IYR Institutional Ownership & Shareholders

ISHARES US REAL ESTATE ETF (IYR) is currently held by 480 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.53B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Barclays Plc is currently the largest disclosed institutional shareholder of IYR tracked by InsiderSet, reporting ownership valued at approximately $595.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $580.67M, representing an estimated loss of -2.53% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed IYR value among the investors covered in this analysis. Major shareholders include Barclays Plc, Bank Of America Corp, Bnp Paribas Financial Markets, and several other long-term asset managers with concentrated positions in ISHARES US REAL ESTATE ETF (IYR).

This page ranks the largest institutional IYR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

480

Total Reported Value

$4.53B

Largest Holder

Barclays Plc

Largest Position

$595.76M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

39

Funds Exiting Positions

1

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Barclays Plc0.19%5,826,506$595,760,241$580,669,588-$15,090,653-2.53%
Bank Of America Corp0.03%4,173,544$426,744,840$415,935,395-$10,809,445-2.53%
Bnp Paribas Financial Markets0.20%3,742,959$382,717,558$373,023,294-$9,694,264-2.53%
Morgan Stanley0.02%3,663,791$374,622,811$365,133,411-$9,489,400-2.53%
Goldman Sachs Group Inc0.03%2,465,238$252,070,592$245,685,619-$6,384,973-2.53%
Cibc Bancorp Usa Inc.0.31%2,429,779$248,444,910$242,151,775-$6,293,135-2.53%
Ubs Group Ag0.03%2,100,575$214,783,795$209,343,305-$5,440,491-2.53%
Ilmarinen Mutual Pension Insurance Co1.36%1,970,051$201,438,000$196,335,283-$5,102,717-2.53%
Sbi Okasan Asset Management Co.Ltd.3.48%1,018,210$105,985,479$101,474,809-$4,510,670-4.26%
Jpmorgan Chase & Co0.01%853,298$88,819,813$85,039,679-$3,780,134-4.26%
Stifel Financial Corp0.07%845,769$86,480,709$84,289,339-$2,191,370-2.53%
D. E. Shaw & Co., Inc.0.05%774,811$79,224,425$77,217,664-$2,006,761-2.53%
Cibc World Market Inc.0.12%697,120$71,280,520$69,474,979-$1,805,541-2.53%
Royal Bank Of Canada0.01%670,932$68,604,000$66,865,083-$1,738,917-2.53%
Price T Rowe Associates Inc0.01%646,093$66,064,000$64,389,628-$1,674,372-2.53%
Wells Fargo & Company/Mn0.01%596,713$61,013,922$59,468,418-$1,545,504-2.53%
Blackrock, Inc.0.00%582,279$59,538,029$58,029,925-$1,508,104-2.53%
Lpl Financial Llc0.01%372,387$38,076,614$37,112,088-$964,526-2.53%
Sumitomo Mitsui Ds Asset Management Company, Ltd0.26%396,916$37,722,897$39,556,649+$1,833,752+4.86%
Us Bancorp \De\0.04%351,114$35,901,406$34,992,021-$909,385-2.53%
Millennium Management Llc0.02%338,747$34,636,881$33,759,526-$877,355-2.53%
Connable Office Inc2.78%309,294$31,625,312$30,824,240-$801,072-2.53%
Renaissance Technologies LLCJim Simons0.04%307,400$31,431,650$30,635,484-$796,166-2.53%
Point72 Asset Management, L.P.0.04%271,407$27,751,366$27,048,422-$702,944-2.53%
Ameriprise Financial Inc0.01%264,097$27,003,274$26,319,907-$683,367-2.53%
Sg Americas Securities, Llc0.01%226,379$23,147,000$22,560,931-$586,069-2.53%
Pathstone Holdings, Llc0.09%233,799$22,108,012$23,300,408+$1,192,396+5.39%
Jump Financial, Llc0.19%208,978$21,368,000$20,826,747-$541,253-2.53%
Global Endowment Management, Lp2.11%204,000$20,859,000$20,330,640-$528,360-2.53%
Pnc Financial Services Group, Inc.0.01%199,683$20,417,587$19,900,408-$517,179-2.53%
Raymond James Financial Inc0.01%198,812$20,328,560$19,813,604-$514,956-2.53%
Mercer Global Advisors Inc0.02%187,913$19,214,073$18,727,410-$486,663-2.53%
Passaic Partners Llc1.82%186,130$19,031,793$18,549,716-$482,077-2.53%
Sand Hill Global Advisors, Llc0.56%180,587$18,465,056$17,997,300-$467,756-2.53%
Magnus Financial Group Llc1.20%188,158$17,882,553$18,751,826+$869,273+4.86%
Qube Research & Technologies Ltd0.02%170,793$17,463,584$17,021,230-$442,354-2.53%
Ddfg, Inc3.42%182,913$17,384,028$18,229,110+$845,082+4.86%
Financial Advisory Corp1.89%156,312$14,855,890$15,578,054+$722,164+4.86%
Envestnet Asset Management Inc0.00%139,576$14,271,519$13,910,144-$361,375-2.53%
Susquehanna International Group, Llp0.01%138,224$14,133,404$13,775,404-$358,000-2.53%
Citigroup Inc0.01%137,953$14,105,740$13,748,396-$357,344-2.53%
Walleye Capital Llc0.06%133,801$13,681,152$13,334,608-$346,544-2.53%
Citadel Advisors Llc0.01%131,632$13,459,372$13,118,445-$340,927-2.53%
Focus Partners Wealth0.01%123,514$12,629,277$12,309,405-$319,872-2.53%
Sumitomo Mitsui Financial Group, Inc.0.23%118,215$12,087,484$11,781,307-$306,177-2.53%
Marshall Wace, Llp0.01%116,051$11,866,215$11,565,643-$300,572-2.53%
Mariner, Llc0.01%110,655$11,314,448$11,027,877-$286,571-2.53%
Aster Capital Management (Difc) Ltd2.40%110,321$11,280,322$10,994,591-$285,731-2.53%
Rockefeller Capital Management L.P.0.02%107,391$10,980,743$10,702,587-$278,156-2.53%
Commonwealth Equity Services, Llc0.01%113,595$10,796,081$11,320,878+$524,797+4.86%
Showing 50 of 480

Frequently asked questions about IYR

  • Who are the largest institutional holders of IYR?

    The largest institutional holders of IYR reported in the latest SEC Form 13F filings include Barclays Plc, Bank Of America Corp, Bnp Paribas Financial Markets, Morgan Stanley, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported IYR position.

  • What is IYR institutional ownership?

    This page tracks IYR positions reported by institutional investment managers through SEC Form 13F. ISHARES US REAL ESTATE ETF (IYR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own IYR?

    InsiderSet currently tracks 480 institutional managers reporting IYR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYR shareholders.

  • How much IYR stock do institutions own?

    Institutional investment managers disclosed approximately $4.53B in IYR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was IYR institutional ownership last updated?

    The latest IYR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional IYR holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYR position after the reporting date.

  • Are institutions buying or selling IYR?

    Institutional buying and selling can be analyzed by comparing IYR positions across consecutive 13F reporting periods. InsiderSet's IYR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYR ownership changes.

  • How has IYR institutional ownership changed over time?

    InsiderSet tracks IYR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.