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

iShares U.S. Real Estate ETF logo
$90.59 -0.12 (-0.13%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Number of
Institutional Buyers
(last 12 months)
267
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$384.68M
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IYR Institutional Buying and Selling by Quarter

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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
4/16/2025Wealth Enhancement Advisory Services LLC28,658$2.74M0.0%-2.7%0.088%
4/15/2025 Paladin Advisory Group LLC3,747$359K0.3%-7.9%0.011%
4/15/2025 Alhambra Investment Management LLC4,653$446K0.2%+16.7%0.014%
4/15/2025 Integrated Advisors Network LLC16,440$1.57M0.1%+6.1%0.050%
4/15/2025 SG Americas Securities LLC62,671$6.00M0.0%+457.9%0.191%
4/14/2025 Investment Advisory Group LLC4,134$396K0.1%+3.8%0.013%
4/14/2025 Courier Capital LLC52,728$5.05M0.3%+1.5%0.161%
4/14/2025 Upper Left Wealth Management LLC11,579$1.11M0.8%-1.6%0.035%
4/14/2025 Financial Advisory Corp142,878$13.68M2.3%+1.3%0.436%
4/14/2025 WealthNavi Inc.4,696,857$449.72M5.0%+5.4%14.342%
4/11/2025 Unique Wealth LLC66,928$6.41M1.2%+17.0%0.184%
4/11/2025 Magnus Financial Group LLC144,650$13.85M1.3%+5.6%0.397%
4/10/2025 Retirement Planning Group LLC3,355$321K0.0%+35.6%0.009%
4/10/2025 Lakeshore Capital Group Inc.3,285$315K0.3%N/A0.009%
4/10/2025 First Financial Corp IN16,374$1.57M0.8%+4.9%0.045%
4/9/2025 Milestone Asset Management LLC13,470$1.29M0.3%+188.6%0.037%
4/9/2025 Flagstar Advisors Inc.4,340$416K0.1%N/A0.012%
4/9/2025 NBC Securities Inc.5,158$493K0.0%+103,060.0%0.014%
4/9/2025 CenterStar Asset Management LLC2,703$259K0.1%-38.4%0.007%
4/8/2025 Waycross Investment Management Co6,264$600K0.7%+13.4%0.017%
4/4/2025 Legacy Private Trust Co.20,362$1.95M0.1%-2.8%0.056%
4/3/2025 First Citizens Financial Corp25,119$2.41M1.4%-6.2%0.069%
3/17/2025Wealth Enhancement Advisory Services LLC29,465$2.74M0.0%+9.0%0.075%
3/12/2025Centaurus Financial Inc.51,480$4.79M0.3%N/A0.130%
3/10/2025Capstone Triton Financial Group LLC7,910$736K0.5%-1.8%0.020%
3/6/2025Wood Tarver Financial Group LLC1,072$99K0.0%N/A0.003%
3/4/2025Dogwood Wealth Management LLC16,794$1.56M0.8%+20.2%0.041%
3/4/2025Smith Shellnut Wilson LLC ADV2,963$276K0.1%N/A0.007%
3/4/2025Audent Global Asset Management LLC5,634$524K0.3%+18.4%0.014%
2/26/2025 Financial Advisory Corp141,065$13.13M2.3%N/A0.342%
2/25/2025B. Riley Wealth Advisors Inc.10,969$1.02M0.0%-69.8%0.027%
2/25/2025 Integrated Advisors Network LLC15,489$1.44M0.1%-32.7%0.038%
2/25/2025Garde Capital Inc.14,933$1.39M0.1%-1.0%0.036%
2/18/2025GTS Securities LLC114,650$10.67M0.5%-186.6%0.340%
2/18/2025Nepc LLC21,276$1.98M0.1%+2.6%0.063%
2/18/2025Pinkerton Retirement Specialists LLC370,278$34.46M5.0%+56.5%1.097%
2/18/2025Focus Partners Advisor Solutions LLC2,213$206K0.0%N/A0.007%
2/18/2025First Heartland Consultants Inc.20,659$1.92M0.2%N/A0.061%
2/17/2025Waverly Advisors LLC6,899$642K0.0%N/A0.020%
2/17/2025Woodline Partners LP58,918$5.48M0.0%+43.4%0.175%
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2/17/2025Tidal Investments LLC3,800$354K0.0%N/A0.011%
2/17/2025Nuveen Asset Management LLC419,700$39.06M0.0%N/A1.244%
2/17/2025LMR Partners LLP13,668$1.27M0.0%N/A0.040%
2/17/2025Interval Partners LP14,750$1.37M0.0%N/A0.044%
2/17/2025J. Goldman & Co LP43,581$4.06M0.1%-17.3%0.129%
2/17/2025Focus Partners Wealth28,474$2.65M0.0%+9.7%0.084%
2/17/2025CoreCap Advisors LLC49,972$4.65M0.2%+58.1%0.148%
2/17/2025Cresset Asset Management LLC5,450$507K0.0%-12.4%0.016%
2/17/2025Cetera Investment Advisers189,999$17.68M0.0%+398.8%0.563%
2/17/2025Captrust Financial Advisors14,760$1.37M0.0%-1.1%0.044%
2/17/2025Cary Street Partners Financial LLC2,816$262K0.0%N/A0.008%
2/17/2025Baird Financial Group Inc.14,829$1.38M0.0%+8.8%0.044%
2/17/2025Bayesian Capital Management LP5,418$504K0.1%N/A0.016%
2/17/2025Bank of America Corp DE3,915,143$364.34M0.0%+22.7%11.600%
2/17/2025BIP Wealth LLC2,707$252K0.0%+31.2%0.008%
2/17/2025Ameriprise Financial Inc.449,928$41.87M0.0%+85.8%1.333%
2/17/2025Aptus Capital Advisors LLC9,355$871K0.0%N/A0.028%
2/17/2025Allegheny Financial Group36,377$3.39M0.9%-0.7%0.108%
2/14/2025Mercer Global Advisors Inc. ADV193,495$18.01M0.0%+1,257.8%0.573%
2/14/2025Itau Unibanco Holding S.A.9,665$893K0.0%-27.7%0.029%
2/14/2025Comerica Bank22,591$2.10M0.0%+9.6%0.067%
2/14/2025Soros Fund Management LLC54,400$5.06M0.1%N/A0.161%
2/14/2025Schonfeld Strategic Advisors LLC16,733$1.56M0.0%-19.4%0.050%
2/14/2025Paloma Partners Management Co1,340$125K0.0%-104.4%0.004%
2/14/2025Lido Advisors LLC16,496$1.54M0.0%-1.9%0.049%
2/14/2025Northern Trust Corp22,772$2.12M0.0%+14.7%0.067%
2/14/2025Bellwether Advisors LLC1,223$114K0.0%N/A0.004%
2/14/2025Tudor Investment Corp ET AL60,126$5.60M0.0%-38.9%0.178%
2/14/2025Kovitz Investment Group Partners LLC66,079$6.15M0.0%-58.0%0.196%
2/14/2025Integrated Wealth Concepts LLC5,654$526K0.0%-16.0%0.017%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.32,494$3.01M0.0%-1.2%0.096%
2/14/2025Quantessence Capital LLC120,124$11.18M4.6%N/A0.356%
2/14/2025Harvest Investment Services LLC17,813$1.66M0.4%N/A0.053%
2/14/2025Hsbc Holdings PLC431,632$39.99M0.0%+182.5%1.279%
2/14/2025IHT Wealth Management LLC2,452$228K0.0%-24.3%0.007%
2/14/2025J. Safra Sarasin Holding AG16,607$1.55M0.0%+59.7%0.049%
2/14/2025Stifel Financial Corp780,684$72.65M0.1%+16.9%2.313%
2/14/2025TD Waterhouse Canada Inc.1,921$179K0.0%+95,950.0%0.006%
2/14/2025Tower Research Capital LLC TRC 40,674$3.79M0.1%-28.1%0.121%
2/14/2025MML Investors Services LLC93,774$8.73M0.0%-2.6%0.278%
2/14/2025GeoWealth Management LLC2,572$239K0.0%-14.0%0.008%
2/14/2025Commerce Bank14,040$1.31M0.0%-1.2%0.042%
2/13/2025NewEdge Advisors LLC790$74K0.0%-21.2%0.002%
2/13/2025Rather & Kittrell Inc.17,170$1.60M0.4%-5.5%0.051%
2/13/2025Regal Investment Advisors LLC6,011$559K0.0%-3.1%0.018%
2/13/2025XTX Topco Ltd2,246$209K0.0%N/A0.007%
2/13/2025Mariner LLC197,131$18.35M0.0%+1.2%0.584%
2/13/2025Barclays PLC7,963,559$741.09M0.2%-20.3%23.596%
2/13/2025Synovus Financial Corp8,642$805K0.0%-5.0%0.026%
2/13/2025Stamos Capital Partners L.P.21,550$2.01M0.5%+76.1%0.064%
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2/13/2025TCM Advisors LLC31,200$2.90M0.3%+1.0%0.092%
2/13/2025Townsquare Capital LLC70,928$6.60M0.1%-14.2%0.210%
2/13/2025Manhattan West Asset Management LLC3,000$279K0.1%+25.3%0.009%
2/13/2025Rockefeller Capital Management L.P.113,878$10.60M0.0%-0.5%0.337%
2/13/2025Redwood Park Advisors LLC384$36K0.0%N/A0.001%
2/13/2025Scotia Capital Inc.8,553$796K0.0%+2.3%0.025%
2/13/2025Bessemer Group Inc.8,200$763K0.0%+1,659.7%0.024%
2/13/2025Raymond James Financial Inc.238,879$22.23M0.0%N/A0.708%
2/13/2025Faithward Advisors LLC7,226$672K0.1%+17.1%0.021%
2/13/2025Advisory Services Network LLC6,037$562K0.0%-2.7%0.018%
(Data available from 1/1/2016 forward)

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IYR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYR shares?

During the previous two years, 525 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), Schroder Investment Management Group ($111.92M), and Ilmarinen Mutual Pension Insurance Co ($89.08M).Learn more on IYR's institutional investors.

Which institutional investors have been buying iShares U.S. Real Estate ETF stock?

Of the 421 institutional investors that purchased iShares U.S. Real Estate ETF 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. ($2.49M), Schroder Investment Management Group ($1.17M), Morgan Stanley ($1.03M), and WealthNavi Inc. ($851.96K).

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

Institutional investors have bought a total of 40,907,003 shares in the last 24 months. This purchase volume represents approximately $3.76B in transactions.

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

Of the 297 institutional investors that sold iShares U.S. Real Estate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barclays PLC ($14.23M), SG Americas Securities LLC ($552.34K), Credit Suisse AG ($534.54K), PNC Financial Services Group Inc. ($284.79K), Envestnet Asset Management Inc. ($267.58K), Aspect Partners LLC ($241.71K), and Caas Capital Management LP ($204.40K).

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

Institutional investors have sold a total of 20,474,704 shares in the last 24 months. This volume of shares sold represents approximately $1.80B in transactions.


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This page (NYSEARCA:IYR) was last updated on 4/16/2025 by MarketBeat.com Staff
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