iShares US Real Estate ETFIYRETF

13F holders, Q1 2026 (March 31)
461holders −15
47new positions
56sold out
4famous investors
$90.86avg. 13F price*

At the end of Q1 2026, 461 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, down 15 from Q4 2025. 47 opened new positions and 56 sold out. The largest holders were WealthNavi Inc. ($568.3M), Barclays PLC ($416.1M) and Morgan Stanley ($361.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
iShares US Real Estate ETF
CUSIP
464287739
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions47$66.5M
Exits56$88.0M

All 13F filers, Q4 2025 → Q1 2026: 6,469,006 shares bought and 11,970,762 shares sold, net −5,501,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 461 holders

WealthNavi Inc. 4.93% Add +2.9% 6,010,249 $568.3M
Barclays PLC 0.15% Reduce -29.7% 4,400,498 $416.1M
Morgan Stanley 0.02% Add +42.1% 3,818,731 $361.1M
CIBC Bancorp USA Inc. 0.38% — 2,969,658 $280.8M
BNP Paribas Financial Markets 0.11% Reduce -15.0% 1,806,917 $170.9M
Goldman Sachs Group Inc. 0.02% Add +36.6% 1,640,604 $155.1M
Ilmarinen Mutual Pension Insurance Co 1.21% Add +35.5% 1,620,907 $153.3M
T. Rowe Price Associates Inc. 0.02% Reduce -48.4% 1,518,964 $143.6M
UBS Group AG 0.02% Reduce -18.0% 1,390,705 $131.5M
Bank of America Corp. 0.01% Add +12.7% 1,292,491 $122.2M
Citigroup Inc. 0.06% Reduce -46.9% 1,039,021 $98.2M
Two Sigma Investments, LP 0.08% Reduce -42.6% 984,203 $93.1M
Stifel Financial Corp. 0.08% Add +30.1% 955,520 $90.4M
BlackRock, Inc. 0.00% Reduce -0.1% 638,133 $60.3M
Royal Bank of Canada 0.01% Add +1.1% 624,983 $59.1M
Wells Fargo & Company 0.01% Reduce -27.4% 453,346 $42.9M
JPMorgan Chase & Co. 0.00% Add +203.4% 436,650 $40.6M
SG Americas Securities, LLC 0.04% Add +123.4% 403,457 $38.2M
PNC Financial Services Group, Inc. 0.02% Reduce -1.4% 371,109 $35.1M
US Bancorp \de 0.04% Reduce -4.6% 362,136 $34.2M
Mercer Global Advisors Inc. 0.05% Reduce -3.5% 360,425 $34.1M
LPL Financial LLC 0.01% Add +5.6% 359,939 $34.0M
Northwestern Mutual Wealth Management Co. 0.02% Add +7.2% 349,531 $33.1M
Cibc World Market Inc. 0.05% Add +33.0% 327,767 $31.0M
Connable Office Inc. 2.86% Add +2.6% 307,253 $29.1M
Citadel Advisors 0.02% Reduce -38.8% 300,815 $28.4M
FUKOKU MUTUAL LIFE INSURANCE Co 1.50% No change 243,000 $23.0M
Pathstone Holdings, LLC 0.09% Reduce -1.2% 233,799 $22.1M
Millennium Management 0.02% Add +277.7% 206,361 $19.5M
Global Endowment Management, LP 2.15% Add +28.4% 204,000 $19.3M
Raymond James Financial Inc. 0.01% Reduce -0.8% 202,426 $19.1M
Ameriprise Financial Inc. 0.00% Reduce -7.5% 186,033 $17.6M
Sand Hill Global Advisors, LLC 0.59% Add +0.7% 185,028 $17.5M
Passaic Partners LLC 2.10% New 183,304 $17.3M
Walleye Capital LLC 0.11% Add +1623.5% 180,000 $17.0M
Magnus Financial Group LLC 1.36% Add +5.8% 175,501 $16.6M
Financial Advisory Corp 1.97% Add +2.0% 150,315 $14.2M
Envestnet Asset Management Inc. 0.00% Add +10.9% 136,630 $12.9M
Sumitomo Mitsui Financial Group, Inc. 0.24% Reduce -0.9% 126,057 $11.9M
Focus Partners Wealth 0.01% Reduce -1.6% 120,362 $11.4M
Mariner, LLC 0.01% Add +0.5% 113,052 $10.7M
Rockefeller Capital Management L.P. 0.02% Add +27.1% 112,868 $10.7M
Bank of Montreal 0.00% Reduce -7.7% 103,438 $9.8M
Maven Securities LTD 0.57% Add +28.5% 102,668 $9.7M
DDFG, Inc 2.02% Add +7.0% 99,025 $9.4M
Unique Wealth, LLC 1.20% Add +6.3% 91,537 $8.7M
MML Investors Services, LLC 0.02% Reduce -26.0% 90,680 $8.6M
Cetera Investment Advisers 0.01% Add +42.1% 81,813 $7.7M
PGIM Custom Harvest LLC 0.12% Add +13.4% 80,699 $7.6M
Cerity Partners LLC 0.01% Add +61.1% 79,461 $7.5M
Susquehanna International Group, LLP 0.01% Reduce -58.3% 70,999 $6.7M
Jefferies Financial Group Inc. 0.08% New 69,995 $6.6M
Virtu Financial LLC 0.27% New 68,217 $6.5M
Walleye Trading LLC 0.13% New 66,609 $6.3M
Jane Street Group, LLC 0.01% Reduce -84.8% 66,211 $6.3M
Omega Financial Group, LLC 1.98% Reduce -3.8% 63,587 $6.0M
GTS Securities LLC 0.21% Add +191.0% 63,336 $6.0M
SCS Capital Management LLC 0.06% No change 63,244 $6.0M
Courier Capital LLC 0.32% Add +5.3% 60,775 $5.7M
Consolidated Capital Management, LLC 1.82% Add +15.0% 59,565 $5.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +8.6% 57,907 $5.5M
Rakuten Investment Management, Inc. 0.01% Add +100.0% 55,072 $5.3M
Arkansas Financial Group, Inc. 0.73% Reduce -0.9% 53,063 $5.2M
CarsonAllaria Wealth Management, Ltd. 2.53% Add +2.0% 54,104 $5.1M
Marshall Wace, LLP 0.01% Add +571.8% 51,861 $4.9M
Mission Wealth Management, LP 0.10% Reduce -6.0% 51,315 $4.9M
Truist Financial Corp. 0.01% Add +1.7% 50,041 $4.7M
Allie Family Office LLC 2.06% Reduce -1.2% 49,873 $4.7M
MYDA Advisors LLC 1.08% New 48,000 $4.5M
HighTower Advisors, LLC 0.00% Add +19.5% 47,576 $4.5M
Bank of Nova Scotia 0.01% New 45,960 $4.3M
Rebalance, LLC 0.25% Add +1.1% 45,935 $4.3M
Modern Wealth Management, LLC 0.07% Add +9.0% 45,041 $4.3M
J. Goldman & Co LP 0.19% Reduce -4.4% 44,297 $4.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +675.6% 43,210 $4.1M
Rodgers & Associates, LTD 0.40% Add +2.9% 41,134 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -18.1% 40,950 $3.9M
Osaic Holdings, Inc. 0.01% Reduce -0.5% 40,158 $3.8M
Stamos Capital Partners, L.P. 0.57% Add +16.7% 38,300 $3.6M
Pictet North America Advisors SA 0.35% No change 37,434 $3.5M
Forte Asset Management LLC 1.49% Add +5.5% 36,008 $3.4M
Sheets Smith Wealth Management 0.38% No change 36,000 $3.4M
Allegheny Financial Group 0.45% Add +2.8% 35,677 $3.4M
Whitegate Investment Counselors, Inc. 1.05% Reduce -0.3% 34,940 $3.3M
Checchi Capital Advisers, LLC 0.23% Reduce -5.7% 34,843 $3.3M
Stephens Inc. 0.04% Reduce -1.0% 34,601 $3.3M
Fairway Wealth LLC 0.86% Add +0.0% 34,527 $3.3M
Corient Private Wealth LP 0.00% Reduce -9.2% 34,583 $3.2M
Sage Rhino Capital LLC 0.56% Add +24.2% 31,706 $3.0M
Waverly Advisors, LLC 0.02% Add +8.8% 31,493 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +52.7% 30,909 $2.9M
Axxcess Wealth Management, LLC 0.09% Reduce -1.4% 30,091 $2.8M
JFS Wealth Advisors, LLC 0.15% Reduce -0.5% 29,079 $2.7M
Jmac Enterprises LLC 0.52% Add +0.4% 28,475 $2.7M
Kestra Advisory Services, LLC 0.01% Add +10.7% 27,723 $2.6M
SBI Securities Co., Ltd. 0.07% Reduce -1.9% 27,498 $2.6M
Blair William & Co. 0.01% Add +33.5% 27,278 $2.6M
Measured Wealth Private Client Group, LLC 0.70% Reduce -2.6% 27,171 $2.6M
Silver Oak Securities, Incorporated 0.18% Reduce -0.5% 26,764 $2.5M
Flow Traders U.S. LLC 0.08% New 26,497 $2.5M
RiverGlades Family Offices LLC 1.47% — 26,498 $2.5M
Glenview Trust Co 0.04% Reduce -0.3% 26,355 $2.5M
Naviter Wealth, LLC 0.31% Add +0.1% 26,194 $2.5M
Fifth Third Bancorp 0.00% Add +5939.6% 24,279 $2.3M
Allstreet Capital Advisors LLC 1.60% Reduce -2.9% 22,830 $2.2M
Aster Capital Management (DIFC) Ltd 0.70% New 22,250 $2.1M
FMR LLC 0.00% Add +4.3% 22,484 $2.1M
Nepc LLC 0.04% Add +2.6% 22,318 $2.1M
Dogwood Wealth Management LLC 0.92% Add +1.8% 22,284 $2.1M
Canton Hathaway, LLC 0.42% Add +7.2% 21,884 $2.1M
Broadview Financial Management, LLC 1.36% Add +2.0% 21,091 $2.0M
Americana Partners, LLC 0.05% No change 20,644 $2.0M
Baird Financial Group, Inc. 0.00% Reduce -6.8% 20,453 $1.9M
First Financial Corp. 0.76% Add +5.4% 20,396 $1.9M
Krane Financial Solutions LLC 1.31% — 20,350 $1.9M
Wilmington Savings Fund Society, FSB 0.04% Reduce -2.2% 19,967 $1.9M
SOA Wealth Advisors, LLC. 0.35% Reduce -4.6% 19,819 $1.9M
Two Sigma Securities, LLC 0.22% New 19,818 $1.9M
Sowell Financial Services LLC 0.07% Add +4.3% 19,513 $1.8M
Cordant, Inc. 0.74% Reduce -0.2% 19,287 $1.8M
Hazelview Securities Inc. 0.34% New 19,190 $1.8M
Garde Capital, Inc. 0.11% Add +9.4% 18,803 $1.8M
Legacy Private Trust Co. 0.11% Reduce -3.3% 18,756 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -32.2% 17,766 $1.7M
Park Avenue Securities LLC 0.01% Add +38.2% 17,984 $1.7M
First Citizens Financial Corp 0.80% Reduce -4.3% 17,896 $1.7M
Washington Trust Bank 0.12% Reduce -67.6% 17,704 $1.7M
Gray Private Wealth, LLC 0.83% Reduce -6.9% 17,429 $1.6M
Northern Trust Corp. 0.00% Reduce -7.5% 17,378 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% New 16,171 $1.5M
NorthRock Partners, LLC 0.02% Reduce -0.7% 16,100 $1.5M
Grey Fox Wealth Advisors, LLC 0.29% Add +14.4% 16,052 $1.5M
Foundation Wealth Management, LLC 1.02% Add +0.3% 15,980 $1.5M
Marex Group Ltd 0.02% Reduce -6.0% 15,610 $1.5M
Embree Financial Group 0.17% Reduce -6.3% 15,469 $1.5M
Lido Advisors, LLC 0.01% Reduce -0.7% 15,340 $1.5M
MAI Capital Management 0.01% Add +21.2% 15,334 $1.5M
Rather & Kittrell, Inc. 0.22% Add +0.4% 15,298 $1.4M
Holocene Advisors, LP 0.00% New 15,000 $1.4M
Toronto Dominion Bank 0.00% Add +48.5% 14,700 $1.4M
Private Advisor Group, LLC 0.01% Reduce -2.0% 14,589 $1.4M
Apella Capital, LLC 0.02% Add +14.6% 13,376 $1.4M
Beto Financial Group, LLC 0.80% Reduce -49.9% 13,365 $1.4M
StoneX Group Inc. 0.07% Reduce -40.7% 14,479 $1.4M
Upper Left Wealth Management, LLC 0.79% Reduce -1.2% 14,080 $1.3M
Verition Fund Management LLC 0.01% Reduce -19.7% 13,762 $1.3M
Koshinski Asset Management, Inc. 0.08% No change 13,645 $1.3M
Cresset Asset Management, LLC 0.01% Add +202.1% 13,152 $1.2M
Creative Planning 0.00% Add +2.2% 13,054 $1.2M
Commerce Bank 0.01% No change 12,693 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +164.9% 12,637 $1.2M
Quarry LP 0.25% New 12,610 $1.2M
Edgestream Partners, L.P. 0.04% Add +111.1% 12,366 $1.2M
Brown Advisory Inc. 0.00% Reduce -0.1% 12,210 $1.2M
Financial & Tax Architects, LLC 0.26% Add +7.7% 12,178 $1.2M
Captrust Financial Advisors 0.00% Add +18.3% 11,954 $1.1M
Mutual Advisors, LLC 0.02% Add +2.1% 11,945 $1.1M
Keel Point, LLC 0.07% Add +56.6% 11,810 $1.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -10.6% 11,391 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -81.1% 11,326 $1.1M
Sig Brokerage, LP 0.30% New 11,092 $1.0M
HB Wealth Management, LLC 0.01% Reduce -4.5% 11,077 $1.0M
Tidal Investments LLC 0.00% Add +38.0% 10,900 $1.0M
West Michigan Advisors, LLC 0.23% New 10,878 $1.0M
Scotia Capital Inc. 0.00% Add +1.5% 10,801 $1.0M
Sterling Investment Advisors LLC 0.48% No change 10,634 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +241.5% 10,270 $971K
Faithward Advisors, LLC 0.14% Add +6.5% 10,079 $953K
Guidance Point Advisors, LLC 0.23% Reduce -0.5% 10,066 $953K
Discovery Capital Management, LLC / CT 0.05% No change 10,055 $951K
Rehmann Capital Advisory Group 0.05% Reduce -16.0% 10,037 $949K
Pinnacle Financial Partners, Inc. 0.01% Add +0.9% 9,886 $935K
Finley Financial, LLC 0.43% Reduce -7.9% 9,750 $922K
Geneos Wealth Management Inc. 0.02% Add +82.3% 9,617 $909K
Jones Financial Companies LLLP 0.00% Add +14.6% 9,357 $867K
Gladstone Institutional Advisory LLC 0.03% Reduce -26.4% 9,137 $864K
Ethos Financial Group, LLC 0.06% No change 9,176 $862K
Kagan Cocozza Asset Management 0.60% Add +0.4% 9,090 $860K
DV Trading LLC 0.08% Add +91.3% 9,067 $857K
Allworth Financial LP 0.00% Reduce -19.6% 8,856 $837K
Atlas Legacy Advisors, LLC 0.15% Reduce -2.9% 8,670 $821K
Moors & Cabot, Inc. 0.03% Reduce -0.2% 8,618 $815K
Bank of New York Mellon Corp 0.00% No change 8,566 $810K
Cullen/Frost Bankers, Inc. 0.01% Reduce -1.7% 8,410 $795K
Foundations Investment Advisors, LLC 0.01% New 8,251 $780K
GLOBALT Investments LLC / GA 0.03% Reduce -1.4% 8,245 $780K
Creekside Partners 0.32% Add +0.1% 8,177 $773K
Moneta Group Investment Advisors LLC 0.01% Reduce -5.2% 8,117 $768K
Itau Unibanco Holding S.A. 0.02% Reduce -9.1% 7,965 $753K
AE Wealth Management LLC 0.00% Add +54.1% 7,821 $740K
Encompass Wealth Advisors, LLC 0.26% Add +11.4% 7,778 $736K
Bailard, Inc. 0.02% No change 7,718 $730K
M&T Bank Corp 0.00% Add +1.3% 7,712 $729K
Janney Montgomery Scott LLC 0.00% Reduce -3.5% 7,680 $726K
Steward Partners Investment Advisory, LLC 0.00% Add +16.5% 7,666 $725K
NTV Asset Management LLC 0.08% Reduce -18.2% 7,650 $723K
Courage Miller Partners, LLC 0.20% Add +1.7% 7,638 $722K
Thrivent Financial for Lutherans 0.00% Reduce -4.4% 7,589 $718K
Integrated Advisors Network LLC 0.04% Reduce -43.5% 7,503 $709K
TAGStone Capital, Inc. 0.25% Reduce -34.5% 7,492 $708K
Balanced Wealth Group LLC 0.25% Add +1.2% 7,262 $687K
Ssi Investment Management LLC 0.06% No change 7,047 $666K
Deutsche Bank AG 0.00% No change 6,985 $661K
Krilogy Financial LLC 0.02% Add +0.1% 6,499 $659K
American Wealth Advisors, LLC 0.68% Add +0.0% 6,906 $653K
Elevation Wealth Partners, LLC 0.23% No change 6,790 $642K
Gen-Wealth Partners Inc 0.20% Reduce -7.6% 6,759 $639K
Perigon Wealth Management, LLC 0.01% Add +19.4% 6,756 $639K
Gould Asset Management LLC 0.11% Reduce -1.7% 6,690 $633K
Covenant Asset Management, LLC 0.13% No change 6,557 $620K
Nwam LLC 0.04% Reduce -5.1% 6,557 $620K
Adell Harriman & Carpenter Inc. 0.04% Reduce -14.3% 6,528 $617K
Orion Porfolio Solutions, LLC 0.01% Add +10.8% 6,517 $616K
Prospera Financial Services Inc 0.01% Add +3.6% 6,432 $608K
Bucket List Wealth Management, LLC 0.37% Add +1.1% 6,421 $607K
Exit Wealth Advisors, LLC. 0.31% Reduce -12.4% 6,369 $602K
Flagstar Securities, Inc. 0.22% Reduce -3.3% 6,289 $595K
Pure Financial Advisors, LLC 0.01% Add +0.6% 6,251 $591K
Waldron Private Wealth LLC 0.02% No change 6,246 $591K
Composition Wealth, LLC 0.01% Reduce -5.6% 6,245 $591K
Gsa Capital Partners LLP 0.04% New 6,227 $589K
Ballew Advisors, Inc 0.33% Reduce -61.3% 5,935 $587K
Farther Finance Advisors, LLC 0.01% Add +18.7% 6,186 $587K
Dimension Capital Management LLC 0.08% Reduce -1.9% 6,206 $587K
Principal Financial Group Inc. 0.00% Reduce -93.5% 6,109 $578K
TFO Wealth Partners, LLC 0.08% Add +0.0% 5,914 $559K
Sage Financial Group Inc. 0.04% Add +22.9% 5,911 $559K
Modera Wealth Management, LLC 0.01% Reduce -14.3% 5,871 $555K
Volterra Technologies LP 0.39% New 5,826 $551K
Dunhill Financial, LLC 0.13% Add +93.1% 5,751 $544K
Regal Investment Advisors LLC 0.03% Add +2.5% 5,706 $540K
Liberty Wealth Management LLC 0.07% Add +32.1% 5,796 $538K
Independence Wealth Advisors, LLC 0.28% Add +3.6% 5,600 $530K
Advisory Services Network, LLC 0.01% Add +15.0% 5,495 $520K
Clear Creek Financial Management, LLC 0.04% Reduce -1.1% 5,484 $519K
Elevation Point Wealth Partners, LLC 0.01% Add +21.9% 5,439 $514K
Vestmark Advisory Solutions, Inc. 0.01% Add +21.9% 5,438 $514K
Infinity Wealth Counsel, LLC 0.46% Add +0.5% 5,310 $502K
HCR Wealth Advisors 0.05% No change 5,265 $498K
Graybill Wealth Management, LTD. 0.15% Add +0.4% 5,240 $495K
TD Waterhouse Canada Inc. 0.00% Add +223.0% 5,106 $485K
CFM Wealth Partners LLC 0.07% Reduce -1.3% 5,118 $484K
Sava Infond d.o.o. 0.07% No change 5,100 $482K
Principle Wealth Partners LLC 0.03% No change 5,100 $482K
Vanguard National Trust Co 0.03% — 5,079 $480K
Patten & Patten Inc. 0.03% Add +18.8% 5,047 $477K
Westmount Partners, LLC 0.12% Reduce -0.7% 5,002 $473K
DAVENPORT & Co LLC 0.00% Reduce -0.8% 4,967 $470K
Tower Wealth Partners, Inc. 0.26% Add +0.7% 4,955 $469K
Leavell Investment Management, Inc. 0.02% No change 4,845 $458K
Aptus Capital Advisors, LLC 0.00% Reduce -5.4% 4,786 $453K
Ameritas Advisory Services, LLC 0.02% Add +1.6% 4,754 $450K
Lanark Financial, Inc. 0.03% Add +0.0% 4,748 $449K
Partners Wealth Management, LLC 0.46% No change 4,710 $445K
Union Bancaire Privee, UBP SA 0.01% New 4,756 $443K
Ellis Investment Partners, LLC 0.08% Add +0.3% 4,673 $442K
&partners 0.00% Add +1.6% 4,626 $437K
CCG Wealth Management, LLC 0.12% New 4,609 $436K
Sachem Hill LLC 0.08% No change 4,595 $434K
Valeo Financial Advisors, LLC 0.01% Reduce -13.6% 4,568 $432K
D.A. Davidson & Co. 0.00% Add +13.6% 4,558 $431K
Alliancebernstein L.P. 0.00% Reduce -23.5% 4,590 $431K
Franklin Resources Inc. 0.00% Add +14.2% 4,525 $428K
LightSquare Wealth Management, LLC 0.31% — 4,329 $409K
Manchester Capital Management LLC 0.06% No change 4,286 $405K
Investment Advisory Group, LLC 0.10% Add +3.9% 4,270 $404K
Audent Global Asset Management, LLC 0.39% Reduce -21.9% 3,378 $390K
Bradley Foster & Sargent Inc. 0.01% No change 4,009 $379K
Wealthspire Advisors, LLC 0.00% Reduce -11.0% 3,940 $373K
AQR Capital Management 0.00% Add +22.7% 3,824 $362K
Harbor Investment Advisory, LLC 0.03% Reduce -9.5% 3,816 $361K
Alhambra Investment Management LLC 0.16% Add +4.7% 3,777 $357K
Lifeworks Advisors, LLC 0.05% Reduce -67.4% 3,730 $353K
City Holding Co. 0.04% Reduce -2.3% 3,701 $350K
Sentinel Wealth Management, Inc. 0.28% No change 3,660 $346K
Intrust Bank NA 0.03% No change 3,657 $346K
IFG Advisors, LLC 0.06% Add +0.3% 3,650 $345K
Oppenheimer & Co. Inc. 0.00% Add +8.0% 3,631 $343K
Castle Wealth Management LLC 0.11% No change 3,618 $342K
OpenArc Corporate Advisory, LLC 0.00% No change 3,609 $341K
Ferguson Johnson Wealth Management Inc 0.27% Add +0.2% 3,507 $331K
Rockland Trust Co. 0.01% Reduce -0.4% 3,447 $326K
Paladin Advisory Group, LLC 0.25% Reduce -6.8% 3,444 $326K
Stratos Wealth Partners, LTD. 0.00% Reduce -1.3% 3,433 $325K
Cypress Financial Planning LLC 0.09% Reduce -1.8% 3,433 $325K
Independent Advisor Alliance 0.00% New 3,433 $325K
Rathbones Group PLC 0.00% No change 3,431 $324K
Lakeshore Capital Group, Inc. 0.26% Reduce -0.9% 3,400 $322K
Trek Financial, LLC 0.02% New 3,396 $321K
Delta Capital Management LLC 0.18% No change 3,380 $320K
1832 Asset Management L.P. 0.00% Add +10.6% 3,377 $319K
Rock Point Advisors, LLC 0.08% Reduce -3.8% 3,310 $313K
GAMCO Investors 0.00% Add +46.1% 3,298 $312K
Wealth Architects, LLC 0.03% No change 3,275 $310K
Abacus Planning Group, Inc. 0.04% No change 3,259 $308K
Second Line Capital, LLC 0.06% Reduce -9.0% 2,983 $306K
Equitable Holdings, Inc. 0.00% Reduce -2.4% 3,237 $304K
NewEdge Advisors, LLC 0.00% Reduce -8.3% 3,207 $303K
Tillman Hartley LLC 0.08% No change 3,175 $300K
ProVise Management Group, LLC 0.02% No change 3,095 $293K
Parallel Advisors, LLC 0.01% Reduce -1.1% 3,095 $293K
Arkadios Wealth Advisors 0.00% New 3,093 $292K
Tobias Financial Advisors, Inc. 0.04% New 3,051 $289K
Choreo, LLC 0.00% Add +8.4% 2,984 $282K
Sonata Capital Group Inc. 0.10% No change 2,972 $281K
Johnson Investment Counsel Inc. 0.00% New 2,933 $277K
Wealth Dimensions Group, Ltd. 0.05% Add +1.1% 2,900 $274K
Quantinno Capital Management LP 0.00% New 2,890 $273K
Retirement Planning Group, LLC 0.01% Add +1.6% 2,874 $272K
Sierra Capital LLC 0.03% No change 2,830 $268K
Garrison Point Advisors, LLC 0.12% Add +0.2% 2,826 $267K
Smith Shellnut Wilson LLC 0.12% No change 2,810 $266K
Compound Planning, Inc. 0.01% No change 2,785 $263K
Sierra Ocean, LLC 0.22% Add +13.7% 2,773 $262K
XTX Topco Ltd 0.00% New 2,772 $262K
Yukon Wealth Management, Inc. 0.15% No change 2,744 $259K
Cozad Asset Management Inc. 0.02% No change 2,725 $258K
Milestone Asset Management, LLC 0.05% New 2,708 $256K
Bear Mountain Capital, Inc. 0.08% Reduce -9.8% 2,480 $256K
Focus Partners Advisor Solutions, LLC 0.00% New 2,612 $247K
Burke & Herbert Bank & Trust Co. 0.07% No change 2,605 $246K
Manhattan West Asset Management, LLC 0.05% No change 2,592 $245K
Viewpoint Capital Management LLC 0.11% No change 2,583 $244K
Taylor & Morgan Wealth Management, LLC 0.14% Add +0.3% 2,583 $244K
Kestra Private Wealth Services, LLC 0.00% Reduce -2.2% 2,571 $243K
KFA Private Wealth Group, LLC 0.06% Reduce -0.0% 2,556 $242K
Sigma Planning Corp 0.01% New 2,541 $240K
Integris Wealth Management, LLC 0.06% No change 2,534 $240K
Platform Technology Partners 0.05% No change 2,530 $239K
Aft, Forsyth & Sober, LLC 0.07% No change 2,450 $232K
Eldridge Investment Advisors, Inc. 0.05% Add +4.1% 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 $226K
BIP Wealth, LLC 0.01% New 2,359 $223K
Phocas Financial Corp. 0.03% No change 2,350 $222K
Sanctuary Advisors, LLC 0.00% Reduce -3.7% 2,335 $221K
Cary Street Partners Financial LLC 0.01% No change 2,316 $219K
Center for Financial Planning, Inc. 0.02% No change 2,286 $216K
RDA Financial Network 0.05% Add +6.8% 2,285 $216K
Chicago Partners Investment Group LLC 0.00% No change 2,141 $215K
Clearstead Advisors, LLC 0.00% Add +0.2% 2,277 $215K
Graetz Wealth LLC 0.19% Add +0.3% 2,252 $213K
Tucker Asset Management LLC 0.06% Add +466.5% 2,232 $211K
HSBC Holdings PLC 0.00% Reduce -100.0% 2,148 $203K
Aspect Partners, LLC 0.08% Add +3.9% 1,986 $188K
Bessemer Group Inc. 0.00% Reduce -61.3% 1,933 $183K
Atlantic Union Bankshares Corp 0.00% No change 1,611 $152K
Pacifica Partners Inc. 0.05% No change 1,570 $148K
IFP Advisors, Inc 0.00% Add +0.1% 1,533 $145K
O'shaughnessy Asset Management, LLC 0.00% Add +414.6% 1,518 $144K
Glenmede Trust Co. NA 0.00% No change 1,489 $141K
Cwm, LLC 0.00% Reduce -8.9% 1,426 $135K
Ashton Thomas Private Wealth, LLC 0.00% New 1,400 $132K
Hughes Financial Services, LLC 0.02% No change 1,386 $131K
Harbour Investments, Inc. 0.00% Add +90.4% 1,333 $126K
Acropolis Investment Management, LLC 0.01% New 1,305 $123K
WealthShield Partners, LLC 0.01% No change 1,170 $111K
Lodestone Wealth Management LLC 0.04% Add +10.2% 1,117 $106K
WealthCollab, LLC 0.04% No change 1,108 $105K
Colonial Trust Advisors 0.01% No change 1,083 $102K
Cheviot Value Management, LLC 0.01% No change 1,080 $102K
Blue Trust, Inc. 0.00% No change 1,053 $100K
Steigerwald, Gordon & Koch Inc. 0.01% No change 1,010 $96K
Physician Wealth Advisors, Inc. 0.01% Reduce -20.3% 991 $94K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2002.2% 946 $89K
Barrett & Company, Inc. 0.03% No change 924 $87K
Federation des caisses Desjardins du Quebec 0.00% No change 830 $78K
Cassaday & Co Wealth Management LLC 0.00% New 815 $77K
Russell Investments Group, Ltd. 0.00% Reduce -5.6% 778 $74K
Monetary Management Group Inc. 0.02% No change 750 $71K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -23.2% 749 $71K
Clear Investment Research, LLC 0.11% New 712 $67K
Rialto Wealth Management, LLC 0.01% No change 673 $64K
First United Bank & Trust 0.02% Reduce -19.4% 624 $59K
Advisortrust Partners, LLC 0.02% New 622 $59K
Armor Investment Advisors, LLC 0.02% No change 593 $56K
Whittier Trust Co. of Nevada Inc. 0.00% No change 500 $48K
Lowe Brockenbrough & Co. Inc. 0.00% No change 508 $48K
Godfrey Financial Associates, Inc. 0.04% No change 503 $48K
AlphaCore Capital LLC 0.00% No change 500 $47K
Keating Financial Advisory Services, Inc. 0.01% Reduce -73.0% 499 $47K
CoreCap Advisors, LLC 0.00% No change 449 $42K
National Bank of Canada 0.00% Reduce -10.8% 431 $41K
Spire Wealth Management 0.00% Reduce -72.9% 426 $40K
Private Trust Co. NA 0.00% Add +1.6% 432 $40K
Redwood Park Advisors LLC 0.03% Add +0.8% 397 $38K
MCF Advisors LLC 0.00% No change 390 $37K
Sunbelt Securities, Inc. 0.00% Add +3660.0% 376 $36K
HighMark Wealth Management LLC 0.01% No change 375 $35K
Smartleaf Asset Management LLC 0.00% Add +358.4% 353 $33K
Larson Financial Group LLC 0.00% No change 325 $31K
Guardian Wealth Advisors, LLC / NC 0.00% New 312 $30K
Granite FO LLC 0.02% No change 300 $28K
Cetera Trust Company, N.A 0.02% No change 300 $28K
Asset Dedication, LLC 0.00% No change 289 $27K
Greykasell Wealth Strategies, Inc. 0.01% No change 286 $27K
Synergy Investment Management, LLC 0.01% New 280 $26K
Glassy Mountain Advisors, Inc. 0.01% No change 275 $26K
Mycio Wealth Partners, LLC 0.00% No change 258 $24K
Entrust Financial LLC 0.01% No change 225 $21K
Bartlett & Co. Wealth Management LLC 0.00% No change 200 $20K
Assetmark, Inc. 0.00% Reduce -23.5% 205 $19K
Caldwell Sutter Capital, Inc. 0.01% No change 196 $19K
Gallagher Fiduciary Advisors, LLC 0.00% Add +9356.0% 1,730,637 $18K
Smithfield Trust Co 0.00% No change 188 $18K
Frisco Financial Planning LLC 0.01% New 174 $16K
Parkside Financial Bank & Trust 0.00% No change 172 $16K
Farmers & Merchants Investments Inc. 0.00% No change 170 $16K
Cranbrook Wealth Management, LLC 0.00% No change 149 $14K
Signaturefd, LLC 0.00% New 145 $14K
Motco 0.00% No change 142 $13K
Elevated Capital Advisors, LLC 0.00% No change 138 $13K
Eastern Bank 0.00% No change 132 $12K
Horizons Wealth Management 0.01% No change 129 $12K
GAMMA Investing LLC 0.00% New 126 $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% Reduce -0.9% 110 $10K
Ancora Advisors LLC 0.00% No change 107 $10K
Valley National Advisers Inc. 0.00% No change 107 $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 $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
Oxford Financial Group, LTD. LLC 0.00% No change 79 $7K
Field & Main Bank 0.00% No change 75 $7K
Avion Wealth 0.00% No change 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% No change 70 $7K
Armstrong Advisory Group, Inc. 0.00% Reduce -34.0% 66 $6K
CX Institutional 0.00% Reduce -93.5% 61 $6K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 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% No change 52 $5K
Meramec Financial Planners, LLC 0.00% New 44 $5K
Investors Research Corp 0.00% No change 48 $5K
IMG Wealth Management, Inc. 0.00% No change 44 $4K
Wellington-Altus USA Inc. 0.00% New 40 $4K
First Horizon Corp. 0.00% No change 41 $4K
Glen Eagle Advisors, LLC 0.00% No change 40 $4K
Mascoma Wealth Management LLC 0.00% No change 35 $3K
Key Financial Inc 0.00% No change 32 $3K
Root Financial Partners, LLC 0.00% No change 25 $2K
Salomon & Ludwin, LLC 0.00% No change 24 $2K
Pflug Koory, LLC 0.00% No change 17 $2K
Signature Equity Partners, LLC 0.00% New 15 $1K
McGuire Capital Advisors Inc. 0.00% No change 15 $1K
Woodard & Co. Asset Management Group Inc. 0.00% No change 14 $1K
Bank of New Hampshire 0.00% No change 10 $946
Granite Investment Partners, LLC 0.00% No change 10 $946
Horizon Investments, LLC 0.00% Add +100.0% 8 $756
Country Trust Bank 0.00% No change 7 $662
Flagship Wealth Advisors, LLC 0.00% New 5 $474
Bogart Wealth, LLC 0.00% No change 5 $473
Smallwood Wealth Investment Management, LLC 0.00% Add +25.0% 5 $472
Parallax Volatility Advisers, L.P. 0.00% No change 1 $95
Hamilton Point Investment Advisors, LLC 0.00% No change 1 $62

"% 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.