iShares US Real Estate ETFIYRETF
13F holders, Q3 2025 (September 30)467holders −9
42new positions
47sold out
6famous investors
$97.05avg. 13F price*
At the end of Q3 2025, 467 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, down 9 from Q2 2025. 42 opened new positions and 47 sold out. The largest holders were Barclays PLC ($598.1M), WealthNavi Inc. ($514.4M) and CIBC Bancorp USA Inc. ($355.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Real Estate ETF
- CUSIP
- 464287739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $78.5M |
| Exits | 47 | $148.8M |
All 13F filers, Q2 2025 → Q3 2025: 7,678,391 shares bought and 9,788,442 shares sold, net −2,110,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 467 holders
| Barclays PLC | 0.22% | Add +81.6% | 6,161,261 | $598.1M |
| WealthNavi Inc. | 4.77% | Add +8.2% | 5,298,667 | $514.4M |
| CIBC Bancorp USA Inc. | 2.14% | — | 3,661,463 | $355.5M |
| Morgan Stanley | 0.02% | Reduce -36.8% | 3,169,271 | $307.7M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -17.7% | 2,671,892 | $259.4M |
| UBS Group AG | 0.05% | Add +49.8% | 2,629,235 | $255.2M |
| BNP Paribas Financial Markets | 0.19% | Add +82.0% | 2,456,321 | $238.5M |
| Wolverine Trading, LLC | 3.24% | Add +25.5% | 1,665,815 | $161.0M |
| Bank of America Corp. | 0.01% | Reduce -36.3% | 1,425,625 | $138.4M |
| Citigroup Inc. | 0.09% | Reduce -24.7% | 1,361,131 | $132.1M |
| Ilmarinen Mutual Pension Insurance Co | 0.95% | Add +52.4% | 1,302,977 | $126.5M |
| BlackRock, Inc. | 0.00% | Reduce -0.2% | 621,913 | $60.4M |
| Stifel Financial Corp. | 0.05% | Reduce -8.8% | 590,025 | $57.3M |
| Royal Bank of Canada | 0.01% | Reduce -24.1% | 566,441 | $55.0M |
| Wells Fargo & Company | 0.01% | Add +24.9% | 513,162 | $49.8M |
| PGIM Custom Harvest LLC | 0.64% | Reduce -0.3% | 435,968 | $42.3M |
| US Bancorp \de | 0.05% | Reduce -5.6% | 395,400 | $38.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.6% | 393,039 | $38.2M |
| Mercer Global Advisors Inc. | 0.06% | Add +0.1% | 367,967 | $35.7M |
| LPL Financial LLC | 0.01% | Reduce -30.8% | 346,929 | $33.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +33.9% | 325,077 | $31.6M |
| Cibc World Market Inc. | 0.06% | Add +1235.6% | 318,977 | $31.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.05% | Reduce -60.0% | 300,000 | $29.1M |
| Connable Office Inc. | 2.65% | Add +7.3% | 294,445 | $28.6M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.46% | No change | 243,000 | $23.6M |
| Pathstone Holdings, LLC | 0.09% | Add +0.3% | 239,108 | $23.2M |
| J. Goldman & Co LP | 0.84% | Add +37.1% | 227,791 | $22.1M |
| Holocene Advisors, LP | 0.05% | New | 202,436 | $19.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.4% | 202,028 | $19.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -43.0% | 191,536 | $18.6M |
| Passaic Partners LLC | 2.21% | Reduce -12.8% | 189,294 | $18.4M |
| Mariner, LLC | 0.02% | Reduce -0.1% | 188,715 | $18.3M |
| Sand Hill Global Advisors, LLC | 0.54% | Add +8.0% | 157,651 | $15.3M |
| Magnus Financial Group LLC | 1.21% | Add +4.0% | 157,280 | $15.3M |
| Susquehanna International Group, LLP | 0.02% | Add +80.3% | 149,425 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -85.9% | 142,856 | $13.9M |
| Financial Advisory Corp | 2.04% | Add +0.5% | 142,566 | $13.8M |
| Global Endowment Management, LP | 1.65% | Add +45.0% | 136,080 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.9% | 130,204 | $12.6M |
| Jain Global LLC | 0.17% | New | 128,767 | $12.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.22% | Reduce -1.6% | 126,333 | $12.3M |
| SG Americas Securities, LLC | 0.04% | Reduce -1.3% | 115,821 | $11.2M |
| MML Investors Services, LLC | 0.03% | Add +7.8% | 113,974 | $11.1M |
| D. E. Shaw & Co. | 0.01% | New | 111,060 | $10.8M |
| Jane Street Group, LLC | 0.01% | Reduce -63.6% | 109,457 | $10.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +11.8% | 102,816 | $10.0M |
| Bank of Montreal | 0.00% | Reduce -2.6% | 101,033 | $9.8M |
| Maven Securities LTD | 1.85% | Reduce -45.5% | 99,621 | $9.7M |
| NorthCoast Asset Management LLC | 0.04% | Add +3.1% | 98,299 | $9.5M |
| DDFG, Inc | 2.03% | New | 90,441 | $8.8M |
| Unique Wealth, LLC | 1.12% | Add +3.1% | 78,443 | $7.6M |
| Bank of Nova Scotia | 0.01% | Add +1041.2% | 71,282 | $6.9M |
| Renaissance Technologies | 0.01% | Add +80.0% | 70,200 | $6.8M |
| Tudor Investment Corporation | 0.05% | Reduce -23.6% | 69,993 | $6.8M |
| Bailard, Inc. | 0.15% | No change | 69,494 | $6.7M |
| Matthew Goff Investment Advisor, LLC | 1.15% | Reduce -0.1% | 69,237 | $6.7M |
| SCS Capital Management LLC | 0.07% | No change | 63,314 | $6.1M |
| Focus Partners Wealth | 0.01% | Add +35.0% | 63,016 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -47.9% | 61,671 | $6.0M |
| Mission Wealth Management, LP | 0.12% | Reduce -4.6% | 60,444 | $5.9M |
| Millennium Management | 0.00% | Reduce -50.5% | 58,154 | $5.6M |
| Cetera Investment Advisers | 0.01% | Reduce -25.4% | 56,432 | $5.5M |
| Courier Capital LLC | 0.31% | Add +5.0% | 56,065 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.2% | 55,696 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.7% | 55,026 | $5.4M |
| Arkansas Financial Group, Inc. | 0.77% | Add +3.1% | 53,562 | $5.2M |
| Measured Wealth Private Client Group, LLC | 1.37% | Add +5.2% | 52,256 | $5.1M |
| Running Point Capital Advisors, LLC | 1.33% | Add +3.5% | 51,291 | $5.0M |
| Allie Family Office LLC | 2.32% | Add +33.1% | 50,368 | $4.9M |
| New Republic Capital, LLC | 1.49% | No change | 50,123 | $4.9M |
| CarsonAllaria Wealth Management, Ltd. | 2.51% | Add +5.1% | 49,639 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +4.2% | 49,435 | $4.8M |
| Cerity Partners LLC | 0.01% | Reduce -4.3% | 49,360 | $4.8M |
| Rebalance, LLC | 0.28% | Add +1.2% | 47,253 | $4.6M |
| Jump Financial, LLC | 0.06% | New | 46,372 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +10.7% | 45,699 | $4.4M |
| Modern Wealth Management, LLC | 0.08% | Reduce -26.8% | 40,157 | $3.9M |
| Fox Run Management, L.L.C. | 0.61% | New | 40,100 | $3.9M |
| Rodgers & Associates, LTD | 0.40% | Add +3.0% | 39,632 | $3.8M |
| Pictet North America Advisors SA | 0.34% | No change | 37,434 | $3.6M |
| Naviter Wealth, LLC | 0.42% | Add +0.0% | 37,041 | $3.6M |
| Sheets Smith Wealth Management | 0.40% | No change | 36,000 | $3.5M |
| Whitegate Investment Counselors, Inc. | 1.13% | Reduce -0.5% | 35,223 | $3.4M |
| Allegheny Financial Group | 0.64% | Reduce -0.8% | 35,148 | $3.4M |
| Stephens Inc. | 0.04% | Reduce -0.4% | 34,940 | $3.4M |
| Waverly Advisors, LLC | 0.03% | Add +30.2% | 34,912 | $3.4M |
| Fairway Wealth LLC | 0.94% | Add +0.1% | 34,481 | $3.3M |
| Forte Asset Management LLC | 1.49% | Add +0.1% | 31,889 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 31,479 | $3.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -3.2% | 29,872 | $2.9M |
| JFS Wealth Advisors, LLC | 0.17% | Add +6.3% | 29,410 | $2.9M |
| SBI Securities Co., Ltd. | 0.07% | Reduce -2.7% | 28,225 | $2.7M |
| Silver Oak Securities, Incorporated | 0.20% | Reduce -3.6% | 28,144 | $2.7M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -3.8% | 28,026 | $2.7M |
| Rakuten Investment Management, Inc. | 0.01% | — | 27,536 | $2.7M |
| Jmac Enterprises LLC | 0.52% | Add +4.5% | 27,201 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.1% | 27,259 | $2.6M |
| Glenview Trust Co | 0.04% | Reduce -32.1% | 26,740 | $2.6M |
| GTS Securities LLC | 0.10% | New | 26,376 | $2.6M |
| RiverGlades Family Offices LLC | 1.55% | Add +0.8% | 26,138 | $2.5M |
| KM Capital Management Ltd. | 1.12% | Reduce -18.1% | 24,996 | $2.4M |
| Sage Rhino Capital LLC | 0.47% | Add +1.9% | 24,864 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.4% | 24,694 | $2.4M |
| Axxcess Wealth Management, LLC | 0.05% | No change | 23,193 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +41.0% | 22,762 | $2.2M |
| M&G PLC | 0.01% | New | 26,200 | $2.2M |
| FMR LLC | 0.00% | Reduce -3.6% | 22,256 | $2.2M |
| Nepc LLC | 0.06% | Add +1.2% | 21,553 | $2.1M |
| SOA Wealth Advisors, LLC. | 0.34% | Reduce -6.5% | 21,401 | $2.1M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -1.9% | 20,417 | $2.0M |
| Dogwood Wealth Management LLC | 0.90% | Add +10.4% | 20,406 | $2.0M |
| Blair William & Co. | 0.01% | Add +1.2% | 20,284 | $2.0M |
| First Citizens Financial Corp | 0.97% | Reduce -2.5% | 20,210 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Reduce -30.8% | 20,062 | $1.9M |
| Cordant, Inc. | 0.88% | Reduce -1.9% | 19,977 | $1.9M |
| Comerica Bank | 0.01% | Add +0.1% | 19,400 | $1.9M |
| Canton Hathaway, LLC | 0.36% | Add +5.7% | 19,349 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -4.6% | 18,954 | $1.8M |
| Stamos Capital Partners, L.P. | 0.34% | Reduce -36.4% | 18,830 | $1.8M |
| Broadview Financial Management, LLC | 1.23% | Add +0.9% | 18,788 | $1.8M |
| Legacy Private Trust Co. | 0.11% | Reduce -3.5% | 18,712 | $1.8M |
| Sowell Financial Services LLC | 0.07% | Reduce -0.8% | 18,442 | $1.8M |
| Embree Financial Group | 0.24% | Reduce -14.4% | 18,431 | $1.8M |
| Evanson Asset Management, LLC | 0.10% | Add +0.3% | 18,419 | $1.8M |
| First Financial Corp. | 0.67% | Add +0.6% | 17,483 | $1.7M |
| Gray Private Wealth, LLC | 0.85% | Add +0.2% | 17,382 | $1.7M |
| Lifeworks Advisors, LLC | 0.22% | Reduce -21.0% | 17,257 | $1.7M |
| Garde Capital, Inc. | 0.08% | No change | 17,108 | $1.7M |
| Washington Trust Bank | 0.12% | Reduce -29.9% | 16,518 | $1.6M |
| XTX Topco Ltd | 0.08% | New | 16,364 | $1.6M |
| Foundation Wealth Management, LLC | 1.07% | Add +0.1% | 16,238 | $1.6M |
| Park Avenue Securities LLC | 0.01% | New | 16,128 | $1.6M |
| Composition Wealth, LLC | 0.02% | Reduce -25.2% | 15,235 | $1.5M |
| Rather & Kittrell, Inc. | 0.26% | Reduce -8.9% | 15,222 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.6% | 15,176 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -91.5% | 15,029 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +0.0% | 14,931 | $1.4M |
| Ballew Advisors, Inc | 0.80% | Reduce -2.3% | 15,034 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Reduce -15.9% | 14,707 | $1.4M |
| Upper Left Wealth Management, LLC | 0.87% | Reduce -0.1% | 14,294 | $1.4M |
| Creative Planning | 0.00% | Add +7.8% | 13,969 | $1.4M |
| Koshinski Asset Management, Inc. | 0.09% | No change | 13,645 | $1.3M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -81.1% | 13,190 | $1.3M |
| Commerce Bank | 0.01% | Reduce -0.5% | 13,164 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.8% | 13,135 | $1.3M |
| Tillman Hartley LLC | 0.33% | New | 12,967 | $1.3M |
| MAI Capital Management | 0.01% | Add +7.6% | 12,467 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -4.1% | 12,261 | $1.2M |
| TAGStone Capital, Inc. | 0.47% | Reduce -4.5% | 12,161 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -0.5% | 11,812 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -23.4% | 11,770 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +11.8% | 11,630 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +58.1% | 11,688 | $1.1M |
| Financial & Tax Architects, LLC | 0.25% | New | 11,648 | $1.1M |
| Synovus Financial Corp. | 0.01% | Add +43.2% | 11,378 | $1.1M |
| Woodline Partners LP | 0.01% | New | 11,074 | $1.1M |
| Centaurus Financial, Inc. | 0.05% | Add +1.1% | 11,062 | $1.1M |
| True Freedom Investing, LLC | 0.38% | Reduce -55.6% | 10,889 | $1.1M |
| Finley Financial, LLC | 0.49% | Reduce -1.1% | 10,865 | $1.1M |
| BlueSky Wealth Advisors, LLC | 0.14% | Reduce -0.0% | 10,609 | $1.0M |
| Scotia Capital Inc. | 0.00% | Add +7.0% | 10,475 | $1.0M |
| Walleye Trading LLC | 0.02% | New | 10,471 | $1.0M |
| Grey Fox Wealth Advisors, LLC | 0.21% | Add +5.2% | 10,432 | $1.0M |
| Guidance Point Advisors, LLC | 0.25% | Add +0.7% | 10,406 | $1.0M |
| Rehmann Capital Advisory Group | 0.05% | Add +1.7% | 10,148 | $985K |
| Americana Partners, LLC | 0.03% | Reduce -53.8% | 10,115 | $982K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -3.1% | 10,042 | $975K |
| StoneX Group Inc. | 0.04% | Reduce -7.2% | 9,983 | $969K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -6.7% | 9,781 | $950K |
| Itau Unibanco Holding S.A. | 0.03% | Reduce -70.5% | 9,665 | $938K |
| Captrust Financial Advisors | 0.00% | Reduce -7.7% | 9,576 | $930K |
| NTV Asset Management LLC | 0.10% | Reduce -4.4% | 9,575 | $930K |
| Allworth Financial LP | 0.00% | Add +11.6% | 9,414 | $914K |
| Sterling Investment Advisors LLC | 0.45% | Reduce -7.5% | 9,292 | $902K |
| Ethos Financial Group, LLC | 0.07% | No change | 9,176 | $891K |
| Kagan Cocozza Asset Management | 0.67% | Reduce -2.8% | 9,123 | $886K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -12.9% | 8,858 | $860K |
| Faithward Advisors, LLC | 0.13% | Add +3.4% | 8,836 | $858K |
| Adell Harriman & Carpenter Inc. | 0.05% | Reduce -2.8% | 8,627 | $838K |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 8,565 | $832K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -5.3% | 8,536 | $829K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +2.6% | 8,402 | $816K |
| Moors & Cabot, Inc. | 0.04% | Add +1.3% | 8,398 | $815K |
| Creekside Partners | 0.35% | Add +0.3% | 8,164 | $793K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +19.0% | 8,141 | $790K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.4% | 8,029 | $780K |
| Westmount Partners, LLC | 0.20% | Reduce -2.1% | 7,808 | $758K |
| M&T Bank Corp | 0.00% | No change | 7,700 | $748K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.2% | 7,675 | $745K |
| Atlas Legacy Advisors, LLC | 0.14% | Reduce -1.2% | 7,622 | $740K |
| Jones Financial Companies LLLP | 0.00% | Add +8.8% | 7,630 | $737K |
| Keel Point, LLC | 0.05% | Reduce -2.2% | 7,573 | $735K |
| Courage Miller Partners, LLC | 0.21% | Add +4.3% | 7,169 | $696K |
| DRW Securities, LLC | 0.04% | No change | 7,243 | $688K |
| Ssi Investment Management LLC | 0.26% | No change | 7,047 | $684K |
| Balanced Wealth Group LLC | 0.30% | No change | 7,130 | $680K |
| Deutsche Bank AG | 0.00% | No change | 6,985 | $678K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +10.3% | 6,926 | $672K |
| Nwam LLC | 0.04% | Add +0.1% | 6,916 | $672K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.8% | 6,888 | $669K |
| American Wealth Advisors, LLC | 0.66% | — | 6,852 | $665K |
| Elevation Wealth Partners, LLC | 0.24% | No change | 6,820 | $662K |
| Covenant Asset Management, LLC | 0.12% | Reduce -3.1% | 6,652 | $646K |
| Dimension Capital Management LLC | 0.09% | No change | 6,599 | $641K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.0% | 6,577 | $639K |
| Pure Financial Advisors, LLC | 0.01% | No change | 6,567 | $637K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.5% | 6,541 | $635K |
| Gen-Wealth Partners Inc | 0.21% | New | 6,510 | $632K |
| BLKBRD Asset Management, LP | 0.17% | New | 6,399 | $621K |
| Krilogy Financial LLC | 0.02% | New | 6,485 | $615K |
| Encompass Wealth Advisors, LLC | 0.21% | Add +10.7% | 6,256 | $607K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,246 | $606K |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.1% | 6,120 | $594K |
| Cypress Financial Planning LLC | 0.18% | No change | 6,075 | $590K |
| Marshall Wace, LLP | 0.00% | Reduce -87.5% | 5,992 | $582K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -84.8% | 5,990 | $581K |
| Flagstar Securities, Inc. | 0.18% | Add +5.7% | 5,922 | $575K |
| TFO Wealth Partners, LLC | 0.09% | Add +0.0% | 5,912 | $574K |
| Burke & Herbert Bank & Trust Co. | 0.12% | No change | 5,865 | $569K |
| Gould Asset Management LLC | 0.10% | Reduce -1.0% | 5,715 | $555K |
| Regal Investment Advisors LLC | 0.04% | Reduce -2.6% | 5,639 | $547K |
| Advisory Services Network, LLC | 0.01% | Add +17.6% | 5,615 | $545K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 5,571 | $541K |
| Principal Financial Group Inc. | 0.00% | New | 5,521 | $536K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -9.3% | 5,313 | $516K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,275 | $512K |
| Omega Financial Group, LLC | 0.17% | Reduce -0.3% | 5,265 | $511K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.7% | 5,265 | $511K |
| HCR Wealth Advisors | 0.05% | Reduce -7.5% | 5,265 | $509K |
| CFM Wealth Partners LLC | 0.07% | No change | 5,170 | $502K |
| &partners | 0.00% | Add +16.8% | 5,166 | $501K |
| Bristlecone Advisors, LLC | 0.04% | Reduce -11.0% | 5,134 | $498K |
| Graybill Wealth Management, LTD. | 0.15% | Reduce -10.0% | 5,112 | $496K |
| Principle Wealth Partners LLC | 0.03% | No change | 5,100 | $495K |
| Vanguard Group Inc. | 0.00% | No change | 5,079 | $493K |
| Bessemer Group Inc. | 0.00% | No change | 4,993 | $485K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -24.6% | 4,924 | $478K |
| EWG Elevate Inc. | 0.15% | Reduce -84.5% | 4,902 | $476K |
| Infinity Wealth Counsel, LLC | 0.46% | Add +3.0% | 4,885 | $474K |
| Leavell Investment Management, Inc. | 0.02% | No change | 4,845 | $470K |
| Ellis Investment Partners, LLC | 0.08% | Add +0.6% | 4,823 | $468K |
| Lanark Financial, Inc. | 0.04% | Reduce -3.0% | 4,819 | $468K |
| Davies Financial Advisors, Inc. | 0.38% | Reduce -5.5% | 4,765 | $463K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,739 | $460K |
| Partners Wealth Management, LLC | 0.45% | No change | 4,710 | $457K |
| Headlands Technologies LLC | 0.04% | Add +165.9% | 4,677 | $454K |
| Sachem Hill LLC | 0.09% | No change | 4,662 | $453K |
| United Asset Strategies, Inc. | 0.04% | Add +4.1% | 4,592 | $446K |
| Verition Fund Management LLC | 0.00% | No change | 4,579 | $445K |
| Alliancebernstein L.P. | 0.00% | Reduce -22.8% | 4,503 | $437K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 4,460 | $433K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 4,460 | $433K |
| Audent Global Asset Management, LLC | 0.31% | Add +1.2% | 4,402 | $427K |
| Cresset Asset Management, LLC | 0.00% | No change | 4,354 | $423K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.9% | 4,340 | $421K |
| Tower Wealth Partners, Inc. | 0.23% | Add +7.4% | 4,288 | $416K |
| Manchester Capital Management LLC | 0.06% | No change | 4,286 | $416K |
| Patten & Patten Inc. | 0.02% | Add +93.9% | 4,272 | $415K |
| Alhambra Investment Management LLC | 0.19% | Reduce -10.0% | 4,131 | $401K |
| Perigon Wealth Management, LLC | 0.01% | Add +8.7% | 4,119 | $400K |
| Investment Advisory Group, LLC | 0.11% | No change | 4,110 | $399K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.5% | 4,109 | $399K |
| Toronto Dominion Bank | 0.00% | New | 4,100 | $398K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,009 | $389K |
| NewEdge Advisors, LLC | 0.00% | Add +403.0% | 4,004 | $389K |
| Compound Planning, Inc. | 0.01% | Add +0.6% | 3,957 | $384K |
| Rathbones Group PLC | 0.00% | Reduce -13.2% | 3,938 | $382K |
| Liberty Wealth Management LLC | 0.05% | Add +5.6% | 3,917 | $380K |
| Rock Point Advisors, LLC | 0.10% | Reduce -16.0% | 3,895 | $378K |
| IFG Advisors, LLC | 0.06% | Add +7.5% | 3,880 | $377K |
| Watts Gwilliam & Co., LLC | 0.06% | No change | 3,855 | $374K |
| Axos Invest Inc. | 0.28% | Reduce -28.1% | 3,842 | $373K |
| D.A. Davidson & Co. | 0.00% | Add +6.8% | 3,825 | $371K |
| Exit Wealth Advisors, LLC. | 0.25% | — | 3,823 | $371K |
| City Holding Co. | 0.05% | No change | 3,786 | $368K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.1% | 3,733 | $362K |
| Paladin Advisory Group, LLC | 0.28% | No change | 3,694 | $359K |
| Sentinel Wealth Management, Inc. | 0.31% | No change | 3,660 | $355K |
| Intrust Bank NA | 0.03% | No change | 3,657 | $355K |
| Equitable Holdings, Inc. | 0.00% | Add +9.8% | 3,629 | $352K |
| Castle Wealth Management LLC | 0.12% | Add +0.0% | 3,617 | $351K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -11.5% | 3,458 | $336K |
| Lakeshore Capital Group, Inc. | 0.27% | Add +1.0% | 3,438 | $334K |
| Tidal Investments LLC | 0.00% | Reduce -22.7% | 3,400 | $330K |
| Delta Capital Management LLC | 0.17% | No change | 3,380 | $328K |
| Tanglewood Wealth Management, Inc. | 0.03% | Reduce -0.8% | 3,344 | $325K |
| Edgestream Partners, L.P. | 0.01% | New | 3,344 | $325K |
| Garrison Point Advisors, LLC | 0.14% | Add +0.8% | 3,317 | $322K |
| Parallel Advisors, LLC | 0.01% | No change | 3,287 | $319K |
| Wealth Architects, LLC | 0.03% | No change | 3,275 | $318K |
| Choreo, LLC | 0.00% | Add +16.6% | 3,268 | $317K |
| Abacus Planning Group, Inc. | 0.04% | Reduce -23.8% | 3,259 | $316K |
| 1832 Asset Management L.P. | 0.00% | Add +0.2% | 3,236 | $314K |
| Sage Financial Group Inc. | 0.02% | Add +0.5% | 3,221 | $313K |
| Yukon Wealth Management, Inc. | 0.10% | Reduce -13.8% | 3,205 | $311K |
| Sava Infond d.o.o. | 0.04% | No change | 3,200 | $311K |
| ProVise Management Group, LLC | 0.02% | No change | 3,095 | $300K |
| Viewpoint Capital Management LLC | 0.13% | No change | 3,031 | $294K |
| Apella Capital, LLC | 0.01% | Add +0.8% | 3,013 | $290K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.5% | 2,984 | $290K |
| Sonata Capital Group Inc. | 0.11% | No change | 2,972 | $289K |
| Rockland Trust Co. | 0.01% | New | 2,968 | $288K |
| Wealth Dimensions Group, Ltd. | 0.06% | Add +0.0% | 2,931 | $285K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 2,926 | $284K |
| Sierra Capital LLC | 0.03% | No change | 2,830 | $275K |
| Cary Street Partners Financial LLC | 0.01% | No change | 2,816 | $273K |
| Smith Shellnut Wilson LLC | 0.10% | Reduce -5.2% | 2,810 | $273K |
| Arkadios Wealth Advisors | 0.01% | Add +4.1% | 2,809 | $273K |
| Franklin Resources Inc. | 0.00% | Add +22.0% | 2,802 | $272K |
| Milestone Asset Management, LLC | 0.05% | New | 2,789 | $271K |
| Retirement Planning Group, LLC | 0.01% | Add +0.1% | 2,772 | $269K |
| Aspect Partners, LLC | 0.12% | Reduce -23.6% | 2,766 | $269K |
| Dunhill Financial, LLC | 0.09% | Add +107.0% | 2,757 | $268K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,725 | $265K |
| AE Wealth Management LLC | 0.00% | Reduce -92.3% | 2,663 | $259K |
| ABLE Financial Group, LLC | 0.06% | No change | 2,627 | $255K |
| Manhattan West Asset Management, LLC | 0.05% | Reduce -1.0% | 2,592 | $252K |
| KFA Private Wealth Group, LLC | 0.07% | Reduce -1.9% | 2,555 | $248K |
| Taylor & Morgan Wealth Management, LLC | 0.15% | Add +0.6% | 2,552 | $248K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.6% | 2,544 | $247K |
| Integris Wealth Management, LLC | 0.06% | No change | 2,534 | $246K |
| Platform Technology Partners | 0.06% | No change | 2,530 | $246K |
| Crossingbridge Advisors, LLC | 0.30% | Reduce -87.5% | 2,500 | $243K |
| Glenmede Investment Management, LP | 0.00% | Reduce -16.7% | 2,489 | $242K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.4% | 2,454 | $238K |
| Aft, Forsyth & Sober, LLC | 0.07% | No change | 2,450 | $238K |
| Volterra Technologies LP | 0.16% | Reduce -81.2% | 2,411 | $234K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,400 | $233K |
| Journey Strategic Wealth LLC | 0.01% | No change | 2,392 | $232K |
| Clear Investment Research, LLC | 0.31% | Add +2.5% | 2,369 | $230K |
| Clearstead Advisors, LLC | 0.00% | Add +0.6% | 2,354 | $228K |
| Eldridge Investment Advisors, Inc. | 0.05% | New | 2,353 | $228K |
| Phocas Financial Corp. | 0.03% | No change | 2,350 | $228K |
| Bensler, LLC | 0.02% | Add +0.3% | 2,314 | $225K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,286 | $222K |
| Second Line Capital, LLC | 0.05% | Reduce -17.2% | 2,273 | $221K |
| GAMCO Investors | 0.00% | Add +0.6% | 2,258 | $219K |
| Neuberger Berman Group LLC | 0.00% | No change | 2,250 | $218K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 2,112 | $215K |
| Argent Trust Co | 0.01% | Reduce -3.6% | 2,132 | $207K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 2,138 | $206K |
| One Wealth Advisors, LLC | 0.03% | No change | 2,122 | $206K |
| RDA Financial Network | 0.05% | New | 2,072 | $201K |
| Cwm, LLC | 0.00% | Reduce -17.9% | 1,792 | $174K |
| Bear Mountain Capital, Inc. | 0.06% | Reduce -3.8% | 1,768 | $173K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,611 | $156K |
| IFP Advisors, Inc | 0.00% | Reduce -7.5% | 1,579 | $153K |
| Pacifica Partners Inc. | 0.05% | No change | 1,570 | $152K |
| Spire Wealth Management | 0.01% | Add +21.6% | 1,562 | $152K |
| Tucker Asset Management LLC | 0.04% | Add +465.7% | 1,533 | $149K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,500 | $146K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,386 | $132K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +0.1% | 1,351 | $131K |
| Rise Advisors, LLC | 0.05% | Add +0.6% | 1,320 | $128K |
| Optimum Investment Advisors | 0.05% | Reduce -22.1% | 1,312 | $127K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 1,277 | $124K |
| Blue Trust, Inc. | 0.00% | Add +38.0% | 1,256 | $122K |
| Monetary Management Group Inc. | 0.03% | Reduce -23.1% | 1,250 | $121K |
| Principal Securities, Inc. | 0.00% | Add +1.8% | 1,171 | $114K |
| Chilton Capital Management LLC | 0.00% | Add +85.2% | 1,139 | $111K |
| WealthCollab, LLC | 0.05% | No change | 1,108 | $108K |
| Cheviot Value Management, LLC | 0.01% | New | 1,079 | $104K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | New | 1,010 | $98K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 975 | $95K |
| Barrett & Company, Inc. | 0.03% | No change | 924 | $90K |
| Russell Investments Group, Ltd. | 0.00% | Add +15.2% | 870 | $84K |
| First United Bank & Trust | 0.03% | Reduce -8.1% | 847 | $82K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 830 | $81K |
| WealthShield Partners, LLC | 0.01% | Add +2.5% | 810 | $79K |
| Heritage Wealth Advisors | 0.00% | No change | 700 | $68K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.9% | 700 | $68K |
| Rialto Wealth Management, LLC | 0.01% | No change | 600 | $58K |
| Armor Investment Advisors, LLC | 0.02% | Reduce -11.2% | 593 | $58K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 580 | $56K |
| Larson Financial Group LLC | 0.00% | Reduce -68.1% | 561 | $54K |
| Quantbot Technologies LP | 0.00% | Reduce -92.3% | 548 | $53K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 508 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 500 | $49K |
| CoreCap Advisors, LLC | 0.00% | Reduce -96.3% | 488 | $47K |
| Private Trust Co. NA | 0.00% | Reduce -47.9% | 425 | $41K |
| National Bank of Canada | 0.00% | Add +11.9% | 405 | $39K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.06% | New | 400 | $39K |
| Redwood Park Advisors LLC | 0.03% | Add +0.8% | 391 | $38K |
| MCF Advisors LLC | 0.00% | No change | 390 | $38K |
| HighMark Wealth Management LLC | 0.02% | No change | 375 | $36K |
| Concord Wealth Partners | 0.00% | No change | 350 | $34K |
| Sachetta, LLC | 0.01% | No change | 307 | $30K |
| Cetera Trust Company, N.A | 0.02% | No change | 300 | $29K |
| Granite FO LLC | 0.02% | No change | 300 | $29K |
| Luminist Capital LLC | 0.02% | Reduce -51.4% | 292 | $28K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -11.0% | 292 | $28K |
| Asset Dedication, LLC | 0.00% | No change | 289 | $28K |
| Glassy Mountain Advisors, Inc. | 0.01% | New | 275 | $27K |
| Mycio Wealth Partners, LLC | 0.01% | No change | 258 | $25K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 243 | $24K |
| Advantage Trust Co | 0.01% | Reduce -83.3% | 220 | $21K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +52.9% | 214 | $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% | No change | 192 | $19K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 190 | $18K |
| Smithfield Trust Co | 0.00% | No change | 188 | $18K |
| Clean Yield Group | 0.00% | New | 175 | $17K |
| Parkside Financial Bank & Trust | 0.00% | No change | 172 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 170 | $17K |
| 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 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -88.8% | 149 | $14K |
| Motco | 0.00% | No change | 142 | $14K |
| Avion Wealth | 0.00% | No change | 144 | $13K |
| Eastern Bank | 0.00% | No change | 132 | $13K |
| Horizons Wealth Management | 0.01% | No change | 129 | $13K |
| Creative Financial Designs Inc. | 0.00% | Reduce -98.0% | 123 | $12K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 111 | $11K |
| Assetmark, Inc. | 0.00% | Add +2.8% | 109 | $11K |
| Ancora Advisors LLC | 0.00% | Add +0.9% | 106 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 104 | $10K |
| Consultiva Wealth Management, Corp. | 0.03% | No change | 101 | $10K |
| Mather Group, Llc. | 0.00% | New | 98 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 93 | $9K |
| First Horizon Corp. | 0.00% | — | 93 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 90 | $9K |
| Independence Bank of Kentucky | 0.00% | No change | 90 | $9K |
| Abound Wealth Management | 0.00% | New | 87 | $8K |
| 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% | Add +1.2% | 83 | $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 | $8K |
| Field & Main Bank | 0.00% | No change | 75 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 74 | $7K |
| Capital Analysts, LLC | 0.00% | No change | 75 | $7K |
| City State Bank | 0.00% | No change | 60 | $6K |
| Alerus Financial NA | 0.00% | Reduce -47.2% | 57 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 51 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -12.3% | 50 | $5K |
| Investors Research Corp | 0.00% | Add +2.1% | 48 | $5K |
| IMG Wealth Management, Inc. | 0.00% | No change | 43 | $4K |
| CX Institutional | 0.00% | Reduce -81.1% | 42 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 41 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 40 | $4K |
| SIMA Wealth Partners, LLC | 0.00% | New | 39 | $4K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -50.0% | 35 | $3K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 34 | $3K |
| Key Financial Inc | 0.00% | No change | 32 | $3K |
| Gould Capital, LLC | 0.00% | Reduce -57.9% | 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 |
| Tripletail Wealth Management, LLC | 0.00% | New | 16 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +6.7% | 16 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 15 | $1K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 14 | $1K |
| Horizon Investments, LLC | 0.00% | Add +225.0% | 13 | $1K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -94.3% | 10 | $982 |
| Bank of New Hampshire | 0.00% | No change | 10 | $971 |
| Country Trust Bank | 0.00% | No change | 7 | $680 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 2 | $194 |
| Guerra Advisors Inc | 0.00% | New | 2 | $194 |
| Creekmur Asset Management LLC | 0.00% | No change | 2 | $194 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $97 |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 1 | $63 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $42 |
"% 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.