iShares US Real Estate ETFIYRETF
13F holders, Q2 2025 (June 30)476holders −5
40new positions
46sold out
5famous investors
$91.68avg. 13F price*
At the end of Q2 2025, 476 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, down 5 from Q1 2025. 40 opened new positions and 46 sold out. The largest holders were Morgan Stanley ($475.6M), WealthNavi Inc. ($463.9M) and Cibc World Markets Corp. ($346.9M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $87.5M |
| Exits | 46 | $140.8M |
All 13F filers, Q1 2025 → Q2 2025: 9,429,311 shares bought and 3,744,634 shares sold, net +5,684,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 476 holders
| Morgan Stanley | 0.03% | Add +66.1% | 5,018,134 | $475.6M |
| WealthNavi Inc. | 4.67% | Add +4.2% | 4,895,086 | $463.9M |
| Cibc World Markets Corp. | 2.30% | Reduce -4.7% | 3,660,032 | $346.9M |
| Barclays PLC | 0.13% | Reduce -16.6% | 3,392,256 | $321.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +7.2% | 3,247,290 | $307.7M |
| Bank of America Corp. | 0.02% | Add +43.2% | 2,236,611 | $212.0M |
| Citigroup Inc. | 0.12% | Add +149.4% | 1,807,775 | $171.3M |
| UBS Group AG | 0.03% | Add +15.9% | 1,754,794 | $166.3M |
| BNP Paribas Financial Markets | 0.10% | Reduce -4.4% | 1,349,957 | $127.9M |
| Wolverine Trading, LLC | 3.17% | Add +23.6% | 1,327,716 | $125.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.8% | 1,014,886 | $96.2M |
| Ilmarinen Mutual Pension Insurance Co | 0.65% | Reduce -18.4% | 854,977 | $81.0M |
| HSBC Holdings PLC | 0.05% | Add +69.1% | 790,403 | $74.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.14% | Add +400.0% | 750,000 | $71.1M |
| Royal Bank of Canada | 0.01% | Add +2.6% | 745,770 | $70.7M |
| Stifel Financial Corp. | 0.06% | Reduce -14.9% | 647,107 | $61.3M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 623,407 | $59.1M |
| Money Design Co.,Ltd. | 2.59% | Add +5.0% | 553,275 | $52.4M |
| LPL Financial LLC | 0.02% | Add +42.5% | 501,387 | $47.5M |
| PGIM Custom Harvest LLC | 0.85% | Add +5.7% | 437,175 | $41.4M |
| US Bancorp \de | 0.05% | Reduce -3.4% | 418,708 | $39.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.8% | 410,884 | $38.9M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.3% | 395,241 | $37.5M |
| Mercer Global Advisors Inc. | 0.08% | Add +66.8% | 367,607 | $34.8M |
| Ameriprise Financial Inc. | 0.01% | Add +45.9% | 335,818 | $31.8M |
| Jane Street Group, LLC | 0.05% | Reduce -16.0% | 300,396 | $28.5M |
| Connable Office Inc. | 2.57% | Reduce -0.3% | 274,519 | $26.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.47% | No change | 243,000 | $23.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.8% | 242,821 | $23.0M |
| Pathstone Holdings, LLC | 0.09% | Add +0.7% | 238,300 | $22.6M |
| Passaic Partners LLC | 2.49% | Add +41.5% | 217,134 | $20.6M |
| Raymond James Financial Inc. | 0.01% | Add +2.6% | 209,056 | $19.8M |
| Mariner, LLC | 0.03% | Add +1.7% | 188,923 | $17.9M |
| Maven Securities LTD | 4.49% | Add +145.6% | 182,846 | $17.3M |
| Citadel Advisors | 0.01% | New | 176,969 | $16.8M |
| J. Goldman & Co LP | 0.49% | Add +46.3% | 166,200 | $15.8M |
| Magnus Financial Group LLC | 1.26% | Add +4.6% | 151,239 | $14.3M |
| Sand Hill Global Advisors, LLC | 0.51% | Reduce -0.0% | 145,928 | $13.8M |
| Financial Advisory Corp | 2.06% | Reduce -0.7% | 141,883 | $13.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.20% | Add +1.1% | 128,337 | $12.2M |
| Point72 Europe (London) LLP | 0.61% | New | 125,112 | $11.9M |
| Yeomans Consulting Group, Inc. | 4.84% | New | 122,620 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 121,781 | $11.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +83.1% | 118,361 | $11.2M |
| Millennium Management | 0.01% | Reduce -34.4% | 117,413 | $11.1M |
| SG Americas Securities, LLC | 0.05% | Add +87.3% | 117,355 | $11.1M |
| MML Investors Services, LLC | 0.03% | Add +4.5% | 105,704 | $10.0M |
| Squarepoint Ops LLC | 0.02% | Reduce -56.6% | 104,623 | $9.9M |
| Bank of Montreal | 0.01% | Add +2.7% | 103,770 | $9.8M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -36.7% | 95,327 | $9.0M |
| Global Endowment Management, LP | 1.18% | Add +36.3% | 93,880 | $8.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -4.6% | 91,987 | $8.7M |
| Tudor Investment Corporation | 0.07% | Add +17.6% | 91,593 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Add +70.7% | 85,616 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Add +228.1% | 82,894 | $7.9M |
| Unique Wealth, LLC | 1.16% | Add +13.7% | 76,108 | $7.2M |
| Cetera Investment Advisers | 0.01% | Add +103.1% | 75,654 | $7.2M |
| Farther Finance Advisors, LLC | 0.13% | Add +1342.0% | 69,878 | $6.6M |
| Bailard, Inc. | 0.15% | Reduce -1.1% | 69,494 | $6.6M |
| Matthew Goff Investment Advisor, LLC | 1.21% | Reduce -1.2% | 69,296 | $6.6M |
| Mission Wealth Management, LP | 0.13% | Reduce -7.9% | 63,357 | $6.0M |
| SCS Capital Management LLC | 0.07% | No change | 63,314 | $6.0M |
| Norden Group LLC | 0.64% | New | 62,517 | $5.9M |
| Aster Capital Management (DIFC) Ltd | 1.34% | New | 62,422 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.0% | 60,001 | $5.7M |
| Modern Wealth Management, LLC | 0.13% | Add +52.7% | 54,888 | $5.2M |
| Courier Capital LLC | 0.31% | Add +1.3% | 53,420 | $5.1M |
| Arkansas Financial Group, Inc. | 0.76% | Reduce -3.8% | 51,941 | $4.9M |
| Cerity Partners LLC | 0.01% | Reduce -2.7% | 51,566 | $4.9M |
| New Republic Capital, LLC | 1.68% | No change | 50,123 | $4.8M |
| Measured Wealth Private Client Group, LLC | 1.41% | Add +5.0% | 49,682 | $4.7M |
| Running Point Capital Advisors, LLC | 1.30% | Reduce -8.5% | 49,536 | $4.7M |
| Marshall Wace, LLP | 0.01% | Add +9.6% | 47,757 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +2.6% | 47,432 | $4.5M |
| CarsonAllaria Wealth Management, Ltd. | 2.40% | Add +0.0% | 47,236 | $4.5M |
| Focus Partners Wealth | 0.01% | Add +8.0% | 46,693 | $4.4M |
| Rebalance, LLC | 0.30% | Reduce -21.3% | 46,690 | $4.4M |
| USA Financial Formulas | 0.72% | Add +14895.3% | 44,386 | $4.2M |
| Trek Financial, LLC | 0.28% | New | 43,625 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.0% | 41,289 | $3.9M |
| Glenview Trust Co | 0.06% | Reduce -0.5% | 39,362 | $3.7M |
| Clear Creek Financial Management, LLC | 0.35% | Add +425.1% | 39,279 | $3.7M |
| Renaissance Technologies | 0.00% | Add +954.0% | 39,000 | $3.7M |
| Rodgers & Associates, LTD | 0.40% | Add +0.7% | 38,491 | $3.6M |
| Allie Family Office LLC | 1.78% | Add +5.2% | 37,855 | $3.6M |
| Pictet North America Advisors SA | 0.36% | No change | 37,434 | $3.5M |
| Naviter Wealth, LLC | 0.43% | Add +82.1% | 37,035 | $3.5M |
| Sheets Smith Wealth Management | 0.40% | No change | 36,000 | $3.4M |
| Allegheny Financial Group | 0.75% | Reduce -1.4% | 35,446 | $3.4M |
| Whitegate Investment Counselors, Inc. | 1.14% | Reduce -1.2% | 35,388 | $3.4M |
| Stephens Inc. | 0.05% | Reduce -3.6% | 35,079 | $3.3M |
| AE Wealth Management LLC | 0.02% | Add +2773.6% | 34,770 | $3.3M |
| IMC-Chicago, LLC | 0.08% | New | 34,746 | $3.3M |
| Fairway Wealth LLC | 1.04% | Add +3.5% | 34,456 | $3.3M |
| Itau Unibanco Holding S.A. | 0.12% | Reduce -63.3% | 32,786 | $3.1M |
| Forte Asset Management LLC | 1.54% | New | 31,864 | $3.0M |
| Corient Private Wealth LP | 0.00% | Reduce -27.3% | 31,863 | $3.0M |
| EWG Elevate Inc. | 0.92% | New | 31,530 | $3.0M |
| KM Capital Management Ltd. | 1.43% | Add +0.7% | 30,511 | $2.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -8.7% | 30,847 | $2.9M |
| Stamos Capital Partners, L.P. | 0.50% | Add +64.1% | 29,603 | $2.8M |
| Silver Oak Securities, Incorporated | 0.23% | Add +6.7% | 29,209 | $2.8M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -17.7% | 29,136 | $2.8M |
| SBI Securities Co., Ltd. | 0.08% | Reduce -3.8% | 29,018 | $2.8M |
| Global Retirement Partners, LLC | 0.07% | — | 29,010 | $2.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +79.2% | 27,668 | $2.6M |
| JFS Wealth Advisors, LLC | 0.17% | Reduce -0.1% | 27,665 | $2.6M |
| Waverly Advisors, LLC | 0.03% | Add +90.5% | 26,805 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.7% | 26,442 | $2.5M |
| Walleye Capital LLC | 0.03% | New | 26,698 | $2.5M |
| Jmac Enterprises LLC | 0.53% | Add +7.3% | 26,041 | $2.5M |
| RiverGlades Family Offices LLC | 1.61% | Add +4.8% | 25,943 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.7% | 25,569 | $2.4M |
| True Freedom Investing, LLC | 0.91% | — | 24,510 | $2.3M |
| Sage Rhino Capital LLC | 0.49% | Add +1.8% | 24,393 | $2.3M |
| Cibc World Market Inc. | 0.01% | Reduce -54.5% | 23,882 | $2.3M |
| Washington Trust Bank | 0.19% | Reduce -3.2% | 23,565 | $2.2M |
| Axxcess Wealth Management, LLC | 0.05% | Add +0.0% | 23,193 | $2.2M |
| FMR LLC | 0.00% | Add +1.2% | 23,085 | $2.2M |
| SOA Wealth Advisors, LLC. | 0.40% | Reduce -10.5% | 22,901 | $2.2M |
| Americana Partners, LLC | 0.07% | New | 21,896 | $2.1M |
| Summit Financial Consulting LLC | 1.86% | New | 21,881 | $2.1M |
| Lifeworks Advisors, LLC | 0.31% | Reduce -37.3% | 21,852 | $2.1M |
| Embree Financial Group | 0.31% | Reduce -11.2% | 21,540 | $2.0M |
| Nepc LLC | 0.05% | Add +0.1% | 21,291 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.0% | 21,183 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | No change | 20,807 | $2.0M |
| First Citizens Financial Corp | 1.08% | Reduce -17.5% | 20,726 | $2.0M |
| Cordant, Inc. | 0.93% | Add +22.4% | 20,360 | $1.9M |
| Composition Wealth, LLC | 0.03% | New | 20,357 | $1.9M |
| One River Asset Management, LLC | 7.47% | New | 20,196 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -4.2% | 20,041 | $1.9M |
| Crossingbridge Advisors, LLC | 2.21% | New | 20,000 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -2.8% | 19,864 | $1.9M |
| Legacy Private Trust Co. | 0.12% | Reduce -4.7% | 19,397 | $1.8M |
| Comerica Bank | 0.01% | Reduce -7.7% | 19,390 | $1.8M |
| Broadview Financial Management, LLC | 1.20% | Reduce -10.8% | 18,624 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Add +1.5% | 18,590 | $1.8M |
| Dogwood Wealth Management LLC | 0.86% | Add +7.2% | 18,486 | $1.8M |
| Evanson Asset Management, LLC | 0.11% | No change | 18,372 | $1.7M |
| Canton Hathaway, LLC | 0.35% | Reduce -3.0% | 18,299 | $1.7M |
| Integrated Advisors Network LLC | 0.07% | Add +6.4% | 17,496 | $1.7M |
| First Financial Corp. | 0.74% | Add +6.2% | 17,388 | $1.6M |
| Gray Private Wealth, LLC | 0.88% | Reduce -2.4% | 17,350 | $1.6M |
| Garde Capital, Inc. | 0.09% | Add +14.6% | 17,108 | $1.6M |
| Rather & Kittrell, Inc. | 0.31% | Reduce -1.4% | 16,707 | $1.6M |
| Foundation Wealth Management, LLC | 1.07% | Reduce -3.2% | 16,214 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +8.0% | 16,142 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +19.5% | 16,074 | $1.5M |
| Parkside Advisors LLC | 0.33% | Add +1.7% | 15,979 | $1.5M |
| Ballew Advisors, Inc | 0.87% | Add +0.4% | 15,384 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 15,356 | $1.5M |
| Lido Advisors, LLC | 0.01% | Reduce -6.4% | 14,927 | $1.4M |
| Upper Left Wealth Management, LLC | 0.90% | Add +23.5% | 14,304 | $1.4M |
| Koshinski Asset Management, Inc. | 0.10% | No change | 13,645 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.3% | 13,237 | $1.3M |
| Commerce Bank | 0.01% | Reduce -4.1% | 13,228 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +1269.3% | 13,077 | $1.2M |
| Creative Planning | 0.00% | Reduce -4.3% | 12,952 | $1.2M |
| Volterra Technologies LP | 1.64% | — | 12,829 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +4.4% | 12,789 | $1.2M |
| TAGStone Capital, Inc. | 0.50% | Reduce -4.6% | 12,739 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +2.2% | 11,876 | $1.1M |
| CTC Alternative Strategies, Ltd. | 0.97% | New | 11,650 | $1.1M |
| Sterling Investment Advisors LLC | 0.57% | Add +4.9% | 10,043 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -1.4% | 11,589 | $1.1M |
| Finley Financial, LLC | 0.52% | Reduce -4.4% | 10,990 | $1.0M |
| Centaurus Financial, Inc. | 0.06% | Add +0.3% | 10,946 | $1.0M |
| StoneX Group Inc. | 0.05% | New | 10,758 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Reduce -36.9% | 10,407 | $1.0M |
| BlueSky Wealth Advisors, LLC | 0.15% | Reduce -2.7% | 10,613 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -43.4% | 10,486 | $994K |
| Captrust Financial Advisors | 0.00% | Reduce -3.2% | 10,376 | $983K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -7.1% | 10,362 | $982K |
| Guidance Point Advisors, LLC | 0.26% | Reduce -2.6% | 10,333 | $979K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -54.3% | 10,170 | $964K |
| NTV Asset Management LLC | 0.11% | Reduce -4.1% | 10,015 | $949K |
| Rehmann Capital Advisory Group | 0.06% | Reduce -0.2% | 9,977 | $946K |
| Grey Fox Wealth Advisors, LLC | 0.22% | Add +38.6% | 9,918 | $940K |
| Pinkerton Wealth, LLC | 0.11% | New | 9,882 | $937K |
| Scotia Capital Inc. | 0.00% | Add +5.7% | 9,793 | $928K |
| Kagan Cocozza Asset Management | 0.68% | Reduce -1.9% | 9,385 | $889K |
| Ethos Financial Group, LLC | 0.07% | Reduce -1.7% | 9,176 | $870K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -10.3% | 9,009 | $854K |
| Adell Harriman & Carpenter Inc. | 0.06% | Reduce -4.8% | 8,877 | $841K |
| Faithward Advisors, LLC | 0.13% | Add +3.8% | 8,544 | $810K |
| Allworth Financial LP | 0.00% | Add +9.6% | 8,436 | $799K |
| Moors & Cabot, Inc. | 0.04% | Reduce -2.3% | 8,290 | $786K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.2% | 8,266 | $783K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -2.2% | 8,187 | $776K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.8% | 8,145 | $772K |
| Creekside Partners | 0.37% | Add +0.2% | 8,144 | $772K |
| Westmount Partners, LLC | 0.21% | Reduce -2.5% | 7,973 | $756K |
| Synovus Financial Corp. | 0.01% | Add +1.1% | 7,946 | $753K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.3% | 7,848 | $744K |
| Keel Point, LLC | 0.05% | Add +18.2% | 7,740 | $734K |
| Atlas Legacy Advisors, LLC | 0.16% | Add +9.2% | 7,716 | $731K |
| M&T Bank Corp | 0.00% | No change | 7,700 | $730K |
| HB Wealth Management, LLC | 0.01% | Reduce -19.5% | 7,392 | $701K |
| DRW Securities, LLC | 0.05% | Reduce -12.7% | 7,243 | $686K |
| Balanced Wealth Group LLC | 0.29% | Add +0.5% | 7,130 | $676K |
| Quantbot Technologies LP | 0.02% | Reduce -71.4% | 7,097 | $673K |
| Ssi Investment Management LLC | 0.27% | Reduce -28.5% | 7,047 | $668K |
| Deutsche Bank AG | 0.00% | No change | 6,985 | $662K |
| Jones Financial Companies LLLP | 0.00% | Add +14.1% | 7,012 | $660K |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.8% | 6,946 | $658K |
| Nwam LLC | 0.04% | New | 6,912 | $655K |
| Courage Miller Partners, LLC | 0.21% | Add +5.7% | 6,872 | $651K |
| Covenant Asset Management, LLC | 0.13% | Reduce -3.0% | 6,862 | $650K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +6.4% | 6,840 | $648K |
| Elevation Wealth Partners, LLC | 0.26% | No change | 6,820 | $646K |
| Prospera Financial Services Inc | 0.01% | Add +14.2% | 6,781 | $643K |
| Dimension Capital Management LLC | 0.10% | No change | 6,599 | $625K |
| Pure Financial Advisors, LLC | 0.01% | Add +180.8% | 6,567 | $622K |
| Ameritas Advisory Services, LLC | 0.03% | Add +8.2% | 6,528 | $619K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.8% | 6,321 | $599K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.5% | 6,279 | $595K |
| Waycross Investment Management Co | 0.62% | No change | 6,264 | $594K |
| Waldron Private Wealth LLC | 0.03% | No change | 6,246 | $592K |
| Bank of Nova Scotia | 0.00% | New | 6,246 | $592K |
| Creative Financial Designs Inc. | 0.04% | Add +0.4% | 6,199 | $587K |
| Pinnacle Financial Partners Inc | 0.01% | Add +0.3% | 6,096 | $578K |
| Cypress Financial Planning LLC | 0.19% | Add +55.9% | 6,075 | $576K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 5,961 | $565K |
| TFO Wealth Partners, LLC | 0.10% | No change | 5,911 | $560K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 5,865 | $556K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.0% | 5,857 | $555K |
| Alliancebernstein L.P. | 0.00% | Reduce -8.7% | 5,829 | $552K |
| Regal Investment Advisors LLC | 0.04% | Reduce -2.7% | 5,792 | $549K |
| Gould Asset Management LLC | 0.11% | Reduce -3.4% | 5,775 | $547K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -4.0% | 5,767 | $547K |
| HCR Wealth Advisors | 0.06% | Add +0.0% | 5,694 | $540K |
| Graybill Wealth Management, LTD. | 0.18% | Reduce -0.7% | 5,679 | $538K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.0% | 5,661 | $536K |
| Encompass Wealth Advisors, LLC | 0.20% | Add +7.4% | 5,652 | $536K |
| Flagstar Securities, Inc. | 0.15% | Add +29.1% | 5,604 | $531K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -90.3% | 5,571 | $528K |
| Banco Santander, S.A. | 0.01% | New | 5,518 | $523K |
| Axos Invest Inc. | 0.38% | Reduce -6.3% | 5,345 | $507K |
| Omega Financial Group, LLC | 0.18% | Add +0.2% | 5,280 | $500K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.9% | 5,275 | $500K |
| CFM Wealth Partners LLC | 0.08% | Add +3.2% | 5,170 | $490K |
| Principle Wealth Partners LLC | 0.03% | Add +15.9% | 5,100 | $483K |
| Vanguard Group Inc. | 0.00% | No change | 5,079 | $481K |
| Davies Financial Advisors, Inc. | 0.37% | Reduce -39.1% | 5,042 | $478K |
| Bessemer Group Inc. | 0.00% | Reduce -54.1% | 4,993 | $473K |
| World Equity Group, Inc. | 0.13% | Add +38.9% | 4,972 | $471K |
| Lanark Financial, Inc. | 0.04% | Reduce -3.7% | 4,968 | $470K |
| Leavell Investment Management, Inc. | 0.02% | No change | 4,845 | $459K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -6.6% | 4,793 | $454K |
| Advisory Services Network, LLC | 0.01% | Reduce -20.1% | 4,775 | $453K |
| Partners Wealth Management, LLC | 0.51% | No change | 4,710 | $451K |
| Infinity Wealth Counsel, LLC | 0.45% | No change | 4,745 | $450K |
| Brighton Jones LLC | 0.01% | New | 4,737 | $449K |
| Sachem Hill LLC | 0.09% | Add +6.3% | 4,662 | $442K |
| Rock Point Advisors, LLC | 0.12% | Reduce -15.8% | 4,635 | $439K |
| Quantessence Capital LLC | 0.13% | Add +32.6% | 4,632 | $439K |
| Alhambra Investment Management LLC | 0.22% | Reduce -1.4% | 4,588 | $435K |
| Verition Fund Management LLC | 0.00% | Reduce -88.8% | 4,579 | $434K |
| Rathbones Group PLC | 0.00% | Reduce -1.5% | 4,538 | $430K |
| Centiva Capital, LP | 0.03% | New | 4,500 | $426K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.6% | 4,478 | $425K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.8% | 4,426 | $419K |
| &partners | 0.00% | Add +90.5% | 4,424 | $419K |
| United Asset Strategies, Inc. | 0.04% | Add +37.0% | 4,411 | $418K |
| Tidal Investments LLC | 0.00% | No change | 4,400 | $417K |
| Sigma Planning Corp | 0.01% | Reduce -3.8% | 4,399 | $417K |
| Cresset Asset Management, LLC | 0.00% | Reduce -18.7% | 4,354 | $413K |
| Audent Global Asset Management, LLC | 0.29% | Add +1.1% | 4,351 | $412K |
| Independent Financial Group, LLC | 0.01% | Add +3.5% | 4,302 | $408K |
| Manchester Capital Management LLC | 0.05% | No change | 4,286 | $406K |
| Abacus Planning Group, Inc. | 0.06% | No change | 4,275 | $405K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -15.1% | 4,198 | $398K |
| Investment Advisory Group, LLC | 0.12% | Reduce -0.6% | 4,110 | $389K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,009 | $380K |
| Tower Wealth Partners, Inc. | 0.22% | Add +4.9% | 3,994 | $379K |
| Compound Planning, Inc. | 0.01% | New | 3,933 | $373K |
| Watts Gwilliam & Co., LLC | 0.06% | Reduce -16.7% | 3,855 | $373K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.0% | 3,907 | $370K |
| Perigon Wealth Management, LLC | 0.01% | Add +9.0% | 3,790 | $359K |
| City Holding Co. | 0.05% | Reduce -9.6% | 3,786 | $359K |
| Yukon Wealth Management, Inc. | 0.13% | Add +0.2% | 3,720 | $353K |
| Liberty Wealth Management LLC | 0.06% | New | 3,709 | $352K |
| Paladin Advisory Group, LLC | 0.27% | Reduce -1.4% | 3,694 | $350K |
| Sentinel Wealth Management, Inc. | 0.33% | — | 3,660 | $347K |
| Intrust Bank NA | 0.03% | No change | 3,657 | $347K |
| Aspect Partners, LLC | 0.17% | Reduce -95.4% | 3,620 | $343K |
| Castle Wealth Management LLC | 0.12% | Reduce -27.6% | 3,616 | $343K |
| IFG Advisors, LLC | 0.06% | Add +0.5% | 3,608 | $342K |
| D.A. Davidson & Co. | 0.00% | Add +11.0% | 3,580 | $339K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -72.0% | 3,487 | $330K |
| Lakeshore Capital Group, Inc. | 0.29% | Add +3.6% | 3,405 | $323K |
| Delta Capital Management LLC | 0.18% | No change | 3,380 | $320K |
| Tanglewood Wealth Management, Inc. | 0.03% | No change | 3,372 | $320K |
| Enterprise Bank & Trust Co | 0.12% | Reduce -5.0% | 3,350 | $317K |
| Equitable Holdings, Inc. | 0.00% | New | 3,304 | $313K |
| Garrison Point Advisors, LLC | 0.14% | Add +5.4% | 3,290 | $312K |
| Parallel Advisors, LLC | 0.01% | Add +5.0% | 3,287 | $312K |
| Wealth Architects, LLC | 0.03% | No change | 3,275 | $310K |
| 1832 Asset Management L.P. | 0.00% | Reduce -17.8% | 3,229 | $306K |
| Sage Financial Group Inc. | 0.02% | Add +7.6% | 3,204 | $304K |
| Sava Infond d.o.o. | 0.05% | No change | 3,200 | $303K |
| ProVise Management Group, LLC | 0.02% | No change | 3,095 | $293K |
| Viewpoint Capital Management LLC | 0.14% | Reduce -12.4% | 3,031 | $287K |
| Apella Capital, LLC | 0.01% | Add +0.5% | 2,989 | $284K |
| Glenmede Investment Management, LP | 0.00% | — | 2,989 | $283K |
| Sonata Capital Group Inc. | 0.11% | No change | 2,972 | $282K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.0% | 2,969 | $281K |
| Brookstone Capital Management | 0.00% | New | 2,965 | $281K |
| Smith Shellnut Wilson LLC | 0.12% | No change | 2,963 | $281K |
| Wealth Dimensions Group, Ltd. | 0.06% | Reduce -0.3% | 2,930 | $278K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,884 | $273K |
| Sierra Capital LLC | 0.03% | No change | 2,830 | $268K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,816 | $267K |
| Choreo, LLC | 0.00% | Reduce -12.6% | 2,802 | $266K |
| Optivise Advisory Services LLC | 0.14% | No change | 2,791 | $265K |
| LGT Financial Advisors LLC | 0.67% | Add +0.5% | 2,785 | $264K |
| Retirement Planning Group, LLC | 0.01% | Reduce -17.5% | 2,769 | $262K |
| Second Line Capital, LLC | 0.06% | Reduce -21.6% | 2,746 | $260K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,725 | $258K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +4.2% | 2,711 | $257K |
| Arkadios Wealth Advisors | 0.01% | Add +6.3% | 2,699 | $256K |
| ABLE Financial Group, LLC | 0.06% | No change | 2,627 | $249K |
| Manhattan West Asset Management, LLC | 0.06% | Reduce -7.8% | 2,618 | $248K |
| KFA Private Wealth Group, LLC | 0.08% | No change | 2,604 | $247K |
| Taylor & Morgan Wealth Management, LLC | 0.16% | Add +0.5% | 2,536 | $240K |
| Integris Wealth Management, LLC | 0.06% | Reduce -1.1% | 2,534 | $240K |
| Platform Technology Partners | 0.06% | No change | 2,530 | $240K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +20.7% | 2,530 | $240K |
| Aft, Forsyth & Sober, LLC | 0.08% | No change | 2,450 | $232K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,400 | $227K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,392 | $227K |
| Phocas Financial Corp. | 0.03% | No change | 2,350 | $223K |
| Clearstead Advisors, LLC | 0.00% | Reduce -43.3% | 2,341 | $222K |
| Clear Investment Research, LLC | 0.28% | Add +1.3% | 2,310 | $219K |
| Bensler, LLC | 0.02% | Add +0.2% | 2,308 | $219K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.0% | 2,296 | $218K |
| Franklin Resources Inc. | 0.00% | Reduce -2.5% | 2,296 | $218K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,286 | $217K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 2,112 | $215K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.6% | 2,250 | $213K |
| GAMCO Investors | 0.00% | New | 2,245 | $213K |
| Argent Trust Co | 0.01% | Reduce -5.5% | 2,212 | $210K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 2,137 | $209K |
| Patten & Patten Inc. | 0.01% | Reduce -0.1% | 2,203 | $209K |
| Nuveen, LLC | 0.00% | Reduce -75.8% | 2,200 | $208K |
| Cwm, LLC | 0.00% | Add +37.2% | 2,182 | $207K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 2,163 | $205K |
| One Wealth Advisors, LLC | 0.03% | No change | 2,122 | $201K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,999 | $189K |
| Bear Mountain Capital, Inc. | 0.06% | Reduce -0.5% | 1,838 | $176K |
| Larson Financial Group LLC | 0.01% | Reduce -5.9% | 1,761 | $167K |
| Headlands Technologies LLC | 0.02% | Reduce -56.5% | 1,759 | $167K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -29.9% | 1,708 | $162K |
| IFP Advisors, Inc | 0.00% | Reduce -97.7% | 1,707 | $162K |
| Optimum Investment Advisors | 0.07% | Add +2.7% | 1,684 | $160K |
| Monetary Management Group Inc. | 0.04% | No change | 1,625 | $154K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,611 | $153K |
| Bellwether Advisors, LLC | 0.03% | Add +7.1% | 1,566 | $148K |
| Pacifica Partners Inc. | 0.06% | No change | 1,570 | $148K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,500 | $143K |
| Hughes Financial Services, LLC | 0.02% | Reduce -48.9% | 1,386 | $132K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.1% | 1,350 | $128K |
| Dunhill Financial, LLC | 0.04% | Add +0.0% | 1,332 | $126K |
| Cranbrook Wealth Management, LLC | 0.03% | Reduce -2.1% | 1,324 | $125K |
| Advantage Trust Co | 0.06% | Add +20.0% | 1,320 | $125K |
| Rise Advisors, LLC | 0.05% | Add +0.5% | 1,312 | $124K |
| Spire Wealth Management | 0.00% | Reduce -41.9% | 1,285 | $122K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,277 | $121K |
| Principal Securities, Inc. | 0.00% | Reduce -54.9% | 1,150 | $109K |
| WealthCollab, LLC | 0.06% | No change | 1,108 | $105K |
| Wood Tarver Financial Group, LLC | 0.03% | Reduce -4.5% | 1,024 | $97K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 975 | $92K |
| Barrett & Company, Inc. | 0.03% | Reduce -6.5% | 924 | $88K |
| First United Bank & Trust | 0.03% | Reduce -8.3% | 922 | $87K |
| Blue Trust, Inc. | 0.00% | No change | 910 | $86K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.2% | 830 | $79K |
| Private Trust Co. NA | 0.01% | Reduce -72.8% | 815 | $77K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 796 | $75K |
| WealthShield Partners, LLC | 0.01% | No change | 790 | $75K |
| Harbour Investments, Inc. | 0.00% | New | 760 | $72K |
| Russell Investments Group, Ltd. | 0.00% | Add +68.9% | 755 | $72K |
| Heritage Wealth Advisors | 0.00% | No change | 700 | $66K |
| Armor Investment Advisors, LLC | 0.02% | Reduce -0.7% | 668 | $63K |
| Chilton Capital Management LLC | 0.00% | No change | 615 | $58K |
| Luminist Capital LLC | 0.06% | Reduce -8.2% | 601 | $57K |
| Rialto Wealth Management, LLC | 0.02% | No change | 600 | $57K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 580 | $55K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 508 | $48K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 500 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 394 | $37K |
| MCF Advisors LLC | 0.00% | No change | 390 | $37K |
| Redwood Park Advisors LLC | 0.03% | Add +0.5% | 388 | $37K |
| HighMark Wealth Management LLC | 0.02% | No change | 375 | $36K |
| National Bank of Canada | 0.00% | Add +75.7% | 362 | $34K |
| Concord Wealth Partners | 0.00% | Reduce -0.6% | 350 | $33K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -4.9% | 328 | $31K |
| Sachetta, LLC | 0.01% | No change | 307 | $29K |
| Cetera Trust Company, N.A | 0.02% | No change | 300 | $28K |
| Granite FO LLC | 0.02% | No change | 300 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 289 | $27K |
| Tucker Asset Management LLC | 0.01% | Reduce -84.3% | 271 | $26K |
| Mycio Wealth Partners, LLC | 0.01% | No change | 258 | $24K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 243 | $23K |
| CX Institutional | 0.00% | Add +428.6% | 222 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 200 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 196 | $19K |
| North Star Investment Management Corp. | 0.00% | New | 192 | $18K |
| Smithfield Trust Co | 0.00% | No change | 188 | $18K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -22.6% | 188 | $18K |
| Gallagher Fiduciary Advisors, LLC | 0.00% | Add +9674.5% | 1,554,040 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +168.8% | 172 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 175 | $16K |
| Natixis | 0.00% | No change | 171 | $16K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 170 | $16K |
| Tsfg, LLC | 0.00% | No change | 168 | $16K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 158 | $15K |
| Crewe Advisors LLC | 0.00% | No change | 150 | $14K |
| Motco | 0.00% | No change | 142 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 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 |
| Pineridge Advisors LLC | 0.00% | Reduce -46.0% | 127 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 120 | $11K |
| EPG Wealth Management LLC | 0.00% | Add +0.9% | 111 | $11K |
| Alerus Financial NA | 0.00% | New | 108 | $10K |
| Assetmark, Inc. | 0.00% | Reduce -25.4% | 106 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 105 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 104 | $10K |
| Consultiva Wealth Management, Corp. | 0.03% | No change | 101 | $10K |
| Park Square Financial Group, LLC | 0.01% | No change | 98 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 93 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 90 | $9K |
| Independence Bank of Kentucky | 0.00% | No change | 90 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 85 | $8K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 85 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 82 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 80 | $8K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 79 | $7K |
| Smartleaf Asset Management LLC | 0.00% | No change | 77 | $7K |
| Gould Capital, LLC | 0.00% | Reduce -10.6% | 76 | $7K |
| Field & Main Bank | 0.00% | No change | 75 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | Reduce -66.2% | 74 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 75 | $7K |
| Mascoma Wealth Management LLC | 0.00% | New | 70 | $7K |
| HM Payson & Co. | 0.00% | Reduce -84.7% | 70 | $7K |
| City State Bank | 0.00% | No change | 60 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 57 | $5K |
| Orion Capital Management LLC | 0.00% | No change | 51 | $5K |
| Investors Research Corp | 0.00% | No change | 47 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 43 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 41 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 40 | $4K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 34 | $3K |
| Key Financial Inc | 0.00% | No change | 32 | $3K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -86.8% | 32 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 24 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 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 |
| Christopher J. Hasenberg, Inc | 0.00% | Reduce -80.3% | 14 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 13 | $1K |
| Bank of New Hampshire | 0.00% | No change | 10 | $948 |
| Country Trust Bank | 0.00% | No change | 7 | $663 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 6 | $532 |
| Flagship Wealth Advisors, LLC | 0.00% | Reduce -95.2% | 5 | $474 |
| Arax Advisory Partners | 0.00% | New | 4 | $380 |
| Horizon Investments, LLC | 0.00% | Reduce -33.3% | 4 | $379 |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $190 |
| Clark Wealth Partners | 0.00% | New | 1 | $95 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $95 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $41 |
"% 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.