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

iShares U.S. Real Estate ETF logo
$107.00 +2.29 (+2.19%)
As of 07/24/2026 04:10 PM Eastern
Compare

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)
234
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$857.11M
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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
7/10/2026 JFS Wealth Advisors LLC28,518$2.92M0.1%-1.9%0.065%
7/10/2026 Sterling Investment Advisors LLC ADV10,882$1.11M0.5%+2.3%0.025%
7/9/2026 Financial Advisory Corp152,940$15.64M2.1%+1.7%0.351%
7/9/2026 Valeo Financial Advisors LLC4,325$442K0.0%-5.3%0.010%
7/8/2026 Rockland Trust Co.3,187$326K0.0%-7.5%0.007%
7/8/2026 Strategic Investment Solutions Inc. IL250$26K0.0%N/A0.001%
7/8/2026 Matthew 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%
7/7/2026 First Financial Corp IN20,648$2.11M0.7%+1.2%0.047%
7/6/2026 RDA Financial Network2,556$261K0.1%+11.9%0.006%
7/6/2026 Dogwood Wealth Management LLC24,092$2.46M1.0%+8.1%0.054%
6/3/2026DV Trading LLC9,067$857K0.0%+91.3%0.022%
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%
5/20/2026 SOA 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%
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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%
5/5/2026 Nwam 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%
5/1/2026 Sequoia 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%
4/28/2026 Forte 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%
4/27/2026Elevation 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%
4/24/2026Canton 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%
4/22/2026DDFG Inc99,025$9.36M2.0%+7.0%0.259%
4/22/2026Janney Montgomery Scott LLC7,680$726K0.0%-3.5%0.020%
4/22/2026 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%
4/21/2026Silver Oak Securities Incorporated26,764$2.53M0.2%-0.5%0.065%
4/20/2026Independence Wealth Advisors LLC5,600$530K0.3%+3.6%0.014%
4/20/2026 Apella Capital LLC13,376$1.38M0.0%+14.6%0.033%
4/18/2026Faithward Advisors LLC10,079$953K0.1%+6.5%0.024%
4/16/2026SG 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%
3/20/2026Hsbc 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%
3/6/2026Hsbc Holdings PLC4,245,726$399.72M0.2%N/A10.025%
3/4/2026Pure 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%
2/19/2026Axxcess Wealth Management LLC30,509$2.86M0.0%+31.5%0.072%
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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%
2/17/2026Integrated 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%


IYR Institutional Ownership - Frequently Asked Questions

During the previous two years, 489 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 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).

Institutional investors have bought a total of 23,215,430 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

Of the 187 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), 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 9,012,507 shares in the last 24 months. This volume of shares sold represents approximately $857.11M in transactions.


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This page (NYSEARCA:IYR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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