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

iShares U.S. Real Estate ETF logo
$96.62 -0.24 (-0.25%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$96.50 -0.12 (-0.13%)
As of 10/13/2026 08:00 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 Massive. 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)
211
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$816.21M
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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
10/13/2026First Financial Corp IN21,023$2.00M0.7%N/A0.049%
10/13/2026Consolidated Capital Management LLC60,692$5.77M1.6%+0.7%0.140%
10/9/2026Acropolis Investment Management LLC1,305$124K0.0%N/A0.003%
10/8/2026Farther Finance Advisors LLC8,937$849K0.0%+33.6%0.020%
10/8/2026CoreCap Advisors LLC885$84K0.0%+97.1%0.002%
10/6/2026Legacy Private Trust Co.18,085$1.72M0.1%N/A0.041%
10/5/2026Ballew Advisors Inc4,938$468K0.2%-15.7%0.011%
10/5/2026Rockland Trust Co.2,926$278K0.0%N/A0.007%
10/2/2026 First Citizens Financial Corp17,057$1.62M0.7%-1.8%0.038%
9/23/2026Envestnet Asset Management Inc.139,576$14.27M0.0%+2.2%0.335%
9/9/2026NorthRock Partners LLC15,738$1.61M0.0%-2.2%0.035%
9/9/2026Integrated Wealth Concepts LLC10,580$1.08M0.0%-16.3%0.024%
9/9/2026Maven Securities LTD87,377$8.94M0.2%-14.9%0.197%
9/9/2026NewEdge Advisors LLC5,291$541K0.0%+65.0%0.012%
9/9/2026IFP Advisors Inc1,800$184K0.0%+17.4%0.004%
9/9/2026Baird Financial Group Inc.20,878$2.14M0.0%+2.1%0.047%
9/8/2026Allworth Financial LP7,865$804K0.0%-11.2%0.018%
9/8/2026Waverly Advisors LLC49,766$5.09M0.0%+58.0%0.112%
9/2/2026Second Line Capital LLC2,730$279K0.1%-8.5%0.006%
8/27/2026Corient Private Wealth LP28,944$2.96M0.0%-16.3%0.065%
8/27/2026Tucker Asset Management LLC2,413$247K0.1%+8.1%0.005%
8/23/2026Ameritas Advisory Services LLC8,921$912K0.0%+87.7%0.020%
8/23/2026Passaic Partners LLC186,130$19.03M1.4%+1.5%0.419%
8/23/2026HB Wealth Management LLC12,444$1.27M0.0%+12.3%0.028%
8/23/2026Unique Wealth LLC91,942$9.40M1.1%+0.4%0.207%
8/21/2026Rodgers & Associates LTD39,276$4.02M0.3%-4.5%0.088%
8/21/2026Continuum Advisory LLC1,123$115K0.0%N/A0.003%
8/20/2026Rehmann Capital Advisory Group10,206$1.04M0.0%+1.7%0.023%
7/10/2026JFS Wealth Advisors LLC28,518$2.92M0.1%-1.9%0.065%
7/10/2026Sterling Investment Advisors LLC ADV10,882$1.11M0.5%+2.3%0.025%
7/9/2026Financial Advisory Corp152,940$15.64M2.1%+1.7%0.351%
7/9/2026Valeo Financial Advisors LLC4,325$442K0.0%-5.3%0.010%
7/8/2026Rockland Trust Co.3,187$326K0.0%-7.5%0.007%
7/8/2026Strategic Investment Solutions Inc. IL250$26K0.0%N/A0.001%
7/8/2026Matthew Goff Investment Advisor LLC65,266$6.67M1.1%N/A0.150%
7/7/2026 First Citizens Financial Corp17,362$1.78M0.7%-3.0%0.039%
7/7/2026First Financial Corp IN20,648$2.11M0.7%+1.2%0.047%
7/6/2026RDA Financial Network2,556$261K0.1%+11.9%0.006%
7/6/2026Dogwood Wealth Management LLC24,092$2.46M1.0%+8.1%0.054%
6/3/2026DV Trading LLC9,067$857K0.0%+91.3%0.022%
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6/3/2026NewEdge Advisors LLC3,207$303K0.0%-8.3%0.008%
6/1/2026Keel Point LLC11,810$1.12M0.1%+56.7%0.029%
5/29/2026Krane Financial Solutions LLC20,350$1.92M1.3%N/A0.050%
5/20/2026SOA Wealth Advisors LLC.19,819$1.87M0.2%-4.6%0.048%
5/19/2026Western Wealth Management LLC263$25K0.0%N/A0.001%
5/19/2026NewEdge Advisors LLC2,152$203K0.0%-38.4%0.005%
5/19/2026Bank of America Corp DE1,292,491$122.22M0.0%+12.7%3.160%
5/19/2026Edgestream Partners L.P.12,366$1.17M0.0%+111.1%0.030%
5/19/2026Arkadios Wealth Advisors3,093$292K0.0%N/A0.008%
5/18/2026Sunbelt Securities Inc.376$36K0.0%+3,660.0%0.001%
5/16/2026Quantinno Capital Management LP2,890$273K0.0%N/A0.007%
5/15/2026Waverly Advisors LLC31,493$2.98M0.0%+8.7%0.077%
5/15/2026TCM Advisors LLC31,293$2.96M0.2%+2.3%0.077%
5/14/2026Gamco Investors INC. ET AL3,298$312K0.0%+46.1%0.008%
5/14/2026Modern Wealth Management LLC45,041$4.27M0.1%+9.0%0.110%
5/14/2026Bank of Nova Scotia45,960$4.35M0.0%N/A0.112%
5/14/2026Lido Advisors LLC15,340$1.45M0.0%-0.7%0.038%
5/14/2026Walleye Capital LLC180,000$17.02M0.1%+1,623.5%0.440%
5/13/2026Cetera Investment Advisers81,813$7.74M0.0%+42.1%0.200%
5/13/2026Measured Wealth Private Client Group LLC27,171$2.57M0.7%-2.6%0.066%
5/8/2026PNC Financial Services Group Inc.371,109$35.09M0.0%-1.4%0.907%
5/8/2026Cassaday & Co Wealth Management LLC815$77K0.0%N/A0.002%
5/6/2026Audent Global Asset Management LLC3,378$319K0.3%-21.9%0.008%
5/6/2026Modera Wealth Management LLC5,871$555K0.0%-14.3%0.014%
5/6/2026Advisortrust Partners LLC622$59K0.0%N/A0.002%
5/6/2026Gould Asset Management LLC CA6,690$633K0.1%-1.7%0.016%
5/6/2026Bessemer Group Inc.1,933$183K0.0%-61.3%0.005%
5/5/2026D.A. Davidson & CO.4,558$431K0.0%+13.6%0.011%
5/5/2026Geneos Wealth Management Inc.9,617$909K0.0%+82.3%0.024%
5/5/2026Sigma Planning Corp2,541$240K0.0%N/A0.006%
5/5/2026Adell Harriman & Carpenter Inc.6,528$617K0.0%-14.3%0.016%
5/5/2026Checchi Capital Advisers LLC34,843$3.30M0.2%-5.7%0.085%
5/5/2026Nwam LLC6,557$620K0.0%-5.1%0.016%
5/5/2026Broadview Financial Management LLC21,091$1.99M1.4%+2.0%0.052%
5/4/2026Principal Financial Group Inc.6,109$578K0.0%-93.5%0.015%
5/4/2026Lifeworks Advisors LLC3,730$353K0.0%-67.4%0.009%
5/1/2026Fifth Third Bancorp24,279$2.30M0.0%+5,939.6%0.059%
5/1/2026Sequoia Financial Advisors LLC11,391$1.08M0.0%-10.6%0.029%
5/1/2026Paladin Advisory Group LLC3,444$326K0.2%-6.8%0.009%
4/30/2026Hsbc Holdings PLC2,148$203K0.0%-99.9%0.005%
4/30/2026Kestra Advisory Services LLC27,723$2.62M0.0%+10.7%0.069%
4/29/2026Axxcess Wealth Management LLC30,091$2.85M0.1%-1.4%0.075%
4/29/2026Integrated Advisors Network LLC7,503$709K0.0%-43.5%0.019%
4/29/2026Sage Rhino Capital LLC31,706$3.00M0.6%+24.2%0.079%
4/28/2026Stephens Inc. AR34,601$3.27M0.0%-1.0%0.087%
4/28/2026Forte Asset Management LLC36,008$3.41M1.5%+5.5%0.093%
4/27/2026HB Wealth Management LLC11,077$1.05M0.0%-4.5%0.029%
4/27/2026Sierra Ocean LLC2,773$262K0.2%+13.7%0.007%
4/27/2026BIP Wealth LLC2,359$223K0.0%N/A0.006%
4/27/2026Private Advisor Group LLC14,589$1.38M0.0%-2.0%0.038%
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4/27/2026Elevation Point Wealth Partners LLC5,439$514K0.0%+21.9%0.014%
4/25/2026Physician Wealth Advisors Inc.991$94K0.0%-20.3%0.003%
4/24/2026Canton Hathaway LLC21,884$2.07M0.4%+7.2%0.057%
4/24/2026Harbor Investment Advisory LLC3,816$361K0.0%-9.5%0.010%
4/23/2026Kohmann Bosshard Financial Services LLC1,752$166K0.0%-10.2%0.005%
4/23/2026Financial & Tax Architects LLC12,178$1.15M0.3%+7.7%0.032%
4/23/2026Flagstar Advisors Inc.6,289$595K0.2%-3.3%0.016%
4/22/2026DDFG Inc99,025$9.36M2.0%+7.0%0.259%
4/22/2026Janney Montgomery Scott LLC7,680$726K0.0%-3.5%0.020%
4/22/2026Union Bancaire Privee UBP SA4,756$443K0.0%N/A0.012%


IYR Institutional Ownership - Frequently Asked Questions

During the previous two years, 483 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 402 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 19,534,601 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

Of the 163 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. ($1.74M), Morgan Stanley ($481.84K), BNP Paribas Financial Markets ($329.74K), Northwestern Mutual Wealth Management Co. ($262.26K), J. Goldman & Co LP ($181.45K), and Ameriprise Financial Inc. ($144.28K).

Institutional investors have sold a total of 8,579,614 shares in the last 24 months. This volume of shares sold represents approximately $816.21M in transactions.



Institutional ownership data for NYSEARCA:IYR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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