategic Wealth LLC 0.01% No change 2,392 $229K
Kohmann Bosshard Financial Services, LLC 0.03% No change 2,362 $226K
Franklin Resources Inc. 0.00% Add +15.9% 2,355 $225K
Phocas Financial Corp. 0.03% Reduce -24.2% 2,350 $225K
Argent Trust Co 0.01% No change 2,342 $224K
Pure Financial Advisors, LLC 0.00% Reduce -2.9% 2,339 $224K
Bensler, LLC 0.03% Reduce -2.2% 2,303 $220K
&partners 0.00% New 2,322 $220K
Wealthcare Advisory Partners LLC 0.01% Add +0.0% 2,295 $220K
Center for Financial Planning, Inc. 0.03% No change 2,286 $219K
Clear Investment Research, LLC 0.29% Reduce -0.9% 2,280 $218K
Neuberger Berman Group LLC 0.00% Reduce -4.0% 2,264 $217K
Cape Cod Five Cents Savings Bank 0.02% No change 2,112 $215K
Spire Wealth Management 0.01% Reduce -56.9% 2,211 $212K
Patten & Patten Inc. 0.01% New 2,205 $211K
Sanctuary Advisors, LLC 0.00% Reduce -36.8% 2,197 $210K
Joel Isaacson & Co., LLC 0.01% Add +0.2% 2,156 $206K
One Wealth Advisors, LLC 0.03% New 2,122 $203K
Chicago Partners Investment Group LLC 0.01% New 2,136 $201K
Kestra Private Wealth Services, LLC 0.00% New 2,096 $201K
IHT Wealth Management, LLC 0.01% Reduce -14.7% 2,091 $200K
Larson Financial Group LLC 0.01% No change 1,872 $179K
Bear Mountain Capital, Inc. 0.07% Reduce -6.0% 1,848 $173K
Tucker Asset Management LLC 0.05% Add +0.4% 1,732 $166K
Hexagon Capital Partners LLC 0.03% Reduce -1.0% 1,648 $158K
Optimum Investment Advisors 0.07% Add +1.7% 1,640 $157K
Monetary Management Group Inc. 0.04% No change 1,625 $156K
Sandy Spring Bank 0.01% No change 1,611 $154K
Cwm, LLC 0.00% Reduce -2.9% 1,590 $152K
Pacifica Partners Inc. 0.07% No change 1,570 $146K
TD Waterhouse Canada Inc. 0.00% Reduce -21.9% 1,500 $144K
Bellwether Advisors, LLC 0.03% Add +19.5% 1,462 $139K
Acropolis Investment Management, LLC 0.01% No change 1,400 $134K
Cranbrook Wealth Management, LLC 0.03% Reduce -4.5% 1,352 $129K
Physician Wealth Advisors, Inc. 0.02% Add +0.1% 1,349 $129K
Rise Advisors, LLC 0.06% Add +0.4% 1,305 $125K
BOK Financial Private Wealth, Inc. 0.01% Reduce -6.3% 1,277 $122K
AE Wealth Management LLC 0.00% Reduce -98.3% 1,210 $116K
WealthCollab, LLC 0.07% No change 1,108 $106K
Advantage Trust Co 0.06% No change 1,100 $105K
Wood Tarver Financial Group, LLC 0.03% No change 1,072 $103K
First United Bank & Trust 0.04% Reduce -0.8% 1,005 $96K
Barrett & Company, Inc. 0.04% Reduce -16.8% 988 $95K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 975 $93K
CoreCap Advisors, LLC 0.00% Reduce -98.1% 955 $91K
Federation des caisses Desjardins du Quebec 0.00% Add +185.2% 924 $88K
Blue Trust, Inc. 0.00% No change 910 $87K
NewEdge Advisors, LLC 0.00% Add +0.4% 793 $76K
WealthShield Partners, LLC 0.01% Reduce -0.1% 790 $76K
Heritage Wealth Advisors 0.00% No change 700 $67K
Armor Investment Advisors, LLC 0.03% No change 673 $64K
Luminist Capital LLC 0.07% Reduce -4.5% 655 $63K
Chilton Capital Management LLC 0.00% No change 615 $59K
Rialto Wealth Management, LLC 0.02% No change 600 $57K
Maryland Capital Advisors Inc. 0.02% No change 580 $56K
Whittier Trust Co. of Nevada Inc. 0.00% No change 500 $48K
Flaharty Asset Management, LLC 0.01% New 470 $45K
HM Payson & Co. 0.00% No change 456 $44K
Russell Investments Group, Ltd. 0.00% New 447 $43K
Wayfinding Financial, LLC 0.02% New 414 $39K
MassMutual Private Wealth & Trust, FSB 0.00% No change 394 $38K
MCF Advisors LLC 0.00% No change 390 $37K
Redwood Park Advisors LLC 0.03% Add +0.5% 386 $37K
HighMark Wealth Management LLC 0.02% No change 375 $36K
Concord Wealth Partners 0.01% Add +0.3% 352 $34K
Cape Investment Advisory, Inc. 0.01% Reduce -21.9% 345 $33K
Sachetta, LLC 0.01% No change 307 $29K
Cetera Trust Company, N.A 0.02% No change 300 $29K
Granite FO LLC 0.02% No change 300 $29K
USA Financial Formulas 0.00% Reduce -100.0% 296 $28K
Asset Dedication, LLC 0.00% No change 289 $28K
Mycio Wealth Partners, LLC 0.01% No change 258 $25K
First Horizon Advisors, Inc. 0.00% Reduce -65.2% 243 $23K
Greykasell Wealth Strategies, Inc. 0.01% New 243 $23K
Valley Wealth Managers, Inc. 0.00% No change 242 $23K
Pineridge Advisors LLC 0.01% Reduce -7.5% 235 $22K
Synergy Investment Management, LLC 0.01% Reduce -22.0% 227 $22K
Glass Jacobson Investment Advisors llc 0.01% No change 219 $20K
National Bank of Canada 0.00% Add +15.7% 206 $20K
Bartlett & Co. Wealth Management LLC 0.00% No change 200 $19K
Picton Mahoney Asset Management 0.00% Reduce -81.8% 200 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 196 $19K
Smithfield Trust Co 0.00% No change 188 $18K
Sunbelt Securities, Inc. 0.00% No change 175 $17K
Natixis 0.00% No change 171 $16K
Farmers & Merchants Investments Inc. 0.00% No change 170 $16K
NorthRock Partners, LLC 0.00% New 169 $16K
Tsfg, LLC 0.00% No change 168 $16K
Lowe Wealth Advisors, LLC 0.01% No change 158 $15K
Carolinas Wealth Consulting LLC 0.00% Reduce -1.3% 153 $15K
Crewe Advisors LLC 0.00% No change 150 $14K
Motco 0.00% No change 142 $14K
Assetmark, Inc. 0.00% Reduce -11.3% 142 $14K
O'shaughnessy Asset Management, LLC 0.00% Add +50.5% 140 $13K
Avion Wealth 0.00% No change 144 $13K
Eastern Bank 0.00% No change 132 $13K
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
Global Financial Private Client, LLC 0.00% No change 112 $11K
EPG Wealth Management LLC 0.00% No change 110 $11K
Flagship Wealth Advisors, LLC 0.00% No change 105 $10K
Ancora Advisors LLC 0.00% Add +1.0% 105 $10K
Consultiva Wealth Management, Corp. 0.03% New 101 $10K
Park Square Financial Group, LLC 0.01% Reduce -51.0% 98 $9K
Mather Group, Llc. 0.00% No change 98 $9K
Robinswood Financial LLC 0.00% New 93 $9K
Missouri Trust & Investment Co 0.00% No change 90 $9K
Independence Bank of Kentucky 0.00% No change 90 $9K
Gould Capital, LLC 0.01% Reduce -66.9% 85 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 85 $8K
Cardiff Park Advisors, LLC 0.00% No change 85 $8K
Bogart Wealth, LLC 0.00% No change 80 $8K
Oxford Financial Group, LTD. LLC 0.00% No change 79 $8K
Smartleaf Asset Management LLC 0.00% No change 77 $7K
Field & Main Bank 0.00% Reduce -50.3% 75 $7K
Capital Analysts, LLC 0.00% No change 75 $7K
CIBC Private Wealth Group LLC 0.00% No change 82 $7K
Christopher J. Hasenberg, Inc 0.00% Reduce -84.7% 71 $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% No change 56 $5K
Continuum Advisory, LLC 0.00% New 55 $5K
Orion Capital Management LLC 0.00% Add +2.0% 51 $5K
Advisors Preferred, LLC 0.00% No change 50 $5K
Investors Research Corp 0.00% No change 47 $5K
IMG Wealth Management, Inc. 0.00% No change 43 $4K
CX Institutional 0.00% New 42 $4K
Glen Eagle Advisors, LLC 0.00% No change 40 $4K
Cornerstone Planning Group LLC 0.00% No change 41 $4K
Foster Dykema Cabot & Partners, LLC 0.00% No change 34 $3K
Key Financial Inc 0.00% No change 32 $3K
Salomon & Ludwin, LLC 0.00% No change 24 $2K
Capital Investment Advisory Services, LLC 0.00% Reduce -87.7% 21 $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% No change 15 $1K
Woodard & Co. Asset Management Group Inc. 0.00% No change 14 $1K
Beacon Capital Management, LLC 0.00% No change 13 $1K
Transamerica Financial Advisors, LLC 0.00% New 1 $1K
Bank of New Hampshire 0.00% No change 10 $958
Country Trust Bank 0.00% No change 7 $670
Horizon Investments, LLC 0.00% No change 6 $574
Iron Horse Wealth Management, LLC 0.00% No change 6 $535
Creekmur Asset Management LLC 0.00% No change 2 $192
Parallax Volatility Advisers, L.P. 0.00% No change 1 $96

"% 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.