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

iShares U.S. Real Estate ETF logo
$95.65 +1.79 (+1.91%)
As of 01/21/2025 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)
228
Total
Institutional Inflows
(last 12 months)
$2.01B
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$189.22M
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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
1/21/2025Embree Financial Group27,883$2.60M0.4%+2.7%0.083%
1/21/2025Geneos Wealth Management Inc.4,650$433K0.0%-10.0%0.014%
1/21/2025Rodgers & Associates LTD36,806$3.43M0.4%+9.7%0.109%
1/21/2025Sound Income Strategies LLC6,838$636K0.0%+3.0%0.020%
1/21/2025Matthew Goff Investment Advisor LLC70,000$6.51M1.2%+0.4%0.207%
1/21/2025Brighton Jones LLC2,815$262K0.0%+19.8%0.008%
1/17/2025 Arkansas Financial Group Inc.54,938$5.11M0.8%+0.3%0.163%
1/17/2025 Avior Wealth Management LLC401$37K0.0%+146.0%0.001%
1/17/2025 Mutual Advisors LLC13,548$1.27M0.0%-57.0%0.040%
1/17/2025 SG Americas Securities LLC11,234$1.05M0.0%-94.6%0.033%
1/17/2025 Magnus Financial Group LLC136,944$12.74M1.2%+5.9%0.406%
1/17/2025 Finley Financial LLC14,960$1.37M0.7%N/A0.044%
1/16/2025 Davies Financial Advisors Inc.7,795$725K0.6%+6.5%0.023%
1/16/2025 Koshinski Asset Management Inc.13,850$1.29M0.0%+257.5%0.041%
1/16/2025 BlueSky Wealth Advisors LLC12,291$1.14M0.2%-17.4%0.036%
1/16/2025 Delta Capital Management LLC3,380$315K0.1%N/A0.010%
1/15/2025 Ballew Advisors Inc15,277$1.38M0.9%-9.9%0.045%
1/15/2025 Ameritas Advisory Services LLC6,039$562K0.0%+55.6%0.018%
1/15/2025 Financial & Tax Architects LLC7,263$676K0.2%+14.3%0.022%
1/15/2025 Alhambra Investment Management LLC3,986$371K0.2%+19.1%0.012%
1/15/2025 Omega Financial Group LLC5,384$501K0.2%-35.6%0.016%
1/15/2025 Cordant Inc.17,172$1.60M0.8%-3.0%0.051%
1/14/2025 Christopher J. Hasenberg Inc463$43K0.0%-98.4%0.001%
1/14/2025 Cypress Financial Planning LLC3,874$361K0.1%N/A0.011%
1/13/2025 Unique Wealth LLC57,192$5.32M1.1%+52.6%0.169%
1/13/2025 First Financial Corp IN15,606$1.45M0.7%+10.0%0.046%
1/13/2025 Courier Capital LLC51,945$4.83M0.3%+0.5%0.154%
1/13/2025 Ehrlich Financial Group3,844$358K0.3%N/A0.011%
1/13/2025 Kwmg LLC2,349$219K0.0%N/A0.007%
1/13/2025 Westmount Partners LLC7,811$727K0.2%+3.8%0.023%
1/13/2025 Parkside Advisors LLC15,735$1.46M0.3%+1.1%0.047%
1/13/2025 Brookstone Capital Management50,765$4.72M0.1%N/A0.150%
1/10/2025 Watts Gwilliam & Co. LLC4,265$390K0.1%+7.6%0.013%
1/8/2025 Legacy Private Trust Co.20,941$1.95M0.1%-1.4%0.062%
1/8/2025 First Hawaiian Bank16,985$1.58M0.1%+15.0%0.050%
1/3/2025 First Citizens Financial Corp26,789$2.49M1.4%-6.4%0.079%
1/3/2025 Modus Advisors LLC300$28K0.0%N/A0.001%
12/26/2024JPMorgan Chase & Co.413,325$42.11M0.0%+140.7%1.225%
12/13/2024B. Riley Wealth Advisors Inc.36,364$3.67M0.1%N/A0.108%
11/27/2024Franklin Resources Inc.2,031$203K0.0%+19.1%0.006%
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11/25/2024Synovus Financial Corp9,098$927K0.0%-2.0%0.027%
11/25/2024Wilmington Savings Fund Society FSB20,807$2.12M0.0%N/A0.062%
11/25/2024Broadview Financial Management LLC22,220$2.26M1.5%-2.2%0.066%
11/25/2024Sanctuary Advisors LLC3,945$396K0.0%-14.7%0.012%
11/20/2024SOA 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%
11/18/2024Rehmann Capital Advisory Group9,775$996K0.1%-4.8%0.029%
11/15/2024High Falls Advisors Inc2,558$261K0.1%-30.1%0.008%
11/15/2024M&T Bank Corp8,150$830K0.0%+14.0%0.024%
11/15/2024Barclays PLC9,995,406$1.02B0.3%+5,921.5%29.616%
11/15/2024Nomura Asset Management Co. Ltd.8,800$896K0.0%+76.0%0.026%
11/15/2024MML Investors Services LLC96,324$9.81M0.0%-9.5%0.285%
11/15/2024Orion Portfolio Solutions LLC6,748$687K0.0%+114.1%0.020%
11/15/2024EP Wealth Advisors LLC1,430$146K0.0%N/A0.004%
11/15/2024Kovitz Investment Group Partners LLC157,372$15.88M0.1%+177.7%0.466%
11/15/2024Stevens Capital Management LP43,870$4.47M0.6%+17.4%0.130%
11/15/2024Stifel Financial Corp667,693$68.02M0.1%-8.1%1.978%
11/15/2024Point72 Asset Management L.P.145,000$14.77M0.0%N/A0.430%
11/15/2024Maven Securities LTD79,828$8.13M0.2%-29.1%0.237%
11/15/2024IHT Wealth Management LLC3,241$329K0.0%N/A0.010%
11/15/2024Integrated Wealth Concepts LLC6,728$685K0.0%-5.8%0.020%
11/15/2024HighTower Advisors LLC77,877$7.95M0.0%+46.0%0.231%
11/15/2024Alerus Financial NA24,800$2.53M0.2%+20.9%0.073%
11/14/2024Edgestream Partners L.P.4,994$509K0.0%N/A0.015%
11/14/2024Verition Fund Management LLC12,071$1.23M0.0%+41.1%0.036%
11/14/2024Rockefeller Capital Management L.P.114,489$11.66M0.0%+8.2%0.339%
11/13/2024Townsquare Capital LLC82,675$8.42M0.1%N/A0.245%
11/13/2024FMR LLC21,278$2.17M0.0%-7.0%0.063%
11/13/2024D.A. Davidson & CO.2,857$291K0.0%+4.0%0.008%
11/13/2024Bank of Montreal Can109,214$11.05M0.0%-19.5%0.324%
11/13/2024Private Trust Co. NA3,144$320K0.0%+276.1%0.009%
11/13/2024Canton Hathaway LLC19,940$2.03M0.5%N/A0.059%
11/12/2024Larson Financial Group LLC1,872$191K0.0%+178.6%0.006%
11/12/2024WESPAC Advisors LLC6,972$710K0.5%N/A0.021%
11/12/2024Cerity Partners LLC54,558$5.56M0.0%-5.9%0.162%
11/12/2024Nwam LLC17,680$1.80M0.1%N/A0.052%
11/12/2024Running Point Capital Advisors LLC55,898$5.69M2.2%-0.9%0.166%
11/9/2024Axos Invest Inc.6,409$653K0.4%N/A0.019%
11/9/2024SSI Investment Management LLC41,391$4.22M0.3%+587.7%0.123%
11/8/2024Etfidea LLC8,059$821K0.3%-2.1%0.024%
11/8/2024First Horizon Advisors Inc.1,192$121K0.0%-27.7%0.004%
11/8/2024Commerce Bank14,215$1.45M0.0%-1.5%0.042%
11/8/2024Second Half Financial Partners LLC58,050$5.91M3.1%N/A0.172%
11/8/2024PNC Financial Services Group Inc.406,070$41.37M0.0%-1.4%1.203%
11/8/2024BIP Wealth LLC2,064$210K0.0%N/A0.006%
11/8/2024Prospera Financial Services Inc5,645$575K0.0%-4.6%0.017%
11/7/2024Pathstone Holdings LLC246,255$25.09M0.1%-0.9%0.730%
11/7/2024GLOBALT Investments LLC GA11,444$1.17M0.0%-2.5%0.034%
11/6/2024Agilis Partners LLC14,421$1.47M0.4%-9.6%0.043%
11/6/2024Connable Office Inc.404,393$41.20M4.1%-0.1%1.198%
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11/6/2024Balboa Wealth Partners29,805$3.04M0.8%N/A0.088%
11/6/2024Lifeworks Advisors LLC29,265$2.98M0.6%N/A0.087%
11/6/2024Unionview LLC11,830$1.21M0.9%+1.0%0.035%
11/6/2024Oppenheimer & Co. Inc.3,670$374K0.0%-6.1%0.011%
11/6/2024Pinnacle Financial Partners Inc6,057$617K0.0%-15.5%0.018%
11/5/2024Encompass Wealth Advisors LLC4,708$480K0.1%+9.6%0.014%
11/5/2024Apollon Wealth Management LLC173,761$17.70M0.5%N/A0.515%
11/5/2024Nations Financial Group Inc. IA ADV15,781$1.61M0.1%-6.2%0.047%
11/4/2024Wolverine Asset Management LLC293$30K0.0%N/A0.001%
11/4/2024Peregrine Asset Advisers Inc.2,260$230K0.1%N/A0.007%
(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, 495 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 399 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 Morgan Stanley ($1.03M).

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

Institutional investors have bought a total of 40,013,120 shares in the last 24 months. This purchase volume represents approximately $3.63B in transactions.

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

Of the 280 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), SG Americas Securities LLC ($552.34K), Credit Suisse AG ($534.54K), 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 19,820,547 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.


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This page (NYSEARCA:IYR) was last updated on 1/22/2025 by MarketBeat.com Staff
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