IYR · iShares U.S. Real Estate ETF ETF
$102.14
-0.74 (-0.72%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $132,581,643
Total Shares: 1,296,642
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
95.4%
+12.1 pts
Top 5
99.8%
−0.2 pts
Top 10
100.0%
0.0 pts
HHI
9,118
Highly concentrated+1,987
Quarterly Activity
vs Mar 31, 2026
New
6
Increased
1
Decreased
0
Sold Out
2
Unchanged
0
Holder count:
+4
Institutional value:
+2244.0%
Shares held:
+2067.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | +181 | 2,413 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 1,237,632 | $126,547,872 | |
| Large Corient Private Wealth LLC | 28,944 | $2,959,524 | |
| Mega Allianz Asset Management GmbH | 21,700 | $2,218,825 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 3,051 | $311,964 | |
| Small Second Line Capital, LLC | 2,730 | $279,142 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Allie Family Office LLC | 49,873 | $4,715,990 | |
| Large M&T Bank Corp | 7,712 | $729,246 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IYR | $93,793,925 | 70.74% | 917,300 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IYR | $19,294,575 | 14.55% | 188,700 | Call | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IYR | $13,459,372 | 10.15% | 131,632 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC IYR | $2,959,524 | 2.23% | 28,944 | Shares | 2026-08-27 | |
| Mega Allianz Asset Management GmbH IYR | $2,218,825 | 1.67% | 21,700 | Put | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IYR | $311,964 | 0.24% | 3,051 | Shares | 2026-08-25 | |
| Small Second Line Capital, LLC IYR | $279,142 | 0.21% | 2,730 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC IYR | $246,729 | 0.19% | 2,413 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank IYR | $17,587 | 0.01% | 172 | Shares | 2026-09-04 |