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On this page, we present all of the funds holding IYR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IYR, with a link to that fund's top holdings. The next columns
indicate the amount of IYR stock held by each of the funds holding IYR, followed by the IYR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 507 funds holding IYR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Barclays PLC. For more details on the positions held by Barclays PLC
(or by any of the other funds holding IYR), click the fund name in the "Holder" column of the funds-holding-IYR table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Barclays PLC | | $1,113,093 | 12/31/2023 | IYR | 12,366,929 | $1,130,461 | 12/31/2023 | Put | 365,000 | $33,365 | 12/31/2023 | Call | 175,000 | $15,997 | 12/31/2023 | Cibc World Markets Corp | 4,648,278 | $424,899 | 12/31/2023 | IYR | 4,648,278 | $424,899 | 12/31/2023 | WealthNavi Inc. | 4,133,691 | $371,619 | 03/31/2024 | IYR | 4,133,691 | $371,619 | 03/31/2024 | BNP Paribas Arbitrage SA | | $336,942 | 12/31/2023 | IYR | 3,705,247 | $338,697 | 12/31/2023 | Put | 292 | $2,669 | 12/31/2023 | Call | 100 | $914 | 12/31/2023 | Twin Tree Management LP | | $253,434 | 12/31/2023 | Call | 8,094,500 | $1,055,978 | 12/31/2023 | Put | 3,642,100 | $857,356 | 12/31/2023 | IYR | 599,623 | $54,812 | 12/31/2023 | Goldman Sachs Group Inc. | | $213,941 | 12/31/2023 | IYR | 2,050,459 | $187,432 | 12/31/2023 | Call | 435,000 | $39,763 | 12/31/2023 | Put | 145,000 | $13,254 | 12/31/2023 | Bank of Montreal Can | 1,909,032 | $176,519 | 12/31/2023 | IYR | 1,909,032 | $176,519 | 12/31/2023 | Morgan Stanley | 1,885,645 | $172,367 | 12/31/2023 | IYR | 1,885,645 | $172,367 | 12/31/2023 | Bank of America Corp DE | | $144,582 | 12/31/2023 | IYR | 1,681,179 | $153,677 | 12/31/2023 | Put | 201,700 | $18,437 | 12/31/2023 | Call | 102,200 | $9,342 | 12/31/2023 | Wolverine Trading LLC | | $132,249 | 12/31/2023 | IYR | 1,309,368 | $119,689 | 12/31/2023 | Call | 352,300 | $32,204 | 12/31/2023 | Put | 214,900 | $19,644 | 12/31/2023 | Schroder Investment Management Group | 1,224,326 | $111,916 | 12/31/2023 | IYR | 1,224,326 | $111,916 | 12/31/2023 | BlackRock Inc. | 1,057,458 | $96,662 | 12/31/2023 | IYR | 1,057,458 | $96,662 | 12/31/2023 | Royal Bank of Canada | | $81,003 | 12/31/2023 | IYR | 756,851 | $69,184 | 12/31/2023 | Call | 219,300 | $20,046 | 12/31/2023 | Put | 90,000 | $8,227 | 12/31/2023 | Waterfront Capital Partners LLC | | $73,128 | 12/31/2023 | Call | 800,000 | $73,128 | 12/31/2023 | Stifel Financial Corp | 680,250 | $62,182 | 12/31/2023 | IYR | 680,250 | $62,182 | 12/31/2023 | Susquehanna International Group LLP | | $59,204 | 12/31/2023 | Call | 3,626,800 | $331,526 | 12/31/2023 | Put | 3,242,000 | $296,351 | 12/31/2023 | IYR | 262,868 | $24,029 | 12/31/2023 | JPMorgan Chase & Co. | 617,273 | $56,425 | 12/31/2023 | IYR | 617,273 | $56,425 | 12/31/2023 | Wells Fargo & Company MN | | $52,701 | 12/31/2023 | IYR | 476,538 | $43,560 | 12/31/2023 | Call | 100,000 | $9,141 | 12/31/2023 | Marathon Trading Investment Management LLC | | $49,789 | 12/31/2023 | Call | 781,400 | $57,979 | 12/31/2023 | Put | 161,100 | $9,909 | 12/31/2023 | IYR | 18,800 | $1,719 | 12/31/2023 | US Bancorp DE | 507,742 | $46,413 | 12/31/2023 | IYR | 507,742 | $46,413 | 12/31/2023 | Ilmarinen Mutual Pension Insurance Co | 493,127 | $45,077 | 12/31/2023 | IYR | 493,127 | $45,077 | 12/31/2023 | Balyasny Asset Management LLC | | $44,545 | 12/31/2023 | IYR | 494,611 | $45,212 | 12/31/2023 | Put | 152,100 | $13,903 | 12/31/2023 | Call | 144,800 | $13,236 | 12/31/2023 | Citigroup Inc. | | $42,774 | 12/31/2023 | IYR | 467,934 | $42,774 | 12/31/2023 | Put | 175,000 | $15,997 | 12/31/2023 | Call | 175,000 | $15,997 | 12/31/2023 | Capstone Investment Advisors LLC | 455,741 | $41,659 | 12/31/2023 | IYR | 455,741 | $41,659 | 12/31/2023 | Money Design Co. Ltd. | 444,553 | $40,637 | 12/31/2023 | IYR | 444,553 | $40,637 | 12/31/2023 | The PNC Financial Services Group Inc. | 430,832 | $39,382 | 12/31/2023 | IYR | 430,832 | $39,382 | 12/31/2023 | Green Harvest Asset Management LLC | 383,353 | $35,042 | 12/31/2023 | IYR | 383,353 | $35,042 | 12/31/2023 | CI Private Wealth LLC | 382,339 | $34,950 | 12/31/2023 | IYR | 382,339 | $34,950 | 12/31/2023 | Connable Office Inc. | 339,656 | $31,048 | 12/31/2023 | IYR | 339,656 | $31,048 | 12/31/2023 | Toronto Dominion Bank | 336,300 | $30,741 | 12/31/2023 | IYR | 336,300 | $30,741 | 12/31/2023 | Squarepoint Ops LLC | | $28,410 | 12/31/2023 | Call | 433,300 | $39,608 | 12/31/2023 | Put | 122,500 | $11,198 | 12/31/2023 | LPL Financial LLC | 280,791 | $25,667 | 12/31/2023 | IYR | 280,791 | $25,667 | 12/31/2023 | Citadel Advisors LLC | | $25,377 | 12/31/2023 | Put | 1,702,600 | $155,635 | 12/31/2023 | Call | 1,466,800 | $134,080 | 12/31/2023 | IYR | 513,420 | $46,932 | 12/31/2023 | Capital Fund Management S.A. | | $23,343 | 12/31/2023 | IYR | 553,971 | $50,638 | 12/31/2023 | Put | 511,300 | $46,738 | 12/31/2023 | Call | 212,700 | $19,443 | 12/31/2023 | Qube Research & Technologies Ltd | 246,197 | $22,505 | 12/31/2023 | IYR | 246,197 | $22,505 | 12/31/2023 | FUKOKU MUTUAL LIFE INSURANCE Co | 243,000 | $22,213 | 12/31/2023 | IYR | 243,000 | $22,213 | 12/31/2023 | Washington Trust Bank | 237,470 | $21,707 | 12/31/2023 | IYR | 237,470 | $21,707 | 12/31/2023 | Mariner LLC | 234,204 | $21,409 | 12/31/2023 | IYR | 234,204 | $21,409 | 12/31/2023 | Pathstone Holdings LLC | 222,792 | $20,365 | 12/31/2023 | IYR | 222,792 | $20,365 | 12/31/2023 | Parallax Volatility Advisers L.P. | | $18,790 | 12/31/2023 | Call | 305,600 | $27,935 | 12/31/2023 | Put | 100,900 | $9,223 | 12/31/2023 | IYR | 856 | $78 | 12/31/2023 | Passaic Partners LLC | 199,122 | $18,202 | 12/31/2023 | IYR | 199,122 | $18,202 | 12/31/2023 | Naya Capital Management UK Ltd. | | $17,368 | 12/31/2023 | Call | 190,000 | $17,368 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 176,154 | $16,102 | 12/31/2023 | IYR | 176,154 | $16,102 | 12/31/2023 | Credit Suisse AG | 174,056 | $15,910 | 12/31/2023 | IYR | 174,056 | $15,910 | 12/31/2023 | SG Americas Securities LLC | 170,239 | $15,562 | 12/31/2023 | IYR | 170,239 | $15,562 | 12/31/2023 | Aspect Partners LLC | 167,841 | $15,342 | 12/31/2023 | IYR | 167,841 | $15,342 | 12/31/2023 | 1832 Asset Management L.P. | 161,763 | $14,787 | 12/31/2023 | IYR | 161,763 | $14,787 | 12/31/2023 | Sand Hill Global Advisors LLC | 159,931 | $14,619 | 12/31/2023 | IYR | 159,931 | $14,619 | 12/31/2023 | Omega Financial Group LLC | 138,638 | $12,673 | 12/31/2023 | IYR | 138,638 | $12,673 | 12/31/2023 | Captrust Financial Advisors | 131,667 | $12,036 | 12/31/2023 | IYR | 131,667 | $12,036 | 12/31/2023 | Envestnet Asset Management Inc. | 131,126 | $11,986 | 12/31/2023 | IYR | 131,126 | $11,986 | 12/31/2023 | Regis Management CO LLC | 123,582 | $11,297 | 12/31/2023 | IYR | 123,582 | $11,297 | 12/31/2023 | TFO TDC LLC | 123 | $11,230 | 12/31/2023 | IYR | 123 | $11,230 | 12/31/2023 | HighTower Advisors LLC | 114,026 | $10,417 | 12/31/2023 | IYR | 114,026 | $10,417 | 12/31/2023 | Marshall Wace LLP | | $10,412 | 12/31/2023 | Call | 156,100 | $14,269 | 12/31/2023 | Put | 85,700 | $7,834 | 12/31/2023 | IYR | 43,506 | $3,977 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 112,629 | $10,295 | 12/31/2023 | IYR | 112,629 | $10,295 | 12/31/2023 | MML Investors Services LLC | 110,902 | $10,138 | 12/31/2023 | IYR | 110,902 | $10,138 | 12/31/2023 | Magnus Financial Group LLC | 110,118 | $10,066 | 12/31/2023 | IYR | 110,118 | $10,066 | 12/31/2023 | Ameriprise Financial Inc. | 109,790 | $10,034 | 12/31/2023 | IYR | 109,790 | $10,034 | 12/31/2023 | IFP Advisors Inc | 109,055 | $9,969 | 12/31/2023 | IYR | 109,055 | $9,969 | 12/31/2023 | Rockefeller Capital Management L.P. | 108,347 | $9,904 | 12/31/2023 | IYR | 108,347 | $9,904 | 12/31/2023 | Jane Street Group LLC | 107,426 | $9,820 | 12/31/2023 | IYR | 107,426 | $9,820 | 12/31/2023 | Raymond James & Associates | 105,931 | $9,683 | 12/31/2023 | IYR | 105,931 | $9,683 | 12/31/2023 | Maven Securities LTD | 104,233 | $9,528 | 12/31/2023 | IYR | 104,233 | $9,528 | 12/31/2023 | Lake Street Advisors Group LLC | 90,567 | $8,279 | 12/31/2023 | IYR | 90,567 | $8,279 | 12/31/2023 | Mission Wealth Management LP | 87,626 | $8,010 | 12/31/2023 | IYR | 87,626 | $8,010 | 12/31/2023 | SCS Capital Management LLC | 87,247 | $7,975 | 12/31/2023 | IYR | 87,247 | $7,975 | 12/31/2023 | Bailard Inc. | 85,523 | $7,818 | 12/31/2023 | IYR | 85,523 | $7,818 | 12/31/2023 | Clear Street Markets LLC | | $7,788 | 12/31/2023 | IYR | 105,200 | $9,616 | 12/31/2023 | Put | 20,000 | $1,828 | 12/31/2023 | Sumitomo Mitsui Financial Group Inc. | 83,249 | $7,610 | 12/31/2023 | IYR | 83,249 | $7,610 | 12/31/2023 | CIBC World Markets Inc. | 79,439 | $7,262 | 12/31/2023 | IYR | 79,439 | $7,262 | 12/31/2023 | Cetera Advisor Networks LLC | 76,052 | $6,952 | 12/31/2023 | IYR | 76,052 | $6,952 | 12/31/2023 | Chilton Capital Management LLC | 69,158 | $6,322 | 12/31/2023 | IYR | 69,158 | $6,322 | 12/31/2023 | Cerity Partners LLC | 62,090 | $5,676 | 12/31/2023 | IYR | 62,090 | $5,676 | 12/31/2023 | Rebalance LLC | 61,958 | $5,664 | 12/31/2023 | IYR | 61,958 | $5,664 | 12/31/2023 | Commonwealth Equity Services LLC | 61,258 | $5,600 | 12/31/2023 | IYR | 61,258 | $5,600 | 12/31/2023 | Matthew Goff Investment Advisor LLC | 62,248 | $5,596 | 03/31/2024 | IYR | 62,248 | $5,596 | 03/31/2024 | Advisor Group Holdings Inc. | 60,868 | $5,548 | 12/31/2023 | IYR | 60,868 | $5,548 | 12/31/2023 | Baird Financial Group Inc. | 60,667 | $5,546 | 12/31/2023 | IYR | 60,667 | $5,546 | 12/31/2023 | Arkansas Financial Group Inc. | 58,055 | $5,219 | 03/31/2024 | IYR | 58,055 | $5,219 | 03/31/2024 | Geneos Wealth Management Inc. | 56,339 | $5,150 | 12/31/2023 | IYR | 56,339 | $5,150 | 12/31/2023 | Regis Acquisition Inc. | 56,189 | $5,136 | 12/31/2023 | IYR | 56,189 | $5,136 | 12/31/2023 | Running Point Capital Advisors LLC | 54,534 | $4,985 | 12/31/2023 | IYR | 54,534 | $4,985 | 12/31/2023 | Millennium Management LLC | | $4,748 | 12/31/2023 | IYR | 59,337 | $5,424 | 12/31/2023 | Put | 10,600 | $969 | 12/31/2023 | Call | 3,200 | $293 | 12/31/2023 | Institutional & Family Asset Management LLC | 51,364 | $4,695 | 12/31/2023 | IYR | 51,364 | $4,695 | 12/31/2023 | Courier Capital LLC | 51,497 | $4,630 | 03/31/2024 | IYR | 51,497 | $4,630 | 03/31/2024 | Jump Financial LLC | 50,610 | $4,626 | 12/31/2023 | IYR | 50,610 | $4,626 | 12/31/2023 | Taylor Cottrill Erickson & Associates Inc. | 49,677 | $4,541 | 12/31/2023 | IYR | 49,677 | $4,541 | 12/31/2023 | Glenview Trust Co | 49,202 | $4,498 | 12/31/2023 | IYR | 49,202 | $4,498 | 12/31/2023 | PEAK6 Investments LLC | | $4,223 | 12/31/2023 | Call | 60,300 | $5,512 | 12/31/2023 | Put | 14,100 | $1,289 | 12/31/2023 | Truist Financial Corp | 45,512 | $4,160 | 12/31/2023 | IYR | 45,512 | $4,160 | 12/31/2023 | Wright Fund Managment LLC | 45,511 | $4,160 | 12/31/2023 | IYR | 45,511 | $4,160 | 12/31/2023 | Stephens Inc. AR | 43,306 | $3,959 | 12/31/2023 | IYR | 43,306 | $3,959 | 12/31/2023 | Stevens Capital Management LP | 42,200 | $3,858 | 12/31/2023 | IYR | 42,200 | $3,858 | 12/31/2023 | Asset Management One Co. Ltd. | 40,860 | $3,778 | 12/31/2023 | IYR | 40,860 | $3,778 | 12/31/2023 | Flow Traders U.S. LLC | 40,991 | $3,747 | 12/31/2023 | IYR | 40,991 | $3,747 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 40,000 | $3,656 | 12/31/2023 | IYR | 40,000 | $3,656 | 12/31/2023 | Allegheny Financial Group LTD | 39,944 | $3,651 | 12/31/2023 | IYR | 39,944 | $3,651 | 12/31/2023 | First Citizens Financial Corp | 39,437 | $3,605 | 12/31/2023 | IYR | 39,437 | $3,605 | 12/31/2023 | Rodgers & Associates LTD | 39,346 | $3,597 | 12/31/2023 | IYR | 39,346 | $3,597 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 39,145 | $3,578 | 12/31/2023 | IYR | 39,145 | $3,578 | 12/31/2023 | HRT Financial LP | 37,858 | $3,460 | 12/31/2023 | IYR | 37,858 | $3,460 | 12/31/2023 | J. Goldman & Co LP | 37,745 | $3,450 | 12/31/2023 | IYR | 37,745 | $3,450 | 12/31/2023 | Crestone Asset Management LLC | 37,675 | $3,444 | 12/31/2023 | IYR | 37,675 | $3,444 | 12/31/2023 | Pictet North America Advisors SA | 37,434 | $3,422 | 12/31/2023 | IYR | 37,434 | $3,422 | 12/31/2023 | Sheets Smith Wealth Management | 36,000 | $3,291 | 12/31/2023 | IYR | 36,000 | $3,291 | 12/31/2023 | Neuberger Berman Group LLC | 35,522 | $3,247 | 12/31/2023 | IYR | 35,522 | $3,247 | 12/31/2023 | FMR LLC | 34,794 | $3,180 | 12/31/2023 | IYR | 34,794 | $3,180 | 12/31/2023 | Guidance Point Advisors LLC | 34,177 | $3,126 | 12/31/2023 | IYR | 34,177 | $3,126 | 12/31/2023 | KM Capital Management Ltd. | 32,806 | $2,999 | 12/31/2023 | IYR | 32,806 | $2,999 | 12/31/2023 | SOA Wealth Advisors LLC. | 32,735 | $2,943 | 03/31/2024 | IYR | 32,735 | $2,943 | 03/31/2024 | Principal Financial Group Inc. | 31,970 | $2,922 | 12/31/2023 | IYR | 31,970 | $2,922 | 12/31/2023 | Unique Wealth LLC | 32,350 | $2,908 | 03/31/2024 | IYR | 32,350 | $2,908 | 03/31/2024 | Gunma Bank Ltd. | 31,000 | $2,834 | 12/31/2023 | IYR | 31,000 | $2,834 | 12/31/2023 | JFS Wealth Advisors LLC | 29,524 | $2,699 | 12/31/2023 | IYR | 29,524 | $2,699 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 29,826 | $2,681 | 03/31/2024 | IYR | 29,826 | $2,681 | 03/31/2024 | TRUE Private Wealth Advisors | 29,095 | $2,660 | 12/31/2023 | IYR | 29,095 | $2,660 | 12/31/2023 | FNY Investment Advisers LLC | 28,500 | $2,605 | 12/31/2023 | IYR | 28,500 | $2,605 | 12/31/2023 | Waycross Investment Management Co | 28,166 | $2,575 | 12/31/2023 | IYR | 28,166 | $2,575 | 12/31/2023 | Verition Fund Management LLC | 28,126 | $2,571 | 12/31/2023 | IYR | 28,126 | $2,571 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 27,980 | $2,558 | 12/31/2023 | IYR | 27,980 | $2,558 | 12/31/2023 | TCM Advisors LLC | 27,900 | $2,550 | 12/31/2023 | IYR | 27,900 | $2,550 | 12/31/2023 | Paloma Partners Management Co | | $2,533 | 12/31/2023 | Call | 203,200 | $18,575 | 12/31/2023 | Put | 175,500 | $16,042 | 12/31/2023 | Cutler Group LP | | $2,481 | 12/31/2023 | IYR | 24,644 | $2,252 | 12/31/2023 | Call | 71,600 | $310 | 12/31/2023 | Put | 137,300 | $81 | 12/31/2023 | Blair William & Co. IL | 26,683 | $2,439 | 12/31/2023 | IYR | 26,683 | $2,439 | 12/31/2023 | Lebenthal Global Advisors LLC | 26,017 | $2,378 | 12/31/2023 | IYR | 26,017 | $2,378 | 12/31/2023 | Allie Family Office LLC | 25,653 | $2,345 | 12/31/2023 | IYR | 25,653 | $2,345 | 12/31/2023 | Brevan Howard Capital Management LP | 25,634 | $2,343 | 12/31/2023 | IYR | 25,634 | $2,343 | 12/31/2023 | RiverGlades Family Offices LLC | 26,618 | $2,318 | 12/31/2023 | IYR | 26,618 | $2,318 | 12/31/2023 | Sequoia Financial Advisors LLC | 24,750 | $2,262 | 12/31/2023 | IYR | 24,750 | $2,262 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 24,458 | $2,236 | 12/31/2023 | IYR | 24,458 | $2,236 | 12/31/2023 | AE Wealth Management LLC | 25,061 | $2,201 | 12/31/2023 | IYR | 25,061 | $2,201 | 12/31/2023 | Checchi Capital Advisers LLC | 23,906 | $2,185 | 12/31/2023 | IYR | 23,906 | $2,185 | 12/31/2023 | Kestra Advisory Services LLC | 22,852 | $2,089 | 12/31/2023 | IYR | 22,852 | $2,089 | 12/31/2023 | Nepc LLC | 22,562 | $2,062 | 12/31/2023 | IYR | 22,562 | $2,062 | 12/31/2023 | Legacy Private Trust Co. | 22,047 | $1,982 | 03/31/2024 | IYR | 22,047 | $1,982 | 03/31/2024 | Bank of New York Mellon Corp | 21,526 | $1,968 | 12/31/2023 | IYR | 21,526 | $1,968 | 12/31/2023 | SageView Advisory Group LLC | 21,455 | $1,961 | 12/31/2023 | IYR | 21,455 | $1,961 | 12/31/2023 | Comerica Bank | 21,443 | $1,960 | 12/31/2023 | IYR | 21,443 | $1,960 | 12/31/2023 | Modern Wealth Management LLC | 21,313 | $1,948 | 12/31/2023 | IYR | 21,313 | $1,948 | 12/31/2023 | Alerus Financial NA | 20,693 | $1,892 | 12/31/2023 | IYR | 20,693 | $1,892 | 12/31/2023 | Privium Fund Management UK Ltd | 19,983 | $1,843 | 12/31/2023 | IYR | 19,983 | $1,843 | 12/31/2023 | Sowell Financial Services LLC | 19,864 | $1,816 | 12/31/2023 | IYR | 19,864 | $1,816 | 12/31/2023 | Northern Trust Corp | 19,671 | $1,798 | 12/31/2023 | IYR | 19,671 | $1,798 | 12/31/2023 | SJA Financial Advisory LLC | 19,608 | $1,792 | 12/31/2023 | IYR | 19,608 | $1,792 | 12/31/2023 | Kerntke Otto McGlone Wealth Management Group | 19,308 | $1,765 | 12/31/2023 | IYR | 19,308 | $1,765 | 12/31/2023 | Sage Rhino Capital LLC | 19,154 | $1,751 | 12/31/2023 | IYR | 19,154 | $1,751 | 12/31/2023 | Foundation Wealth Management LLC | 19,053 | $1,741 | 12/31/2023 | IYR | 19,053 | $1,741 | 12/31/2023 | Avantax Advisory Services Inc. | 18,785 | $1,717 | 12/31/2023 | IYR | 18,785 | $1,717 | 12/31/2023 | Jefferies Financial Group Inc. | 18,475 | $1,689 | 12/31/2023 | IYR | 18,475 | $1,689 | 12/31/2023 | Private Advisor Group LLC | 18,425 | $1,684 | 12/31/2023 | IYR | 18,425 | $1,684 | 12/31/2023 | Rather & Kittrell Inc. | 18,309 | $1,674 | 12/31/2023 | IYR | 18,309 | $1,674 | 12/31/2023 | Cordant Inc. | 18,441 | $1,658 | 03/31/2024 | IYR | 18,441 | $1,658 | 03/31/2024 | Evanson Asset Management LLC | 18,300 | $1,645 | 03/31/2024 | IYR | 18,300 | $1,645 | 03/31/2024 | Oppenheimer Asset Management Inc. | 17,393 | $1,590 | 12/31/2023 | IYR | 17,393 | $1,590 | 12/31/2023 | Garde Capital Inc. | 17,276 | $1,579 | 12/31/2023 | IYR | 17,276 | $1,579 | 12/31/2023 | Moore Capital Management LP | 17,000 | $1,554 | 12/31/2023 | IYR | 17,000 | $1,554 | 12/31/2023 | SILVER OAK SECURITIES Inc | 16,952 | $1,550 | 12/31/2023 | IYR | 16,952 | $1,550 | 12/31/2023 | Adell Harriman & Carpenter Inc. | 16,764 | $1,532 | 12/31/2023 | IYR | 16,764 | $1,532 | 12/31/2023 | Ballew Advisors Inc | 17,263 | $1,478 | 03/31/2024 | IYR | 17,263 | $1,478 | 03/31/2024 | River & Mercantile LLC | 15,960 | $1,459 | 12/31/2023 | IYR | 15,960 | $1,459 | 12/31/2023 | Stamos Capital Partners L.P. | 15,810 | $1,445 | 12/31/2023 | IYR | 15,810 | $1,445 | 12/31/2023 | Nwam LLC | 15,550 | $1,421 | 12/31/2023 | IYR | 15,550 | $1,421 | 12/31/2023 | Itau Unibanco Holding S.A. | 15,465 | $1,414 | 12/31/2023 | IYR | 15,465 | $1,414 | 12/31/2023 | BlueSky Wealth Advisors LLC | 15,560 | $1,399 | 03/31/2024 | IYR | 15,560 | $1,399 | 03/31/2024 | TAGStone Capital Inc. | 15,233 | $1,392 | 12/31/2023 | IYR | 15,233 | $1,392 | 12/31/2023 | Parkside Advisors LLC | 15,283 | $1,374 | 03/31/2024 | IYR | 15,283 | $1,374 | 03/31/2024 | Commerce Bank | 14,550 | $1,330 | 12/31/2023 | IYR | 14,550 | $1,330 | 12/31/2023 | Integrated Advisors Network LLC | 14,359 | $1,313 | 12/31/2023 | IYR | 14,359 | $1,313 | 12/31/2023 | Creative Planning | 14,109 | $1,290 | 12/31/2023 | IYR | 14,109 | $1,290 | 12/31/2023 | MAI Capital Management | 13,900 | $1,271 | 12/31/2023 | IYR | 13,900 | $1,271 | 12/31/2023 | GLOBALT Investments LLC GA | 13,761 | $1,258 | 12/31/2023 | IYR | 13,761 | $1,258 | 12/31/2023 | Upper Left Wealth Management LLC | 13,492 | $1,233 | 12/31/2023 | IYR | 13,492 | $1,233 | 12/31/2023 | Brown Advisory Inc. | 13,044 | $1,192 | 12/31/2023 | IYR | 13,044 | $1,192 | 12/31/2023 | Hoylecohen LLC | 13,014 | $1,190 | 12/31/2023 | IYR | 13,014 | $1,190 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 12,933 | $1,182 | 12/31/2023 | IYR | 12,933 | $1,182 | 12/31/2023 | First Financialcorp IN | 12,170 | $1,094 | 03/31/2024 | IYR | 12,170 | $1,094 | 03/31/2024 | Huntington National Bank | 11,747 | $1,074 | 12/31/2023 | IYR | 11,747 | $1,074 | 12/31/2023 | Global Retirement Partners LLC | 11,834 | $1,060 | 12/31/2023 | IYR | 11,834 | $1,060 | 12/31/2023 | Jmac Enterprises LLC | 11,573 | $1,058 | 12/31/2023 | IYR | 11,573 | $1,058 | 12/31/2023 | Synovus Financial Corp | 11,510 | $1,053 | 12/31/2023 | IYR | 11,510 | $1,053 | 12/31/2023 | Lido Advisors LLC | 11,355 | $1,038 | 12/31/2023 | IYR | 11,355 | $1,038 | 12/31/2023 | Kellett Schaffner Wealth Advisors LLC | 11,337 | $1,036 | 12/31/2023 | IYR | 11,337 | $1,036 | 12/31/2023 | Stratos Wealth Advisors LLC | 11,368 | $1,022 | 03/31/2024 | IYR | 11,368 | $1,022 | 03/31/2024 | Unionview LLC | 11,160 | $1,020 | 12/31/2023 | IYR | 11,160 | $1,020 | 12/31/2023 | Hsbc Holdings PLC | 10,715 | $984 | 12/31/2023 | IYR | 10,715 | $984 | 12/31/2023 | NTV Asset Management LLC | 10,495 | $959 | 12/31/2023 | IYR | 10,495 | $959 | 12/31/2023 | Cresset Asset Management LLC | 10,422 | $953 | 12/31/2023 | IYR | 10,422 | $953 | 12/31/2023 | Cullen Capital Management LLC | 10,240 | $936 | 12/31/2023 | IYR | 10,240 | $936 | 12/31/2023 | Rehmann Capital Advisory Group | 10,054 | $919 | 12/31/2023 | IYR | 10,054 | $919 | 12/31/2023 | Financial Advocates Investment Management | 9,987 | $913 | 12/31/2023 | IYR | 9,987 | $913 | 12/31/2023 | Sterling Investment Advisors LLC ADV | 10,101 | $908 | 03/31/2024 | IYR | 10,101 | $908 | 03/31/2024 | Aspiriant LLC | 10,036 | $902 | 03/31/2024 | IYR | 10,036 | $902 | 03/31/2024 | Lbmc Investment Advisors LLC | 9,912 | $891 | 03/31/2024 | IYR | 9,912 | $891 | 03/31/2024 | D. E. Shaw & Co. Inc. | 9,648 | $882 | 12/31/2023 | IYR | 9,648 | $882 | 12/31/2023 | Allworth Financial LP | 9,539 | $872 | 12/31/2023 | IYR | 9,539 | $872 | 12/31/2023 | Janney Montgomery Scott LLC | 8,984 | $821 | 12/31/2023 | IYR | 8,984 | $821 | 12/31/2023 | Alpine Global Management LLC | 8,785 | $803 | 12/31/2023 | IYR | 8,785 | $803 | 12/31/2023 | Thrivent Financial for Lutherans | 8,623 | $788 | 12/31/2023 | IYR | 8,623 | $788 | 12/31/2023 | HB Wealth Management LLC | 8,581 | $784 | 12/31/2023 | IYR | 8,581 | $784 | 12/31/2023 | Etfidea LLC | 8,560 | $782 | 12/31/2023 | IYR | 8,560 | $782 | 12/31/2023 | Modera Wealth Management LLC | 8,488 | $776 | 12/31/2023 | IYR | 8,488 | $776 | 12/31/2023 | Alhambra Investment Partners LLC | 8,618 | $775 | 03/31/2024 | IYR | 8,618 | $775 | 03/31/2024 | Balanced Wealth Group LLC | 8,414 | $769 | 12/31/2023 | IYR | 8,414 | $769 | 12/31/2023 | Integrated Wealth Concepts LLC | 8,171 | $747 | 12/31/2023 | IYR | 8,171 | $747 | 12/31/2023 | Bayesian Capital Management LP | 8,086 | $739 | 12/31/2023 | IYR | 8,086 | $739 | 12/31/2023 | Farther Finance Advisors LLC | 8,050 | $736 | 12/31/2023 | IYR | 8,050 | $736 | 12/31/2023 | First Horizon Advisors Inc. | 7,972 | $729 | 12/31/2023 | IYR | 7,972 | $729 | 12/31/2023 | Covenant Asset Management LLC | 7,923 | $724 | 12/31/2023 | IYR | 7,923 | $724 | 12/31/2023 | Capstone Triton Financial Group LLC | 7,898 | $722 | 12/31/2023 | IYR | 7,898 | $722 | 12/31/2023 | Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. | 7,817 | $715 | 12/31/2023 | IYR | 7,817 | $715 | 12/31/2023 | Financial Engines Advisors L.L.C. | 7,706 | $704 | 12/31/2023 | IYR | 7,706 | $704 | 12/31/2023 | ZRC Wealth Management LLC | 7,645 | $699 | 12/31/2023 | IYR | 7,645 | $699 | 12/31/2023 | Financial & Tax Architects LLC | 7,549 | $690 | 12/31/2023 | IYR | 7,549 | $690 | 12/31/2023 | CFM Wealth Partners LLC | 7,608 | $684 | 03/31/2024 | IYR | 7,608 | $684 | 03/31/2024 | Scotia Capital Inc. | 7,470 | $683 | 12/31/2023 | IYR | 7,470 | $683 | 12/31/2023 | Pinnacle Financial Partners Inc. | 7,377 | $674 | 12/31/2023 | IYR | 7,377 | $674 | 12/31/2023 | Regal Investment Advisors LLC | 7,298 | $667 | 12/31/2023 | IYR | 7,298 | $667 | 12/31/2023 | M&T Bank Corp | 7,259 | $664 | 12/31/2023 | IYR | 7,259 | $664 | 12/31/2023 | Advisory Services Network LLC | 7,238 | $662 | 12/31/2023 | IYR | 7,238 | $662 | 12/31/2023 | Virtu Financial LLC | 7,160 | $654 | 12/31/2023 | IYR | 7,160 | $654 | 12/31/2023 | Buckingham Strategic Wealth LLC | 7,061 | $645 | 12/31/2023 | IYR | 7,061 | $645 | 12/31/2023 | Valeo Financial Advisors LLC | 7,052 | $645 | 12/31/2023 | IYR | 7,052 | $645 | 12/31/2023 | Lincoln National Corp | 7,036 | $643 | 12/31/2023 | IYR | 7,036 | $643 | 12/31/2023 | Principle Wealth Partners LLC | 7,000 | $640 | 12/31/2023 | IYR | 7,000 | $640 | 12/31/2023 | Moors & Cabot Inc. | 6,761 | $618 | 12/31/2023 | IYR | 6,761 | $618 | 12/31/2023 | Dimension Capital Management LLC | 6,633 | $606 | 12/31/2023 | IYR | 6,633 | $606 | 12/31/2023 | Oppenheimer & Co. Inc. | 6,609 | $604 | 12/31/2023 | IYR | 6,609 | $604 | 12/31/2023 | Psagot Value Holdings Ltd. Israel | 6,527 | $603 | 12/31/2023 | IYR | 6,527 | $603 | 12/31/2023 | Wade G W & Inc. | 6,579 | $601 | 12/31/2023 | IYR | 6,579 | $601 | 12/31/2023 | Gould Asset Management LLC CA | 6,550 | $599 | 12/31/2023 | IYR | 6,550 | $599 | 12/31/2023 | Crabel Capital Management LLC | 6,555 | $599 | 12/31/2023 | IYR | 6,555 | $599 | 12/31/2023 | Courage Miller Partners LLC | 6,489 | $583 | 03/31/2024 | IYR | 6,489 | $583 | 03/31/2024 | Keel Point LLC | 6,457 | $580 | 03/31/2024 | IYR | 6,457 | $580 | 03/31/2024 | Sierra Capital LLC | 6,264 | $573 | 12/31/2023 | IYR | 6,264 | $573 | 12/31/2023 | Quantbot Technologies LP | 6,248 | $571 | 12/31/2023 | IYR | 6,248 | $571 | 12/31/2023 | Waldron Private Wealth LLC | 6,246 | $570 | 12/31/2023 | IYR | 6,246 | $570 | 12/31/2023 | Second Half Financial Partners LLC | 6,187 | $566 | 12/31/2023 | IYR | 6,187 | $566 | 12/31/2023 | Cetera Investment Advisers | 6,183 | $565 | 12/31/2023 | IYR | 6,183 | $565 | 12/31/2023 | Deutsche Bank AG | 6,150 | $562 | 12/31/2023 | IYR | 6,150 | $562 | 12/31/2023 | HCR Wealth Advisors | 6,116 | $559 | 12/31/2023 | IYR | 6,116 | $559 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 6,107 | $558 | 12/31/2023 | IYR | 6,107 | $558 | 12/31/2023 | Bristlecone Advisors LLC | 6,108 | $558 | 12/31/2023 | IYR | 6,108 | $558 | 12/31/2023 | SSI Investment Management LLC | 6,088 | $557 | 12/31/2023 | IYR | 6,088 | $557 | 12/31/2023 | Moneta Group Investment Advisors LLC | 5,998 | $548 | 12/31/2023 | IYR | 5,998 | $548 | 12/31/2023 | Prospera Financial Services Inc | 5,918 | $541 | 12/31/2023 | IYR | 5,918 | $541 | 12/31/2023 | Cetera Advisors LLC | 5,757 | $526 | 12/31/2023 | IYR | 5,757 | $526 | 12/31/2023 | Grey Fox Wealth Advisors LLC | 5,759 | $518 | 03/31/2024 | IYR | 5,759 | $518 | 03/31/2024 | Perigon Wealth Management LLC | 5,651 | $517 | 12/31/2023 | IYR | 5,651 | $517 | 12/31/2023 | Rathbone Brothers plc | 5,631 | $515 | 12/31/2023 | IYR | 5,631 | $515 | 12/31/2023 | Atria Wealth Solutions Inc. | 5,442 | $497 | 12/31/2023 | IYR | 5,442 | $497 | 12/31/2023 | NBC Securities Inc. | 5,488 | $493 | 03/31/2024 | IYR | 5,488 | $493 | 03/31/2024 | Encompass Wealth Advisors LLC | 5,327 | $487 | 12/31/2023 | IYR | 5,327 | $487 | 12/31/2023 | ProVise Management Group LLC | 5,288 | $483 | 12/31/2023 | IYR | 5,288 | $483 | 12/31/2023 | Sound Income Strategies LLC | 5,177 | $465 | 03/31/2024 | IYR | 5,177 | $465 | 03/31/2024 | Vanguard Group Inc. | 5,079 | $464 | 12/31/2023 | IYR | 5,079 | $464 | 12/31/2023 | Sentinel Trust Co. LBA | 5,060 | $463 | 12/31/2023 | IYR | 5,060 | $463 | 12/31/2023 | Alliancebernstein L.P. | 5,036 | $460 | 12/31/2023 | IYR | 5,036 | $460 | 12/31/2023 | Tanglewood Wealth Management Inc. | 5,020 | $459 | 12/31/2023 | IYR | 5,020 | $459 | 12/31/2023 | Compagnie Lombard Odier SCmA | 5,000 | $457 | 12/31/2023 | IYR | 5,000 | $457 | 12/31/2023 | Castle Wealth Management LLC | 4,995 | $457 | 12/31/2023 | IYR | 4,995 | $457 | 12/31/2023 | Cullen Frost Bankers Inc. | 4,848 | $443 | 12/31/2023 | IYR | 4,848 | $443 | 12/31/2023 | Schoolcraft Capital LLC | 4,894 | $440 | 03/31/2024 | IYR | 4,894 | $440 | 03/31/2024 | Leavell Investment Management Inc. | 4,795 | $438 | 12/31/2023 | IYR | 4,795 | $438 | 12/31/2023 | Paladin Advisory Group LLC | 4,668 | $427 | 12/31/2023 | IYR | 4,668 | $427 | 12/31/2023 | Aveo Capital Partners LLC | 4,626 | $423 | 12/31/2023 | IYR | 4,626 | $423 | 12/31/2023 | Prudential Financial Inc. | 4,597 | $420 | 12/31/2023 | IYR | 4,597 | $420 | 12/31/2023 | Audent Global Asset Management LLC | 4,516 | $413 | 12/31/2023 | IYR | 4,516 | $413 | 12/31/2023 | Summit Financial Group Inc. | 4,465 | $401 | 03/31/2024 | IYR | 4,465 | $401 | 03/31/2024 | GYL Financial Synergies LLC | 4,337 | $396 | 12/31/2023 | IYR | 4,337 | $396 | 12/31/2023 | Global Endowment Management LP | 4,300 | $393 | 12/31/2023 | IYR | 4,300 | $393 | 12/31/2023 | Manchester Capital Management LLC | 4,286 | $392 | 12/31/2023 | IYR | 4,286 | $392 | 12/31/2023 | Prime Capital Investment Advisors LLC | 4,282 | $391 | 12/31/2023 | IYR | 4,282 | $391 | 12/31/2023 | Abacus Planning Group Inc. | 4,275 | $384 | 03/31/2024 | IYR | 4,275 | $384 | 03/31/2024 | City Holding Co. | 4,186 | $376 | 03/31/2024 | IYR | 4,186 | $376 | 03/31/2024 | Orion Portfolio Solutions LLC | 4,052 | $369 | 12/31/2023 | IYR | 4,052 | $369 | 12/31/2023 | Bradley Foster & Sargent Inc. CT | 4,009 | $366 | 12/31/2023 | IYR | 4,009 | $366 | 12/31/2023 | Sepio Capital LP | 4,000 | $366 | 12/31/2023 | IYR | 4,000 | $366 | 12/31/2023 | Clearstead Advisors LLC | 3,997 | $365 | 12/31/2023 | IYR | 3,997 | $365 | 12/31/2023 | Investment Advisory Group LLC | 3,996 | $365 | 12/31/2023 | IYR | 3,996 | $365 | 12/31/2023 | High Falls Advisors Inc | 3,958 | $362 | 12/31/2023 | IYR | 3,958 | $362 | 12/31/2023 | Clear Creek Financial Management LLC | 3,881 | $355 | 12/31/2023 | IYR | 3,881 | $355 | 12/31/2023 | Steward Partners Investment Advisory LLC | 3,843 | $351 | 12/31/2023 | IYR | 3,843 | $351 | 12/31/2023 | ABLE Financial Group LLC | 3,807 | $348 | 12/31/2023 | IYR | 3,807 | $348 | 12/31/2023 | Dakota Wealth Management | 3,795 | $347 | 12/31/2023 | IYR | 3,795 | $347 | 12/31/2023 | Cozad Asset Management Inc. | 3,766 | $344 | 12/31/2023 | IYR | 3,766 | $344 | 12/31/2023 | Fairhaven Wealth Management LLC | 3,742 | $342 | 12/31/2023 | IYR | 3,742 | $342 | 12/31/2023 | Intrust Bank NA | 3,657 | $334 | 12/31/2023 | IYR | 3,657 | $334 | 12/31/2023 | Tower Wealth Partners Inc. | 3,647 | $333 | 12/31/2023 | IYR | 3,647 | $333 | 12/31/2023 | Ellis Investment Partners LLC | 3,624 | $326 | 03/31/2024 | IYR | 3,624 | $326 | 03/31/2024 | Gamco Investors INC. ET AL | 3,504 | $320 | 12/31/2023 | IYR | 3,504 | $320 | 12/31/2023 | IFG Advisors LLC | 3,496 | $320 | 12/31/2023 | IYR | 3,496 | $320 | 12/31/2023 | Wealth Dimensions Group Ltd. | 3,506 | $320 | 12/31/2023 | IYR | 3,506 | $320 | 12/31/2023 | Enterprise Bank & Trust Co | 3,525 | $317 | 03/31/2024 | IYR | 3,525 | $317 | 03/31/2024 | Viewpoint Capital Management LLC | 3,461 | $311 | 03/31/2024 | IYR | 3,461 | $311 | 03/31/2024 | Two Sigma Securities LLC | | $302 | 12/31/2023 | Call | 3,300 | $302 | 12/31/2023 | Colony Group LLC | 3,267 | $299 | 12/31/2023 | IYR | 3,267 | $299 | 12/31/2023 | Wealth Architects LLC | 3,275 | $299 | 12/31/2023 | IYR | 3,275 | $299 | 12/31/2023 | Sage Financial Group Inc. | 3,226 | $295 | 12/31/2023 | IYR | 3,226 | $295 | 12/31/2023 | DAVENPORT & Co LLC | 3,165 | $289 | 12/31/2023 | IYR | 3,165 | $289 | 12/31/2023 | Cape Cod Five Cents Savings Bank | 3,133 | $286 | 12/31/2023 | IYR | 3,133 | $286 | 12/31/2023 | Phocas Financial Corp. | 3,100 | $283 | 12/31/2023 | IYR | 3,100 | $283 | 12/31/2023 | WealthShield Partners LLC | 3,084 | $282 | 12/31/2023 | IYR | 3,084 | $282 | 12/31/2023 | Colorado Capital Management Inc. | 3,103 | $279 | 03/31/2024 | IYR | 3,103 | $279 | 03/31/2024 | Miracle Mile Advisors LLC | 3,048 | $279 | 12/31/2023 | IYR | 3,048 | $279 | 12/31/2023 | Platform Technology Partners | 3,162 | $275 | 12/31/2023 | IYR | 3,162 | $275 | 12/31/2023 | Glenmede Trust Co. NA | 2,989 | $273 | 12/31/2023 | IYR | 2,989 | $273 | 12/31/2023 | Sonata Capital Group Inc. | 2,972 | $272 | 12/31/2023 | IYR | 2,972 | $272 | 12/31/2023 | Midland Wealth Advisors LLC | 2,974 | $272 | 12/31/2023 | IYR | 2,974 | $272 | 12/31/2023 | Resources Investment Advisors LLC. | 2,965 | $271 | 12/31/2023 | IYR | 2,965 | $271 | 12/31/2023 | Peapack Gladstone Financial Corp | 2,956 | $270 | 12/31/2023 | IYR | 2,956 | $270 | 12/31/2023 | LGT Financial Advisors LLC | 2,903 | $265 | 12/31/2023 | IYR | 2,903 | $265 | 12/31/2023 | D.A. Davidson & CO. | 2,874 | $263 | 12/31/2023 | IYR | 2,874 | $263 | 12/31/2023 | IHT Wealth Management LLC | 2,871 | $262 | 12/31/2023 | IYR | 2,871 | $262 | 12/31/2023 | Sigma Planning Corp | 2,853 | $261 | 12/31/2023 | IYR | 2,853 | $261 | 12/31/2023 | Graybill Bartz & Assoc Ltd. | 2,894 | $260 | 03/31/2024 | IYR | 2,894 | $260 | 03/31/2024 | Apella Capital LLC | 2,902 | $259 | 03/31/2024 | IYR | 2,902 | $259 | 03/31/2024 | Sontag Advisory LLC | 2,827 | $258 | 12/31/2023 | IYR | 2,827 | $258 | 12/31/2023 | Outlook Wealth Advisors LLC | 2,800 | $256 | 12/31/2023 | IYR | 2,800 | $256 | 12/31/2023 | HHM Wealth Advisors LLC | 2,790 | $255 | 12/31/2023 | IYR | 2,790 | $255 | 12/31/2023 | Picton Mahoney Asset Management | 2,780 | $254 | 12/31/2023 | IYR | 2,780 | $254 | 12/31/2023 | Exencial Wealth Advisors LLC | 2,777 | $254 | 12/31/2023 | IYR | 2,777 | $254 | 12/31/2023 | J.W. Cole Advisors Inc. | 2,770 | $253 | 12/31/2023 | IYR | 2,770 | $253 | 12/31/2023 | Ameritas Advisory Services LLC | 2,762 | $251 | 12/31/2023 | IYR | 2,762 | $251 | 12/31/2023 | RSM US Wealth Management LLC | 2,734 | $250 | 12/31/2023 | IYR | 2,734 | $250 | 12/31/2023 | Great Point Wealth Advisors LLC | 2,732 | $250 | 12/31/2023 | IYR | 2,732 | $250 | 12/31/2023 | Advisor Resource Council | 2,703 | $247 | 12/31/2023 | IYR | 2,703 | $247 | 12/31/2023 | Integris Wealth Management LLC | 2,695 | $246 | 12/31/2023 | IYR | 2,695 | $246 | 12/31/2023 | Summit Financial Strategies Inc. | 2,656 | $243 | 12/31/2023 | IYR | 2,656 | $243 | 12/31/2023 | Aft Forsyth & Sober LLC | 2,650 | $242 | 12/31/2023 | IYR | 2,650 | $242 | 12/31/2023 | Inscription Capital LLC | 2,700 | $241 | 03/31/2024 | IYR | 2,700 | $241 | 03/31/2024 | Hexagon Capital Partners LLC | 2,627 | $240 | 12/31/2023 | IYR | 2,627 | $240 | 12/31/2023 | Naviter Wealth LLC | 2,623 | $240 | 12/31/2023 | IYR | 2,623 | $240 | 12/31/2023 | Caas Capital Management LP | 2,500 | $229 | 12/31/2023 | IYR | 2,500 | $229 | 12/31/2023 | National Asset Management Inc. | 2,461 | $225 | 12/31/2023 | IYR | 2,461 | $225 | 12/31/2023 | Clearview Wealth Advisors LLC | 2,493 | $224 | 03/31/2024 | IYR | 2,493 | $224 | 03/31/2024 | NCM Capital Management LLC | 2,455 | $224 | 12/31/2023 | IYR | 2,455 | $224 | 12/31/2023 | Pure Financial Advisors Inc. | 2,473 | $222 | 03/31/2024 | IYR | 2,473 | $222 | 03/31/2024 | Landaas & Co. WI ADV | 2,426 | $222 | 12/31/2023 | IYR | 2,426 | $222 | 12/31/2023 | Taylor & Morgan Wealth Management LLC | 2,458 | $221 | 03/31/2024 | IYR | 2,458 | $221 | 03/31/2024 | Garrison Point Advisors LLC | 2,328 | $213 | 12/31/2023 | IYR | 2,328 | $213 | 12/31/2023 | Bensler LLC | 2,330 | $213 | 12/31/2023 | IYR | 2,330 | $213 | 12/31/2023 | Retirement Planning Group | 2,348 | $211 | 03/31/2024 | IYR | 2,348 | $211 | 03/31/2024 | Kohmann Bosshard Financial Services LLC | 2,346 | $211 | 03/31/2024 | IYR | 2,346 | $211 | 03/31/2024 | BIP Wealth LLC | 2,298 | $210 | 12/31/2023 | IYR | 2,298 | $210 | 12/31/2023 | Argent Trust Co | 2,298 | $210 | 12/31/2023 | IYR | 2,298 | $210 | 12/31/2023 | Center for Financial Planning Inc. | 2,286 | $209 | 12/31/2023 | IYR | 2,286 | $209 | 12/31/2023 | Brighton Jones LLC | 2,271 | $208 | 12/31/2023 | IYR | 2,271 | $208 | 12/31/2023 | STA Wealth Management LLC | 2,255 | $206 | 12/31/2023 | IYR | 2,255 | $206 | 12/31/2023 | Clear Investment Research LLC | 2,253 | $206 | 12/31/2023 | IYR | 2,253 | $206 | 12/31/2023 | Ronald Blue Trust Inc. | 2,235 | $204 | 12/31/2023 | IYR | 2,235 | $204 | 12/31/2023 | Arkadios Wealth Advisors | 2,224 | $203 | 12/31/2023 | IYR | 2,224 | $203 | 12/31/2023 | Lcnb Corp | 2,197 | $201 | 12/31/2023 | IYR | 2,197 | $201 | 12/31/2023 | Bear Mountain Capital Inc. | 2,098 | $188 | 12/31/2023 | IYR | 2,098 | $188 | 12/31/2023 | CWM LLC | 2,027 | $182 | 03/31/2024 | IYR | 2,027 | $182 | 03/31/2024 | Financial Management Professionals Inc. | 1,871 | $168 | 03/31/2024 | IYR | 1,871 | $168 | 03/31/2024 | Monetary Management Group Inc. | 1,625 | $149 | 12/31/2023 | IYR | 1,625 | $149 | 12/31/2023 | Icon Wealth Advisors LLC | 1,543 | $141 | 12/31/2023 | IYR | 1,543 | $141 | 12/31/2023 | Acropolis Investment Management LLC | 1,535 | $138 | 03/31/2024 | IYR | 1,535 | $138 | 03/31/2024 | Pacifica Partners Inc. | 1,570 | $137 | 03/31/2024 | IYR | 1,570 | $137 | 03/31/2024 | Optimum Investment Advisors | 1,461 | $131 | 03/31/2024 | IYR | 1,461 | $131 | 03/31/2024 | BOK Financial Private Wealth Inc. | 1,436 | $131 | 12/31/2023 | IYR | 1,436 | $131 | 12/31/2023 | Cranbrook Wealth Management LLC | 1,416 | $127 | 03/31/2024 | IYR | 1,416 | $127 | 03/31/2024 | Colonial Trust Advisors | 1,350 | $123 | 12/31/2023 | IYR | 1,350 | $123 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 1,355 | $123 | 12/31/2023 | IYR | 1,355 | $123 | 12/31/2023 | Private Ocean LLC | 1,307 | $117 | 03/31/2024 | IYR | 1,307 | $117 | 03/31/2024 | First United Bank Trust | 1,283 | $117 | 12/31/2023 | IYR | 1,283 | $117 | 12/31/2023 | Smartleaf Asset Management LLC | 1,246 | $115 | 12/31/2023 | IYR | 1,246 | $115 | 12/31/2023 | Rise Advisors LLC | 1,272 | $114 | 03/31/2024 | IYR | 1,272 | $114 | 03/31/2024 | Barrett & Company Inc. | 1,228 | $110 | 03/31/2024 | IYR | 1,228 | $110 | 03/31/2024 | Element Wealth LLC | 1,187 | $109 | 12/31/2023 | IYR | 1,187 | $109 | 12/31/2023 | GWM Advisors LLC | 1,159 | $106 | 12/31/2023 | IYR | 1,159 | $106 | 12/31/2023 | Parallel Advisors LLC | 1,127 | $103 | 12/31/2023 | IYR | 1,127 | $103 | 12/31/2023 | Advantage Trust Co | 1,100 | $101 | 12/31/2023 | IYR | 1,100 | $101 | 12/31/2023 | WealthCollab LLC | 1,108 | $101 | 12/31/2023 | IYR | 1,108 | $101 | 12/31/2023 | Capital Advisors Ltd. LLC | 1,023 | $94 | 12/31/2023 | IYR | 1,023 | $94 | 12/31/2023 | First Personal Financial Services | 1,021 | $93 | 12/31/2023 | IYR | 1,021 | $93 | 12/31/2023 | Macroview Investment Management LLC | 993 | $91 | 12/31/2023 | IYR | 993 | $91 | 12/31/2023 | Thompson Siegel & Walmsley LLC | 981 | $90 | 12/31/2023 | IYR | 981 | $90 | 12/31/2023 | Migdal Insurance & Financial Holdings Ltd. | 975 | $90 | 12/31/2023 | IYR | 975 | $90 | 12/31/2023 | Cutler Capital Management LLC | 886 | $81 | 12/31/2023 | IYR | 886 | $81 | 12/31/2023 | Private Trust Co. NA | 830 | $76 | 12/31/2023 | IYR | 830 | $76 | 12/31/2023 | Oxford Financial Group Ltd. | 752 | $69 | 12/31/2023 | IYR | 752 | $69 | 12/31/2023 | Principal Securities Inc. | 713 | $65 | 12/31/2023 | IYR | 713 | $65 | 12/31/2023 | Tower Research Capital LLC TRC | 696 | $64 | 12/31/2023 | IYR | 696 | $64 | 12/31/2023 | Heritage Wealth Advisors | 700 | $64 | 12/31/2023 | IYR | 700 | $64 | 12/31/2023 | Delos Wealth Advisors LLC | 699 | $64 | 12/31/2023 | IYR | 699 | $64 | 12/31/2023 | Armor Investment Advisors LLC | 668 | $61 | 12/31/2023 | IYR | 668 | $61 | 12/31/2023 | Cardiff Park Advisors LLC | 631 | $58 | 12/31/2023 | IYR | 631 | $58 | 12/31/2023 | Capital Investment Advisory Services LLC | 618 | $56 | 12/31/2023 | IYR | 618 | $56 | 12/31/2023 | Maryland Capital Advisors Inc. | 580 | $52 | 03/31/2024 | IYR | 580 | $52 | 03/31/2024 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 550 | $50 | 12/31/2023 | IYR | 550 | $50 | 12/31/2023 | Fifth Third Bancorp | 526 | $48 | 12/31/2023 | IYR | 526 | $48 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 500 | $46 | 12/31/2023 | IYR | 500 | $46 | 12/31/2023 | Cape Investment Advisory Inc. | 504 | $46 | 12/31/2023 | IYR | 504 | $46 | 12/31/2023 | Proequities Inc. | 475 | $43 | 12/31/2023 | IYR | 475 | $43 | 12/31/2023 | AlphaMark Advisors LLC | 475 | $43 | 12/31/2023 | IYR | 475 | $43 | 12/31/2023 | HM Payson & Co. | 456 | $42 | 12/31/2023 | IYR | 456 | $42 | 12/31/2023 | Parkside Financial Bank & Trust | 464 | $42 | 12/31/2023 | IYR | 464 | $42 | 12/31/2023 | Stelac Advisory Services LLC | 427 | $39 | 12/31/2023 | IYR | 427 | $39 | 12/31/2023 | Tucker Asset Management LLC | 421 | $38 | 12/31/2023 | IYR | 421 | $38 | 12/31/2023 | U S Global Investors Inc. | 400 | $37 | 12/31/2023 | IYR | 400 | $37 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 400 | $37 | 12/31/2023 | IYR | 400 | $37 | 12/31/2023 | Financial Advisory Service Inc. | 408 | $37 | 12/31/2023 | IYR | 408 | $37 | 12/31/2023 | Wagner Wealth Management LLC | 400 | $37 | 12/31/2023 | IYR | 400 | $37 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 394 | $35 | 03/31/2024 | IYR | 394 | $35 | 03/31/2024 | MCF Advisors LLC | 390 | $35 | 03/31/2024 | IYR | 390 | $35 | 03/31/2024 | First Manhattan Co. | 375 | $34 | 12/31/2023 | IYR | 375 | $34 | 12/31/2023 | HighMark Wealth Management LLC | 375 | $34 | 12/31/2023 | IYR | 375 | $34 | 12/31/2023 | Franklin Resources Inc. | 366 | $33 | 12/31/2023 | IYR | 366 | $33 | 12/31/2023 | JNBA Financial Advisors | 365 | $33 | 12/31/2023 | IYR | 365 | $33 | 12/31/2023 | Spire Wealth Management | 369 | $33 | 12/31/2023 | IYR | 369 | $33 | 12/31/2023 | Larson Financial Group LLC | 347 | $32 | 12/31/2023 | IYR | 347 | $32 | 12/31/2023 | Concord Wealth Partners | 355 | $32 | 12/31/2023 | IYR | 355 | $32 | 12/31/2023 | Newbridge Financial Services Group Inc. | 325 | $30 | 12/31/2023 | IYR | 325 | $30 | 12/31/2023 | National Bank of Canada FI | 321 | $29 | 12/31/2023 | IYR | 321 | $29 | 12/31/2023 | Tortoise Investment Management LLC | 300 | $27 | 12/31/2023 | IYR | 300 | $27 | 12/31/2023 | Gables Capital Management Inc. | 300 | $27 | 12/31/2023 | IYR | 300 | $27 | 12/31/2023 | Gould Capital LLC | 292 | $27 | 12/31/2023 | IYR | 292 | $27 | 12/31/2023 | Cetera Trust Company N.A | 300 | $27 | 12/31/2023 | IYR | 300 | $27 | 12/31/2023 | Asset Dedication LLC | 289 | $26 | 03/31/2024 | IYR | 289 | $26 | 03/31/2024 | Mycio Wealth Partners LLC | 258 | $24 | 12/31/2023 | IYR | 258 | $24 | 12/31/2023 | Signaturefd LLC | 250 | $23 | 12/31/2023 | IYR | 250 | $23 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 226 | $21 | 12/31/2023 | IYR | 226 | $21 | 12/31/2023 | Sandy Spring Bank | 195 | $18 | 12/31/2023 | IYR | 195 | $18 | 12/31/2023 | Bartlett & Co. LLC | 200 | $18 | 12/31/2023 | IYR | 200 | $18 | 12/31/2023 | Sugarloaf Wealth Management LLC | 197 | $18 | 12/31/2023 | IYR | 197 | $18 | 12/31/2023 | Tyler Stone Wealth Management | 200 | $18 | 12/31/2023 | IYR | 200 | $18 | 12/31/2023 | TD Waterhouse Canada Inc. | 201 | $18 | 12/31/2023 | IYR | 201 | $18 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 200 | $18 | 12/31/2023 | IYR | 200 | $18 | 12/31/2023 | Smithfield Trust Co. | 188 | $17 | 12/31/2023 | IYR | 188 | $17 | 12/31/2023 | Farmers & Merchants Investments Inc. | 170 | $16 | 12/31/2023 | IYR | 170 | $16 | 12/31/2023 | Natixis | 171 | $16 | 12/31/2023 | IYR | 171 | $16 | 12/31/2023 | GeoWealth Management LLC | 178 | $16 | 12/31/2023 | IYR | 178 | $16 | 12/31/2023 | Tsfg LLC | 168 | $15 | 03/31/2024 | IYR | 168 | $15 | 03/31/2024 | Caldwell Sutter Capital Inc. | 166 | $15 | 12/31/2023 | IYR | 166 | $15 | 12/31/2023 | Mather Group LLC. | 152 | $14 | 03/31/2024 | IYR | 152 | $14 | 03/31/2024 | Lowe Wealth Advisors LLC | 158 | $14 | 03/31/2024 | IYR | 158 | $14 | 03/31/2024 | Focused Wealth Management Inc | 154 | $14 | 12/31/2023 | IYR | 154 | $14 | 12/31/2023 | Field & Main Bank | 151 | $14 | 12/31/2023 | IYR | 151 | $14 | 12/31/2023 | Tradition Wealth Management LLC | 151 | $14 | 12/31/2023 | IYR | 151 | $14 | 12/31/2023 | Transcendent Capital Group LLC | 153 | $14 | 12/31/2023 | IYR | 153 | $14 | 12/31/2023 | Motco | 142 | $13 | 12/31/2023 | IYR | 142 | $13 | 12/31/2023 | Avion Wealth | 144 | $13 | 12/31/2023 | IYR | 144 | $13 | 12/31/2023 | JJJ Advisors Inc. | 131 | $12 | 03/31/2024 | IYR | 131 | $12 | 03/31/2024 | Horizons Wealth Management | 129 | $12 | 03/31/2024 | IYR | 129 | $12 | 03/31/2024 | Indiana Trust & Investment Management CO | 120 | $11 | 03/31/2024 | IYR | 120 | $11 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 118 | $11 | 03/31/2024 | IYR | 118 | $11 | 03/31/2024 | Creative Financial Designs Inc. ADV | 124 | $11 | 12/31/2023 | IYR | 124 | $11 | 12/31/2023 | Front Row Advisors LLC | 120 | $11 | 12/31/2023 | IYR | 120 | $11 | 12/31/2023 | Clarity Asset Management Inc. | 118 | $11 | 12/31/2023 | IYR | 118 | $11 | 12/31/2023 | Planned Solutions Inc. | 124 | $11 | 12/31/2023 | IYR | 124 | $11 | 12/31/2023 | Northwest Financial Advisors | 118 | $11 | 12/31/2023 | IYR | 118 | $11 | 12/31/2023 | Assetmark Inc. | 105 | $10 | 12/31/2023 | IYR | 105 | $10 | 12/31/2023 | Ancora Advisors LLC | 102 | $9 | 12/31/2023 | IYR | 102 | $9 | 12/31/2023 | EPG Wealth Management LLC | 110 | $9 | 12/31/2023 | IYR | 110 | $9 | 12/31/2023 | Rockbridge Investment Management LCC | 94 | $9 | 12/31/2023 | IYR | 94 | $9 | 12/31/2023 | Missouri Trust & Investment Co | 100 | $9 | 12/31/2023 | IYR | 100 | $9 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 85 | $8 | 03/31/2024 | IYR | 85 | $8 | 03/31/2024 | Independence Bank of Kentucky | 90 | $8 | 03/31/2024 | IYR | 90 | $8 | 03/31/2024 | O Shaughnessy Asset Management LLC | 90 | $8 | 12/31/2023 | IYR | 90 | $8 | 12/31/2023 | Capital Analysts LLC | 75 | $7 | 12/31/2023 | IYR | 75 | $7 | 12/31/2023 | Bogart Wealth LLC | 75 | $7 | 12/31/2023 | IYR | 75 | $7 | 12/31/2023 | PSI Advisors LLC | 70 | $6 | 12/31/2023 | IYR | 70 | $6 | 12/31/2023 | New Republic Capital LLC | 70 | $6 | 12/31/2023 | IYR | 70 | $6 | 12/31/2023 | City State Bank | 60 | $5 | 03/31/2024 | IYR | 60 | $5 | 03/31/2024 | Signature Resources Capital Management LLC | 58 | $5 | 03/31/2024 | IYR | 58 | $5 | 03/31/2024 | Fairfield Bush & CO. | 60 | $5 | 12/31/2023 | IYR | 60 | $5 | 12/31/2023 | Ambassador Advisors LLC | 64 | $5 | 12/31/2023 | IYR | 64 | $5 | 12/31/2023 | Tidemark LLC | 58 | $5 | 12/31/2023 | IYR | 58 | $5 | 12/31/2023 | Investors Research Corp | 42 | $4 | 12/31/2023 | IYR | 42 | $4 | 12/31/2023 | O Dell Group LLC | 35 | $3 | 12/31/2023 | IYR | 35 | $3 | 12/31/2023 | Key Financial Inc | 32 | $3 | 12/31/2023 | IYR | 32 | $3 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 28 | $3 | 12/31/2023 | IYR | 28 | $3 | 12/31/2023 | Pflug Koory LLC | 17 | $2 | 03/31/2024 | IYR | 17 | $2 | 03/31/2024 | Hallmark Capital Management Inc. | 21 | $2 | 12/31/2023 | IYR | 21 | $2 | 12/31/2023 | Evermay Wealth Management LLC | 27 | $2 | 12/31/2023 | IYR | 27 | $2 | 12/31/2023 | Whittier Trust Co. | 20 | $2 | 12/31/2023 | IYR | 20 | $2 | 12/31/2023 | Phillips Financial Management LLC | 20 | $2 | 12/31/2023 | IYR | 20 | $2 | 12/31/2023 | Atlantic Trust LLC | 18 | $2 | 12/31/2023 | IYR | 18 | $2 | 12/31/2023 | Salomon & Ludwin LLC | 24 | $2 | 12/31/2023 | IYR | 24 | $2 | 12/31/2023 | Beacon Capital Management LLC | 17 | $2 | 12/31/2023 | IYR | 17 | $2 | 12/31/2023 | Vima LLC | 25 | $2 | 12/31/2023 | IYR | 25 | $2 | 12/31/2023 | Woodard & Co. Asset Management Group Inc. ADV | 13 | $1 | 12/31/2023 | IYR | 13 | $1 | 12/31/2023 | Bfsg LLC | 8 | $1 | 12/31/2023 | IYR | 8 | $1 | 12/31/2023 | Laurel Wealth Advisors LLC | 7 | $1 | 12/31/2023 | IYR | 7 | $1 | 12/31/2023 | Live Oak Investment Partners | 9 | $1 | 12/31/2023 | IYR | 9 | $1 | 12/31/2023 | Iron Horse Wealth Management LLC | 5 | $0 | 03/31/2024 | IYR | 5 | $0 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 5 | $0 | 12/31/2023 | IYR | 5 | $0 | 12/31/2023 | Fortis Advisors LLC | 2 | $0 | 12/31/2023 | IYR | 2 | $0 | 12/31/2023 | Gordian Capital Singapore Pte Ltd | 1 | $0 | 12/31/2023 | IYR | 1 | $0 | 12/31/2023 | Level Financial Advisors Inc. | 0 | $0 | 12/31/2023 | IYR | 0 | $0 | 12/31/2023 | Eisler Capital US LLC | | $0 | 12/31/2023 | Put | 24,500 | $2,240 | 12/31/2023 | Call | 24,500 | $2,240 | 12/31/2023 | Greenland Capital Management LP | | $-868 | 12/31/2023 | Put | 169,500 | $15,494 | 12/31/2023 | Call | 160,000 | $14,626 | 12/31/2023 | Walleye Trading LLC | | $-987 | 12/31/2023 | Put | 92,300 | $8,437 | 12/31/2023 | Call | 81,500 | $7,450 | 12/31/2023 | Bayview Asset Management LLC | | $-1,828 | 12/31/2023 | Put | 20,000 | $1,828 | 12/31/2023 | Quarry LP | | $-1,828 | 12/31/2023 | Put | 20,000 | $1,828 | 12/31/2023 | Garda Capital Partners LP | | $-2,185 | 12/31/2023 | Put | 65,000 | $13,046 | 12/31/2023 | IYR | 66,240 | $6,055 | 12/31/2023 | Call | 200,000 | $4,806 | 12/31/2023 | Caption Management LLC | | $-3,017 | 12/31/2023 | Put | 200,000 | $18,282 | 12/31/2023 | Call | 115,000 | $10,512 | 12/31/2023 | IYR | 52,000 | $4,753 | 12/31/2023 | GTS Securities LLC | | $-9,389 | 12/31/2023 | Put | 183,700 | $16,792 | 12/31/2023 | Call | 77,000 | $7,039 | 12/31/2023 | IYR | 3,980 | $364 | 12/31/2023 | Anson Funds Management LP | | $-11,107 | 12/31/2023 | Put | 203,400 | $18,593 | 12/31/2023 | Call | 81,900 | $7,486 | 12/31/2023 | Nomura Holdings Inc. | | $-14,689 | 12/31/2023 | Put | 250,000 | $22,852 | 12/31/2023 | Call | 89,300 | $8,163 | 12/31/2023 | Schonfeld Strategic Advisors LLC | | $-15,083 | 12/31/2023 | Put | 765,000 | $69,929 | 12/31/2023 | Call | 600,000 | $54,846 | 12/31/2023 | IYR | 1 | $0 | 12/31/2023 | Centiva Capital LP | | $-15,558 | 12/31/2023 | Put | 217,800 | $19,909 | 12/31/2023 | Call | 47,600 | $4,351 | 12/31/2023 | Point72 Asset Management L.P. | | $-18,968 | 12/31/2023 | Put | 207,500 | $18,968 | 12/31/2023 | Hotchkis & Wiley Capital Management LLC | | $-21,938 | 12/31/2023 | Put | 240,000 | $21,938 | 12/31/2023 | UBS Group AG | | $-61,223 | 12/31/2023 | Put | 2,080,300 | $190,160 | 12/31/2023 | IYR | 1,401,535 | $128,114 | 12/31/2023 | Call | 9,000 | $823 | 12/31/2023 | One William Street Capital Management L.P. | 1,000,000 | $-91,410 | 12/31/2023 | Put | 1,000,000 | $91,410 | 12/31/2023 |
See Summary: Institutional Holders of IYR
See Details: Top 10 Hedge Funds Holding IYR
Also See: IYR Holdings Changes
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