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Security record · archived quarter

IYR

iShares U.S. Real Estate ETF · Financial Services · Asset Management

104.88 -0.6% mkt cap $4.66B quote delayed (FMP) · as of Aug 26 18:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
8Tracked holders
+1Δ holders
1.03MShares held
$98.08MReported value
+2New positions
−1Exits
Rising Conviction score 55/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +14.3% · share flow -6.8% · net new positions +12.5%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 77 -1 35.30M $3.61B +7 −8
Q1 2026 79 -3 28.75M $2.72B +4 −7
Q4 2025 82 +3 38.61M $3.63B +3
Q3 2025 12 +1 7.04M $683.33M +1
Q2 2025 8 +1 1.03M $98.08M +2 −1
Q1 2025 4 -1 458.50K $43.90M +1 −2
Q4 2024 5 -2 309.51K $28.80M +1 −3
Q3 2024 7 +1 1.02M $103.94M +2 −1
Q2 2024 6 489.52K $42.95M
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 623.41K $59.08M 0.0% n/c 1 SEC ↗
2 BlackRock (passive) 623.41K $59.08M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 623.41K $59.08M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 623.41K $59.08M 0.0% n/c 1 SEC ↗
5 BlackRock (passive) 623.41K $59.08M 0.0% n/c 1 SEC ↗
6 Citadel Advisors 176.97K New $16.77M 0.0% New 1 SEC ↗
7 Millennium Management 117.41K -34.4% $11.13M 0.0% ▼ Trim 5 SEC ↗
8 Marshall Wace 47.76K +9.6% $4.53M 0.0% ▲ Add 5 SEC ↗
9 Marshall Wace 47.76K +9.6% $4.53M 0.0% ▲ Add 5 SEC ↗
10 Renaissance Technologies 39.00K +954.0% $3.70M 0.0% ▲ Add 4 SEC ↗
11 Fidelity (FMR) 23.09K $2.19M 0.0% n/c 1 SEC ↗
12 Fidelity (FMR) 23.09K $2.19M 0.0% n/c 1 SEC ↗
13 The Vanguard Group (passive) 5.08K $481,337 0.0% n/c 1 SEC ↗
14 GAMCO Investors 2.25K New $212,759 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $16.77M 0.0%
GAMCO Investors $212,759 0.0%

Exited

D. E. Shaw & Co. $22.23M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 457 holders, 43.75M shares, $3.05B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API