iShares US Real Estate ETFIYRETF

13F holders, Q4 2025 (December 31)
476holders +9
40new positions
38sold out
7famous investors
$93.92avg. 13F price*

At the end of Q4 2025, 476 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, up 9 from Q3 2025. 40 opened new positions and 38 sold out. The largest holders were Barclays PLC ($587.8M), WealthNavi Inc. ($548.2M) and HSBC Holdings PLC ($399.7M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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

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

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions40$864.6M
Exits38$81.5M

All 13F filers, Q3 2025 → Q4 2025: 12,278,542 shares bought and 5,620,091 shares sold, net +6,658,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 476 holders

Barclays PLC 0.24% Add +1.6% 6,260,125 $587.8M
WealthNavi Inc. 4.84% Add +10.2% 5,838,937 $548.2M
HSBC Holdings PLC 0.23% New 4,245,726 $399.7M
Cibc World Markets Corp. 1.62% — 3,437,596 $322.8M
T. Rowe Price Associates Inc. 0.03% New 2,942,928 $276.3M
Morgan Stanley 0.02% Reduce -15.2% 2,687,434 $252.3M
BNP Paribas Financial Markets 0.13% Reduce -13.4% 2,126,334 $199.6M
Citigroup Inc. 0.13% Add +43.9% 1,958,154 $183.9M
Two Sigma Investments, LP 0.25% New 1,713,403 $160.9M
UBS Group AG 0.03% Reduce -35.5% 1,695,093 $159.2M
Goldman Sachs Group Inc. 0.02% Reduce -55.1% 1,200,822 $112.7M
Ilmarinen Mutual Pension Insurance Co 0.90% Reduce -8.2% 1,196,577 $112.3M
Bank of America Corp. 0.01% Reduce -19.6% 1,146,651 $107.7M
Stifel Financial Corp. 0.06% Add +24.5% 734,378 $69.0M
BlackRock, Inc. 0.00% Add +2.7% 638,455 $59.9M
Wells Fargo & Company 0.01% Add +21.7% 624,548 $58.6M
Royal Bank of Canada 0.01% Add +9.1% 617,927 $58.0M
Citadel Advisors 0.03% Add +3170.4% 491,507 $46.1M
Jane Street Group, LLC 0.05% Add +296.8% 434,344 $40.8M
US Bancorp \de 0.04% Reduce -4.0% 379,559 $35.6M
PNC Financial Services Group, Inc. 0.02% Reduce -4.2% 376,359 $35.3M
Mercer Global Advisors Inc. 0.05% Add +1.5% 373,524 $35.1M
LPL Financial LLC 0.01% Reduce -1.7% 340,889 $32.0M
Northwestern Mutual Wealth Management Co. 0.02% Add +0.3% 325,997 $30.6M
Healthcare of Ontario Pension Plan Trust Fund 0.05% No change 300,000 $28.2M
Connable Office Inc. 2.58% Add +1.7% 299,557 $28.1M
Cibc World Market Inc. 0.04% Reduce -22.7% 246,434 $23.1M
FUKOKU MUTUAL LIFE INSURANCE Co 1.50% No change 243,000 $22.8M
Pathstone Holdings, LLC 0.09% Reduce -1.0% 236,720 $22.2M
Raymond James Financial Inc. 0.01% Add +1.0% 204,103 $19.2M
Ameriprise Financial Inc. 0.00% Add +5.0% 201,187 $18.9M
Sand Hill Global Advisors, LLC 0.60% Add +16.6% 183,801 $17.3M
D. E. Shaw & Co. 0.01% Add +62.7% 180,647 $17.0M
SG Americas Securities, LLC 0.02% Add +56.0% 180,632 $17.0M
Susquehanna International Group, LLP 0.02% Add +13.8% 170,072 $16.0M
Magnus Financial Group LLC 1.20% Add +5.5% 165,951 $15.6M
Global Endowment Management, LP 1.86% Add +16.8% 158,940 $14.9M
Financial Advisory Corp 2.01% Add +3.4% 147,355 $13.8M
JPMorgan Chase & Co. 0.00% Add +0.7% 143,909 $13.5M
Sumitomo Mitsui Financial Group, Inc. 0.21% Add +0.7% 127,151 $11.9M
Envestnet Asset Management Inc. 0.00% Reduce -5.4% 123,209 $11.6M
MML Investors Services, LLC 0.03% Add +7.6% 122,614 $11.5M
Focus Partners Wealth 0.01% Add +94.2% 122,380 $11.5M
Mariner, LLC 0.01% Reduce -40.4% 112,443 $10.6M
Bank of Montreal 0.00% Add +10.9% 112,063 $10.5M
Principal Financial Group Inc. 0.00% Add +1610.8% 94,456 $8.9M
DDFG, Inc 1.90% Add +2.3% 92,521 $8.7M
Rockefeller Capital Management L.P. 0.01% Reduce -13.7% 88,782 $8.3M
Unique Wealth, LLC 1.13% Add +9.8% 86,140 $8.1M
Maven Securities LTD 0.95% Reduce -19.8% 79,871 $7.5M
PGIM Custom Harvest LLC 0.10% Reduce -83.7% 71,184 $6.7M
Matthew Goff Investment Advisor, LLC 1.15% Reduce -0.5% 68,864 $6.5M
Omega Financial Group, LLC 2.06% Add +1154.9% 66,072 $6.2M
Renaissance Technologies 0.01% Reduce -9.1% 63,800 $6.0M
SCS Capital Management LLC 0.06% Reduce -0.1% 63,244 $5.9M
Balyasny Asset Management L.P. 0.01% New 59,816 $5.6M
Courier Capital LLC 0.30% Add +2.9% 57,696 $5.4M
Cetera Investment Advisers 0.01% Add +2.0% 57,564 $5.4M
Washington Trust Bank 0.36% Add +231.2% 54,714 $5.1M
Millennium Management 0.00% Reduce -6.0% 54,639 $5.1M
Mission Wealth Management, LP 0.10% Reduce -9.6% 54,622 $5.1M
Arkansas Financial Group, Inc. 0.72% Reduce -0.1% 53,531 $5.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.6% 53,303 $5.0M
CarsonAllaria Wealth Management, Ltd. 2.47% Add +6.9% 53,065 $5.0M
Consolidated Capital Management, LLC 1.47% New 51,797 $4.9M
Allie Family Office LLC 2.21% Add +0.3% 50,499 $4.7M
Commonwealth Equity Services, LLC 0.01% Reduce -10.2% 50,014 $4.7M
Cerity Partners LLC 0.01% Reduce -0.1% 49,325 $4.6M
Truist Financial Corp. 0.01% Reduce -0.5% 49,208 $4.6M
J. Goldman & Co LP 0.17% Reduce -79.7% 46,342 $4.4M
Rebalance, LLC 0.25% Reduce -3.8% 45,438 $4.3M
Modern Wealth Management, LLC 0.07% Add +2.9% 41,321 $3.9M
Jump Financial, LLC 0.05% Reduce -11.6% 41,005 $3.8M
Osaic Holdings, Inc. 0.01% Reduce -26.7% 40,357 $3.8M
Rodgers & Associates, LTD 0.38% Add +0.9% 39,995 $3.8M
HighTower Advisors, LLC 0.00% Reduce -12.9% 39,805 $3.7M
Running Point Capital Advisors, LLC 1.00% Reduce -23.5% 39,223 $3.7M
Corient Private Wealth LP 0.00% Add +21.0% 38,089 $3.6M
Pictet North America Advisors SA 0.33% No change 37,434 $3.5M
Checchi Capital Advisers, LLC 0.24% Add +31.8% 36,932 $3.5M
Sheets Smith Wealth Management 0.37% No change 36,000 $3.4M
Whitegate Investment Counselors, Inc. 1.03% Reduce -0.5% 35,036 $3.3M
Stephens Inc. 0.04% Add +0.0% 34,942 $3.3M
Allegheny Financial Group 0.48% Reduce -1.2% 34,713 $3.3M
Fairway Wealth LLC 0.87% Add +0.1% 34,516 $3.2M
Forte Asset Management LLC 1.46% Add +7.1% 34,141 $3.2M
Stamos Capital Partners, L.P. 0.49% Add +74.3% 32,811 $3.1M
Tower Research Capital LLC (TRC) 0.07% Add +166.6% 31,384 $2.9M
Oppenheimer Asset Management Inc. 0.04% New 30,696 $2.9M
Axxcess Wealth Management, LLC 0.05% Add +31.5% 30,509 $2.9M
JFS Wealth Advisors, LLC 0.15% Reduce -0.6% 29,229 $2.7M
Waverly Advisors, LLC 0.02% Reduce -17.1% 28,960 $2.7M
Jmac Enterprises LLC 0.51% Add +4.3% 28,362 $2.7M
Rakuten Investment Management, Inc. 0.01% No change 27,536 $2.7M
SBI Securities Co., Ltd. 0.07% Reduce -0.7% 28,040 $2.6M
Measured Wealth Private Client Group, LLC 0.69% Reduce -46.6% 27,901 $2.6M
Silver Oak Securities, Incorporated 0.17% Reduce -4.4% 26,899 $2.5M
Beto Financial Group, LLC 1.72% — 26,690 $2.5M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.8% 26,214 $2.5M
Glenview Trust Co 0.04% Reduce -1.1% 26,443 $2.5M
Naviter Wealth, LLC 0.32% Reduce -29.4% 26,164 $2.5M
Sage Rhino Capital LLC 0.45% Add +2.7% 25,535 $2.4M
Comerica Bank 0.01% Add +31.5% 25,519 $2.4M
Kestra Advisory Services, LLC 0.01% Add +1.4% 25,048 $2.4M
KM Capital Management Ltd. 1.20% Reduce -0.1% 24,974 $2.3M
StoneX Group Inc. 0.10% Add +144.7% 24,430 $2.3M
Allstreet Capital Advisors LLC 1.60% — 23,522 $2.2M
Baird Financial Group, Inc. 0.00% Reduce -3.5% 21,958 $2.1M
Dogwood Wealth Management LLC 0.90% Add +7.2% 21,882 $2.1M
GTS Securities LLC 0.07% Reduce -17.5% 21,764 $2.0M
Nepc LLC 0.04% Add +0.9% 21,747 $2.0M
FMR LLC 0.00% Reduce -3.1% 21,562 $2.0M
SOA Wealth Advisors, LLC. 0.32% Reduce -3.0% 20,769 $2.0M
Broadview Financial Management, LLC 1.30% Add +10.1% 20,680 $1.9M
Americana Partners, LLC 0.05% Add +104.1% 20,644 $1.9M
Blair William & Co. 0.01% Add +0.8% 20,439 $1.9M
Canton Hathaway, LLC 0.37% Add +5.5% 20,422 $1.9M
Wilmington Savings Fund Society, FSB 0.04% No change 20,417 $1.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -32.3% 20,239 $1.9M
Legacy Private Trust Co. 0.11% Add +3.6% 19,390 $1.8M
First Financial Corp. 0.69% Add +10.7% 19,349 $1.8M
Cordant, Inc. 0.76% Reduce -3.2% 19,334 $1.8M
Northern Trust Corp. 0.00% Reduce -0.9% 18,791 $1.8M
Gray Private Wealth, LLC 0.86% Add +7.7% 18,728 $1.8M
First Citizens Financial Corp 0.87% Reduce -7.4% 18,708 $1.8M
Sowell Financial Services LLC 0.06% Add +1.4% 18,703 $1.8M
Evanson Asset Management, LLC 0.09% No change 18,419 $1.7M
Gallagher Fiduciary Advisors, LLC 0.06% New 18,302 $1.7M
Global Retirement Partners, LLC 0.03% Reduce -12.3% 17,588 $1.7M
Garde Capital, Inc. 0.10% Add +0.5% 17,186 $1.6M
Verition Fund Management LLC 0.01% Add +274.2% 17,133 $1.6M
Marex Group Ltd 0.02% New 16,610 $1.6M
Embree Financial Group 0.19% Reduce -10.4% 16,517 $1.6M
NorthRock Partners, LLC 0.03% New 16,206 $1.5M
Foundation Wealth Management, LLC 1.03% Reduce -1.8% 15,940 $1.5M
Lido Advisors, LLC 0.01% Add +3.5% 15,449 $1.5M
Ballew Advisors, Inc 0.82% Add +2.0% 15,337 $1.5M
Rather & Kittrell, Inc. 0.23% Add +0.1% 15,237 $1.4M
Private Advisor Group, LLC 0.01% Reduce -1.9% 14,882 $1.4M
CTC Alternative Strategies, Ltd. 2.57% New 14,600 $1.4M
Upper Left Wealth Management, LLC 0.82% Reduce -0.3% 14,254 $1.3M
Grey Fox Wealth Advisors, LLC 0.27% Add +34.5% 14,027 $1.3M
Koshinski Asset Management, Inc. 0.08% No change 13,645 $1.3M
Integrated Advisors Network LLC 0.06% Reduce -9.8% 13,272 $1.2M
Park Avenue Securities LLC 0.01% Reduce -19.3% 13,013 $1.2M
Creative Planning 0.00% Reduce -8.6% 12,768 $1.2M
Sequoia Financial Advisors, LLC 0.01% Reduce -3.0% 12,735 $1.2M
Commerce Bank 0.01% Reduce -3.6% 12,693 $1.2M
MAI Capital Management 0.01% Add +1.5% 12,656 $1.2M
Gladstone Institutional Advisory LLC 0.04% Add +5.2% 12,421 $1.2M
Brown Advisory Inc. 0.00% Reduce -0.3% 12,220 $1.1M
Atria Investments, Inc 0.01% New 12,111 $1.1M
Rehmann Capital Advisory Group 0.06% Add +17.8% 11,954 $1.1M
Mutual Advisors, LLC 0.02% Add +0.6% 11,694 $1.1M
Apella Capital, LLC 0.02% Add +287.4% 11,671 $1.1M
HB Wealth Management, LLC 0.01% Reduce -0.7% 11,605 $1.1M
TAGStone Capital, Inc. 0.40% Reduce -5.9% 11,440 $1.1M
Lifeworks Advisors, LLC 0.14% Reduce -33.8% 11,431 $1.1M
Financial & Tax Architects, LLC 0.24% Reduce -2.9% 11,307 $1.1M
Centaurus Financial, Inc. 0.05% Reduce -0.3% 11,028 $1.0M
Allworth Financial LP 0.00% Add +17.1% 11,020 $1.0M
Scotia Capital Inc. 0.00% Add +1.6% 10,644 $999K
Sterling Investment Advisors LLC 0.48% Add +14.4% 10,634 $998K
Finley Financial, LLC 0.46% Reduce -2.6% 10,585 $994K
Stratos Wealth Advisors, LLC 0.05% Add +4.4% 10,483 $984K
Walleye Capital LLC 0.01% New 10,444 $981K
B. Riley Wealth Advisors, Inc. 0.05% Add +3.9% 10,161 $954K
Guidance Point Advisors, LLC 0.23% Reduce -2.8% 10,118 $951K
Captrust Financial Advisors 0.00% Add +5.5% 10,107 $949K
Discovery Capital Management, LLC / CT 0.05% New 10,055 $944K
Crossingbridge Advisors, LLC 0.56% Add +300.0% 10,000 $943K
AlphaCentric Advisors LLC 0.94% — 10,000 $939K
Toronto Dominion Bank 0.00% Add +141.5% 9,900 $930K
BlueSky Wealth Advisors, LLC 0.12% Reduce -7.0% 9,869 $927K
Pinnacle Financial Partners, Inc. 0.01% — 9,793 $920K
Faithward Advisors, LLC 0.13% Add +7.1% 9,465 $889K
NTV Asset Management LLC 0.09% Reduce -2.4% 9,350 $878K
TradeLink Capital LLC 6.91% New 9,200 $864K
Ethos Financial Group, LLC 0.06% No change 9,176 $862K
Kagan Cocozza Asset Management 0.60% Reduce -0.8% 9,055 $850K
Atlas Legacy Advisors, LLC 0.15% Add +17.1% 8,924 $838K
DRW Securities, LLC 0.06% Add +23.2% 8,923 $838K
Itau Unibanco Holding S.A. 0.02% Reduce -9.3% 8,765 $823K
Moors & Cabot, Inc. 0.03% Add +2.8% 8,634 $811K
Bank of New York Mellon Corp 0.00% Add +0.0% 8,566 $804K
Moneta Group Investment Advisors LLC 0.01% Add +5.2% 8,561 $804K
Cullen/Frost Bankers, Inc. 0.01% Add +1.9% 8,558 $804K
GLOBALT Investments LLC / GA 0.03% Reduce -2.0% 8,362 $785K
Creekside Partners 0.32% Add +0.1% 8,168 $767K
Jones Financial Companies LLLP 0.00% Add +7.0% 8,164 $767K
Janney Montgomery Scott LLC 0.00% Reduce -0.8% 7,961 $748K
Thrivent Financial for Lutherans 0.00% Add +3.4% 7,936 $745K
Tidal Investments LLC 0.00% Add +132.3% 7,900 $742K
Marshall Wace, LLP 0.00% Add +28.8% 7,720 $725K
Bailard, Inc. 0.02% Reduce -88.9% 7,718 $725K
Adell Harriman & Carpenter Inc. 0.04% Reduce -11.7% 7,615 $715K
M&T Bank Corp 0.00% Reduce -1.1% 7,614 $715K
Keel Point, LLC 0.04% Reduce -0.5% 7,539 $708K
Courage Miller Partners, LLC 0.21% Add +4.8% 7,512 $705K
Headlands Technologies LLC 0.06% Add +58.9% 7,430 $698K
Balanced Wealth Group LLC 0.26% Add +0.6% 7,175 $697K
Gen-Wealth Partners Inc 0.22% Add +12.3% 7,314 $687K
Exit Wealth Advisors, LLC. 0.40% Add +90.2% 7,270 $683K
Ssi Investment Management LLC 0.25% No change 7,047 $662K
Deutsche Bank AG 0.00% No change 6,985 $656K
Encompass Wealth Advisors, LLC 0.22% Add +11.6% 6,980 $655K
Nwam LLC 0.04% Reduce -0.1% 6,908 $650K
American Wealth Advisors, LLC 0.64% Add +0.8% 6,905 $648K
Modera Wealth Management, LLC 0.01% Reduce -0.6% 6,849 $643K
Gould Asset Management LLC 0.11% Add +19.1% 6,805 $639K
Elevation Wealth Partners, LLC 0.23% Reduce -0.4% 6,790 $637K
Krilogy Financial LLC 0.02% Add +0.2% 6,496 $623K
Composition Wealth, LLC 0.01% Reduce -56.6% 6,613 $621K
Steward Partners Investment Advisory, LLC 0.00% Add +25.0% 6,580 $618K
Covenant Asset Management, LLC 0.12% Reduce -1.4% 6,557 $616K
Flagstar Securities, Inc. 0.20% Add +9.8% 6,501 $610K
Bucket List Wealth Management, LLC 0.36% — 6,353 $597K
Dimension Capital Management LLC 0.08% Reduce -4.1% 6,329 $594K
Waldron Private Wealth LLC 0.02% No change 6,246 $586K
Pure Financial Advisors, LLC 0.01% Reduce -5.4% 6,212 $583K
Prospera Financial Services Inc 0.01% Reduce -5.1% 6,208 $583K
J.W. Cole Advisors, Inc. 0.01% Reduce -9.8% 6,250 $568K
Alliancebernstein L.P. 0.00% Add +33.2% 5,997 $563K
TFO Wealth Partners, LLC 0.08% Add +0.0% 5,913 $555K
Orion Porfolio Solutions, LLC 0.00% Reduce -10.6% 5,879 $552K
Edgestream Partners, L.P. 0.02% Add +75.2% 5,858 $550K
Perigon Wealth Management, LLC 0.01% Add +37.3% 5,656 $531K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 5,571 $523K
Regal Investment Advisors LLC 0.03% Reduce -1.3% 5,566 $523K
Clear Creek Financial Management, LLC 0.04% Reduce -7.5% 5,542 $520K
Belvedere Trading LLC 0.10% New 5,499 $516K
Independence Wealth Advisors, LLC 0.29% — 5,407 $508K
Valeo Financial Advisors, LLC 0.01% Reduce -0.5% 5,286 $496K
Infinity Wealth Counsel, LLC 0.45% Add +8.2% 5,285 $496K
Geneos Wealth Management Inc. 0.01% No change 5,275 $495K
HCR Wealth Advisors 0.05% No change 5,265 $494K
Graybill Wealth Management, LTD. 0.14% Add +2.1% 5,220 $490K
Farther Finance Advisors, LLC 0.01% Reduce -60.5% 5,210 $489K
CFM Wealth Partners LLC 0.07% Add +0.3% 5,185 $487K
Sava Infond d.o.o. 0.06% Add +59.4% 5,100 $479K
Principle Wealth Partners LLC 0.03% No change 5,100 $479K
Vanguard Group Inc. 0.00% No change 5,079 $477K
AE Wealth Management LLC 0.00% Add +90.6% 5,076 $477K
Aptus Capital Advisors, LLC 0.00% Add +35.5% 5,058 $475K
Westmount Partners, LLC 0.12% Reduce -35.5% 5,038 $473K
DAVENPORT & Co LLC 0.00% Add +15.3% 5,005 $470K
Nuveen, LLC 0.00% New 5,000 $469K
Clal Insurance Enterprises Holdings Ltd 0.00% New 5,000 $469K
Bessemer Group Inc. 0.00% No change 4,993 $469K
Tower Wealth Partners, Inc. 0.25% Add +14.8% 4,923 $462K
Leavell Investment Management, Inc. 0.02% No change 4,845 $455K
Sage Financial Group Inc. 0.03% Add +49.3% 4,809 $452K
DV Trading LLC 0.04% — 4,740 $449K
Advisory Services Network, LLC 0.01% Reduce -14.9% 4,777 $449K
Integrated Wealth Concepts LLC 0.01% Reduce -22.0% 4,771 $448K
Lanark Financial, Inc. 0.03% Reduce -1.5% 4,746 $446K
Partners Wealth Management, LLC 0.46% No change 4,710 $442K
Ameritas Advisory Services, LLC 0.02% Reduce -5.0% 4,678 $439K
Ellis Investment Partners, LLC 0.08% Reduce -3.4% 4,661 $438K
Sachem Hill LLC 0.08% Reduce -1.4% 4,595 $431K
&partners 0.00% Reduce -11.8% 4,554 $428K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -4.0% 4,549 $427K
Leo Wealth, LLC 0.03% New 4,548 $427K
Elevation Point Wealth Partners, LLC 0.02% Add +0.1% 4,463 $419K
Vestmark Advisory Solutions, Inc. 0.01% Add +0.1% 4,463 $419K
Wealthspire Advisors, LLC 0.00% Reduce -50.0% 4,429 $416K
Liberty Wealth Management LLC 0.05% Add +12.0% 4,386 $412K
Cresset Asset Management, LLC 0.00% No change 4,354 $409K
Audent Global Asset Management, LLC 0.26% Reduce -1.7% 4,327 $406K
Manchester Capital Management LLC 0.05% No change 4,286 $402K
Patten & Patten Inc. 0.02% Reduce -0.6% 4,247 $399K
Harbor Investment Advisory, LLC 0.03% New 4,216 $396K
Wealth Alliance, LLC 0.04% New 4,202 $395K
Tudor Investment Corporation 0.00% Reduce -94.1% 4,150 $390K
Investment Advisory Group, LLC 0.10% No change 4,110 $386K
D.A. Davidson & Co. 0.00% Add +4.9% 4,013 $377K
Bradley Foster & Sargent Inc. 0.01% No change 4,009 $376K
Franklin Resources Inc. 0.00% Add +41.4% 3,962 $372K
City Holding Co. 0.04% No change 3,786 $355K
Paladin Advisory Group, LLC 0.25% No change 3,694 $347K
Sentinel Wealth Management, Inc. 0.28% No change 3,660 $344K
Intrust Bank NA 0.03% No change 3,657 $343K
IFG Advisors, LLC 0.06% Reduce -6.2% 3,641 $342K
Castle Wealth Management LLC 0.11% Add +0.0% 3,618 $340K
OpenArc Corporate Advisory, LLC 0.01% — 3,609 $339K
Alhambra Investment Management LLC 0.16% Reduce -12.7% 3,608 $339K
Cypress Financial Planning LLC 0.09% Reduce -42.4% 3,497 $331K
NewEdge Advisors, LLC 0.00% Reduce -12.7% 3,496 $328K
Ferguson Johnson Wealth Management Inc 0.27% — 3,501 $328K
Stratos Wealth Partners, LTD. 0.00% Add +18.9% 3,479 $327K
Rockland Trust Co. 0.01% Add +16.6% 3,461 $325K
Rock Point Advisors, LLC 0.08% Reduce -11.7% 3,440 $323K
Rathbones Group PLC 0.00% Reduce -12.9% 3,431 $322K
Lakeshore Capital Group, Inc. 0.26% Reduce -0.2% 3,430 $322K
Delta Capital Management LLC 0.18% No change 3,380 $317K
L & S Advisors Inc 0.03% New 3,370 $316K
Independent Financial Group, LLC 0.01% Reduce -18.1% 3,367 $316K
Oppenheimer & Co. Inc. 0.00% Reduce -2.8% 3,362 $316K
Equitable Holdings, Inc. 0.00% Reduce -8.6% 3,316 $311K
Second Line Capital, LLC 0.06% Add +44.3% 3,279 $308K
Wealth Architects, LLC 0.03% No change 3,275 $307K
Abacus Planning Group, Inc. 0.04% No change 3,259 $306K
Tillman Hartley LLC 0.07% Reduce -75.5% 3,175 $298K
Parallel Advisors, LLC 0.01% Reduce -4.8% 3,130 $294K
AQR Capital Management 0.00% New 3,116 $293K
ProVise Management Group, LLC 0.02% No change 3,095 $291K
1832 Asset Management L.P. 0.00% Reduce -5.7% 3,053 $287K
OneDigital Investment Advisors LLC 0.00% Add +0.8% 3,007 $282K
Dunhill Financial, LLC 0.09% Add +8.0% 2,978 $280K
Sonata Capital Group Inc. 0.10% No change 2,972 $279K
Wealth Dimensions Group, Ltd. 0.05% Reduce -2.1% 2,870 $269K
Bear Mountain Capital, Inc. 0.09% Add +55.6% 2,751 $267K
Sierra Capital LLC 0.03% No change 2,830 $266K
Retirement Planning Group, LLC 0.01% Add +2.0% 2,828 $266K
Garrison Point Advisors, LLC 0.12% Reduce -14.9% 2,821 $265K
Yukon Wealth Management, Inc. 0.15% Reduce -14.4% 2,744 $264K
Smith Shellnut Wilson LLC 0.10% No change 2,810 $264K
Compound Planning, Inc. 0.01% Reduce -29.6% 2,785 $261K
Choreo, LLC 0.00% Reduce -15.8% 2,753 $261K
Cozad Asset Management Inc. 0.02% No change 2,725 $256K
Axos Invest Inc. 0.19% Reduce -29.9% 2,693 $253K
Kestra Private Wealth Services, LLC 0.00% Add +3.3% 2,629 $247K
Burke & Herbert Bank & Trust Co. 0.07% Reduce -55.6% 2,605 $245K
Manhattan West Asset Management, LLC 0.05% No change 2,592 $243K
Viewpoint Capital Management LLC 0.11% Reduce -14.8% 2,583 $243K
Taylor & Morgan Wealth Management, LLC 0.14% Add +0.9% 2,575 $242K
KFA Private Wealth Group, LLC 0.06% Add +0.1% 2,557 $240K
Integris Wealth Management, LLC 0.05% No change 2,534 $238K
Platform Technology Partners 0.05% No change 2,530 $238K
EP Wealth Advisors, LLC 0.00% — 2,522 $237K
Aft, Forsyth & Sober, LLC 0.07% No change 2,450 $230K
Sierra Ocean, LLC 0.19% New 2,438 $229K
Sanctuary Advisors, LLC 0.00% Reduce -1.2% 2,424 $228K
Nomura Asset Management Co. Ltd. 0.00% No change 2,400 $225K
Journey Strategic Wealth LLC 0.01% No change 2,392 $225K
Eldridge Investment Advisors, Inc. 0.05% Add +0.0% 2,354 $221K
Phocas Financial Corp. 0.03% No change 2,350 $221K
Cary Street Partners Financial LLC 0.01% Reduce -17.8% 2,316 $217K
Cape Cod Five Cents Savings Bank 0.02% No change 2,112 $215K
Center for Financial Planning, Inc. 0.02% No change 2,286 $215K
Clearstead Advisors, LLC 0.00% Reduce -3.5% 2,272 $213K
GAMCO Investors 0.00% Reduce -0.0% 2,257 $212K
Neuberger Berman Group LLC 0.00% Add +0.0% 2,251 $211K
United Asset Strategies, Inc. 0.02% Reduce -51.1% 2,247 $211K
Graetz Wealth LLC 0.19% — 2,246 $211K
SlateStone Wealth, LLC 0.02% New 2,240 $210K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 2,141 $206K
RDA Financial Network 0.05% Add +3.2% 2,139 $201K
Kohmann Bosshard Financial Services, LLC 0.02% New 1,952 $183K
Aspect Partners, LLC 0.08% Reduce -30.9% 1,912 $180K
Keating Financial Advisory Services, Inc. 0.02% — 1,846 $173K
Quantbot Technologies LP 0.01% Add +197.6% 1,631 $153K
Atlantic Union Bankshares Corp 0.00% No change 1,611 $151K
TD Waterhouse Canada Inc. 0.00% Add +5.4% 1,581 $148K
Spire Wealth Management 0.00% Add +0.8% 1,574 $148K
Pacifica Partners Inc. 0.07% No change 1,570 $148K
Cwm, LLC 0.00% Reduce -12.6% 1,566 $147K
IFP Advisors, Inc 0.00% Reduce -3.0% 1,532 $144K
Glenmede Trust Co. NA 0.00% — 1,489 $140K
Hughes Financial Services, LLC 0.02% No change 1,386 $130K
Physician Wealth Advisors, Inc. 0.02% Reduce -8.0% 1,243 $117K
WealthShield Partners, LLC 0.01% Add +44.4% 1,170 $110K
WealthCollab, LLC 0.04% No change 1,108 $104K
Cheviot Value Management, LLC 0.01% Add +0.1% 1,080 $103K
Colonial Trust Advisors 0.01% New 1,083 $102K
Blue Trust, Inc. 0.00% Reduce -16.2% 1,053 $99K
Lodestone Wealth Management LLC 0.04% New 1,014 $95K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,010 $95K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 975 $92K
CX Institutional 0.00% Add +2150.0% 945 $89K
Barrett & Company, Inc. 0.03% No change 924 $87K
Federation des caisses Desjardins du Quebec 0.00% No change 830 $78K
Russell Investments Group, Ltd. 0.00% Reduce -5.3% 824 $77K
First United Bank & Trust 0.02% Reduce -8.6% 774 $73K
Monetary Management Group Inc. 0.02% Reduce -40.0% 750 $70K
Heritage Wealth Advisors 0.00% No change 700 $66K
Harbour Investments, Inc. 0.00% No change 700 $66K
Rialto Wealth Management, LLC 0.02% Add +12.2% 673 $63K
Armor Investment Advisors, LLC 0.02% No change 593 $56K
Maryland Capital Advisors Inc. 0.02% No change 580 $54K
Lowe Brockenbrough & Co. Inc. 0.00% No change 508 $48K
Whittier Trust Co. of Nevada Inc. 0.00% No change 500 $47K
Godfrey Financial Associates, Inc. 0.04% — 503 $47K
AlphaCore Capital LLC 0.00% New 500 $47K
National Bank of Canada 0.00% Add +19.3% 483 $45K
CoreCap Advisors, LLC 0.00% Reduce -8.0% 449 $42K
Private Trust Co. NA 0.00% No change 425 $40K
Fifth Third Bancorp 0.00% New 402 $38K
Redwood Park Advisors LLC 0.03% Add +0.8% 394 $37K
Tucker Asset Management LLC 0.01% Reduce -74.3% 394 $37K
MCF Advisors LLC 0.00% No change 390 $37K
HighMark Wealth Management LLC 0.01% No change 375 $35K
Larson Financial Group LLC 0.00% Reduce -42.1% 325 $31K
Cetera Trust Company, N.A 0.02% No change 300 $28K
Granite FO LLC 0.01% No change 300 $28K
Modus Advisors, LLC 0.01% New 300 $28K
O'shaughnessy Asset Management, LLC 0.00% Add +37.9% 295 $28K
Asset Dedication, LLC 0.00% No change 289 $27K
Greykasell Wealth Strategies, Inc. 0.01% Add +17.7% 286 $27K
Glassy Mountain Advisors, Inc. 0.01% No change 275 $26K
Assetmark, Inc. 0.00% Add +145.9% 268 $25K
Mycio Wealth Partners, LLC 0.01% No change 258 $24K
Cape Investment Advisory, Inc. 0.01% Reduce -19.9% 234 $22K
Entrust Financial LLC 0.02% — 225 $21K
Bartlett & Co. Wealth Management LLC 0.00% No change 200 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 196 $18K
Smithfield Trust Co 0.00% No change 188 $18K
Luminist Capital LLC 0.02% Reduce -37.3% 183 $17K
Concord Wealth Partners 0.00% Reduce -49.4% 177 $17K
Clean Yield Group 0.00% No change 175 $16K
Parkside Financial Bank & Trust 0.00% No change 172 $16K
Tsfg, LLC 0.00% No change 168 $16K
Farmers & Merchants Investments Inc. 0.00% No change 170 $16K
Crewe Advisors LLC 0.00% No change 150 $14K
International Assets Investment Management, LLC 0.00% New 150 $14K
Cranbrook Wealth Management, LLC 0.00% No change 149 $14K
Motco 0.00% No change 142 $13K
Elevated Capital Advisors, LLC 0.00% New 138 $13K
Eastern Bank 0.00% No change 132 $12K
Horizons Wealth Management 0.01% No change 129 $12K
Creative Financial Designs Inc. 0.00% No change 123 $12K
Front Row Advisors LLC 0.00% No change 120 $11K
EPG Wealth Management LLC 0.00% No change 111 $10K
Ancora Advisors LLC 0.00% Add +0.9% 107 $10K
Valley National Advisers Inc. 0.00% New 107 $10K
Strategic Wealth Partners, Ltd. 0.00% No change 104 $10K
Consultiva Wealth Management, Corp. 0.03% No change 101 $9K
Armstrong Advisory Group, Inc. 0.00% Add +100.0% 100 $9K
BOK Financial Private Wealth, Inc. 0.00% Reduce -92.3% 99 $9K
Robinswood Financial LLC 0.00% No change 93 $9K
Missouri Trust & Investment Co 0.00% No change 90 $8K
Independence Bank of Kentucky 0.00% No change 90 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 85 $8K
United Community Bank 0.00% New 84 $8K
CIBC Private Wealth Group LLC 0.00% No change 83 $8K
Oxford Financial Group, LTD. LLC 0.00% No change 79 $7K
Smartleaf Asset Management LLC 0.00% No change 77 $7K
Field & Main Bank 0.00% No change 75 $7K
Chilton Capital Management LLC 0.00% Reduce -93.4% 75 $7K
Avion Wealth 0.00% Reduce -46.5% 77 $7K
Capital Analysts, LLC 0.00% No change 75 $7K
Glass Jacobson Investment Advisors llc 0.00% No change 74 $7K
New Republic Capital, LLC 0.00% Reduce -99.9% 70 $7K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% — 60 $6K
City State Bank 0.00% No change 60 $6K
Alerus Financial NA 0.00% No change 57 $5K
Orion Capital Management LLC 0.00% Add +2.0% 52 $5K
Investors Research Corp 0.00% No change 48 $5K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 45 $4K
IMG Wealth Management, Inc. 0.00% Add +2.3% 44 $4K
First Horizon Corp. 0.00% Reduce -55.9% 41 $4K
Glen Eagle Advisors, LLC 0.00% No change 40 $4K
Mascoma Wealth Management LLC 0.00% No change 35 $3K
Abound Wealth Management 0.00% Reduce -60.9% 34 $3K
Key Financial Inc 0.00% No change 32 $3K
Planning Project LLC 0.00% — 29 $3K
Flagship Harbor Advisors, LLC 0.00% New 25 $2K
Root Financial Partners, LLC 0.00% New 25 $2K
Salomon & Ludwin, LLC 0.00% No change 24 $2K
Phillips Financial Management, LLC 0.00% No change 20 $2K
Pflug Koory, LLC 0.00% No change 17 $2K
McGuire Capital Advisors Inc. 0.00% — 15 $1K
Arax Advisory Partners 0.00% New 14 $1K
Woodard & Co. Asset Management Group Inc. 0.00% No change 14 $1K
Sunbelt Securities, Inc. 0.00% No change 10 $959
Bank of New Hampshire 0.00% No change 10 $939
Granite Investment Partners, LLC 0.00% New 10 $939
Country Trust Bank 0.00% No change 7 $657
Reflection Asset Management 0.00% — 7 $655
Capital Investment Advisory Services, LLC 0.00% Reduce -76.2% 5 $493
Bogart Wealth, LLC 0.00% Reduce -93.8% 5 $469
Horizon Investments, LLC 0.00% Reduce -69.2% 4 $376
Smallwood Wealth Investment Management, LLC 0.00% Add +100.0% 4 $375
Parallax Volatility Advisers, L.P. 0.00% No change 1 $94
Hamilton Point Investment Advisors, LLC 0.00% No change 1 $61
Motiv8 Investments LLC 0.00% New 5 $0

"% 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.