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

iShares U.S. Real Estate ETF logo
$94.80 -0.84 (-0.88%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$94.98 +0.18 (+0.19%)
As of 08/8/2025 06:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
299
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
199
Total
Institutional Outflows
(last 12 months)
$805.57M
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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
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%
8/7/2025 Allworth Financial LP8,436$799K0.0%+9.6%0.022%
8/7/2025 Americana Partners LLC21,896$2.08M0.1%N/A0.058%
8/7/2025 Hughes Financial Services LLC1,386$132K0.0%-48.9%0.004%
8/6/2025 Prospera Financial Services Inc6,781$643K0.0%+14.2%0.018%
8/6/2025 AE Wealth Management LLC34,770$3.30M0.0%+2,773.6%0.092%
8/6/2025 Garrison Point Advisors LLC3,290$312K0.1%+5.4%0.009%
8/6/2025 Grey Fox Wealth Advisors LLC9,918$940K0.2%+38.6%0.026%
8/6/2025 Aspect Partners LLC3,620$343K0.2%-95.4%0.010%
8/6/2025 Broadview Financial Management LLC18,624$1.77M1.2%-10.8%0.049%
8/6/2025 Atlas Legacy Advisors LLC7,716$731K0.2%+9.2%0.020%
8/6/2025 Modera Wealth Management LLC6,946$658K0.0%-9.8%0.018%
8/6/2025 Washington Trust Bank23,565$2.23M0.2%-3.2%0.062%
8/6/2025 Ethos Financial Group LLC9,176$870K0.1%-1.7%0.024%
8/6/2025 Atlantic Union Bankshares Corp1,611$153K0.0%N/A0.004%
8/6/2025 Moors & Cabot Inc.8,290$786K0.0%-2.3%0.022%
8/5/2025 RiverGlades Family Offices LLC25,943$2.46M1.6%+4.8%0.068%
8/5/2025 Connable Office Inc.274,519$26.02M2.6%-0.3%0.722%
8/5/2025 Bank of Montreal Can103,770$9.83M0.0%+2.7%0.273%
8/5/2025 Sigma Planning Corp4,399$417K0.0%-3.8%0.012%
8/5/2025 Mission Wealth Management LP63,357$6.00M0.1%-7.9%0.167%
8/5/2025 Gould Asset Management LLC CA5,775$547K0.1%-3.3%0.015%
8/5/2025 Lifeworks Advisors LLC21,852$2.07M0.3%-37.3%0.058%
8/4/2025 Canton Hathaway LLC18,299$1.73M0.4%-3.0%0.048%
8/4/2025 Adell Harriman & Carpenter Inc.8,877$841K0.1%-4.8%0.023%
8/4/2025 Spire Wealth Management1,285$122K0.0%-41.9%0.003%
8/4/2025 Arkadios Wealth Advisors2,699$256K0.0%+6.3%0.007%
8/4/2025 Bristlecone Advisors LLC5,767$547K0.0%-3.9%0.015%
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8/1/2025 Liberty Wealth Management LLC3,709$352K0.1%N/A0.010%
8/1/2025 Bessemer Group Inc.4,993$473K0.0%-54.1%0.013%
8/1/2025 Envestnet Asset Management Inc.121,781$11.54M0.0%-6.9%0.320%
7/31/2025 Forte Asset Management LLC31,864$3.02M1.5%N/A0.084%
7/31/2025 Schoolcraft Capital LLC4,662$442K0.1%+6.3%0.012%
7/31/2025 Brighton Jones LLC4,737$449K0.0%N/A0.012%
7/31/2025 Focus Partners Advisor Solutions LLC2,711$257K0.0%+4.2%0.007%
7/31/2025 GLOBALT Investments LLC GA9,009$854K0.0%-10.3%0.024%
7/31/2025 Money Design Co. Ltd.553,275$52.43M2.4%+5.0%1.456%
7/30/2025 Castle Wealth Management LLC3,616$343K0.1%-27.7%0.010%
7/30/2025 Principle Wealth Partners LLC5,100$483K0.0%+15.9%0.013%
7/30/2025 Brookstone Capital Management2,965$281K0.0%N/A0.008%
7/30/2025 Retirement Planning Group LLC2,769$262K0.0%-17.5%0.007%
7/30/2025 D.A. Davidson & CO.3,580$339K0.0%+11.0%0.009%
7/30/2025 Cullen Frost Bankers Inc.8,187$776K0.0%-2.2%0.022%
7/30/2025 Advantage Trust Co1,320$125K0.1%+20.0%0.003%
7/30/2025 Fairway Wealth LLC34,456$3.27M0.8%+3.5%0.091%
7/29/2025 Stephens Inc. AR35,079$3.32M0.0%-3.7%0.092%
7/29/2025 Rodgers & Associates LTD38,491$3.65M0.4%+0.7%0.101%
7/29/2025 Stratos Wealth Advisors LLC10,362$982K0.1%-7.1%0.027%
7/29/2025 Private Trust Co. NA815$77K0.0%-72.8%0.002%
7/28/2025 Tower Wealth Partners Inc.3,994$379K0.2%+4.9%0.011%
7/28/2025 Mutual Advisors LLC10,407$1.02M0.0%-36.9%0.027%
7/28/2025 Harbour Investments Inc.760$72K0.0%N/A0.002%
7/28/2025 Courier Capital LLC53,420$5.06M0.3%+1.3%0.141%
7/28/2025 Naviter Wealth LLC37,035$3.51M0.4%+82.1%0.097%
7/25/2025 Sequoia Financial Advisors LLC13,237$1.25M0.0%-4.3%0.035%
7/25/2025 Courage Miller Partners LLC6,872$651K0.2%+5.7%0.018%
7/25/2025 Ellis Investment Partners LLC4,793$454K0.1%-6.6%0.013%
7/25/2025 CWM LLC2,182$207K0.0%+37.2%0.006%
7/24/2025 Blair William & Co. IL20,041$1.90M0.0%-4.2%0.053%
7/24/2025 US Bancorp DE418,708$39.68M0.0%-3.4%1.102%
7/23/2025 Clear Creek Financial Management LLC39,279$3.72M0.4%+425.1%0.103%
7/23/2025 Axos Invest Inc.5,345$507K0.4%-6.3%0.014%
7/23/2025 Lakeshore Capital Group Inc.3,405$323K0.3%+3.7%0.009%
7/23/2025 Foundation Wealth Management LLC16,214$1.54M1.1%-3.2%0.043%
7/23/2025 CFM Wealth Partners LLC5,170$490K0.1%+3.2%0.014%
7/23/2025 Viewpoint Capital Management LLC3,031$287K0.1%-12.4%0.008%
7/22/2025 Sage Financial Group Inc.3,204$304K0.0%+7.6%0.008%
7/22/2025 Checchi Capital Advisers LLC29,136$2.76M0.2%-17.7%0.076%
7/21/2025 NTV Asset Management LLC10,015$949K0.1%-4.1%0.026%
7/21/2025 Ameritas Advisory Services LLC6,528$619K0.0%+8.2%0.017%
7/21/2025 Gray Private Wealth LLC17,350$1.64M0.9%-2.4%0.046%
7/21/2025 Yeomans Consulting Group Inc.122,620$11.70M4.8%N/A0.322%
7/21/2025 Mirae Asset Global Investments Co. Ltd.5,571$528K0.0%-90.3%0.015%
7/21/2025 Jmac Enterprises LLC26,041$2.47M0.5%+7.3%0.068%
7/18/2025 Pure Financial Advisors LLC6,567$622K0.0%+180.8%0.017%
7/18/2025 SOA Wealth Advisors LLC.22,901$2.17M0.2%-10.5%0.060%
7/18/2025 Dogwood Wealth Management LLC18,486$1.76M0.9%+7.2%0.048%
7/18/2025 Truist Financial Corp47,432$4.50M0.0%+2.6%0.124%
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7/18/2025 WealthNavi Inc.4,895,086$463.91M4.7%+4.2%12.831%
7/17/2025 HB Wealth Management LLC7,392$701K0.0%-19.5%0.019%
7/17/2025 Janney Montgomery Scott LLC8,145$772K0.0%-12.8%0.021%
7/17/2025 Covenant Asset Management LLC6,862$650K0.1%-3.0%0.017%
7/17/2025 City Holding Co.3,786$359K0.0%-9.6%0.010%
7/17/2025 Sage Rhino Capital LLC24,393$2.31M0.5%+1.8%0.062%
7/16/2025 Encompass Wealth Advisors LLC5,652$536K0.2%+7.4%0.014%
7/16/2025 Arkansas Financial Group Inc.51,981$4.93M0.8%-3.7%0.132%
7/16/2025 Rebalance LLC46,690$4.43M0.3%-21.3%0.118%
7/16/2025 Embree Financial Group21,540$2.04M0.3%-11.2%0.055%
(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, 520 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 Schroder Investment Management Group ($111.92M).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 423 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. ($3.26M), Schroder Investment Management Group ($1.17M), Morgan Stanley ($1.03M), WealthNavi Inc. ($932.26K), 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 22,841,627 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

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

Of the 197 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 Omega Financial Group LLC ($150.99K).

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

Institutional investors have sold a total of 8,476,628 shares in the last 24 months. This volume of shares sold represents approximately $805.57M in transactions.



This page (NYSEARCA:IYR) was last updated on 8/9/2025 by MarketBeat.com Staff
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