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

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$84.46
+0.64 (+0.76%)
(As of 05/3/2024 ET)
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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)
253
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$1.41B
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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
5/4/2024Geneos Wealth Management Inc.59,262$5.33M0.2%+5.2%0.136%
5/4/2024Gould Asset Management LLC CA6,380$574K0.1%-2.6%0.015%
5/3/2024Embree Financial Group26,494$2.38M0.5%-17.7%0.061%
5/3/2024Larson Financial Group LLC672$60K0.0%+93.7%0.002%
5/2/2024Peregrine Asset Advisers Inc.2,277$205K0.1%N/A0.005%
5/2/2024Whitegate Investment Counselors Inc.49,557$4.46M1.3%-0.2%0.114%
5/1/2024 GLOBALT Investments LLC GA13,004$1.17M0.0%-5.5%0.030%
5/1/2024 Janney Montgomery Scott LLC9,813$882K0.0%+9.2%0.023%
5/1/2024 Mission Wealth Management LP85,208$7.66M0.2%-2.8%0.196%
5/1/2024 Sequoia Financial Advisors LLC23,147$2.08M0.0%-6.5%0.053%
4/30/2024 Private Advisor Group LLC18,037$1.62M0.0%-2.1%0.041%
4/30/2024 J.W. Cole Advisors Inc.3,065$275K0.0%+10.6%0.007%
4/30/2024 Perigon Wealth Management LLC6,210$558K0.0%+9.9%0.014%
4/30/2024 Unionview LLC11,687$1.05M0.9%+4.7%0.027%
4/29/2024Commonwealth Equity Services LLC65,176$5.86M0.0%+6.4%0.150%
4/27/2024 Kellett Wealth Advisors LLC16,548$1.49M1.0%+46.0%0.038%
4/26/2024 Crestone Asset Management LLC31,593$2.84M0.6%-16.1%0.073%
4/26/2024 Sage Rhino Capital LLC19,995$1.80M0.4%+4.4%0.046%
4/26/2024 Clear Creek Financial Management LLC7,721$694K0.1%+98.9%0.018%
4/26/2024 Davies Financial Advisors Inc.7,800$701K0.7%N/A0.018%
4/26/2024 Checchi Capital Advisers LLC30,777$2.77M0.2%+28.7%0.071%
4/25/2024 TRUE Private Wealth Advisors3,898$350K0.0%-86.6%0.009%
4/25/2024 Simplex Trading LLC41,596$3.74M0.0%N/A0.096%
4/25/2024 Valeo Financial Advisors LLC6,559$548K0.0%-7.0%0.015%
4/25/2024 Cambridge Investment Research Advisors Inc.27,589$2.48M0.0%+12.8%0.057%
4/23/2024 Global Retirement Partners LLC13,613$1.22M0.0%+15.0%0.028%
4/23/2024 Covenant Asset Management LLC7,448$670K0.1%-6.0%0.016%
4/23/2024 Nations Financial Group Inc. IA ADV15,236$1.37M0.1%+17.8%0.032%
4/23/2024 Principle Wealth Partners LLC6,000$539K0.0%-14.3%0.012%
4/23/2024 Rebalance LLC61,214$5.50M0.5%-1.2%0.127%
4/23/2024 Raymond James Financial Services Advisors Inc.120,271$10.81M0.0%+6.8%0.250%
4/23/2024 Gray Private Wealth LLC17,081$1.54M1.0%N/A0.036%
4/22/2024 Waycross Investment Management Co32,881$2.96M2.8%+16.7%0.068%
4/22/2024 BTS Asset Management Inc.1,963$176K0.1%N/A0.004%
4/19/2024 ZRC Wealth Management LLC6,970$627K0.3%-8.8%0.015%
4/18/2024 Capital Advisors Ltd. LLC851$77K0.0%-16.8%0.002%
4/18/2024 Hexagon Capital Partners LLC1,978$178K0.0%-24.7%0.004%
4/18/2024 Omega Financial Group LLC145,792$13.11M5.4%+5.2%0.303%
4/17/2024 Private Ocean LLC1,307$117K0.0%-17.7%0.003%
4/16/2024 Courage Miller Partners LLC6,489$583K0.2%-2.1%0.014%
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4/16/2024 Wealth Enhancement Advisory Services LLC29,826$2.68M0.0%-22.8%0.062%
4/16/2024 Arkansas Financial Group Inc.58,055$5.22M0.9%-1.6%0.121%
4/15/2024 Graybill Wealth Management LTD.2,894$260K0.1%+7.5%0.006%
4/15/2024 Aspiriant LLC10,036$902K0.0%+1.3%0.021%
4/15/2024 CFM Wealth Partners LLC7,608$684K0.1%-18.5%0.016%
4/15/2024 Sound Income Strategies LLC5,177$465K0.0%N/A0.011%
4/13/2024 First Financial Corp IN12,170$1.09M0.6%+11.8%0.025%
4/11/2024 Unique Wealth LLC32,350$2.91M0.8%+9.2%0.067%
4/11/2024 Matthew Goff Investment Advisor LLC62,248$5.60M1.1%+12.1%0.130%
4/11/2024 Sterling Investment Advisors LLC ADV10,101$908K0.5%+6.0%0.021%
4/11/2024 Optimum Investment Advisors1,461$131K0.1%+16.0%0.003%
4/11/2024 Ballew Advisors Inc17,263$1.48M1.0%+4.4%0.036%
4/11/2024 Grey Fox Wealth Advisors LLC5,759$518K0.2%-3.1%0.012%
4/10/2024 SOA Wealth Advisors LLC.32,735$2.94M0.6%-3.7%0.068%
4/10/2024 Legacy Private Trust Co.22,047$1.98M0.1%+4.7%0.046%
4/10/2024 Clearview Wealth Advisors LLC2,493$224K0.2%N/A0.005%
4/9/2024 Massmutual Trust Co. FSB ADV394$35K0.0%-38.8%0.001%
4/5/2024 Summit Financial Group Inc.4,465$401K0.1%+9.3%0.013%
4/5/2024 CWM LLC2,027$182K0.0%+245.3%0.006%
3/22/2024PNC Financial Services Group Inc.430,832$39.38M0.0%-1.1%1.236%
3/15/2024Regis Acquisition Inc.56,189$5.14M2.0%+146.3%0.161%
3/15/2024B. Riley Wealth Advisors Inc.2,461$225K0.0%-17.4%0.007%
3/6/2024SageView Advisory Group LLC21,455$1.96M0.1%N/A0.062%
2/26/2024Integrated Advisors Network LLC14,359$1.31M0.1%+12.6%0.041%
2/26/2024Virtu Financial LLC7,160$654K0.1%-86.0%0.021%
2/23/2024 Arkansas Financial Group Inc.59,011$5.39M1.0%+1.4%0.169%
2/20/2024 GLOBALT Investments LLC GA13,761$1.26M0.1%N/A0.039%
2/20/2024Nepc LLC22,562$2.06M0.1%N/A0.065%
2/16/2024Aspect Partners LLC167,841$15.34M9.9%N/A0.482%
2/15/2024Brevan Howard Capital Management LP25,634$2.34M0.0%N/A0.074%
2/15/2024 Caas Capital Management LP2,500$229K0.0%-98.8%0.007%
2/15/2024Comerica Bank21,443$1.96M0.0%-8.3%0.062%
2/14/2024Washington Trust Bank237,470$21.71M1.9%+231.1%0.681%
2/14/2024Broadview Financial Management LLC19,608$1.79M1.4%+5.6%0.056%
2/14/2024Cullen Capital Management LLC10,240$936K0.0%N/A0.029%
2/14/2024Regal Investment Advisors LLC7,298$667K0.1%+3.4%0.021%
2/14/2024Sentinel Trust Co. LBA5,060$463K0.1%N/A0.015%
2/14/2024Stamos Capital Partners L.P.15,810$1.45M0.4%-17.8%0.045%
2/14/2024Schroder Investment Management Group1,224,326$111.92M0.1%+1,830.7%3.513%
2/14/2024NCM Capital Management LLC2,455$224K0.1%N/A0.007%
2/13/2024Stephens Inc. AR43,306$3.96M0.1%-19.0%0.124%
2/13/2024Exencial Wealth Advisors LLC2,777$254K0.0%N/A0.008%
2/13/2024Cibc World Markets Corp4,648,278$424.90M2.3%+132,707.9%13.338%
2/13/20241832 Asset Management L.P.161,763$14.79M0.0%+1,141.8%0.464%
2/13/2024Cetera Advisor Networks LLC76,052$6.95M0.0%+17.7%0.218%
2/13/2024Tower Research Capital LLC TRC696$64K0.0%-98.9%0.002%
2/13/2024Lake Street Advisors Group LLC90,567$8.28M0.6%+0.6%0.260%
2/12/2024Global Endowment Management LP4,300$393K0.0%N/A0.012%
2/12/2024 BlueSky Wealth Advisors LLC15,572$1.42M0.3%-1.4%0.045%
2/12/2024Lcnb Corp2,197$201K0.1%N/A0.006%
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2/12/2024 Capstone Investment Advisors LLC455,741$41.66M0.1%+312.6%1.308%
2/12/2024Stifel Financial Corp680,250$62.18M0.1%+5.0%1.952%
2/12/2024Steward Partners Investment Advisory LLC3,843$351K0.0%+115.9%0.011%
2/12/2024 Connable Office Inc.339,656$31.05M3.8%N/A0.975%
2/12/2024Landaas & Co. WI ADV2,426$222K0.1%-37.9%0.007%
2/9/2024 Nations Financial Group Inc. IA ADV12,933$1.18M0.1%+11.7%0.037%
2/9/2024Sepio Capital LP4,000$366K0.0%-33.3%0.011%
2/9/2024Advisory Services Network LLC7,238$662K0.0%-50.7%0.021%
2/9/2024Hoylecohen LLC13,014$1.19M0.1%-5.7%0.037%
2/9/2024HCR Wealth Advisors6,116$559K0.1%+7.1%0.018%
(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, 543 institutional investors and hedge funds held shares of iShares U.S. Real Estate ETF. The most heavily invested institutionals were Cibc World Markets Corp ($424.90M), Morgan Stanley ($365.29M), WealthNavi Inc. ($357.42M), Bank of America Corp DE ($225.74M), Schroder Investment Management Group ($111.92M), Bank of Nova Scotia ($101.03M), and Citigroup Inc. ($80.86M).Learn more on IYR's institutional investors.

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

Of the 443 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: Cibc World Markets Corp ($4.65M), Bank Julius Baer & Co. Ltd Zurich ($4.60M), Citigroup Inc. ($2.49M), Barclays PLC ($2.46M), WealthNavi Inc. ($1.41M), Bank of Nova Scotia ($1.20M), and Schroder Investment Management Group ($1.17M).

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

Institutional investors have bought a total of 34,340,036 shares in the last 24 months. This purchase volume represents approximately $3.01B in transactions.

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

Of the 318 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 ($16.48M), FMR LLC ($2.16M), Cibc World Markets Corp ($1.50M), Credit Suisse AG ($556.76K), Envestnet Asset Management Inc. ($431.38K), Cambridge Investment Research Advisors Inc. ($374.95K), and Allworth Financial LP ($352.02K).

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

Institutional investors have sold a total of 28,082,208 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.


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This page (NYSEARCA:IYR) was last updated on 5/4/2024 by MarketBeat.com Staff

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