IYR
iShares U.S. Real Estate ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +9.1% ·
share flow -1.7% ·
net new positions +8.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.17M | — | $307.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.17M | — | $307.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.17M | — | $307.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.17M | — | $307.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.17M | — | $307.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.17M | — | $307.67M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.17M | — | $307.67M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.17M | — | $307.67M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 2.67M | — | $259.39M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 2.67M | — | $259.39M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 2.67M | — | $259.39M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 2.67M | — | $259.39M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 621.91K | -0.2% | $60.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 621.91K | -0.2% | $60.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 621.91K | -0.2% | $60.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 621.91K | -0.2% | $60.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 285.71K | — | $27.74M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 111.06K | New | $10.78M | 0.0% | New | 1 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 70.20K | +80.0% | $6.82M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Millennium Management ✦ | 58.15K | -50.5% | $5.65M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 22.26K | -3.6% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 22.26K | -3.6% | $2.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 15.03K | -91.5% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Marshall Wace ✦ | 5.99K | -87.5% | $581,703 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 34 | The Vanguard Group ✦ (passive) | 5.08K | 0.0% | $493,069 | 0.0% | Held | 2 | SEC ↗ |
| 35 | GAMCO Investors ✦ | 2.26K | +0.6% | $219,207 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $10.78M | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.