iShares US Real Estate ETFIYRETF
13F holders, Q2 2026 (June 30)487holders +26
60new positions
35sold out
7famous investors
$102.32avg. 13F price*
At the end of Q2 2026, 487 institutions reported holding iShares US Real Estate ETF (IYR) in their 13F filings, up 26 from Q1 2026. 60 opened new positions and 35 sold out. The largest holders were WealthNavi Inc. ($600.3M), Barclays PLC ($595.8M) and Bank of America Corp. ($426.7M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $388.8M |
| Exits | 35 | $145.5M |
All 13F filers, Q1 2026 → Q2 2026: 13,897,010 shares bought and 7,029,485 shares sold, net +6,867,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 487 holders
| WealthNavi Inc. | 4.70% | Reduce -2.3% | 5,870,511 | $600.3M |
| Barclays PLC | 0.19% | Add +32.4% | 5,826,506 | $595.8M |
| Bank of America Corp. | 0.03% | Add +222.9% | 4,173,544 | $426.7M |
| BNP Paribas Financial Markets | 0.20% | Add +107.2% | 3,742,959 | $382.7M |
| Morgan Stanley | 0.02% | Reduce -4.1% | 3,663,791 | $374.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +50.3% | 2,465,238 | $252.1M |
| CIBC Bancorp USA Inc. | 0.31% | Reduce -18.2% | 2,429,779 | $248.4M |
| UBS Group AG | 0.03% | Add +51.0% | 2,100,575 | $214.8M |
| Ilmarinen Mutual Pension Insurance Co | 1.36% | Add +21.5% | 1,970,051 | $201.4M |
| SBI Okasan Asset Management Co.Ltd. | 3.48% | New | 1,018,210 | $106.0M |
| JPMorgan Chase & Co. | 0.01% | Add +95.4% | 853,298 | $88.8M |
| Stifel Financial Corp. | 0.07% | Reduce -11.5% | 845,769 | $86.5M |
| D. E. Shaw & Co. | 0.05% | New | 774,811 | $79.2M |
| Cibc World Market Inc. | 0.12% | Add +112.7% | 697,120 | $71.3M |
| Royal Bank of Canada | 0.01% | Add +7.3% | 670,932 | $68.6M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -57.5% | 646,093 | $66.1M |
| Wells Fargo & Company | 0.01% | Add +31.6% | 596,713 | $61.0M |
| BlackRock, Inc. | 0.00% | Reduce -8.8% | 582,279 | $59.5M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.39% | New | 545,813 | $55.8M |
| LPL Financial LLC | 0.01% | Add +3.5% | 372,387 | $38.1M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.1% | 370,538 | $37.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +5.1% | 367,472 | $37.6M |
| US Bancorp \de | 0.04% | Reduce -3.0% | 351,114 | $35.9M |
| Millennium Management | 0.02% | Add +64.2% | 338,747 | $34.6M |
| Connable Office Inc. | 2.78% | Add +0.7% | 309,294 | $31.6M |
| Renaissance Technologies | 0.04% | New | 307,400 | $31.4M |
| Point72 Asset Management | 0.04% | New | 271,407 | $27.8M |
| Ameriprise Financial Inc. | 0.01% | Add +42.0% | 264,097 | $27.0M |
| Pathstone Holdings, LLC | 0.07% | Reduce -2.1% | 228,908 | $23.4M |
| SG Americas Securities, LLC | 0.01% | Reduce -43.9% | 226,379 | $23.1M |
| Jump Financial, LLC | 0.21% | New | 208,978 | $21.4M |
| Global Endowment Management, LP | 2.11% | No change | 204,000 | $20.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.8% | 198,812 | $20.3M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -47.9% | 187,913 | $19.2M |
| Passaic Partners LLC | 1.82% | Add +1.5% | 186,130 | $19.0M |
| Magnus Financial Group LLC | 1.32% | Add +3.6% | 181,876 | $18.6M |
| Sand Hill Global Advisors, LLC | 0.56% | Reduce -2.4% | 180,587 | $18.5M |
| DDFG, Inc | 3.61% | Add +79.5% | 177,778 | $18.2M |
| Qube Research & Technologies Ltd | 0.02% | New | 170,793 | $17.5M |
| Financial Advisory Corp | 2.07% | Add +1.8% | 152,940 | $15.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 139,576 | $14.3M |
| Susquehanna International Group, LLP | 0.01% | Add +94.7% | 138,224 | $14.1M |
| Citigroup Inc. | 0.01% | Reduce -86.7% | 137,953 | $14.1M |
| Walleye Capital LLC | 0.07% | Reduce -25.7% | 133,801 | $13.7M |
| Citadel Advisors | 0.01% | Reduce -56.2% | 131,632 | $13.5M |
| Focus Partners Wealth | 0.01% | Add +2.6% | 123,514 | $12.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.23% | Reduce -6.2% | 118,215 | $12.1M |
| Marshall Wace, LLP | 0.01% | Add +123.8% | 116,051 | $11.9M |
| Mariner, LLC | 0.01% | Reduce -2.1% | 110,655 | $11.3M |
| Aster Capital Management (DIFC) Ltd | 2.40% | Add +395.8% | 110,321 | $11.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -4.8% | 107,391 | $11.0M |
| MML Investors Services, LLC | 0.02% | Add +11.1% | 100,725 | $10.3M |
| Cetera Investment Advisers | 0.01% | Add +21.7% | 99,596 | $10.2M |
| Cerity Partners LLC | 0.01% | Add +21.9% | 96,851 | $9.9M |
| GTS Securities LLC | 0.20% | Add +49.0% | 94,398 | $9.7M |
| Unique Wealth, LLC | 1.10% | Add +0.4% | 91,942 | $9.4M |
| Modern Wealth Management, LLC | 0.11% | Add +102.5% | 91,203 | $9.3M |
| Maven Securities LTD | 0.63% | Reduce -14.9% | 87,377 | $8.9M |
| PGIM Custom Harvest LLC | 0.10% | Add +0.6% | 81,215 | $8.3M |
| J. Goldman & Co LP | 0.25% | Add +54.2% | 68,297 | $7.0M |
| Bank of Nova Scotia | 0.01% | Add +44.0% | 66,168 | $6.8M |
| Matthew Goff Investment Advisor, LLC | 1.13% | New | 65,266 | $6.7M |
| Courier Capital LLC | 0.33% | Add +5.2% | 63,916 | $6.5M |
| SCS Capital Management LLC | 0.06% | No change | 63,244 | $6.5M |
| Adams Diversified Equity Fund, Inc. | 0.20% | New | 62,900 | $6.4M |
| Omega Financial Group, LLC | 1.94% | Reduce -2.0% | 62,307 | $6.4M |
| Consolidated Capital Management, LLC | 1.64% | Add +1.2% | 60,279 | $6.2M |
| CarsonAllaria Wealth Management, Ltd. | 2.48% | Add +3.3% | 55,886 | $5.7M |
| Truist Financial Corp. | 0.01% | Add +9.2% | 54,631 | $5.6M |
| Arkansas Financial Group, Inc. | 0.70% | Reduce -1.4% | 52,304 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +30.0% | 52,198 | $5.3M |
| Allie Family Office LLC | 1.92% | Add +1.2% | 50,463 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.9% | 49,846 | $5.1M |
| Waverly Advisors, LLC | 0.03% | Add +58.0% | 49,766 | $5.1M |
| Mission Wealth Management, LP | 0.06% | Reduce -4.9% | 48,786 | $5.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.3% | 44,102 | $4.5M |
| Naviter Wealth, LLC | 0.40% | Add +63.7% | 42,882 | $4.4M |
| Quarry LP | 0.70% | Add +235.1% | 42,258 | $4.3M |
| Absolute Investment Advisers, LLC | 0.42% | New | 42,258 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 40,588 | $4.2M |
| Bank of Montreal | 0.00% | Reduce -61.1% | 40,181 | $4.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Add +27.6% | 39,447 | $4.1M |
| Rebalance, LLC | 0.21% | Reduce -13.8% | 39,584 | $4.0M |
| Rodgers & Associates, LTD | 0.36% | Reduce -4.5% | 39,276 | $4.0M |
| Quadrature Capital Ltd | 0.03% | New | 39,119 | $4.0M |
| Prudential Financial Inc. | 0.00% | New | 37,977 | $3.9M |
| Pictet North America Advisors SA | 0.34% | No change | 37,434 | $3.8M |
| Forte Asset Management LLC | 1.55% | Add +3.1% | 37,111 | $3.8M |
| Fairway Wealth LLC | 0.85% | Add +5.1% | 36,285 | $3.7M |
| Sheets Smith Wealth Management | 0.37% | No change | 36,000 | $3.7M |
| NorthCoast Asset Management LLC | 0.08% | New | 35,975 | $3.7M |
| Two Sigma Securities, LLC | 0.31% | Add +79.2% | 35,503 | $3.6M |
| Allegheny Financial Group | 0.39% | Reduce -0.5% | 35,490 | $3.6M |
| Stamos Capital Partners, L.P. | 0.55% | Reduce -8.7% | 34,953 | $3.6M |
| Whitegate Investment Counselors, Inc. | 1.02% | Add +0.0% | 34,948 | $3.6M |
| Stephens Inc. | 0.04% | Reduce -1.4% | 34,107 | $3.5M |
| Checchi Capital Advisers, LLC | 0.22% | Reduce -3.4% | 33,673 | $3.4M |
| Virtu Financial LLC | 0.11% | Reduce -51.6% | 33,045 | $3.4M |
| Axxcess Wealth Management, LLC | 0.05% | Add +7.6% | 32,390 | $3.3M |
| Jmac Enterprises LLC | 0.55% | Add +12.8% | 32,124 | $3.3M |
| Sage Rhino Capital LLC | 0.54% | Add +1.0% | 32,037 | $3.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -28.3% | 30,967 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -16.3% | 28,944 | $3.0M |
| SBI Securities Co., Ltd. | 0.07% | Add +5.2% | 28,914 | $3.0M |
| JFS Wealth Advisors, LLC | 0.15% | Reduce -1.9% | 28,518 | $2.9M |
| Rakuten Investment Management, Inc. | 0.01% | Reduce -50.0% | 27,536 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.0% | 28,001 | $2.9M |
| Composition Wealth, LLC | 0.03% | Add +345.6% | 27,826 | $2.8M |
| Blair William & Co. | 0.01% | Add +1.7% | 27,736 | $2.8M |
| Silver Oak Securities, Incorporated | 0.17% | Add +3.2% | 27,632 | $2.8M |
| Glenview Trust Co | 0.04% | Reduce -0.7% | 26,170 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +43.4% | 25,788 | $2.6M |
| RiverGlades Family Offices LLC | 1.20% | Reduce -3.6% | 25,551 | $2.6M |
| DV Trading LLC | 0.21% | Add +173.6% | 24,804 | $2.5M |
| KM Capital Management Ltd. | 1.18% | New | 24,543 | $2.5M |
| Dogwood Wealth Management LLC | 0.97% | Add +8.1% | 24,092 | $2.5M |
| Fifth Third Bancorp | 0.00% | Reduce -1.2% | 23,984 | $2.5M |
| HSBC Holdings PLC | 0.00% | Add +1002.8% | 23,687 | $2.4M |
| Allstreet Capital Advisors LLC | 1.55% | Add +1.8% | 23,241 | $2.4M |
| FMR LLC | 0.00% | Add +1.6% | 22,834 | $2.3M |
| Canton Hathaway, LLC | 0.44% | Add +2.5% | 22,432 | $2.3M |
| Nepc LLC | 0.04% | Add +0.5% | 22,426 | $2.3M |
| Creative Planning | 0.00% | Add +60.1% | 20,899 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 20,878 | $2.1M |
| Global Retirement Partners, LLC | 0.03% | — | 20,867 | $2.1M |
| Broadview Financial Management, LLC | 1.29% | Reduce -1.7% | 20,724 | $2.1M |
| First Financial Corp. | 0.73% | Add +1.2% | 20,648 | $2.1M |
| Americana Partners, LLC | 0.05% | No change | 20,644 | $2.1M |
| LuminArx Capital Management LP | 1.22% | New | 20,000 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.05% | No change | 19,967 | $2.0M |
| Sowell Financial Services LLC | 0.07% | Add +1.5% | 19,806 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Add +47.8% | 19,438 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 18,743 | $1.9M |
| Cordant, Inc. | 0.69% | Reduce -2.2% | 18,855 | $1.9M |
| Krane Financial Solutions LLC | 1.18% | Reduce -8.2% | 18,692 | $1.9M |
| Garde Capital, Inc. | 0.09% | Reduce -0.7% | 18,679 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.06% | Reduce -99.0% | 18,073 | $1.8M |
| Grey Fox Wealth Advisors, LLC | 0.29% | Add +11.1% | 17,825 | $1.8M |
| SOA Wealth Advisors, LLC. | 0.31% | Reduce -10.3% | 17,776 | $1.8M |
| Legacy Private Trust Co. | 0.10% | Reduce -5.4% | 17,747 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 17,502 | $1.8M |
| First Citizens Financial Corp | 0.74% | Reduce -3.0% | 17,362 | $1.8M |
| XTX Topco Ltd | 0.02% | Add +513.4% | 17,004 | $1.7M |
| Gray Private Wealth, LLC | 0.75% | Reduce -3.0% | 16,898 | $1.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 16,657 | $1.7M |
| NorthRock Partners, LLC | 0.02% | Reduce -2.3% | 15,738 | $1.6M |
| Marex Group Ltd | 0.01% | No change | 15,610 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +0.3% | 15,390 | $1.6M |
| Foundation Wealth Management, LLC | 0.96% | Reduce -4.9% | 15,201 | $1.6M |
| Toronto Dominion Bank | 0.00% | Add +1.7% | 14,950 | $1.5M |
| Headlands Technologies LLC | 0.16% | New | 14,929 | $1.5M |
| Rather & Kittrell, Inc. | 0.21% | Reduce -2.6% | 14,901 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -2.9% | 14,886 | $1.5M |
| Embree Financial Group | 0.15% | Reduce -3.8% | 14,876 | $1.5M |
| Quantbot Technologies LP | 0.06% | New | 14,414 | $1.5M |
| Volterra Technologies LP | 0.93% | Add +141.7% | 14,082 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +153.6% | 13,933 | $1.4M |
| Upper Left Wealth Management, LLC | 0.79% | Reduce -1.3% | 13,899 | $1.4M |
| Koshinski Asset Management, Inc. | 0.07% | No change | 13,645 | $1.4M |
| Apella Capital, LLC | 0.02% | Reduce -0.7% | 13,283 | $1.4M |
| Exit Wealth Advisors, LLC. | 0.63% | Add +113.1% | 13,570 | $1.4M |
| Ballast Rock Private Wealth LLC | 0.59% | New | 12,520 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +12.3% | 12,444 | $1.3M |
| Brown Advisory Inc. | 0.00% | No change | 12,210 | $1.2M |
| Financial & Tax Architects, LLC | 0.26% | Reduce -0.6% | 12,109 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 11,391 | $1.2M |
| Tudor Investment Corporation | 0.00% | New | 11,350 | $1.2M |
| Scotia Capital Inc. | 0.00% | Add +4.9% | 11,327 | $1.2M |
| Sig Brokerage, LP | 0.18% | No change | 11,092 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +41.2% | 11,041 | $1.1M |
| Washington Trust Bank | 0.08% | Reduce -37.8% | 11,015 | $1.1M |
| Sterling Investment Advisors LLC | 0.50% | Add +2.3% | 10,882 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +12.9% | 10,560 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.6% | 10,636 | $1.1M |
| Independence Wealth Advisors, LLC | 0.54% | Add +89.3% | 10,601 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -16.3% | 10,580 | $1.1M |
| Faithward Advisors, LLC | 0.13% | Add +4.9% | 10,569 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +36.0% | 10,442 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -13.4% | 10,357 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | Add +1.7% | 10,206 | $1.0M |
| Discovery Capital Management, LLC / CT | 0.04% | No change | 10,055 | $1.0M |
| Keel Point, LLC | 0.06% | Reduce -15.0% | 10,039 | $1.0M |
| Bank of New York Mellon Corp | 0.00% | Add +16.6% | 9,990 | $1.0M |
| Guidance Point Advisors, LLC | 0.22% | Reduce -2.2% | 9,841 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -1.4% | 9,751 | $997K |
| Finley Financial, LLC | 0.40% | No change | 9,750 | $997K |
| Beto Financial Group, LLC | 0.52% | Reduce -29.7% | 9,400 | $992K |
| Private Advisor Group, LLC | 0.00% | Reduce -34.4% | 9,571 | $979K |
| Sandler Capital Management | 0.56% | New | 9,300 | $951K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.8% | 9,067 | $927K |
| Perigon Wealth Management, LLC | 0.01% | Add +33.9% | 9,046 | $925K |
| Atlas Legacy Advisors, LLC | 0.14% | Add +3.9% | 9,006 | $921K |
| Ameritas Advisory Services, LLC | 0.02% | Add +87.7% | 8,921 | $912K |
| WESCAP Management Group, Inc. | 0.17% | New | 8,895 | $910K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +5.0% | 8,832 | $903K |
| Foundations Investment Advisors, LLC | 0.01% | Add +6.7% | 8,807 | $901K |
| Kagan Cocozza Asset Management | 0.56% | Reduce -4.1% | 8,714 | $891K |
| Moors & Cabot, Inc. | 0.03% | Reduce -0.1% | 8,609 | $880K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -12.0% | 8,467 | $866K |
| Creekside Partners | 0.30% | Add +0.2% | 8,192 | $838K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +0.5% | 8,154 | $834K |
| M&T Bank Corp | 0.00% | Add +4.0% | 8,022 | $820K |
| Itau Unibanco Holding S.A. | 0.02% | No change | 7,965 | $814K |
| Allworth Financial LP | 0.00% | Reduce -11.2% | 7,865 | $804K |
| GLOBALT Investments LLC / GA | 0.03% | Reduce -5.0% | 7,837 | $801K |
| Courage Miller Partners, LLC | 0.21% | Add +2.3% | 7,810 | $799K |
| Bailard, Inc. | 0.02% | No change | 7,718 | $789K |
| Encompass Wealth Advisors, LLC | 0.24% | Reduce -1.6% | 7,656 | $783K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 7,603 | $777K |
| NTV Asset Management LLC | 0.08% | Reduce -1.0% | 7,575 | $775K |
| Balanced Wealth Group LLC | 0.24% | Add +0.5% | 7,298 | $746K |
| Ssi Investment Management LLC | 0.25% | No change | 7,047 | $721K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.5% | 7,013 | $717K |
| Deutsche Bank AG | 0.00% | No change | 6,985 | $714K |
| Elevation Wealth Partners, LLC | 0.21% | No change | 6,790 | $694K |
| Gould Asset Management LLC | 0.11% | No change | 6,690 | $684K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.2% | 6,690 | $684K |
| American Wealth Advisors, LLC | 0.63% | Reduce -5.1% | 6,555 | $670K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.2% | 6,530 | $668K |
| Integrated Advisors Network LLC | 0.03% | Reduce -13.4% | 6,496 | $664K |
| Bucket List Wealth Management, LLC | 0.33% | Add +0.5% | 6,455 | $660K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.6% | 6,395 | $654K |
| Covenant Asset Management, LLC | 0.12% | Reduce -3.2% | 6,347 | $649K |
| Gen-Wealth Partners Inc | 0.18% | Reduce -6.4% | 6,329 | $647K |
| Measured Wealth Private Client Group, LLC | 0.15% | Reduce -77.0% | 6,260 | $640K |
| Waldron Private Wealth LLC | 0.02% | No change | 6,246 | $639K |
| Dimension Capital Management LLC | 0.07% | No change | 6,206 | $635K |
| Nwam LLC | 0.03% | Reduce -5.4% | 6,202 | $634K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.8% | 6,201 | $634K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,197 | $634K |
| Mutual Advisors, LLC | 0.01% | Reduce -48.5% | 6,150 | $629K |
| Krilogy Financial LLC | 0.02% | Reduce -6.1% | 6,102 | $624K |
| STG Securities, LLC | 0.66% | — | 5,961 | $610K |
| Ballew Advisors, Inc | 0.31% | Reduce -1.4% | 5,855 | $609K |
| TFO Wealth Partners, LLC | 0.07% | No change | 5,914 | $605K |
| Sage Financial Group Inc. | 0.03% | No change | 5,911 | $604K |
| Regal Investment Advisors LLC | 0.03% | Add +0.0% | 5,708 | $584K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.8% | 5,651 | $578K |
| TAGStone Capital, Inc. | 0.18% | Reduce -24.8% | 5,633 | $576K |
| Dunhill Financial, LLC | 0.12% | Reduce -2.3% | 5,619 | $575K |
| West Michigan Advisors, LLC | 0.11% | Reduce -49.3% | 5,521 | $565K |
| Tower Wealth Partners, Inc. | 0.28% | Add +10.4% | 5,471 | $559K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -1.6% | 5,353 | $547K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -1.6% | 5,353 | $547K |
| Flow Traders U.S. LLC | 0.02% | Reduce -80.0% | 5,298 | $542K |
| NewEdge Advisors, LLC | 0.00% | Add +65.0% | 5,291 | $541K |
| Liberty Wealth Management LLC | 0.07% | No change | 5,796 | $538K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -5.1% | 5,206 | $532K |
| Graybill Wealth Management, LTD. | 0.14% | Reduce -0.8% | 5,200 | $532K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,106 | $524K |
| CFM Wealth Partners LLC | 0.07% | No change | 5,118 | $523K |
| Infinity Wealth Counsel, LLC | 0.42% | Reduce -3.8% | 5,110 | $522K |
| Sava Infond d.o.o. | 0.04% | No change | 5,100 | $521K |
| Principle Wealth Partners LLC | 0.03% | No change | 5,100 | $521K |
| Vanguard National Trust Co | 0.03% | No change | 5,079 | $519K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -22.5% | 5,059 | $517K |
| Patten & Patten Inc. | 0.03% | No change | 5,047 | $516K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.0% | 4,966 | $508K |
| Westmount Partners, LLC | 0.11% | Reduce -0.8% | 4,961 | $507K |
| Leavell Investment Management, Inc. | 0.02% | No change | 4,845 | $495K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 4,756 | $495K |
| &partners | 0.00% | Add +2.6% | 4,746 | $485K |
| Ethos Financial Group, LLC | 0.03% | Reduce -48.3% | 4,746 | $485K |
| Arax Advisory Partners | 0.00% | New | 4,711 | $482K |
| Partners Wealth Management, LLC | 0.47% | No change | 4,710 | $482K |
| D.A. Davidson & Co. | 0.00% | Add +2.4% | 4,665 | $477K |
| Wealthspire Advisors, LLC | 0.00% | Add +17.9% | 4,647 | $475K |
| Lanark Financial, Inc. | 0.03% | Reduce -3.2% | 4,596 | $470K |
| Sachem Hill LLC | 0.08% | No change | 4,595 | $470K |
| CCG Wealth Management, LLC | 0.11% | Reduce -1.6% | 4,533 | $463K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -3.5% | 4,510 | $461K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.3% | 4,325 | $442K |
| Manchester Capital Management LLC | 0.06% | No change | 4,286 | $438K |
| Alhambra Investment Management LLC | 0.19% | Add +13.1% | 4,271 | $437K |
| Franklin Resources Inc. | 0.00% | Reduce -6.6% | 4,225 | $432K |
| HCR Wealth Advisors | 0.04% | Reduce -19.9% | 4,215 | $431K |
| Investment Advisory Group, LLC | 0.09% | Reduce -2.1% | 4,182 | $428K |
| Audent Global Asset Management, LLC | 0.47% | Add +22.5% | 4,137 | $423K |
| Earned Wealth Advisors, LLC | 0.03% | New | 4,069 | $416K |
| Arkadios Wealth Advisors | 0.01% | Add +30.8% | 4,047 | $414K |
| Alliancebernstein L.P. | 0.00% | Reduce -5.1% | 4,356 | $412K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,009 | $410K |
| Colter Lewis Investment Partners LLC | 0.18% | New | 4,007 | $410K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -18.3% | 3,910 | $400K |
| Trek Financial, LLC | 0.02% | Add +15.0% | 3,905 | $399K |
| LightSquare Wealth Management, LLC | 0.27% | Reduce -10.1% | 3,893 | $398K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 3,816 | $390K |
| Commerce Bank | 0.00% | Reduce -70.3% | 3,773 | $386K |
| City Holding Co. | 0.04% | No change | 3,701 | $378K |
| Waterloo Capital, L.P. | 0.02% | New | 3,685 | $377K |
| Sentinel Wealth Management, Inc. | 0.26% | No change | 3,660 | $374K |
| Intrust Bank NA | 0.03% | No change | 3,657 | $374K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,652 | $373K |
| Castle Wealth Management LLC | 0.11% | Add +0.0% | 3,619 | $370K |
| OpenArc Corporate Advisory, LLC | 0.00% | No change | 3,609 | $369K |
| Ferguson Johnson Wealth Management Inc | 0.26% | Add +0.2% | 3,514 | $359K |
| Cypress Financial Planning LLC | 0.09% | Add +1.0% | 3,467 | $355K |
| AQR Capital Management | 0.00% | Reduce -10.4% | 3,426 | $350K |
| Lakeshore Capital Group, Inc. | 0.26% | Add +0.0% | 3,401 | $348K |
| Delta Capital Management LLC | 0.16% | No change | 3,380 | $346K |
| 1832 Asset Management L.P. | 0.00% | Reduce -0.3% | 3,368 | $344K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,334 | $341K |
| Edgestream Partners, L.P. | 0.01% | Reduce -73.1% | 3,324 | $340K |
| Wealth Architects, LLC | 0.03% | No change | 3,275 | $335K |
| Abacus Planning Group, Inc. | 0.04% | No change | 3,259 | $333K |
| Paladin Advisory Group, LLC | 0.22% | Reduce -5.4% | 3,258 | $333K |
| Rathbones Group PLC | 0.00% | Reduce -6.7% | 3,201 | $327K |
| Fox Run Management, L.L.C. | 0.05% | New | 3,200 | $327K |
| Rockland Trust Co. | 0.01% | Reduce -7.5% | 3,187 | $326K |
| Rock Point Advisors, LLC | 0.08% | Reduce -3.8% | 3,185 | $326K |
| Tillman Hartley LLC | 0.07% | No change | 3,175 | $325K |
| ProVise Management Group, LLC | 0.02% | No change | 3,095 | $316K |
| Parallel Advisors, LLC | 0.00% | No change | 3,095 | $316K |
| IFG Advisors, LLC | 0.04% | Reduce -15.4% | 3,089 | $316K |
| Tobias Financial Advisors, Inc. | 0.04% | No change | 3,051 | $312K |
| Sierra Ocean, LLC | 0.21% | Add +9.5% | 3,036 | $310K |
| Choreo, LLC | 0.00% | No change | 2,984 | $305K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -18.0% | 2,979 | $305K |
| Sonata Capital Group Inc. | 0.10% | No change | 2,972 | $304K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 2,933 | $300K |
| Wealth Dimensions Group, Ltd. | 0.05% | Add +0.5% | 2,915 | $298K |
| Sierra Capital LLC | 0.03% | No change | 2,830 | $289K |
| Garrison Point Advisors, LLC | 0.12% | Reduce -0.2% | 2,821 | $288K |
| Smith Shellnut Wilson LLC | 0.11% | No change | 2,810 | $287K |
| Sanctuary Advisors, LLC | 0.00% | Add +19.7% | 2,796 | $286K |
| Compound Planning, Inc. | 0.01% | Reduce -0.2% | 2,780 | $284K |
| Quantinno Capital Management LP | 0.00% | Reduce -4.7% | 2,754 | $282K |
| Sigma Planning Corp | 0.01% | Add +8.1% | 2,747 | $281K |
| Yukon Wealth Management, Inc. | 0.08% | Reduce -0.0% | 2,743 | $281K |
| Second Line Capital, LLC | 0.05% | Reduce -8.5% | 2,730 | $279K |
| Cozad Asset Management Inc. | 0.02% | No change | 2,725 | $279K |
| Milestone Asset Management, LLC | 0.04% | Add +0.2% | 2,713 | $277K |
| PKS Advisory Services, LLC | 0.04% | New | 2,628 | $269K |
| Burke & Herbert Bank & Trust Co. | 0.07% | No change | 2,605 | $266K |
| Taylor & Morgan Wealth Management, LLC | 0.13% | Add +0.5% | 2,596 | $265K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -31.4% | 2,558 | $262K |
| RDA Financial Network | 0.06% | Add +11.9% | 2,556 | $261K |
| Manhattan West Asset Management, LLC | 0.04% | Reduce -1.5% | 2,552 | $261K |
| Integris Wealth Management, LLC | 0.05% | No change | 2,534 | $259K |
| Platform Technology Partners | 0.04% | No change | 2,530 | $259K |
| Eldridge Investment Advisors, Inc. | 0.05% | No change | 2,450 | $251K |
| Bear Mountain Capital, Inc. | 0.07% | Reduce -3.7% | 2,388 | $247K |
| Tucker Asset Management LLC | 0.06% | Add +8.1% | 2,413 | $247K |
| Praxis Capital Management LLC | 0.39% | New | 2,400 | $245K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 2,400 | $245K |
| Retirement Planning Group, LLC | 0.01% | Reduce -17.1% | 2,382 | $244K |
| Phocas Financial Corp. | 0.03% | No change | 2,350 | $240K |
| Clearstead Advisors, LLC | 0.00% | Add +1.8% | 2,317 | $237K |
| Center for Financial Planning, Inc. | 0.02% | No change | 2,286 | $234K |
| BIP Wealth, LLC | 0.01% | Reduce -3.9% | 2,268 | $232K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 2,267 | $232K |
| Aft, Forsyth & Sober, LLC | 0.07% | No change | 2,450 | $232K |
| Graetz Wealth LLC | 0.18% | Add +0.5% | 2,264 | $231K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.6% | 2,255 | $231K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 2,256 | $230K |
| Chicago Partners Investment Group LLC | 0.00% | Add +0.1% | 2,143 | $224K |
| Riverbend Wealth Management, LLC | 0.11% | New | 2,134 | $218K |
| Credit Agricole S A | 0.00% | New | 2,128 | $218K |
| Brighton Jones LLC | 0.00% | New | 2,106 | $215K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -18.6% | 2,093 | $214K |
| Bellwether Advisors, LLC | 0.03% | New | 2,087 | $213K |
| Flagstar Securities, Inc. | 0.06% | Reduce -67.2% | 2,061 | $211K |
| Equitable Holdings, Inc. | 0.00% | Reduce -37.1% | 2,036 | $208K |
| Traphagen Investment Advisors LLC | 0.01% | New | 2,033 | $208K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -97.1% | 2,033 | $208K |
| Ieq Capital, LLC | 0.00% | New | 2,000 | $205K |
| Clear Street Group Inc. | 0.00% | New | 2,000 | $205K |
| LBMC Investment Advisors, LLC | 0.01% | New | 1,990 | $203K |
| Quadcap Wealth Management, LLC | 0.02% | New | 1,983 | $203K |
| Genesis Wealth Advisors, LLC | 0.12% | New | 1,961 | $201K |
| Bessemer Group Inc. | 0.00% | No change | 1,933 | $198K |
| IFP Advisors, Inc | 0.00% | Add +17.4% | 1,800 | $184K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,627 | $166K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,611 | $165K |
| Pacifica Partners Inc. | 0.05% | No change | 1,570 | $163K |
| Viewpoint Capital Management LLC | 0.08% | Reduce -40.1% | 1,547 | $158K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,489 | $152K |
| Harbour Investments, Inc. | 0.00% | Add +8.4% | 1,445 | $148K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,400 | $143K |
| Hughes Financial Services, LLC | 0.02% | No change | 1,386 | $142K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,305 | $133K |
| Fiduciary Financial Advisors | 0.01% | New | 1,266 | $129K |
| Lodestone Wealth Management LLC | 0.04% | Add +11.0% | 1,240 | $127K |
| Continuum Advisory, LLC | 0.01% | New | 1,123 | $115K |
| WealthCollab, LLC | 0.04% | No change | 1,108 | $113K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,101 | $113K |
| Colonial Trust Advisors | 0.01% | No change | 1,083 | $111K |
| Cheviot Value Management, LLC | 0.01% | No change | 1,080 | $110K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -5.5% | 955 | $98K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 946 | $97K |
| Blue Trust, Inc. | 0.00% | Reduce -11.2% | 935 | $96K |
| Barrett & Company, Inc. | 0.03% | No change | 924 | $94K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -11.1% | 881 | $90K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 830 | $85K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 815 | $83K |
| Monetary Management Group Inc. | 0.02% | No change | 750 | $77K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 749 | $77K |
| Aspect Partners, LLC | 0.03% | Reduce -64.2% | 712 | $73K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -10.8% | 600 | $61K |
| Maryland Capital Advisors Inc. | 0.02% | — | 580 | $59K |
| Armor Investment Advisors, LLC | 0.02% | Reduce -7.1% | 551 | $56K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 500 | $52K |
| IFG Advisory, LLC | 0.00% | New | 510 | $52K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 508 | $52K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 503 | $51K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -39.1% | 474 | $48K |
| CoreCap Advisors, LLC | 0.00% | No change | 449 | $46K |
| Private Trust Co. NA | 0.00% | Reduce -2.1% | 423 | $43K |
| Redwood Park Advisors LLC | 0.03% | Add +2.3% | 406 | $42K |
| MCF Advisors LLC | 0.00% | No change | 390 | $40K |
| Spire Wealth Management | 0.00% | Reduce -11.5% | 377 | $39K |
| HighMark Wealth Management LLC | 0.01% | No change | 375 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 353 | $37K |
| WealthShield Partners, LLC | 0.01% | Reduce -69.2% | 360 | $37K |
| First United Bank & Trust | 0.01% | Reduce -48.1% | 324 | $33K |
| Granite FO LLC | 0.02% | No change | 300 | $31K |
| Cetera Trust Company, N.A | 0.02% | No change | 300 | $31K |
| Asset Dedication, LLC | 0.00% | No change | 289 | $30K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 286 | $29K |
| Synergy Investment Management, LLC | 0.01% | Add +0.4% | 281 | $29K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 275 | $28K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -46.1% | 269 | $28K |
| Mycio Wealth Partners, LLC | 0.00% | No change | 258 | $26K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 250 | $26K |
| Entrust Financial LLC | 0.01% | No change | 225 | $23K |
| SouthState Bank Corp | 0.00% | New | 225 | $23K |
| Advantage Trust Co | 0.01% | New | 220 | $22K |
| Compass Financial Management LLC | 0.00% | — | 200 | $21K |
| Assetmark, Inc. | 0.00% | No change | 205 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 200 | $20K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 196 | $20K |
| Smithfield Trust Co | 0.00% | No change | 188 | $19K |
| Concord Wealth Partners | 0.00% | New | 178 | $18K |
| Frisco Financial Planning LLC | 0.01% | No change | 174 | $18K |
| Parkside Financial Bank & Trust | 0.00% | No change | 172 | $18K |
| Highline Wealth Partners LLC | 0.00% | New | 171 | $17K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 170 | $17K |
| International Assets Investment Management, LLC | 0.00% | New | 150 | $15K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 149 | $15K |
| Signaturefd, LLC | 0.00% | No change | 145 | $15K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -90.5% | 144 | $15K |
| Motco | 0.00% | No change | 142 | $15K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 138 | $14K |
| Eastern Bank | 0.00% | No change | 132 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 126 | $13K |
| Luminist Capital LLC | 0.01% | New | 125 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 123 | $13K |
| National Bank of Canada | 0.00% | Reduce -72.8% | 117 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | New | 116 | $12K |
| EPG Wealth Management LLC | 0.00% | No change | 110 | $11K |
| Valley National Advisers Inc. | 0.00% | Add +0.9% | 108 | $11K |
| Ancora Advisors LLC | 0.00% | Add +0.9% | 108 | $11K |
| Consultiva Wealth Management, Corp. | 0.02% | No change | 101 | $10K |
| Mather Group, Llc. | 0.00% | No change | 98 | $10K |
| Robinswood Financial LLC | 0.00% | No change | 93 | $10K |
| Independence Bank of Kentucky | 0.00% | No change | 90 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 75 | $8K |
| Field & Main Bank | 0.00% | No change | 75 | $8K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 74 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | New | 71 | $7K |
| New Republic Capital, LLC | 0.00% | No change | 70 | $7K |
| Avion Wealth | 0.00% | No change | 77 | $7K |
| Harborfront Financial Group LLC | 0.03% | — | 67 | $7K |
| 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 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 52 | $5K |
| Investors Research Corp | 0.00% | No change | 48 | $5K |
| Meramec Financial Planners, LLC | 0.00% | No change | 44 | $5K |
| IMG Wealth Management, Inc. | 0.00% | No change | 44 | $5K |
| 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 | $4K |
| American Capital Advisory, LLC | 0.00% | New | 25 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -62.1% | 25 | $3K |
| Salomon & Ludwin, LLC | 0.00% | No change | 24 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 17 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 15 | $2K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 14 | $1K |
| Granite Investment Partners, LLC | 0.00% | No change | 10 | $1K |
| CX Institutional | 0.00% | Reduce -83.6% | 10 | $1K |
| Country Trust Bank | 0.00% | No change | 7 | $716 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 5 | $511 |
| Bogart Wealth, LLC | 0.00% | No change | 5 | $511 |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 4 | $409 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 1 | $102 |
| Freestone Grove Partners LP | 0.00% | New | 1 | $102 |
"% 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.