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iShares U.S. Real Estate ETF (IYR) Institutional Ownership

iShares U.S. Real Estate ETF logo
$95.90 +0.49 (+0.51%)
As of 06/12/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Number of
Institutional Buyers
(last 12 months)
292
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$795.03M
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IYR Institutional Buying and Selling by Quarter

iShares U.S. Real Estate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025 Modern Wealth Management LLC35,943$3.44M0.1%-94.9%0.102%
5/27/2025 Jacobi Capital Management LLC101,814$9.75M0.7%+1.4%0.288%
5/21/2025 Geneos Wealth Management Inc.4,887$468K0.0%+5.1%0.014%
5/20/2025 Focus Partners Wealth43,232$4.14M0.0%+51.8%0.125%
5/20/2025 Flaharty Asset Management LLC470$45K0.0%N/A0.001%
5/20/2025 Ilmarinen Mutual Pension Insurance Co1,047,977$100.34M0.9%+9.5%3.038%
5/19/2025 SCS Capital Management LLC63,314$6.06M0.1%+82.5%0.184%
5/16/2025 Faithward Advisors LLC8,230$788K0.1%+13.9%0.024%
5/16/2025 Goldman Sachs Group Inc.3,030,490$290.17M0.0%-50.9%8.784%
5/16/2025 Jones Financial Companies Lllp913,511$95.01M0.1%+43,235.4%2.648%
5/16/2025 Passaic Partners LLC153,447$14.69M2.2%-14.2%0.445%
5/16/2025 Interval Partners LP31,926$3.06M0.1%+116.4%0.093%
5/15/2025 EP Wealth Advisors LLC2,438$233K0.0%+70.8%0.007%
5/15/2025 Focus Partners Advisor Solutions LLC2,601$249K0.0%+17.5%0.008%
5/15/2025 Royal Bank of Canada726,798$69.59M0.0%+9.0%2.107%
5/15/2025 MAI Capital Management11,757$1.13M0.0%-17.6%0.034%
5/15/2025 DRW Securities LLC8,298$795K0.0%N/A0.024%
5/15/2025 Second Line Capital LLC3,501$335K0.1%N/A0.010%
5/15/2025 Baird Financial Group Inc.14,942$1.43M0.0%+0.8%0.043%
5/15/2025 HGI Capital Management LLC2,751$263K0.3%N/A0.008%
5/15/2025 Itau Unibanco Holding S.A.89,255$8.55M0.3%+823.5%0.259%
5/14/2025 TCM Advisors LLC32,500$3.11M0.3%+4.2%0.094%
5/14/2025 Comerica Bank21,011$2.01M0.0%-7.0%0.061%
5/14/2025 Synovus Financial Corp7,857$752K0.0%-9.1%0.023%
5/14/2025 Jump Financial LLC96,832$9.27M0.1%N/A0.281%
5/14/2025 Northwestern Mutual Wealth Management Co.236,277$22.62M0.0%+5.2%0.685%
5/14/2025 Kestra Advisory Services LLC23,104$2.21M0.0%-4.6%0.067%
5/14/2025 Broadview Financial Management LLC20,875$2.00M1.5%-5.8%0.061%
5/14/2025 1832 Asset Management L.P.3,930$376K0.0%-15.4%0.011%
5/14/2025 United Asset Strategies Inc.3,221$308K0.0%-24.4%0.009%
5/14/2025 PGIM Custom Harvest LLC413,478$39.59M0.9%+4.3%1.198%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.33,793$3.22M0.0%+4.0%0.098%
5/14/2025 Sumitomo Mitsui Financial Group Inc.126,934$12.15M0.2%+6.0%0.368%
5/14/2025 Hsbc Holdings PLC467,522$44.51M0.0%+8.3%1.355%
5/14/2025 Maven Securities LTD74,443$7.13M0.2%-111.2%0.216%
5/14/2025 Quantbot Technologies LP24,826$2.38M0.1%-39.8%0.072%
5/13/2025 Sand Hill Global Advisors LLC145,982$13.98M0.6%-4.8%0.423%
5/13/2025 Watts Gwilliam & Co. LLC4,626$443K0.1%+8.5%0.013%
5/13/2025 Ethos Financial Group LLC9,333$894K0.1%N/A0.027%
5/13/2025 Raymond James Financial Inc.203,747$19.51M0.0%-14.7%0.591%
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5/13/2025 Global Endowment Management LP68,880$6.60M0.9%+64.5%0.200%
5/13/2025 Fox Run Management L.L.C.52,500$5.03M0.8%+23.0%0.152%
5/13/2025 Finley Financial LLC11,495$1.07M0.6%-23.2%0.033%
5/13/2025 Kovitz Investment Group Partners LLC150,572$14.42M0.1%+127.9%0.436%
5/13/2025 Russell Investments Group Ltd.447$43K0.0%N/A0.001%
5/13/2025 HighTower Advisors LLC52,285$5.01M0.0%-32.7%0.152%
5/12/2025 Nuveen LLC9,100$871K0.0%N/A0.026%
5/12/2025 Simplex Trading LLC4,360$417K0.0%N/A0.013%
5/12/2025 Manhattan West Asset Management LLC2,840$272K0.1%-5.3%0.008%
5/12/2025 Measured Wealth Private Client Group LLC47,332$4.53M1.5%+145.0%0.137%
5/12/2025 Bristlecone Advisors LLC6,004$575K0.0%-7.2%0.017%
5/12/2025 Citigroup Inc.724,731$69.39M0.0%-1,580.5%2.101%
5/9/2025 Chicago Partners Investment Group LLC2,136$201K0.0%N/A0.006%
5/9/2025 RiverGlades Family Offices LLC24,743$2.37M1.7%-1.6%0.072%
5/9/2025 Wealthspire Advisors LLC22,270$2.13M0.0%+141.7%0.065%
5/9/2025 Atria Wealth Solutions Inc.4,453$426K0.0%+3.2%0.013%
5/9/2025 Connable Office Inc.275,246$26.36M2.8%-33.1%0.798%
5/9/2025 Blair William & Co. IL20,928$2.00M0.0%-3.3%0.061%
5/9/2025 Phocas Financial Corp.2,350$225K0.0%-24.2%0.007%
5/9/2025 J. Safra Sarasin Holding AG9,607$920K0.0%-42.2%0.028%
5/9/2025 PNC Financial Services Group Inc.400,387$38.34M0.0%-0.4%1.161%
5/8/2025 Commerce Bank13,792$1.32M0.0%-1.8%0.040%
5/8/2025 Moors & Cabot Inc.8,486$813K0.0%+7.0%0.025%
5/8/2025Jefferies Financial Group Inc.12,464$1.19M0.0%N/A0.036%
5/8/2025 US Bancorp DE433,642$41.52M0.3%-5.2%1.257%
5/8/2025 Modera Wealth Management LLC7,699$737K0.0%-6.5%0.022%
5/8/2025 Arkadios Wealth Advisors2,538$243K0.0%N/A0.007%
5/8/2025 Cozad Asset Management Inc.2,725$261K0.0%-16.4%0.008%
5/7/2025 Patten & Patten Inc. TN2,205$211K0.0%N/A0.006%
5/7/2025 New Republic Capital LLC50,123$4.80M2.1%+71,504.3%0.145%
5/7/2025 KFA Private Wealth Group LLC2,604$249K0.1%N/A0.008%
5/7/2025 Atlas Legacy Advisors LLC7,064$669K0.2%-14.0%0.020%
5/7/2025 Bellwether Advisors LLC1,462$139K0.0%+19.5%0.004%
5/7/2025 LPL Financial LLC351,882$33.69M0.0%-20.5%1.020%
5/7/2025 GLOBALT Investments LLC GA10,046$962K0.0%-9.5%0.029%
5/7/2025 Stevens Capital Management LP13,506$1.29M0.3%N/A0.039%
5/6/2025 Cetera Investment Advisers37,253$3.57M0.0%-80.4%0.108%
5/6/2025 Avantax Advisory Services Inc.22,308$2.14M0.0%+9.7%0.065%
5/6/2025 One Wealth Advisors LLC2,122$203K0.0%N/A0.006%
5/6/2025 Lifeworks Advisors LLC34,873$3.34M0.6%-28.7%0.101%
5/6/2025 Financial & Tax Architects LLC8,664$830K0.2%+19.3%0.025%
5/6/2025 AE Wealth Management LLC1,210$116K0.0%-98.3%0.004%
5/5/2025 Covenant Asset Management LLC7,072$677K0.1%-1.6%0.020%
5/5/2025 TAGStone Capital Inc.13,347$1.28M0.6%-9.3%0.039%
5/5/2025 Kestra Private Wealth Services LLC2,096$201K0.0%N/A0.006%
5/5/2025 Private Advisor Group LLC13,453$1.29M0.0%-1.5%0.039%
5/2/2025 KM Capital Management Ltd.30,304$2.90M1.6%+9.6%0.093%
5/2/2025 Bear Mountain Capital Inc.1,848$173K0.1%-6.0%0.006%
5/2/2025 Bailard Inc.70,249$6.73M0.2%-2.9%0.215%
5/2/2025 Cullen Frost Bankers Inc.8,374$802K0.0%+7.5%0.026%
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5/2/2025 Grey Fox Wealth Advisors LLC7,154$685K0.2%+12.6%0.022%
5/2/2025 Graybill Wealth Management LTD.5,721$548K0.2%N/A0.017%
5/2/2025 SBI Securities Co. Ltd.30,153$2.89M0.1%-5.0%0.092%
5/2/2025 Sigma Planning Corp4,572$438K0.0%+99.2%0.014%
5/2/2025 Edgestream Partners L.P.2,411$231K0.0%N/A0.007%
5/1/2025 Westmount Partners LLC8,175$783K0.2%+4.7%0.025%
5/1/2025 Stephens Inc. AR36,408$3.49M0.1%-2.9%0.111%
5/1/2025 Omega Financial Group LLC5,268$504K0.2%-2.2%0.016%
5/1/2025 Sage Rhino Capital LLC23,961$2.29M0.5%+1.4%0.073%
4/30/2025 Cerity Partners LLC52,981$5.07M0.0%-2.5%0.162%
(Data available from 1/1/2016 forward)

IYR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYR shares?

During the previous two years, 531 institutional investors and hedge funds held shares of iShares U.S. Real Estate ETF. The most heavily invested institutionals were Barclays PLC ($741.09M), WealthNavi Inc. ($449.72M), Cibc World Markets Corp ($373.42M), Morgan Stanley ($365.29M), Bank of America Corp DE ($364.34M), Goldman Sachs Group Inc. ($290.17M), and Schroder Investment Management Group ($111.92M).Learn more on IYR's institutional investors.

Which institutional investors have been buying iShares U.S. Real Estate ETF stock?

Of the 431 institutional investors that purchased iShares U.S. Real Estate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Barclays PLC ($9.83M), Cibc World Markets Corp ($5.03M), Bank Julius Baer & Co. Ltd Zurich ($4.53M), Citigroup Inc. ($3.26M), Schroder Investment Management Group ($1.17M), Morgan Stanley ($1.03M), and Jones Financial Companies Lllp ($912.82K).

How much institutional buying is happening at iShares U.S. Real Estate ETF?

Institutional investors have bought a total of 42,594,884 shares in the last 24 months. This purchase volume represents approximately $3.94B in transactions.

Which iShares U.S. Real Estate ETF major shareholders have been selling company stock?

Of the 298 institutional investors that sold iShares U.S. Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barclays PLC ($14.23M), Goldman Sachs Group Inc. ($3.14M), Modern Wealth Management LLC ($668.30K), SG Americas Securities LLC ($552.34K), Credit Suisse AG ($534.54K), Envestnet Asset Management Inc. ($287.49K), and PNC Financial Services Group Inc. ($286.59K).

How much institutional selling is happening at iShares U.S. Real Estate ETF?

Institutional investors have sold a total of 24,655,520 shares in the last 24 months. This volume of shares sold represents approximately $2.21B in transactions.



This page (NYSEARCA:IYR) was last updated on 6/13/2025 by MarketBeat.com Staff
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