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

iShares U.S. Real Estate ETF logo
$94.92 -0.10 (-0.11%)
As of 04:10 PM Eastern
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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)
293
Total
Institutional Inflows
(last 12 months)
$2.18B
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$795.56M
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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
7/8/2025Legacy Private Trust Co.19,397$1.84M0.1%-4.7%0.048%
7/8/2025Parallel Advisors LLC3,287$312K0.0%+4.9%0.008%
7/7/2025Upper Left Wealth Management LLC14,304$1.36M0.9%+23.5%0.036%
7/7/2025Enterprise Bank & Trust Co3,350$317K0.1%-5.0%0.008%
7/7/2025First Citizens Financial Corp20,726$1.96M1.1%-17.5%0.053%
7/3/2025 Garde Capital Inc.17,108$1.62M0.1%+14.6%0.043%
6/2/2025Modern Wealth Management LLC35,943$3.44M0.1%-94.9%0.102%
5/27/2025Jacobi Capital Management LLC101,814$9.75M0.7%+1.4%0.288%
5/21/2025Geneos Wealth Management Inc.4,887$468K0.0%+5.1%0.014%
5/20/2025Focus Partners Wealth43,232$4.14M0.0%+51.8%0.125%
5/20/2025Flaharty Asset Management LLC470$45K0.0%N/A0.001%
5/20/2025Ilmarinen Mutual Pension Insurance Co1,047,977$100.34M0.9%+9.5%3.038%
5/19/2025SCS Capital Management LLC63,314$6.06M0.1%+82.5%0.184%
5/16/2025Faithward Advisors LLC8,230$788K0.1%+13.9%0.024%
5/16/2025Goldman Sachs Group Inc.3,030,490$290.17M0.0%-50.9%7.692%
5/16/2025Jones Financial Companies Lllp913,511$95.01M0.1%+43,235.4%2.648%
5/16/2025Passaic Partners LLC153,447$14.69M2.2%-14.2%0.445%
5/16/2025Interval Partners LP31,926$3.06M0.1%+116.4%0.093%
5/15/2025EP Wealth Advisors LLC2,438$233K0.0%+70.8%0.007%
5/15/2025Focus Partners Advisor Solutions LLC2,601$249K0.0%+17.5%0.008%
5/15/2025Royal Bank of Canada726,798$69.59M0.0%+9.0%2.107%
5/15/2025MAI Capital Management11,757$1.13M0.0%-17.6%0.034%
5/15/2025DRW Securities LLC8,298$795K0.0%N/A0.024%
5/15/2025Second Line Capital LLC3,501$335K0.1%N/A0.010%
5/15/2025Baird Financial Group Inc.14,942$1.43M0.0%+0.8%0.043%
5/15/2025HGI Capital Management LLC2,751$263K0.3%N/A0.008%
5/15/2025Itau Unibanco Holding S.A.89,255$8.55M0.3%+823.5%0.259%
5/14/2025TCM Advisors LLC32,500$3.11M0.3%+4.2%0.094%
5/14/2025Comerica Bank21,011$2.01M0.0%-7.0%0.061%
5/14/2025Synovus Financial Corp7,857$752K0.0%-9.1%0.023%
5/14/2025Jump Financial LLC96,832$9.27M0.1%N/A0.281%
5/14/2025Northwestern Mutual Wealth Management Co.236,277$22.62M0.0%+5.2%0.685%
5/14/2025Kestra Advisory Services LLC23,104$2.21M0.0%-4.6%0.067%
5/14/2025Broadview Financial Management LLC20,875$2.00M1.5%-5.8%0.061%
5/14/20251832 Asset Management L.P.3,930$376K0.0%-15.4%0.011%
5/14/2025United Asset Strategies Inc.3,221$308K0.0%-24.4%0.009%
5/14/2025PGIM Custom Harvest LLC413,478$39.59M0.9%+4.3%1.198%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.33,793$3.22M0.0%+4.0%0.098%
5/14/2025Sumitomo Mitsui Financial Group Inc.126,934$12.15M0.2%+6.0%0.368%
5/14/2025Hsbc Holdings PLC467,522$44.51M0.0%+8.3%1.355%
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5/14/2025Maven Securities LTD74,443$7.13M0.2%-111.2%0.216%
5/14/2025Quantbot Technologies LP24,826$2.38M0.1%-39.8%0.072%
5/13/2025Sand Hill Global Advisors LLC145,982$13.98M0.6%-4.8%0.423%
5/13/2025Watts Gwilliam & Co. LLC4,626$443K0.1%+8.5%0.013%
5/13/2025Ethos Financial Group LLC9,333$894K0.1%N/A0.027%
5/13/2025Raymond James Financial Inc.203,747$19.51M0.0%-14.7%0.591%
5/13/2025Global Endowment Management LP68,880$6.60M0.9%+64.5%0.200%
5/13/2025Fox Run Management L.L.C.52,500$5.03M0.8%+23.0%0.152%
5/13/2025Finley Financial LLC11,495$1.07M0.6%-23.2%0.033%
5/13/2025Kovitz Investment Group Partners LLC150,572$14.42M0.1%+127.9%0.436%
5/13/2025Russell Investments Group Ltd.447$43K0.0%N/A0.001%
5/13/2025HighTower Advisors LLC52,285$5.01M0.0%-32.7%0.152%
5/12/2025Nuveen LLC9,100$871K0.0%N/A0.026%
5/12/2025Simplex Trading LLC4,360$417K0.0%N/A0.013%
5/12/2025Manhattan West Asset Management LLC2,840$272K0.1%-5.3%0.008%
5/12/2025Measured Wealth Private Client Group LLC47,332$4.53M1.5%+145.0%0.137%
5/12/2025Bristlecone Advisors LLC6,004$575K0.0%-7.2%0.017%
5/12/2025Citigroup Inc.724,731$69.39M0.0%-1,580.5%2.101%
5/9/2025Chicago Partners Investment Group LLC2,136$201K0.0%N/A0.006%
5/9/2025RiverGlades Family Offices LLC24,743$2.37M1.7%-1.6%0.072%
5/9/2025Wealthspire Advisors LLC22,270$2.13M0.0%+141.7%0.065%
5/9/2025Atria Wealth Solutions Inc.4,453$426K0.0%+3.2%0.013%
5/9/2025Connable Office Inc.275,246$26.36M2.8%-33.1%0.798%
5/9/2025Blair William & Co. IL20,928$2.00M0.0%-3.3%0.061%
5/9/2025Phocas Financial Corp.2,350$225K0.0%-24.2%0.007%
5/9/2025J. Safra Sarasin Holding AG9,607$920K0.0%-42.2%0.028%
5/9/2025PNC Financial Services Group Inc.400,387$38.34M0.0%-0.4%1.161%
5/8/2025Commerce Bank13,792$1.32M0.0%-1.8%0.040%
5/8/2025Moors & Cabot Inc.8,486$813K0.0%+7.0%0.025%
5/8/2025Jefferies Financial Group Inc.12,464$1.19M0.0%N/A0.036%
5/8/2025US Bancorp DE433,642$41.52M0.3%-5.2%1.257%
5/8/2025Modera Wealth Management LLC7,699$737K0.0%-6.5%0.022%
5/8/2025Arkadios Wealth Advisors2,538$243K0.0%N/A0.007%
5/8/2025Cozad Asset Management Inc.2,725$261K0.0%-16.4%0.008%
5/7/2025Patten & Patten Inc. TN2,205$211K0.0%N/A0.006%
5/7/2025New Republic Capital LLC50,123$4.80M2.1%+71,504.3%0.145%
5/7/2025KFA Private Wealth Group LLC2,604$249K0.1%N/A0.008%
5/7/2025Atlas Legacy Advisors LLC7,064$669K0.2%-14.0%0.020%
5/7/2025Bellwether Advisors LLC1,462$139K0.0%+19.5%0.004%
5/7/2025LPL Financial LLC351,882$33.69M0.0%-20.5%1.020%
5/7/2025GLOBALT Investments LLC GA10,046$962K0.0%-9.5%0.029%
5/7/2025Stevens Capital Management LP13,506$1.29M0.3%N/A0.039%
5/6/2025Cetera Investment Advisers37,253$3.57M0.0%-80.4%0.108%
5/6/2025Avantax Advisory Services Inc.22,308$2.14M0.0%+9.7%0.065%
5/6/2025One Wealth Advisors LLC2,122$203K0.0%N/A0.006%
5/6/2025Lifeworks Advisors LLC34,873$3.34M0.6%-28.7%0.101%
5/6/2025Financial & Tax Architects LLC8,664$830K0.2%+19.3%0.025%
5/6/2025AE Wealth Management LLC1,210$116K0.0%-98.3%0.004%
5/5/2025Covenant Asset Management LLC7,072$677K0.1%-1.6%0.020%
5/5/2025TAGStone Capital Inc.13,347$1.28M0.6%-9.3%0.039%
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5/5/2025Kestra Private Wealth Services LLC2,096$201K0.0%N/A0.006%
5/5/2025Private Advisor Group LLC13,453$1.29M0.0%-1.5%0.039%
5/2/2025KM Capital Management Ltd.30,304$2.90M1.6%+9.6%0.093%
5/2/2025Bear Mountain Capital Inc.1,848$173K0.1%-6.0%0.006%
5/2/2025Bailard Inc.70,249$6.73M0.2%-2.9%0.215%
5/2/2025Cullen Frost Bankers Inc.8,374$802K0.0%+7.5%0.026%
5/2/2025Grey Fox Wealth Advisors LLC7,154$685K0.2%+12.6%0.022%
5/2/2025Graybill Wealth Management LTD.5,721$548K0.2%N/A0.017%
5/2/2025SBI Securities Co. Ltd.30,153$2.89M0.1%-5.0%0.092%
5/2/2025Sigma Planning Corp4,572$438K0.0%+99.2%0.014%
(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, 532 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 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 432 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), 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 22,181,555 shares in the last 24 months. This purchase volume represents approximately $2.18B in transactions.

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

Of the 203 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 ($272.60K), Cetera Investment Advisers ($152.75K), Omega Financial Group LLC ($150.99K), and Clear Creek Financial Management LLC ($148.85K).

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

Institutional investors have sold a total of 8,387,602 shares in the last 24 months. This volume of shares sold represents approximately $795.56M in transactions.


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This page (NYSEARCA:IYR) was last updated on 7/8/2025 by MarketBeat.com Staff
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