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

iShares U.S. Real Estate ETF logo
$102.72 0.00 (0.00%)
As of 05/22/2026 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)
248
Total
Institutional Inflows
(last 12 months)
$2.23B
Number of
Institutional Sellers
(last 12 months)
193
Total
Institutional Outflows
(last 12 months)
$931.49M
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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
5/20/2026 SOA Wealth Advisors LLC.19,819$1.87M0.2%-4.6%0.048%
5/19/2026 Western Wealth Management LLC263$25K0.0%N/A0.001%
5/19/2026 NewEdge Advisors LLC2,152$203K0.0%-38.4%0.005%
5/19/2026 Bank of America Corp DE1,292,491$122.22M0.0%+12.7%3.160%
5/19/2026 Edgestream Partners L.P.12,366$1.17M0.0%+111.1%0.030%
5/19/2026 Arkadios Wealth Advisors3,093$292K0.0%N/A0.008%
5/18/2026 Sunbelt Securities Inc.376$36K0.0%+3,660.0%0.001%
5/16/2026 Quantinno Capital Management LP2,890$273K0.0%N/A0.007%
5/15/2026 Waverly Advisors LLC31,493$2.98M0.0%+8.7%0.077%
5/15/2026 TCM Advisors LLC31,293$2.96M0.2%+2.3%0.077%
5/14/2026 Gamco Investors INC. ET AL3,298$312K0.0%+46.1%0.008%
5/14/2026 Modern Wealth Management LLC45,041$4.27M0.1%+9.0%0.110%
5/14/2026 Bank of Nova Scotia45,960$4.35M0.0%N/A0.112%
5/14/2026 Lido Advisors LLC15,340$1.45M0.0%-0.7%0.038%
5/14/2026 Walleye Capital LLC180,000$17.02M0.1%+1,623.5%0.440%
5/13/2026 Cetera Investment Advisers81,813$7.74M0.0%+42.1%0.200%
5/13/2026 Measured Wealth Private Client Group LLC27,171$2.57M0.7%-2.6%0.066%
5/8/2026 PNC Financial Services Group Inc.371,109$35.09M0.0%-1.4%0.907%
5/8/2026 Cassaday & Co Wealth Management LLC815$77K0.0%N/A0.002%
5/6/2026 Audent Global Asset Management LLC3,378$319K0.3%-21.9%0.008%
5/6/2026 Modera Wealth Management LLC5,871$555K0.0%-14.3%0.014%
5/6/2026 Advisortrust Partners LLC622$59K0.0%N/A0.002%
5/6/2026 Gould Asset Management LLC CA6,690$633K0.1%-1.7%0.016%
5/6/2026 Bessemer Group Inc.1,933$183K0.0%-61.3%0.005%
5/5/2026 D.A. Davidson & CO.4,558$431K0.0%+13.6%0.011%
5/5/2026 Geneos Wealth Management Inc.9,617$909K0.0%+82.3%0.024%
5/5/2026 Sigma Planning Corp2,541$240K0.0%N/A0.006%
5/5/2026 Adell Harriman & Carpenter Inc.6,528$617K0.0%-14.3%0.016%
5/5/2026 Checchi Capital Advisers LLC34,843$3.30M0.2%-5.7%0.085%
5/5/2026 Nwam LLC6,557$620K0.0%-5.1%0.016%
5/5/2026 Broadview Financial Management LLC21,091$1.99M1.4%+2.0%0.052%
5/4/2026 Principal Financial Group Inc.6,109$578K0.0%-93.5%0.015%
5/4/2026 Lifeworks Advisors LLC3,730$353K0.0%-67.4%0.009%
5/1/2026 Fifth Third Bancorp24,279$2.30M0.0%+5,939.6%0.059%
5/1/2026 Sequoia Financial Advisors LLC11,391$1.08M0.0%-10.6%0.029%
5/1/2026 Paladin Advisory Group LLC3,444$326K0.2%-6.8%0.009%
4/30/2026 Hsbc Holdings PLC2,148$203K0.0%-99.9%0.005%
4/30/2026 Kestra Advisory Services LLC27,723$2.62M0.0%+10.7%0.069%
4/29/2026 Axxcess Wealth Management LLC30,091$2.85M0.1%-1.4%0.075%
4/29/2026 Integrated Advisors Network LLC7,503$709K0.0%-43.5%0.019%
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4/29/2026 Sage Rhino Capital LLC31,706$3.00M0.6%+24.2%0.079%
4/28/2026 Stephens Inc. AR34,601$3.27M0.0%-1.0%0.087%
4/28/2026 Forte Asset Management LLC36,008$3.41M1.5%+5.5%0.093%
4/27/2026 HB Wealth Management LLC11,077$1.05M0.0%-4.5%0.029%
4/27/2026 Sierra Ocean LLC2,773$262K0.2%+13.7%0.007%
4/27/2026 BIP Wealth LLC2,359$223K0.0%N/A0.006%
4/27/2026 Private Advisor Group LLC14,589$1.38M0.0%-2.0%0.038%
4/27/2026 Elevation Point Wealth Partners LLC5,439$514K0.0%+21.9%0.014%
4/25/2026 Physician Wealth Advisors Inc.991$94K0.0%-20.3%0.003%
4/24/2026 Canton Hathaway LLC21,884$2.07M0.4%+7.2%0.057%
4/24/2026 Harbor Investment Advisory LLC3,816$361K0.0%-9.5%0.010%
4/23/2026 Kohmann Bosshard Financial Services LLC1,752$166K0.0%-10.2%0.005%
4/23/2026 Financial & Tax Architects LLC12,178$1.15M0.3%+7.7%0.032%
4/23/2026 Flagstar Advisors Inc.6,289$595K0.2%-3.3%0.016%
4/22/2026 DDFG Inc99,025$9.36M2.0%+7.0%0.259%
4/22/2026 Janney Montgomery Scott LLC7,680$726K0.0%-3.5%0.020%
4/22/2026 Union Bancaire Privee UBP SA4,756$443K0.0%N/A0.012%
4/21/2026 First United Bank & Trust624$59K0.0%-19.4%0.002%
4/21/2026 Unique Wealth LLC91,537$8.66M1.2%+6.3%0.223%
4/21/2026 WealthNavi Inc.6,010,249$568.33M4.9%+2.9%14.641%
4/21/2026 Silver Oak Securities Incorporated26,764$2.53M0.2%-0.5%0.065%
4/20/2026 Independence Wealth Advisors LLC5,600$530K0.3%+3.6%0.014%
4/20/2026 Apella Capital LLC13,376$1.38M0.0%+14.6%0.033%
4/18/2026 Faithward Advisors LLC10,079$953K0.1%+6.5%0.024%
4/16/2026 SG Americas Securities LLC403,457$38.15M0.0%+123.4%0.968%
4/16/2026 Upper Left Wealth Management LLC14,080$1.33M0.8%-1.2%0.034%
4/16/2026 Allegheny Financial Group35,677$3.37M0.5%+2.8%0.086%
3/20/2026 Hsbc Holdings PLC4,245,726$399.72M0.2%N/A10.025%
3/17/2026 Rockefeller Capital Management L.P.88,782$8.34M0.0%-13.6%0.210%
3/9/2026 Corient Private Wealth LLC38,089$3.64M0.0%+21.0%0.090%
3/6/2026 Hsbc Holdings PLC4,245,726$399.72M0.2%N/A10.025%
3/4/2026 Pure Financial Advisors LLC6,212$583K0.0%-5.4%0.015%
3/4/2026 Rehmann Capital Advisory Group11,954$1.12M0.1%+17.8%0.028%
2/19/2026 Compound Planning Inc.2,785$261K0.0%-29.6%0.007%
2/19/2026 Axxcess Wealth Management LLC30,509$2.86M0.0%+31.5%0.072%
2/19/2026 Corient Private Wealth LLC38,089$3.55M0.0%+21.0%0.090%
2/18/2026 Mercer Global Advisors Inc. ADV373,524$35.07M0.1%+1.5%0.882%
2/18/2026 EP Wealth Advisors LLC2,522$237K0.0%N/A0.006%
2/18/2026 CTC Alternative Strategies Ltd.14,600$1.37M2.6%N/A0.034%
2/18/2026 NewEdge Advisors LLC3,496$328K0.0%-12.7%0.008%
2/18/2026 Toronto Dominion Bank9,900$930K0.0%+141.5%0.023%
2/18/2026 Banco Bilbao Vizcaya Argentaria S.A.20,239$1.90M0.0%-32.2%0.048%
2/17/2026 Integrated Advisors Network LLC13,272$1.25M0.1%-9.8%0.031%
2/17/2026 J. Goldman & Co LP46,342$4.35M0.1%-79.7%0.109%
2/17/2026 AQR Capital Management LLC3,116$293K0.0%N/A0.007%
2/17/2026 Cetera Investment Advisers57,564$5.41M0.0%+2.0%0.136%
2/17/2026 Equitable Holdings Inc.3,316$311K0.0%-8.6%0.008%
2/17/2026 Nepc LLC21,747$2.04M0.0%+0.9%0.051%
2/17/2026 Jump Financial LLC41,005$3.85M0.0%-11.6%0.097%
2/17/2026 Price T Rowe Associates Inc. MD2,942,928$276.31M0.0%N/A6.949%
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2/17/2026 Osaic Holdings Inc.40,357$3.79M0.0%-26.7%0.095%
2/17/2026 Advisory Services Network LLC4,777$449K0.0%-14.9%0.011%
2/17/2026 Tower Research Capital LLC TRC 31,384$2.95M0.1%+166.6%0.074%
2/17/2026Running Point Capital Advisors LLC39,223$3.68M1.0%-23.5%0.093%
2/17/2026 Captrust Financial Advisors10,107$949K0.0%+5.5%0.024%
2/17/2026 &PARTNERS4,554$428K0.0%-11.8%0.011%
2/17/2026 Blair William & Co. IL20,439$1.92M0.0%+0.8%0.048%
2/17/2026 Gould Asset Management LLC CA6,805$639K0.1%+19.1%0.016%
2/17/2026 Faithward Advisors LLC9,465$889K0.1%+7.1%0.022%
2/16/2026 MML Investors Services LLC122,614$11.51M0.0%+7.6%0.290%


IYR Institutional Ownership - Frequently Asked Questions

During the previous two years, 496 institutional investors and hedge funds held shares of iShares U.S. Real Estate ETF. The most heavily invested institutionals were Barclays PLC ($587.76M), WealthNavi Inc. ($568.33M), Cibc World Markets Corp ($322.76M), Goldman Sachs Group Inc. ($290.17M), Price T Rowe Associates Inc. MD ($276.31M), Morgan Stanley ($252.32M), and BNP Paribas Financial Markets ($199.64M).Learn more on iShares U.S. Real Estate ETF's 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.

Of the 414 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 ($9.94M), Hsbc Holdings PLC ($9.13M), Cibc World Markets Corp ($3.82M), Price T Rowe Associates Inc. MD ($2.94M), Citigroup Inc. ($1.86M), WealthNavi Inc. ($1.63M), and Gallagher Fiduciary Advisors LLC ($1.54M).

Institutional investors have bought a total of 23,684,937 shares in the last 24 months. This purchase volume represents approximately $2.23B in transactions.

Of the 193 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: Hsbc Holdings PLC ($4.24M), JPMorgan Chase & Co. ($1.89M), Modern Wealth Management LLC ($683.03K), Morgan Stanley ($481.84K), BNP Paribas Financial Markets ($329.74K), Northwestern Mutual Wealth Management Co. ($262.26K), and J. Goldman & Co LP ($181.45K).

Institutional investors have sold a total of 9,790,601 shares in the last 24 months. This volume of shares sold represents approximately $931.49M in transactions.


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This page (NYSEARCA:IYR) was last updated on 5/26/2026 by MarketBeat.com Staff.
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