IYR institutional holders

iShares U.S. Real Estate ETF · 508 reporting institutions · $4.8B reported value

Funds that can replace IYR · IYR return decomposition

Institutional holdings

Institutions reporting IYR, largest first
InstitutionReported positionAdvisors at firmReport period
Barclays PLC$595.8M02026-06-30
Bank of America Corp /de$426.7M02026-06-30
Bnp Paribas Financial Markets$382.7M02026-06-30
Morgan Stanley$374.6M23,1852026-06-30
CIBC World Markets Corp$322.8M02025-12-31
Goldman Sachs Group Inc$252.1M02026-06-30
CIBC Bancorp USA Inc.$248.4M02026-06-30
UBS Group AG$214.8M02026-06-30
Wolverine Trading, LLC$161M02025-09-30
Sbi Okasan Asset Management Co.ltd.$106M02026-06-30
Jpmorgan Chase & Co$88.8M02026-06-30
Stifel Financial Corp$86.5M02026-06-30
D. E. Shaw & Co., LP$79.2M02026-06-30
CIBC World Market Inc.$71.3M02026-06-30
Royal Bank of Canada$68.6M02026-06-30
Wells Fargo & Company/mn$61M02026-06-30
Blackrock, Inc.$59.5M02026-06-30
Sumitomo Mitsui Ds Asset Management Company, Ltd$55.8M02026-06-30
Lpl Financial LLC$38.1M23,4582026-06-30
PNC Financial Services Group, Inc.$37.9M02026-06-30
Northwestern Mutual Wealth Management Co$37.6M02026-06-30
US Bancorp$35.9M02026-06-30
Millennium Management LLC$34.6M02026-06-30
Connable Office Inc$31.6M02026-06-30
Renaissance Technologies LLC$31.4M02026-06-30
Point72 Asset Management, LP$27.8M02026-06-30
Ameriprise Financial Inc$27M02026-06-30
Pathstone Holdings, LLC$23.4M02026-06-30
Jump Financial, LLC$21.4M02026-06-30
Global Endowment Management, LP$20.9M02026-06-30
Raymond James Financial Inc$20.3M02026-06-30
Mercer Global Advisors Inc /adv$19.2M02026-06-30
Passaic Partners LLC$19M02026-06-30
Magnus Financial Group LLC$18.6M102026-06-30
Sand Hill Global Advisors, LLC$18.5M202026-06-30
Ddfg, Inc$18.2M52026-06-30
Qube Research & Technologies Ltd$17.5M02026-06-30
Financial Advisory Corporation$15.6M92026-06-30
Envestnet Pmc$14.3M602026-06-30
Susquehanna International Group, LLP$14.1M02026-06-30
Citigroup Inc$14.1M02026-06-30
Walleye Capital LLC$13.7M02026-06-30
Citadel Advisors LLC$13.5M02026-06-30
Focus Partners Wealth$12.6M1,0482026-06-30
Sumitomo Mitsui Financial Group, Inc.$12.1M02026-06-30
Marshall Wace, LLP$11.9M02026-06-30
Mariner, LLC$11.3M02026-06-30
Aster Capital Management (difc) Ltd$11.3M02026-06-30
Rockefeller Capital Management LP$11M3462026-06-30
MML Investors Services, LLC$10.3M5,1202026-06-30
Cetera Investment Advisers$10.2M10,3702026-06-30
Cerity Partners LLC$9.9M7772026-06-30
Gts Securities LLC$9.7M02026-06-30
Unique Wealth, LLC$9.4M142026-06-30
Modern Wealth Management, LLC$9.3M1612026-06-30
Maven Securities Ltd$8.9M02026-06-30
Pgim Custom Harvest LLC$8.3M02026-06-30
J. Goldman & Co., LP$7M02026-06-30
Bank of Nova Scotia$6.8M02026-06-30
The Goff Financial Group$6.7M22026-06-30
Courier Capital LLC$6.5M142026-06-30
Scs Capital Management LLC$6.5M802026-06-30
Adams Diversified Equity Fund, Inc.$6.4M02026-06-30
Omega Financial Group, LLC$6.4M52026-06-30
California Capital Management$6.2M52026-06-30
Carsonallaria Wealth Management, Ltd.$5.7M62026-06-30
Truist Financial Corp$5.6M02026-06-30
Arkansas Financial Group, Inc.$5.3M52026-06-30
Osaic Holdings, Inc.$5.3M02026-06-30
Allie Family Office LLC$5.2M02026-06-30
Waverly Advisors, LLC$5.1M2312026-06-30
Mission Wealth Management, LP$5M1382026-06-30
Hightower Advisors, LLC$4.5M1,0462026-06-30
Naviter Wealth, LLC$4.4M162026-06-30
The Quarry LP$4.3M02026-06-30
Absolute Investment Advisers, LLC$4.3M02026-06-30
Commonwealth Equity Services, LLC$4.2M2,8632026-06-30
Bank of Montreal /can$4.1M02026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$4.1M02026-06-30
Rebalance, LLC$4M92026-06-30
Rodgers & Associates, Ltd$4M122026-06-30
Quadrature Capital Ltd$4M02026-06-30
Prudential Financial Inc$3.9M02026-06-30
Pictet North America Advisors SA$3.8M02026-06-30
Forte Asset Management, LLC$3.8M22026-06-30
Fairway Wealth LLC$3.7M152026-06-30
Running Point Capital Advisors, LLC$3.7M02025-12-31
Sheets Smith Wealth Management$3.7M102026-06-30
Northcoast Asset Management LLC$3.7M312026-06-30
Two Sigma Securities, LLC$3.6M02026-06-30
Allegheny Financial Group$3.6M312026-06-30
Stamos Capital Partners, LP$3.6M02026-06-30
Whitegate Investment Counselors, Inc.$3.6M32026-06-30
Stephens Inc /ar$3.5M2432026-06-30
Checchi Capital Advisers, LLC$3.4M82026-06-30
Axxcess Wealth Management, LLC$3.3M382026-06-30
Jmac Enterprises LLC$3.3M32026-06-30
Sage Rhino Capital LLC$3.3M102026-06-30
Taylor Capital Management$3.2M12026-06-30
Mirae Asset Global Investments Co., Ltd.$3.2M02026-06-30
Corient Private Wealth LP$3M6742026-06-30
Sbi Securities Co., Ltd.$3M02026-06-30
Jfs Wealth Advisors, LLC$2.9M332026-06-30
Rakuten Investment Management, Inc.$2.9M02026-06-30
Kestra Advisory Services, LLC$2.9M1,4792026-06-30
Composition Wealth, LLC$2.8M762026-06-30
Blair William & Co/il$2.8M3292026-06-30
Silver Oak Securities, Incorporated$2.8M1172026-06-30
Glenview Trust Co$2.7M02026-06-30
Riverglades Family Offices, LLC$2.6M22026-06-30
Dv Trading LLC$2.5M02026-06-30
Km Capital Management Ltd.$2.5M42026-06-30
Dogwood Wealth Management LLC$2.5M42026-06-30
Fifth Third Bancorp$2.5M02026-06-30
HSBC Holdings PLC$2.4M02026-06-30
Comerica Bank$2.4M02025-12-31
Allstreet Capital Advisors LLC$2.4M22026-06-30
Fmr LLC$2.3M02026-06-30
Canton Hathaway, LLC$2.3M52026-06-30
Nepc LLC$2.3M12026-06-30
Creative Planning$2.1M1,1712026-06-30
Baird Financial Group, Inc.$2.1M02026-06-30
Global Retirement Partners LLC$2.1M4912026-06-30
Broadview Financial Management, LLC$2.1M62026-06-30
First Financial Corp /in$2.1M02026-06-30
Americana Partners, LLC$2.1M532026-06-30
Luminarx Capital Management LP$2M02026-06-30
Wilmington Savings Fund Society, Fsb$2M02026-06-30
Sowell Financial Services LLC$2M1082026-06-30
Cresset Asset Management, LLC$2M2122026-06-30
Wealth Enhancement Advisory Services, LLC$1.9M1,0262026-06-30
Cordant, Inc.$1.9M02026-06-30
Krane Financial Solutions LLC$1.9M22026-06-30
Garde Capital, Inc.$1.9M92026-06-30
Gallagher Fiduciary Advisors, LLC$1.8M1262026-06-30
Grey Fox Wealth Advisors, LLC$1.8M112026-06-30
Soa Wealth Advisors, Llc.$1.8M102026-06-30
Legacy Private Trust Co.$1.8M02026-06-30
Tower Research Capital LLC (trc)$1.8M02026-06-30
First Citizens Financial Corp$1.8M02026-06-30
Xtx Topco Ltd$1.7M02026-06-30
Gray Private Wealth, LLC$1.7M32026-06-30
Northern Trust Corp$1.7M02026-06-30
Huntington National Bank$1.6M02026-06-30
Northrock Partners, LLC$1.6M912026-06-30
Marex Group Ltd$1.6M02026-06-30
Lido Advisors, LLC$1.6M3202026-06-30
Foundation Wealth Management, LLC$1.6M42026-06-30
Toronto Dominion Bank$1.5M02026-06-30
Headlands Technologies LLC$1.5M02026-06-30
Rather & Kittrell, Inc.$1.5M202026-06-30
Mai Capital Management$1.5M3082026-06-30
Embree Financial Group$1.5M132026-06-30
Quantbot Technologies, LP$1.5M02026-06-30
Volterra Technologies LP$1.4M02026-06-30
Advisory Services Network$1.4M2532026-06-30
Upper Left Wealth Management, LLC$1.4M22026-06-30
Koshinski Asset Management, Inc.$1.4M692026-06-30
Apella Capital, LLC$1.4M1042026-06-30
Exit Wealth Advisors, Llc.$1.4M22026-06-30
Integrated Wealth Concepts LLC$1.3M4802026-06-30
Ballast Rock Private Wealth LLC$1.3M102026-06-30
Hb Wealth Management, LLC$1.3M1692026-06-30
Brown Advisory Inc$1.2M02026-06-30
Financial & Tax Architects, LLC$1.2M382026-06-30
Sequoia Financial Group, LLC$1.2M2582026-06-30
Tudor Investment Corp Et Al$1.2M02026-06-30
Scotia Capital Inc.$1.2M02026-06-30
Sig Brokerage, LP$1.1M02026-06-30
Ae Wealth Management LLC$1.1M4712026-06-30
Washington Trust Bank$1.1M02026-06-30
Sterling Investment Advisors LLC /adv$1.1M32026-06-30
Jones Financial Companies LLLP$1.1M02026-06-30
Synovus Financial Corp$1.1M02025-09-30
Onedigital Investment Advisors LLC$1.1M3862026-06-30
Independence Wealth Advisors, LLC$1.1M52026-06-30
Faithward Advisors, LLC$1.1M182026-06-30
Captrust Financial Advisors$1.1M9622026-06-30
Rehmann Capital Advisory Group$1M422026-06-30
Discovery Capital Management, LLC / Ct$1M02026-06-30
Keel Point, LLC$1M492026-06-30
Bank of New York Mellon Corp$1M02026-06-30
Guidance Point Advisors, LLC$1M52026-06-30
Pinnacle Financial Partners, Inc.$997K02026-06-30
Finley Financial, LLC$996.9K12026-06-30
Beto Financial Group, LLC$992.1K52026-06-30
Private Advisor Group, LLC$978.6K9272026-06-30
Sandler Capital Management$950.9K02026-06-30
Gladstone Institutional Advisory LLC$927.1K1082026-06-30
Perigon Wealth Management, LLC$925K922026-06-30
Atlas Legacy Advisors, LLC$920.9K42026-06-30
Ameritas Advisory Services, LLC$912.2K5502026-06-30
Wescap Management Group, Inc.$909.5K62026-06-30
Cullen/frost Bankers, Inc.$903.1K02026-06-30
Foundations Investment Advisors, LLC$900.5K3022026-06-30
Kagan Cocozza Asset Management$891K22026-06-30
Moors & Cabot, Inc.$880.3K822026-06-30
Geneos Wealth Management, Inc.$865.8K1932026-06-30
Creekside Partners$837.7K22026-06-30
Moneta Group Investment Advisors LLC$833.7K2562026-06-30
M&T Bank Corp$820.3K02026-06-30
Itau Unibanco Holding S.A.$814.4K02026-06-30
Allworth Financial, LP$804.2K3172026-06-30
Globalt Investments LLC / Ga$801.3K122026-06-30
Courage Miller Partners, LLC$798.5K32026-06-30
Bailard, Inc.$789.2K402026-06-30
Encompass Wealth Advisors, LLC$782.8K42026-06-30
Ntv Asset Management LLC$774.5K52026-06-30
Balanced Wealth Group LLC$746.2K52026-06-30
Ssi Investment Management LLC$720.6K02026-06-30
Steward Partners Investment Advisory, LLC$717.1K4812026-06-30
Deutsche Bank AG$714.2K02026-06-30
Elevation Wealth Partners, LLC$694.2K02026-06-30
Gould Asset Management LLC /ca$684.1K02026-06-30
Farther Finance Advisors, LLC$684K3342026-06-30
American Wealth Advisors, LLC$670.3K22026-06-30
Orion Porfolio Solutions, LLC$667.7K1992026-06-30
Integrated Advisors Network LLC$664.2K792026-06-30
Bucket List Wealth Management, LLC$660K22026-06-30
Prospera Financial Services, Inc.$653.9K2702026-06-30
Covenant Asset Management, LLC$649K102026-06-30
Gen-Wealth Partners Inc$647.1K82026-06-30
Measured Wealth Private Client Group, LLC$640.1K102026-06-30
Waldron Private Wealth$638.7K422026-06-30
Dimension Capital Management LLC$634.6K02026-06-30
Nwam LLC$634.2K622026-06-30
Pure Financial Advisors, LLC$634.1K882026-06-30
J.W. Cole Advisors, Inc.$633.6K4992026-06-30
Mutual Advisors, LLC$628.8K1532026-06-30
Krilogy$623.9K642026-06-30
Stg Securities, LLC$609.5K02026-06-30
Ballew Advisors Inc$609K92026-06-30
Tfo Wealth Partners, LLC$604.7K362026-06-30
Sage Financial Group Inc$604.4K202026-06-30
Wealthnavi Inc.$600.3K02026-06-30
Regal Investment Advisors LLC$583.6K1172026-06-30
Modera Wealth Management, LLC$577.8K1352026-06-30
Tagstone Capital, Inc.$575.9K12026-06-30
Dunhill Financial, LLC$574.6K122026-06-30
West Michigan Advisors, LLC$564.5K172026-06-30
Tower Wealth Partners$559.4K42026-06-30
Elevation Point Wealth Partners, LLC$547.3K562026-06-30
Vestmark Advisory Solutions, Inc.$547.3K82026-06-30
Newedge Advisors$541K6012026-06-30
Liberty Wealth Management LLC$538.1K252026-06-30
Clear Creek Financial Management, LLC$532.3K442026-06-30
Graybill Wealth Management, Ltd.$531.7K12026-06-30
TD Waterhouse Canada Inc.$524.3K02026-06-30
Cfm Wealth Partners LLC$523.3K22026-06-30
Infinity Wealth Counsel, LLC$522.5K22026-06-30

The 250 largest of 508 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30