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

iShares U.S. Real Estate ETF logo
$95.16 -0.84 (-0.88%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Current
Institutional Ownership
Percentage
98.41%
Number of
Institutional Buyers
(last 12 months)
311
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$808.82M
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IYR Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025EWG Elevate Inc.4,902$476K0.1%-84.5%0.013%
10/7/2025Infinity Wealth Counsel LLC4,885$474K0.5%+3.0%0.013%
10/3/2025 HCR Wealth Advisors5,265$509K0.1%-7.5%0.014%
10/3/2025 First Citizens Financial Corp20,210$1.96M1.0%-2.5%0.053%
9/26/2025Corient Private Wealth LLC31,863$3.02M0.0%-27.3%0.081%
9/19/2025Watts Gwilliam & Co. LLC3,855$373K0.1%-16.7%0.010%
9/4/2025Osaic Holdings Inc.85,616$8.12M0.0%+70.7%0.219%
8/19/2025B. Riley Wealth Advisors Inc.10,486$994K0.0%N/A0.027%
8/19/2025Advisory Services Network LLC4,775$453K0.0%-20.1%0.012%
8/18/2025Geneos Wealth Management Inc.5,275$500K0.0%+7.9%0.013%
8/18/2025Second Line Capital LLC2,746$260K0.1%-21.6%0.007%
8/16/2025Headlands Technologies LLC1,759$167K0.0%-56.5%0.004%
8/15/2025Tower Research Capital LLC TRC 15,356$1.46M0.0%N/A0.039%
8/15/2025Corient Private Wealth LLC31,862$3.02M0.0%-27.3%0.081%
8/15/2025Captrust Financial Advisors10,376$983K0.0%-3.2%0.027%
8/15/2025Keel Point LLC7,740$734K0.0%+18.2%0.020%
8/15/2025Manhattan West Asset Management LLC2,618$248K0.1%-7.8%0.007%
8/15/2025MML Investors Services LLC105,704$10.02M0.0%+4.5%0.270%
8/15/2025Modern Wealth Management LLC54,888$5.20M0.1%+52.7%0.140%
8/15/2025Gallagher Fiduciary Advisors LLC1,554,040$147.28M0.2%+9,674.5%3.969%
8/15/2025EP Wealth Advisors LLC1,708$162K0.0%-29.9%0.004%
8/15/2025Balyasny Asset Management L.P.27,668$2.62M0.0%-287.4%0.071%
8/15/2025Ameriprise Financial Inc.335,818$31.82M0.0%+45.9%0.858%
8/14/2025CTC Alternative Strategies Ltd.11,650$1.10M1.0%N/A0.030%
8/14/2025Sentinel Wealth Management Inc.3,660$347K0.3%N/A0.009%
8/14/2025Raymond James Financial Inc.209,056$19.81M0.0%+2.6%0.534%
8/14/2025Glenview Trust co39,362$3.73M0.1%-0.5%0.101%
8/14/2025Faithward Advisors LLC8,544$810K0.1%+3.8%0.022%
8/14/2025Stamos Capital Partners L.P.29,603$2.81M0.5%+64.1%0.076%
8/14/2025Qube Research & Technologies Ltd1,999$189K0.0%N/A0.005%
8/14/2025Maven Securities LTD182,846$17.33M0.4%+145.6%0.467%
8/14/2025Bank of Nova Scotia6,246$592K0.0%N/A0.016%
8/14/2025Cerity Partners LLC51,566$4.89M0.0%-2.7%0.132%
8/13/2025Gamco Investors INC. ET AL2,245$213K0.0%N/A0.006%
8/13/2025PGIM Custom Harvest LLC437,175$41.43M0.9%+5.7%1.117%
8/13/2025StoneX Group Inc.10,758$1.02M0.0%N/A0.027%
8/13/2025Cresset Asset Management LLC4,654$441K0.0%-13.1%0.012%
8/13/2025Brown Advisory Inc.12,789$1.21M0.0%+4.4%0.033%
8/13/2025Baird Financial Group Inc.16,142$1.53M0.0%+8.0%0.041%
8/13/2025Walleye Capital LLC26,698$2.53M0.0%N/A0.068%
8/13/2025Trek Financial LLC43,625$4.13M0.3%N/A0.111%
8/13/20251832 Asset Management L.P.3,229$306K0.0%-17.8%0.008%
8/13/2025Pinkerton Wealth LLC9,882$937K0.1%N/A0.025%
8/13/2025Quantbot Technologies LP7,097$673K0.0%-71.4%0.018%
8/13/2025Lido Advisors LLC14,927$1.42M0.0%-6.4%0.038%
8/13/2025Measured Wealth Private Client Group LLC49,682$4.71M1.4%+5.0%0.127%
8/13/2025Scotia Capital Inc.9,793$928K0.0%+5.7%0.025%
8/13/2025Hsbc Holdings PLC790,403$74.17M0.0%+69.1%2.019%
8/13/2025Crossingbridge Advisors LLC20,000$1.88M1.7%N/A0.051%
8/13/2025Northwestern Mutual Wealth Management Co.242,821$23.01M0.0%+2.8%0.620%
8/13/2025Sumitomo Mitsui Financial Group Inc.128,337$12.16M0.2%+1.1%0.328%
8/13/2025Choreo LLC2,802$266K0.0%-12.5%0.007%
8/13/2025Russell Investments Group Ltd.755$72K0.0%+68.9%0.002%
8/12/2025J.W. Cole Advisors Inc.6,279$595K0.0%+3.5%0.016%
8/12/2025Jefferies Financial Group Inc.3,487$330K0.0%-72.0%0.009%
8/12/2025Global Retirement Partners LLC29,010$2.75M0.1%N/A0.074%
8/12/2025MAI Capital Management11,589$1.10M0.0%-1.4%0.030%
8/12/2025JPMorgan Chase & Co.1,014,886$96.18M0.0%-12.8%2.592%
8/11/2025Wealthspire Advisors LLC10,170$964K0.0%-54.3%0.027%
8/11/2025Citigroup Inc.1,807,775$171.32M0.1%+149.4%4.757%
8/8/2025KM Capital Management Ltd.30,511$2.89M1.4%+0.7%0.080%
8/8/2025Rockefeller Capital Management L.P.91,987$8.72M0.0%-4.6%0.242%
8/8/2025Itau Unibanco Holding S.A.32,786$3.11M0.1%-63.3%0.086%
8/8/2025Avantax Advisory Services Inc.21,183$2.01M0.0%-5.0%0.056%
8/8/2025Cetera Investment Advisers75,654$7.17M0.0%+103.1%0.199%
8/8/2025Creative Planning12,952$1.23M0.0%-4.3%0.034%
8/8/2025SG Americas Securities LLC117,355$11.12M0.0%+87.3%0.309%
8/8/2025Davies Financial Advisors Inc.5,042$478K0.4%-39.1%0.013%
8/8/2025Banco Bilbao Vizcaya Argentaria S.A.30,847$2.89M0.0%-8.7%0.081%
8/8/2025Bailard Inc.69,494$6.59M0.2%-1.1%0.183%
8/8/2025PNC Financial Services Group Inc.395,241$37.46M0.0%-1.3%1.040%
8/8/2025United Asset Strategies Inc.4,411$418K0.0%+36.9%0.012%
8/8/2025SBI Securities Co. Ltd.29,018$2.75M0.1%-3.8%0.076%
8/7/2025Allworth Financial LP8,436$799K0.0%+9.6%0.022%
8/7/2025Americana Partners LLC21,896$2.08M0.1%N/A0.058%
8/7/2025Hughes Financial Services LLC1,386$132K0.0%-48.9%0.004%
8/6/2025Prospera Financial Services Inc6,781$643K0.0%+14.2%0.018%
8/6/2025AE Wealth Management LLC34,770$3.30M0.0%+2,773.6%0.092%
8/6/2025Garrison Point Advisors LLC3,290$312K0.1%+5.4%0.009%
8/6/2025Grey Fox Wealth Advisors LLC9,918$940K0.2%+38.6%0.026%
8/6/2025Aspect Partners LLC3,620$343K0.2%-95.4%0.010%
8/6/2025Broadview Financial Management LLC18,624$1.77M1.2%-10.8%0.049%
8/6/2025Atlas Legacy Advisors LLC7,716$731K0.2%+9.2%0.020%
8/6/2025Modera Wealth Management LLC6,946$658K0.0%-9.8%0.018%
8/6/2025Washington Trust Bank23,565$2.23M0.2%-3.2%0.062%
8/6/2025Ethos Financial Group LLC9,176$870K0.1%-1.7%0.024%
8/6/2025Atlantic Union Bankshares Corp1,611$153K0.0%N/A0.004%
8/6/2025Moors & Cabot Inc.8,290$786K0.0%-2.3%0.022%
8/5/2025RiverGlades Family Offices LLC25,943$2.46M1.6%+4.8%0.068%
8/5/2025Connable Office Inc.274,519$26.02M2.6%-0.3%0.722%
8/5/2025Bank of Montreal Can103,770$9.83M0.0%+2.7%0.273%
8/5/2025Sigma Planning Corp4,399$417K0.0%-3.8%0.012%
8/5/2025Mission Wealth Management LP63,357$6.00M0.1%-7.9%0.167%
8/5/2025Gould Asset Management LLC CA5,775$547K0.1%-3.3%0.015%
8/5/2025Lifeworks Advisors LLC21,852$2.07M0.3%-37.3%0.058%
8/4/2025Canton Hathaway LLC18,299$1.73M0.4%-3.0%0.048%
8/4/2025Adell Harriman & Carpenter Inc.8,877$841K0.1%-4.8%0.023%
8/4/2025Spire Wealth Management1,285$122K0.0%-41.9%0.003%
8/4/2025Arkadios Wealth Advisors2,699$256K0.0%+6.3%0.007%
8/4/2025Bristlecone Advisors LLC5,767$547K0.0%-3.9%0.015%
(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, 514 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. ($463.91M), Cibc World Markets Corp ($373.42M), Morgan Stanley ($365.29M), Bank of America Corp DE ($364.34M), Goldman Sachs Group Inc. ($290.17M), and Citigroup Inc. ($171.32M).Learn more on iShares U.S. Real Estate ETF's institutional investors.

What percentage of iShares U.S. Real Estate ETF's stock is owned by institutional investors?

98.41% of iShares U.S. Real Estate ETF's stock is owned by institutional investors. Learn more on IYR's institutional investor holdings.

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

Of the 426 institutional investors that purchased iShares U.S. Real Estate ETF's 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), Citigroup Inc. ($4.35M), Gallagher Fiduciary Advisors LLC ($1.54M), Schroder Investment Management Group ($1.17M), Morgan Stanley ($1.03M), and WealthNavi Inc. ($932.26K).

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

Institutional investors have bought a total of 26,132,982 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

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

Of the 202 institutional investors that sold iShares U.S. Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($3.14M), Barclays PLC ($2.03M), Modern Wealth Management LLC ($668.30K), SG Americas Securities LLC ($197.71K), Aspect Partners LLC ($156.43K), Cetera Investment Advisers ($152.75K), and JPMorgan Chase & Co. ($148.86K).

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

Institutional investors have sold a total of 8,517,509 shares in the last 24 months. This volume of shares sold represents approximately $808.82M in transactions.


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This page (NYSEARCA:IYR) was last updated on 10/8/2025 by MarketBeat.com Staff
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