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

iShares U.S. Real Estate ETF logo
$101.94 +0.31 (+0.31%)
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)
264
Total
Institutional Inflows
(last 12 months)
$2.50B
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$1.29B
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Geneos 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%
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%
3/17/2026Rockefeller Capital Management L.P.88,782$8.34M0.0%-13.6%0.210%
3/9/2026Corient 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%
3/4/2026Rehmann Capital Advisory Group11,954$1.12M0.1%+17.8%0.028%
2/19/2026Compound 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%
2/19/2026Corient Private Wealth LLC38,089$3.55M0.0%+21.0%0.090%
2/18/2026Mercer Global Advisors Inc. ADV373,524$35.07M0.1%+1.5%0.882%
2/18/2026EP Wealth Advisors LLC2,522$237K0.0%N/A0.006%
2/18/2026CTC Alternative Strategies Ltd.14,600$1.37M2.6%N/A0.034%
2/18/2026NewEdge Advisors LLC3,496$328K0.0%-12.7%0.008%
2/18/2026Toronto Dominion Bank9,900$930K0.0%+141.5%0.023%
2/18/2026Banco 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%
2/17/2026J. Goldman & Co LP46,342$4.35M0.1%-79.7%0.109%
2/17/2026AQR Capital Management LLC3,116$293K0.0%N/A0.007%
2/17/2026Cetera Investment Advisers57,564$5.41M0.0%+2.0%0.136%
2/17/2026Equitable Holdings Inc.3,316$311K0.0%-8.6%0.008%
2/17/2026Nepc LLC21,747$2.04M0.0%+0.9%0.051%
2/17/2026Jump Financial LLC41,005$3.85M0.0%-11.6%0.097%
2/17/2026Price T Rowe Associates Inc. MD2,942,928$276.31M0.0%N/A6.949%
2/17/2026Osaic Holdings Inc.40,357$3.79M0.0%-26.7%0.095%
2/17/2026Advisory Services Network LLC4,777$449K0.0%-14.9%0.011%
2/17/2026Tower 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%
2/17/2026Captrust Financial Advisors10,107$949K0.0%+5.5%0.024%
2/17/2026&PARTNERS4,554$428K0.0%-11.8%0.011%
2/17/2026Blair William & Co. IL20,439$1.92M0.0%+0.8%0.048%
2/17/2026Gould 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%
2/16/2026Mariner LLC112,443$10.56M0.0%-40.4%0.266%
2/16/2026Maven Securities LTD79,871$7.50M0.2%-19.8%0.189%
2/16/2026Focus Partners Wealth122,380$11.49M0.0%+94.2%0.289%
2/16/2026Garrison Point Advisors LLC2,821$265K0.1%-15.0%0.007%
2/16/2026Graybill Wealth Management LTD.5,220$490K0.1%+2.1%0.012%
2/16/2026Global Endowment Management LP158,940$14.92M1.9%+16.8%0.375%
2/16/2026Barclays PLC6,260,125$587.76M0.1%+1.8%14.782%
2/16/2026Aptus Capital Advisors LLC5,058$475K0.0%+35.5%0.012%
2/13/2026 Kestra Advisory Services LLC25,048$2.35M0.0%+1.4%0.059%
2/13/2026Marshall Wace LLP7,720$725K0.0%+28.8%0.018%
2/13/2026Walleye Capital LLC10,444$981K0.0%N/A0.025%
2/13/2026Stifel Financial Corp734,378$68.95M0.1%+24.5%1.734%
2/13/2026Commerce Bank12,693$1.19M0.0%-3.6%0.030%
2/13/2026Morgan Stanley2,687,434$252.32M0.0%-15.2%6.346%
2/13/2026Gen Wealth Partners Inc7,314$687K0.1%+12.4%0.017%
2/13/2026Allie Family Office LLC50,499$4.74M2.2%+0.3%0.119%
2/13/2026 Broadview Financial Management LLC20,680$1.94M1.3%+10.1%0.049%
2/13/2026Headlands Technologies LLC7,430$698K0.1%+58.9%0.018%
2/13/2026Integrated Wealth Concepts LLC4,771$448K0.0%-22.0%0.011%
2/13/2026OpenArc Corporate Advisory LLC3,609$339K0.0%N/A0.009%
2/13/2026Itau Unibanco Holding S.A.8,765$823K0.0%-9.3%0.021%
2/13/2026Crossingbridge Advisors LLC10,000$943K0.2%+300.0%0.024%
2/13/2026TCM Advisors LLC30,593$2.87M0.2%-0.7%0.072%
2/13/2026Wells Fargo & Company MN624,548$58.64M0.0%+21.7%1.475%
2/13/2026Clal Insurance Enterprises Holdings Ltd5,000$469K0.0%N/A0.012%


IYR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYR shares?

During the previous two years, 495 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), Bank of America Corp DE ($364.34M), Cibc World Markets Corp ($322.76M), Goldman Sachs Group Inc. ($290.17M), Price T Rowe Associates Inc. MD ($276.31M), and Morgan Stanley ($252.32M).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 410 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).

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

Institutional investors have bought a total of 26,460,216 shares in the last 24 months. This purchase volume represents approximately $2.50B in transactions.

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

Of the 204 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), Goldman Sachs Group Inc. ($3.14M), JPMorgan Chase & Co. ($1.89M), Modern Wealth Management LLC ($683.03K), Morgan Stanley ($481.84K), BNP Paribas Financial Markets ($329.74K), and Northwestern Mutual Wealth Management Co. ($262.26K).

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

Institutional investors have sold a total of 13,541,951 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


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