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

iShares U.S. Real Estate ETF logo
$99.88 +0.97 (+0.98%)
(As of 01:05 PM ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Number of
Institutional Buyers
(last 12 months)
231
Total
Institutional Inflows
(last 12 months)
$2.10B
Number of
Institutional Sellers
(last 12 months)
153
Total
Institutional Outflows
(last 12 months)
$207.27M
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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
11/20/2024 SOA Wealth Advisors LLC.26,012$2.65M0.5%-2.8%0.077%
11/20/2024Virtu Financial LLC90,221$9.19M0.5%+48.1%0.267%
11/18/2024 Rehmann Capital Advisory Group9,775$996K0.1%-4.8%0.029%
11/15/2024 High Falls Advisors Inc2,558$261K0.1%-30.1%0.008%
11/15/2024 M&T Bank Corp8,150$830K0.0%+14.0%0.024%
11/15/2024 Barclays PLC9,995,406$1.02B0.3%+5,921.5%29.616%
11/15/2024 Nomura Asset Management Co. Ltd.8,800$896K0.0%+76.0%0.026%
11/15/2024 MML Investors Services LLC96,324$9.81M0.0%-9.5%0.285%
11/15/2024 Orion Portfolio Solutions LLC6,748$687K0.0%+114.1%0.020%
11/15/2024 EP Wealth Advisors LLC1,430$146K0.0%N/A0.004%
11/15/2024 Kovitz Investment Group Partners LLC157,372$15.88M0.1%+177.7%0.466%
11/15/2024 Stevens Capital Management LP43,870$4.47M0.6%+17.4%0.130%
11/15/2024 Stifel Financial Corp667,693$68.02M0.1%-8.1%1.978%
11/15/2024 Point72 Asset Management L.P.145,000$14.77M0.0%N/A0.430%
11/15/2024 Maven Securities LTD79,828$8.13M0.2%-29.1%0.237%
11/15/2024 IHT Wealth Management LLC3,241$329K0.0%N/A0.010%
11/15/2024 Integrated Wealth Concepts LLC6,728$685K0.0%-5.8%0.020%
11/15/2024 HighTower Advisors LLC77,877$7.95M0.0%+46.0%0.231%
11/15/2024 Alerus Financial NA24,800$2.53M0.2%+20.9%0.073%
11/14/2024 Edgestream Partners L.P.4,994$509K0.0%N/A0.015%
11/14/2024 Verition Fund Management LLC12,071$1.23M0.0%+41.1%0.036%
11/14/2024 Rockefeller Capital Management L.P.114,489$11.66M0.0%+8.2%0.339%
11/13/2024 Townsquare Capital LLC82,675$8.42M0.1%N/A0.245%
11/13/2024 FMR LLC21,278$2.17M0.0%-7.0%0.063%
11/13/2024 D.A. Davidson & CO.2,857$291K0.0%+4.0%0.008%
11/13/2024 Bank of Montreal Can109,214$11.05M0.0%-19.5%0.324%
11/13/2024 Private Trust Co. NA3,144$320K0.0%+276.1%0.009%
11/13/2024 Canton Hathaway LLC19,940$2.03M0.5%N/A0.059%
11/12/2024Larson Financial Group LLC1,872$191K0.0%+178.6%0.006%
11/12/2024 WESPAC Advisors LLC6,972$710K0.5%N/A0.021%
11/12/2024 Cerity Partners LLC54,558$5.56M0.0%-5.9%0.162%
11/12/2024 Nwam LLC17,680$1.80M0.1%N/A0.052%
11/12/2024 Running Point Capital Advisors LLC55,898$5.69M2.2%-0.9%0.166%
11/9/2024 Axos Invest Inc.6,409$653K0.4%N/A0.019%
11/9/2024 SSI Investment Management LLC41,391$4.22M0.3%+587.7%0.123%
11/8/2024 Etfidea LLC8,059$821K0.3%-2.1%0.024%
11/8/2024 First Horizon Advisors Inc.1,192$121K0.0%-27.7%0.004%
11/8/2024 Commerce Bank14,215$1.45M0.0%-1.5%0.042%
11/8/2024 Second Half Financial Partners LLC58,050$5.91M3.1%N/A0.172%
11/8/2024 PNC Financial Services Group Inc.406,070$41.37M0.0%-1.4%1.203%
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11/8/2024 BIP Wealth LLC2,064$210K0.0%N/A0.006%
11/8/2024 Prospera Financial Services Inc5,645$575K0.0%-4.6%0.017%
11/7/2024 Pathstone Holdings LLC246,255$25.09M0.1%-0.9%0.730%
11/7/2024 GLOBALT Investments LLC GA11,444$1.17M0.0%-2.5%0.034%
11/6/2024 Agilis Partners LLC14,421$1.47M0.4%-9.6%0.043%
11/6/2024 Connable Office Inc.404,393$41.20M4.1%-0.1%1.198%
11/6/2024 Balboa Wealth Partners29,805$3.04M0.8%N/A0.088%
11/6/2024 Lifeworks Advisors LLC29,265$2.98M0.6%N/A0.087%
11/6/2024 Unionview LLC11,830$1.21M0.9%+1.0%0.035%
11/6/2024 Oppenheimer & Co. Inc.3,670$374K0.0%-6.1%0.011%
11/6/2024 Pinnacle Financial Partners Inc6,057$617K0.0%-15.5%0.018%
11/5/2024 Encompass Wealth Advisors LLC4,708$480K0.1%+9.6%0.014%
11/5/2024 Apollon Wealth Management LLC173,761$17.70M0.5%N/A0.515%
11/5/2024 Nations Financial Group Inc. IA ADV15,781$1.61M0.1%-6.2%0.047%
11/4/2024 Wolverine Asset Management LLC293$30K0.0%N/A0.001%
11/4/2024 Peregrine Asset Advisers Inc.2,260$230K0.1%N/A0.007%
11/4/2024 Patten & Patten Inc. TN2,040$208K0.0%N/A0.006%
11/2/2024 Passaic Partners LLC221,433$22.56M3.4%+43.9%0.656%
11/2/2024 Transcendent Capital Group LLC402$41K0.0%+159.4%0.001%
11/1/2024 Fairway Wealth LLC34,208$3.49M1.5%+0.5%0.101%
11/1/2024 Rather & Kittrell Inc.18,178$1.85M0.5%+2.4%0.054%
10/31/2024 Washington Trust Bank21,699$2.21M0.2%-42.8%0.064%
10/31/2024 Jmac Enterprises LLC21,076$2.15M0.3%+12.9%0.062%
10/31/2024 Concurrent Investment Advisors LLC43,847$4.47M0.1%N/A0.130%
10/30/2024 Moloney Securities Asset Management LLC77,515$7.90M1.1%N/A0.230%
10/29/2024 Roman Butler Fullerton & Co.18,362$1.85M0.5%N/A0.054%
10/29/2024 Foundation Wealth Management LLC16,983$1.73M1.3%-8.8%0.050%
10/29/2024 Latitude Advisors LLC17,842$1.82M1.0%N/A0.053%
10/29/2024 Janney Montgomery Scott LLC10,188$1.04M0.0%-20.4%0.030%
10/29/2024 Clear Creek Financial Management LLC18,169$1.85M0.2%+161.0%0.054%
10/29/2024 Farther Finance Advisors LLC5,575$568K0.0%-18.7%0.017%
10/28/2024 Gladstone Institutional Advisory LLC4,327$441K0.0%N/A0.013%
10/28/2024 Stephens Inc. AR37,793$3.85M0.1%-8.4%0.112%
10/28/2024 US Bancorp DE471,579$48.04M0.1%-3.1%1.397%
10/28/2024 Tanglewood Wealth Management Inc.3,123$318K0.0%+8.6%0.009%
10/28/2024 Measured Wealth Private Client Group LLC14,325$1.46M0.5%N/A0.042%
10/25/2024 JFS Wealth Advisors LLC29,363$2.99M0.2%-2.3%0.087%
10/25/2024 Mutual Advisors LLC31,514$3.19M0.1%+127.7%0.093%
10/25/2024 Adell Harriman & Carpenter Inc.11,842$1.21M0.1%-1.7%0.035%
10/25/2024 Integrated Advisors Network LLC23,008$2.34M0.1%+55.7%0.068%
10/24/2024 Yeomans Consulting Group Inc.5,855$596K0.2%N/A0.017%
10/24/2024 Ellis Investment Partners LLC3,473$354K0.1%-4.6%0.010%
10/24/2024 Bristlecone Advisors LLC6,488$661K0.1%+5.3%0.019%
10/24/2024 Wealth Enhancement Advisory Services LLC27,042$2.76M0.0%-1.7%0.080%
10/24/2024 Arkadios Wealth Advisors2,014$205K0.0%N/A0.006%
10/23/2024 Mirae Asset Global Investments Co. Ltd.76,973$7.79M0.0%+2,849.2%0.228%
10/23/2024 Joel Isaacson & Co. LLC2,142$218K0.0%N/A0.006%
10/23/2024 Lake Street Advisors Group LLC3,868$394K0.0%-86.4%0.011%
10/23/2024 Burke & Herbert Bank & Trust Co.5,865$597K0.1%+31.4%0.017%
10/23/2024 Garrison Point Advisors LLC2,958$301K0.2%+5.5%0.009%
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10/23/2024 Silver Oak Securities Incorporated28,695$2.90M0.3%+113.6%0.085%
10/23/2024 WealthNavi Inc.4,387,956$447.00M5.1%+0.2%13.001%
10/23/2024 Brighton Jones LLC2,349$239K0.0%N/A0.007%
10/22/2024 International Assets Investment Management LLC43,397$4.42M0.0%+10,087.1%0.129%
10/22/2024 Courier Capital LLC51,691$5.27M0.4%+0.8%0.153%
10/22/2024 Rebalance LLC68,389$6.97M0.5%+7.8%0.203%
10/22/2024 Private Advisor Group LLC16,363$1.67M0.0%-9.2%0.048%
10/21/2024 Rodgers & Associates LTD33,557$3.42M0.4%-14.1%0.099%
10/21/2024 Foundations Investment Advisors LLC6,879$701K0.0%N/A0.020%
10/21/2024 Courage Miller Partners LLC6,354$647K0.2%-2.2%0.019%
(Data available from 1/1/2016 forward)

IYR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYR shares?

During the previous two years, 498 institutional investors and hedge funds held shares of iShares U.S. Real Estate ETF. The most heavily invested institutionals were Barclays PLC ($1.02B), WealthNavi Inc. ($447.00M), Cibc World Markets Corp ($424.90M), Morgan Stanley ($365.29M), Bank of America Corp DE ($225.74M), Schroder Investment Management Group ($111.92M), and Bank of Nova Scotia ($101.03M).Learn more on IYR's institutional investors.

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

Of the 401 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 ($12.29M), Cibc World Markets Corp ($4.64M), Bank Julius Baer & Co. Ltd Zurich ($4.53M), Citigroup Inc. ($2.49M), Bank of Nova Scotia ($1.20M), Schroder Investment Management Group ($1.17M), and WealthNavi Inc. ($1.13M).

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

Institutional investors have bought a total of 39,975,256 shares in the last 24 months. This purchase volume represents approximately $3.62B in transactions.

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

Of the 279 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 ($12.20M), Cibc World Markets Corp ($1.17M), Credit Suisse AG ($534.54K), SG Americas Securities LLC ($354.62K), Bank of America Corp DE ($292.85K), PNC Financial Services Group Inc. ($282.41K), and Envestnet Asset Management Inc. ($267.58K).

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

Institutional investors have sold a total of 19,593,332 shares in the last 24 months. This volume of shares sold represents approximately $1.70B in transactions.



This page (NYSEARCA:IYR) was last updated on 11/21/2024 by MarketBeat.com Staff
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