Holdings Channel
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Funds Holding IYR

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Barclays PLC $1,113,093 12/31/2023
     IYR12,366,929$1,130,461 12/31/2023
     Put365,000$33,365 12/31/2023
     Call175,000$15,997 12/31/2023
Cibc World Markets Corp4,648,278$424,899 12/31/2023
     IYR4,648,278$424,899 12/31/2023
WealthNavi Inc.4,133,691$371,619 03/31/2024
     IYR4,133,691$371,619 03/31/2024
BNP Paribas Arbitrage SA $336,942 12/31/2023
     IYR3,705,247$338,697 12/31/2023
     Put292$2,669 12/31/2023
     Call100$914 12/31/2023
Twin Tree Management LP $253,434 12/31/2023
     Call8,094,500$1,055,978 12/31/2023
     Put3,642,100$857,356 12/31/2023
     IYR599,623$54,812 12/31/2023
Goldman Sachs Group Inc. $213,941 12/31/2023
     IYR2,050,459$187,432 12/31/2023
     Call435,000$39,763 12/31/2023
     Put145,000$13,254 12/31/2023
Bank of Montreal Can1,909,032$176,519 12/31/2023
     IYR1,909,032$176,519 12/31/2023
Morgan Stanley1,885,645$172,367 12/31/2023
     IYR1,885,645$172,367 12/31/2023
Bank of America Corp DE $144,582 12/31/2023
     IYR1,681,179$153,677 12/31/2023
     Put201,700$18,437 12/31/2023
     Call102,200$9,342 12/31/2023
Wolverine Trading LLC $132,249 12/31/2023
     IYR1,309,368$119,689 12/31/2023
     Call352,300$32,204 12/31/2023
     Put214,900$19,644 12/31/2023
Schroder Investment Management Group1,224,326$111,916 12/31/2023
     IYR1,224,326$111,916 12/31/2023
BlackRock Inc.1,057,458$96,662 12/31/2023
     IYR1,057,458$96,662 12/31/2023
Royal Bank of Canada $81,003 12/31/2023
     IYR756,851$69,184 12/31/2023
     Call219,300$20,046 12/31/2023
     Put90,000$8,227 12/31/2023
Waterfront Capital Partners LLC $73,128 12/31/2023
     Call800,000$73,128 12/31/2023
Stifel Financial Corp680,250$62,182 12/31/2023
     IYR680,250$62,182 12/31/2023
Susquehanna International Group LLP $59,204 12/31/2023
     Call3,626,800$331,526 12/31/2023
     Put3,242,000$296,351 12/31/2023
     IYR262,868$24,029 12/31/2023
JPMorgan Chase & Co.617,273$56,425 12/31/2023
     IYR617,273$56,425 12/31/2023
Wells Fargo & Company MN $52,701 12/31/2023
     IYR476,538$43,560 12/31/2023
     Call100,000$9,141 12/31/2023
Marathon Trading Investment Management LLC $49,789 12/31/2023
     Call781,400$57,979 12/31/2023
     Put161,100$9,909 12/31/2023
     IYR18,800$1,719 12/31/2023
US Bancorp DE507,742$46,413 12/31/2023
     IYR507,742$46,413 12/31/2023
Ilmarinen Mutual Pension Insurance Co493,127$45,077 12/31/2023
     IYR493,127$45,077 12/31/2023
Balyasny Asset Management LLC $44,545 12/31/2023
     IYR494,611$45,212 12/31/2023
     Put152,100$13,903 12/31/2023
     Call144,800$13,236 12/31/2023
Citigroup Inc. $42,774 12/31/2023
     IYR467,934$42,774 12/31/2023
     Put175,000$15,997 12/31/2023
     Call175,000$15,997 12/31/2023
Capstone Investment Advisors LLC455,741$41,659 12/31/2023
     IYR455,741$41,659 12/31/2023
Money Design Co. Ltd.444,553$40,637 12/31/2023
     IYR444,553$40,637 12/31/2023
The PNC Financial Services Group Inc.430,832$39,382 12/31/2023
     IYR430,832$39,382 12/31/2023
Green Harvest Asset Management LLC383,353$35,042 12/31/2023
     IYR383,353$35,042 12/31/2023
CI Private Wealth LLC382,339$34,950 12/31/2023
     IYR382,339$34,950 12/31/2023
Connable Office Inc.339,656$31,048 12/31/2023
     IYR339,656$31,048 12/31/2023
Toronto Dominion Bank336,300$30,741 12/31/2023
     IYR336,300$30,741 12/31/2023
Squarepoint Ops LLC $28,410 12/31/2023
     Call433,300$39,608 12/31/2023
     Put122,500$11,198 12/31/2023
LPL Financial LLC280,791$25,667 12/31/2023
     IYR280,791$25,667 12/31/2023
Citadel Advisors LLC $25,377 12/31/2023
     Put1,702,600$155,635 12/31/2023
     Call1,466,800$134,080 12/31/2023
     IYR513,420$46,932 12/31/2023
Capital Fund Management S.A. $23,343 12/31/2023
     IYR553,971$50,638 12/31/2023
     Put511,300$46,738 12/31/2023
     Call212,700$19,443 12/31/2023
Qube Research & Technologies Ltd246,197$22,505 12/31/2023
     IYR246,197$22,505 12/31/2023
FUKOKU MUTUAL LIFE INSURANCE Co243,000$22,213 12/31/2023
     IYR243,000$22,213 12/31/2023
Washington Trust Bank237,470$21,707 12/31/2023
     IYR237,470$21,707 12/31/2023
Mariner LLC234,204$21,409 12/31/2023
     IYR234,204$21,409 12/31/2023
Pathstone Holdings LLC222,792$20,365 12/31/2023
     IYR222,792$20,365 12/31/2023
Parallax Volatility Advisers L.P. $18,790 12/31/2023
     Call305,600$27,935 12/31/2023
     Put100,900$9,223 12/31/2023
     IYR856$78 12/31/2023
Passaic Partners LLC199,122$18,202 12/31/2023
     IYR199,122$18,202 12/31/2023
Naya Capital Management UK Ltd. $17,368 12/31/2023
     Call190,000$17,368 12/31/2023
Northwestern Mutual Wealth Management Co.176,154$16,102 12/31/2023
     IYR176,154$16,102 12/31/2023
Credit Suisse AG174,056$15,910 12/31/2023
     IYR174,056$15,910 12/31/2023
SG Americas Securities LLC170,239$15,562 12/31/2023
     IYR170,239$15,562 12/31/2023
Aspect Partners LLC167,841$15,342 12/31/2023
     IYR167,841$15,342 12/31/2023
1832 Asset Management L.P.161,763$14,787 12/31/2023
     IYR161,763$14,787 12/31/2023
Sand Hill Global Advisors LLC159,931$14,619 12/31/2023
     IYR159,931$14,619 12/31/2023
Omega Financial Group LLC138,638$12,673 12/31/2023
     IYR138,638$12,673 12/31/2023
Captrust Financial Advisors131,667$12,036 12/31/2023
     IYR131,667$12,036 12/31/2023
Envestnet Asset Management Inc.131,126$11,986 12/31/2023
     IYR131,126$11,986 12/31/2023
Regis Management CO LLC123,582$11,297 12/31/2023
     IYR123,582$11,297 12/31/2023
TFO TDC LLC123$11,230 12/31/2023
     IYR123$11,230 12/31/2023
HighTower Advisors LLC114,026$10,417 12/31/2023
     IYR114,026$10,417 12/31/2023
Marshall Wace LLP $10,412 12/31/2023
     Call156,100$14,269 12/31/2023
     Put85,700$7,834 12/31/2023
     IYR43,506$3,977 12/31/2023
Raymond James Financial Services Advisors Inc.112,629$10,295 12/31/2023
     IYR112,629$10,295 12/31/2023
MML Investors Services LLC110,902$10,138 12/31/2023
     IYR110,902$10,138 12/31/2023
Magnus Financial Group LLC110,118$10,066 12/31/2023
     IYR110,118$10,066 12/31/2023
Ameriprise Financial Inc.109,790$10,034 12/31/2023
     IYR109,790$10,034 12/31/2023
IFP Advisors Inc109,055$9,969 12/31/2023
     IYR109,055$9,969 12/31/2023
Rockefeller Capital Management L.P.108,347$9,904 12/31/2023
     IYR108,347$9,904 12/31/2023
Jane Street Group LLC107,426$9,820 12/31/2023
     IYR107,426$9,820 12/31/2023
Raymond James & Associates105,931$9,683 12/31/2023
     IYR105,931$9,683 12/31/2023
Maven Securities LTD104,233$9,528 12/31/2023
     IYR104,233$9,528 12/31/2023
Lake Street Advisors Group LLC90,567$8,279 12/31/2023
     IYR90,567$8,279 12/31/2023
Mission Wealth Management LP87,626$8,010 12/31/2023
     IYR87,626$8,010 12/31/2023
SCS Capital Management LLC87,247$7,975 12/31/2023
     IYR87,247$7,975 12/31/2023
Bailard Inc.85,523$7,818 12/31/2023
     IYR85,523$7,818 12/31/2023
Clear Street Markets LLC $7,788 12/31/2023
     IYR105,200$9,616 12/31/2023
     Put20,000$1,828 12/31/2023
Sumitomo Mitsui Financial Group Inc.83,249$7,610 12/31/2023
     IYR83,249$7,610 12/31/2023
CIBC World Markets Inc.79,439$7,262 12/31/2023
     IYR79,439$7,262 12/31/2023
Cetera Advisor Networks LLC76,052$6,952 12/31/2023
     IYR76,052$6,952 12/31/2023
Chilton Capital Management LLC69,158$6,322 12/31/2023
     IYR69,158$6,322 12/31/2023
Cerity Partners LLC62,090$5,676 12/31/2023
     IYR62,090$5,676 12/31/2023
Rebalance LLC61,958$5,664 12/31/2023
     IYR61,958$5,664 12/31/2023
Commonwealth Equity Services LLC61,258$5,600 12/31/2023
     IYR61,258$5,600 12/31/2023
Matthew Goff Investment Advisor LLC62,248$5,596 03/31/2024
     IYR62,248$5,596 03/31/2024
Advisor Group Holdings Inc.60,868$5,548 12/31/2023
     IYR60,868$5,548 12/31/2023
Baird Financial Group Inc.60,667$5,546 12/31/2023
     IYR60,667$5,546 12/31/2023
Arkansas Financial Group Inc.58,055$5,219 03/31/2024
     IYR58,055$5,219 03/31/2024
Geneos Wealth Management Inc.56,339$5,150 12/31/2023
     IYR56,339$5,150 12/31/2023
Regis Acquisition Inc.56,189$5,136 12/31/2023
     IYR56,189$5,136 12/31/2023
Running Point Capital Advisors LLC54,534$4,985 12/31/2023
     IYR54,534$4,985 12/31/2023
Millennium Management LLC $4,748 12/31/2023
     IYR59,337$5,424 12/31/2023
     Put10,600$969 12/31/2023
     Call3,200$293 12/31/2023
Institutional & Family Asset Management LLC51,364$4,695 12/31/2023
     IYR51,364$4,695 12/31/2023
Courier Capital LLC51,497$4,630 03/31/2024
     IYR51,497$4,630 03/31/2024
Jump Financial LLC50,610$4,626 12/31/2023
     IYR50,610$4,626 12/31/2023
Taylor Cottrill Erickson & Associates Inc.49,677$4,541 12/31/2023
     IYR49,677$4,541 12/31/2023
Glenview Trust Co49,202$4,498 12/31/2023
     IYR49,202$4,498 12/31/2023
PEAK6 Investments LLC $4,223 12/31/2023
     Call60,300$5,512 12/31/2023
     Put14,100$1,289 12/31/2023
Truist Financial Corp45,512$4,160 12/31/2023
     IYR45,512$4,160 12/31/2023
Wright Fund Managment LLC45,511$4,160 12/31/2023
     IYR45,511$4,160 12/31/2023
Stephens Inc. AR43,306$3,959 12/31/2023
     IYR43,306$3,959 12/31/2023
Stevens Capital Management LP42,200$3,858 12/31/2023
     IYR42,200$3,858 12/31/2023
Asset Management One Co. Ltd.40,860$3,778 12/31/2023
     IYR40,860$3,778 12/31/2023
Flow Traders U.S. LLC40,991$3,747 12/31/2023
     IYR40,991$3,747 12/31/2023
Mirae Asset Global Investments Co. Ltd.40,000$3,656 12/31/2023
     IYR40,000$3,656 12/31/2023
Allegheny Financial Group LTD39,944$3,651 12/31/2023
     IYR39,944$3,651 12/31/2023
First Citizens Financial Corp39,437$3,605 12/31/2023
     IYR39,437$3,605 12/31/2023
Rodgers & Associates LTD39,346$3,597 12/31/2023
     IYR39,346$3,597 12/31/2023
CarsonAllaria Wealth Management Ltd.39,145$3,578 12/31/2023
     IYR39,145$3,578 12/31/2023
HRT Financial LP37,858$3,460 12/31/2023
     IYR37,858$3,460 12/31/2023
J. Goldman & Co LP37,745$3,450 12/31/2023
     IYR37,745$3,450 12/31/2023
Crestone Asset Management LLC37,675$3,444 12/31/2023
     IYR37,675$3,444 12/31/2023
Pictet North America Advisors SA37,434$3,422 12/31/2023
     IYR37,434$3,422 12/31/2023
Sheets Smith Wealth Management36,000$3,291 12/31/2023
     IYR36,000$3,291 12/31/2023
Neuberger Berman Group LLC35,522$3,247 12/31/2023
     IYR35,522$3,247 12/31/2023
FMR LLC34,794$3,180 12/31/2023
     IYR34,794$3,180 12/31/2023
Guidance Point Advisors LLC34,177$3,126 12/31/2023
     IYR34,177$3,126 12/31/2023
KM Capital Management Ltd.32,806$2,999 12/31/2023
     IYR32,806$2,999 12/31/2023
SOA Wealth Advisors LLC.32,735$2,943 03/31/2024
     IYR32,735$2,943 03/31/2024
Principal Financial Group Inc.31,970$2,922 12/31/2023
     IYR31,970$2,922 12/31/2023
Unique Wealth LLC32,350$2,908 03/31/2024
     IYR32,350$2,908 03/31/2024
Gunma Bank Ltd.31,000$2,834 12/31/2023
     IYR31,000$2,834 12/31/2023
JFS Wealth Advisors LLC29,524$2,699 12/31/2023
     IYR29,524$2,699 12/31/2023
Wealth Enhancement Advisory Services LLC29,826$2,681 03/31/2024
     IYR29,826$2,681 03/31/2024
TRUE Private Wealth Advisors29,095$2,660 12/31/2023
     IYR29,095$2,660 12/31/2023
FNY Investment Advisers LLC28,500$2,605 12/31/2023
     IYR28,500$2,605 12/31/2023
Waycross Investment Management Co28,166$2,575 12/31/2023
     IYR28,166$2,575 12/31/2023
Verition Fund Management LLC28,126$2,571 12/31/2023
     IYR28,126$2,571 12/31/2023
Envestnet Portfolio Solutions Inc.27,980$2,558 12/31/2023
     IYR27,980$2,558 12/31/2023
TCM Advisors LLC27,900$2,550 12/31/2023
     IYR27,900$2,550 12/31/2023
Paloma Partners Management Co $2,533 12/31/2023
     Call203,200$18,575 12/31/2023
     Put175,500$16,042 12/31/2023
Cutler Group LP $2,481 12/31/2023
     IYR24,644$2,252 12/31/2023
     Call71,600$310 12/31/2023
     Put137,300$81 12/31/2023
Blair William & Co. IL26,683$2,439 12/31/2023
     IYR26,683$2,439 12/31/2023
Lebenthal Global Advisors LLC26,017$2,378 12/31/2023
     IYR26,017$2,378 12/31/2023
Allie Family Office LLC25,653$2,345 12/31/2023
     IYR25,653$2,345 12/31/2023
Brevan Howard Capital Management LP25,634$2,343 12/31/2023
     IYR25,634$2,343 12/31/2023
RiverGlades Family Offices LLC26,618$2,318 12/31/2023
     IYR26,618$2,318 12/31/2023
Sequoia Financial Advisors LLC24,750$2,262 12/31/2023
     IYR24,750$2,262 12/31/2023
Cambridge Investment Research Advisors Inc.24,458$2,236 12/31/2023
     IYR24,458$2,236 12/31/2023
AE Wealth Management LLC25,061$2,201 12/31/2023
     IYR25,061$2,201 12/31/2023
Checchi Capital Advisers LLC23,906$2,185 12/31/2023
     IYR23,906$2,185 12/31/2023
Kestra Advisory Services LLC22,852$2,089 12/31/2023
     IYR22,852$2,089 12/31/2023
Nepc LLC22,562$2,062 12/31/2023
     IYR22,562$2,062 12/31/2023
Legacy Private Trust Co.22,047$1,982 03/31/2024
     IYR22,047$1,982 03/31/2024
Bank of New York Mellon Corp21,526$1,968 12/31/2023
     IYR21,526$1,968 12/31/2023
SageView Advisory Group LLC21,455$1,961 12/31/2023
     IYR21,455$1,961 12/31/2023
Comerica Bank21,443$1,960 12/31/2023
     IYR21,443$1,960 12/31/2023
Modern Wealth Management LLC21,313$1,948 12/31/2023
     IYR21,313$1,948 12/31/2023
Alerus Financial NA20,693$1,892 12/31/2023
     IYR20,693$1,892 12/31/2023
Privium Fund Management UK Ltd19,983$1,843 12/31/2023
     IYR19,983$1,843 12/31/2023
Sowell Financial Services LLC19,864$1,816 12/31/2023
     IYR19,864$1,816 12/31/2023
Northern Trust Corp19,671$1,798 12/31/2023
     IYR19,671$1,798 12/31/2023
SJA Financial Advisory LLC19,608$1,792 12/31/2023
     IYR19,608$1,792 12/31/2023
Kerntke Otto McGlone Wealth Management Group19,308$1,765 12/31/2023
     IYR19,308$1,765 12/31/2023
Sage Rhino Capital LLC19,154$1,751 12/31/2023
     IYR19,154$1,751 12/31/2023
Foundation Wealth Management LLC19,053$1,741 12/31/2023
     IYR19,053$1,741 12/31/2023
Avantax Advisory Services Inc.18,785$1,717 12/31/2023
     IYR18,785$1,717 12/31/2023
Jefferies Financial Group Inc.18,475$1,689 12/31/2023
     IYR18,475$1,689 12/31/2023
Private Advisor Group LLC18,425$1,684 12/31/2023
     IYR18,425$1,684 12/31/2023
Rather & Kittrell Inc.18,309$1,674 12/31/2023
     IYR18,309$1,674 12/31/2023
Cordant Inc.18,441$1,658 03/31/2024
     IYR18,441$1,658 03/31/2024
Evanson Asset Management LLC18,300$1,645 03/31/2024
     IYR18,300$1,645 03/31/2024
Oppenheimer Asset Management Inc.17,393$1,590 12/31/2023
     IYR17,393$1,590 12/31/2023
Garde Capital Inc.17,276$1,579 12/31/2023
     IYR17,276$1,579 12/31/2023
Moore Capital Management LP17,000$1,554 12/31/2023
     IYR17,000$1,554 12/31/2023
SILVER OAK SECURITIES Inc16,952$1,550 12/31/2023
     IYR16,952$1,550 12/31/2023
Adell Harriman & Carpenter Inc.16,764$1,532 12/31/2023
     IYR16,764$1,532 12/31/2023
Ballew Advisors Inc17,263$1,478 03/31/2024
     IYR17,263$1,478 03/31/2024
River & Mercantile LLC15,960$1,459 12/31/2023
     IYR15,960$1,459 12/31/2023
Stamos Capital Partners L.P.15,810$1,445 12/31/2023
     IYR15,810$1,445 12/31/2023
Nwam LLC15,550$1,421 12/31/2023
     IYR15,550$1,421 12/31/2023
Itau Unibanco Holding S.A.15,465$1,414 12/31/2023
     IYR15,465$1,414 12/31/2023
BlueSky Wealth Advisors LLC15,560$1,399 03/31/2024
     IYR15,560$1,399 03/31/2024
TAGStone Capital Inc.15,233$1,392 12/31/2023
     IYR15,233$1,392 12/31/2023
Parkside Advisors LLC15,283$1,374 03/31/2024
     IYR15,283$1,374 03/31/2024
Commerce Bank14,550$1,330 12/31/2023
     IYR14,550$1,330 12/31/2023
Integrated Advisors Network LLC14,359$1,313 12/31/2023
     IYR14,359$1,313 12/31/2023
Creative Planning14,109$1,290 12/31/2023
     IYR14,109$1,290 12/31/2023
MAI Capital Management13,900$1,271 12/31/2023
     IYR13,900$1,271 12/31/2023
GLOBALT Investments LLC GA13,761$1,258 12/31/2023
     IYR13,761$1,258 12/31/2023
Upper Left Wealth Management LLC13,492$1,233 12/31/2023
     IYR13,492$1,233 12/31/2023
Brown Advisory Inc.13,044$1,192 12/31/2023
     IYR13,044$1,192 12/31/2023
Hoylecohen LLC13,014$1,190 12/31/2023
     IYR13,014$1,190 12/31/2023
Nations Financial Group Inc. IA ADV12,933$1,182 12/31/2023
     IYR12,933$1,182 12/31/2023
First Financialcorp IN12,170$1,094 03/31/2024
     IYR12,170$1,094 03/31/2024
Huntington National Bank11,747$1,074 12/31/2023
     IYR11,747$1,074 12/31/2023
Global Retirement Partners LLC11,834$1,060 12/31/2023
     IYR11,834$1,060 12/31/2023
Jmac Enterprises LLC11,573$1,058 12/31/2023
     IYR11,573$1,058 12/31/2023
Synovus Financial Corp11,510$1,053 12/31/2023
     IYR11,510$1,053 12/31/2023
Lido Advisors LLC11,355$1,038 12/31/2023
     IYR11,355$1,038 12/31/2023
Kellett Schaffner Wealth Advisors LLC11,337$1,036 12/31/2023
     IYR11,337$1,036 12/31/2023
Stratos Wealth Advisors LLC11,368$1,022 03/31/2024
     IYR11,368$1,022 03/31/2024
Unionview LLC11,160$1,020 12/31/2023
     IYR11,160$1,020 12/31/2023
Hsbc Holdings PLC10,715$984 12/31/2023
     IYR10,715$984 12/31/2023
NTV Asset Management LLC10,495$959 12/31/2023
     IYR10,495$959 12/31/2023
Cresset Asset Management LLC10,422$953 12/31/2023
     IYR10,422$953 12/31/2023
Cullen Capital Management LLC10,240$936 12/31/2023
     IYR10,240$936 12/31/2023
Rehmann Capital Advisory Group10,054$919 12/31/2023
     IYR10,054$919 12/31/2023
Financial Advocates Investment Management9,987$913 12/31/2023
     IYR9,987$913 12/31/2023
Sterling Investment Advisors LLC ADV10,101$908 03/31/2024
     IYR10,101$908 03/31/2024
Aspiriant LLC10,036$902 03/31/2024
     IYR10,036$902 03/31/2024
Lbmc Investment Advisors LLC9,912$891 03/31/2024
     IYR9,912$891 03/31/2024
D. E. Shaw & Co. Inc.9,648$882 12/31/2023
     IYR9,648$882 12/31/2023
Allworth Financial LP9,539$872 12/31/2023
     IYR9,539$872 12/31/2023
Janney Montgomery Scott LLC8,984$821 12/31/2023
     IYR8,984$821 12/31/2023
Alpine Global Management LLC8,785$803 12/31/2023
     IYR8,785$803 12/31/2023
Thrivent Financial for Lutherans8,623$788 12/31/2023
     IYR8,623$788 12/31/2023
HB Wealth Management LLC8,581$784 12/31/2023
     IYR8,581$784 12/31/2023
Etfidea LLC8,560$782 12/31/2023
     IYR8,560$782 12/31/2023
Modera Wealth Management LLC8,488$776 12/31/2023
     IYR8,488$776 12/31/2023
Alhambra Investment Partners LLC8,618$775 03/31/2024
     IYR8,618$775 03/31/2024
Balanced Wealth Group LLC8,414$769 12/31/2023
     IYR8,414$769 12/31/2023
Integrated Wealth Concepts LLC8,171$747 12/31/2023
     IYR8,171$747 12/31/2023
Bayesian Capital Management LP8,086$739 12/31/2023
     IYR8,086$739 12/31/2023
Farther Finance Advisors LLC8,050$736 12/31/2023
     IYR8,050$736 12/31/2023
First Horizon Advisors Inc.7,972$729 12/31/2023
     IYR7,972$729 12/31/2023
Covenant Asset Management LLC7,923$724 12/31/2023
     IYR7,923$724 12/31/2023
Capstone Triton Financial Group LLC7,898$722 12/31/2023
     IYR7,898$722 12/31/2023
Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.7,817$715 12/31/2023
     IYR7,817$715 12/31/2023
Financial Engines Advisors L.L.C.7,706$704 12/31/2023
     IYR7,706$704 12/31/2023
ZRC Wealth Management LLC7,645$699 12/31/2023
     IYR7,645$699 12/31/2023
Financial & Tax Architects LLC7,549$690 12/31/2023
     IYR7,549$690 12/31/2023
CFM Wealth Partners LLC7,608$684 03/31/2024
     IYR7,608$684 03/31/2024
Scotia Capital Inc.7,470$683 12/31/2023
     IYR7,470$683 12/31/2023
Pinnacle Financial Partners Inc.7,377$674 12/31/2023
     IYR7,377$674 12/31/2023
Regal Investment Advisors LLC7,298$667 12/31/2023
     IYR7,298$667 12/31/2023
M&T Bank Corp7,259$664 12/31/2023
     IYR7,259$664 12/31/2023
Advisory Services Network LLC7,238$662 12/31/2023
     IYR7,238$662 12/31/2023
Virtu Financial LLC7,160$654 12/31/2023
     IYR7,160$654 12/31/2023
Buckingham Strategic Wealth LLC7,061$645 12/31/2023
     IYR7,061$645 12/31/2023
Valeo Financial Advisors LLC7,052$645 12/31/2023
     IYR7,052$645 12/31/2023
Lincoln National Corp7,036$643 12/31/2023
     IYR7,036$643 12/31/2023
Principle Wealth Partners LLC7,000$640 12/31/2023
     IYR7,000$640 12/31/2023
Moors & Cabot Inc.6,761$618 12/31/2023
     IYR6,761$618 12/31/2023
Dimension Capital Management LLC6,633$606 12/31/2023
     IYR6,633$606 12/31/2023
Oppenheimer & Co. Inc.6,609$604 12/31/2023
     IYR6,609$604 12/31/2023
Psagot Value Holdings Ltd. Israel 6,527$603 12/31/2023
     IYR6,527$603 12/31/2023
Wade G W & Inc.6,579$601 12/31/2023
     IYR6,579$601 12/31/2023
Gould Asset Management LLC CA6,550$599 12/31/2023
     IYR6,550$599 12/31/2023
Crabel Capital Management LLC6,555$599 12/31/2023
     IYR6,555$599 12/31/2023
Courage Miller Partners LLC6,489$583 03/31/2024
     IYR6,489$583 03/31/2024
Keel Point LLC6,457$580 03/31/2024
     IYR6,457$580 03/31/2024
Sierra Capital LLC6,264$573 12/31/2023
     IYR6,264$573 12/31/2023
Quantbot Technologies LP6,248$571 12/31/2023
     IYR6,248$571 12/31/2023
Waldron Private Wealth LLC6,246$570 12/31/2023
     IYR6,246$570 12/31/2023
Second Half Financial Partners LLC6,187$566 12/31/2023
     IYR6,187$566 12/31/2023
Cetera Investment Advisers6,183$565 12/31/2023
     IYR6,183$565 12/31/2023
Deutsche Bank AG6,150$562 12/31/2023
     IYR6,150$562 12/31/2023
HCR Wealth Advisors6,116$559 12/31/2023
     IYR6,116$559 12/31/2023
Mercer Global Advisors Inc. ADV6,107$558 12/31/2023
     IYR6,107$558 12/31/2023
Bristlecone Advisors LLC6,108$558 12/31/2023
     IYR6,108$558 12/31/2023
SSI Investment Management LLC6,088$557 12/31/2023
     IYR6,088$557 12/31/2023
Moneta Group Investment Advisors LLC5,998$548 12/31/2023
     IYR5,998$548 12/31/2023
Prospera Financial Services Inc5,918$541 12/31/2023
     IYR5,918$541 12/31/2023
Cetera Advisors LLC5,757$526 12/31/2023
     IYR5,757$526 12/31/2023
Grey Fox Wealth Advisors LLC5,759$518 03/31/2024
     IYR5,759$518 03/31/2024
Perigon Wealth Management LLC5,651$517 12/31/2023
     IYR5,651$517 12/31/2023
Rathbone Brothers plc5,631$515 12/31/2023
     IYR5,631$515 12/31/2023
Atria Wealth Solutions Inc.5,442$497 12/31/2023
     IYR5,442$497 12/31/2023
NBC Securities Inc.5,488$493 03/31/2024
     IYR5,488$493 03/31/2024
Encompass Wealth Advisors LLC5,327$487 12/31/2023
     IYR5,327$487 12/31/2023
ProVise Management Group LLC5,288$483 12/31/2023
     IYR5,288$483 12/31/2023
Sound Income Strategies LLC5,177$465 03/31/2024
     IYR5,177$465 03/31/2024
Vanguard Group Inc.5,079$464 12/31/2023
     IYR5,079$464 12/31/2023
Sentinel Trust Co. LBA5,060$463 12/31/2023
     IYR5,060$463 12/31/2023
Alliancebernstein L.P.5,036$460 12/31/2023
     IYR5,036$460 12/31/2023
Tanglewood Wealth Management Inc.5,020$459 12/31/2023
     IYR5,020$459 12/31/2023
Compagnie Lombard Odier SCmA5,000$457 12/31/2023
     IYR5,000$457 12/31/2023
Castle Wealth Management LLC4,995$457 12/31/2023
     IYR4,995$457 12/31/2023
Cullen Frost Bankers Inc.4,848$443 12/31/2023
     IYR4,848$443 12/31/2023
Schoolcraft Capital LLC4,894$440 03/31/2024
     IYR4,894$440 03/31/2024
Leavell Investment Management Inc.4,795$438 12/31/2023
     IYR4,795$438 12/31/2023
Paladin Advisory Group LLC4,668$427 12/31/2023
     IYR4,668$427 12/31/2023
Aveo Capital Partners LLC4,626$423 12/31/2023
     IYR4,626$423 12/31/2023
Prudential Financial Inc.4,597$420 12/31/2023
     IYR4,597$420 12/31/2023
Audent Global Asset Management LLC4,516$413 12/31/2023
     IYR4,516$413 12/31/2023
Summit Financial Group Inc.4,465$401 03/31/2024
     IYR4,465$401 03/31/2024
GYL Financial Synergies LLC4,337$396 12/31/2023
     IYR4,337$396 12/31/2023
Global Endowment Management LP4,300$393 12/31/2023
     IYR4,300$393 12/31/2023
Manchester Capital Management LLC4,286$392 12/31/2023
     IYR4,286$392 12/31/2023
Prime Capital Investment Advisors LLC4,282$391 12/31/2023
     IYR4,282$391 12/31/2023
Abacus Planning Group Inc.4,275$384 03/31/2024
     IYR4,275$384 03/31/2024
City Holding Co.4,186$376 03/31/2024
     IYR4,186$376 03/31/2024
Orion Portfolio Solutions LLC4,052$369 12/31/2023
     IYR4,052$369 12/31/2023
Bradley Foster & Sargent Inc. CT4,009$366 12/31/2023
     IYR4,009$366 12/31/2023
Sepio Capital LP4,000$366 12/31/2023
     IYR4,000$366 12/31/2023
Clearstead Advisors LLC3,997$365 12/31/2023
     IYR3,997$365 12/31/2023
Investment Advisory Group LLC3,996$365 12/31/2023
     IYR3,996$365 12/31/2023
High Falls Advisors Inc3,958$362 12/31/2023
     IYR3,958$362 12/31/2023
Clear Creek Financial Management LLC3,881$355 12/31/2023
     IYR3,881$355 12/31/2023
Steward Partners Investment Advisory LLC3,843$351 12/31/2023
     IYR3,843$351 12/31/2023
ABLE Financial Group LLC3,807$348 12/31/2023
     IYR3,807$348 12/31/2023
Dakota Wealth Management3,795$347 12/31/2023
     IYR3,795$347 12/31/2023
Cozad Asset Management Inc.3,766$344 12/31/2023
     IYR3,766$344 12/31/2023
Fairhaven Wealth Management LLC3,742$342 12/31/2023
     IYR3,742$342 12/31/2023
Intrust Bank NA3,657$334 12/31/2023
     IYR3,657$334 12/31/2023
Tower Wealth Partners Inc.3,647$333 12/31/2023
     IYR3,647$333 12/31/2023
Ellis Investment Partners LLC3,624$326 03/31/2024
     IYR3,624$326 03/31/2024
Gamco Investors INC. ET AL3,504$320 12/31/2023
     IYR3,504$320 12/31/2023
IFG Advisors LLC3,496$320 12/31/2023
     IYR3,496$320 12/31/2023
Wealth Dimensions Group Ltd.3,506$320 12/31/2023
     IYR3,506$320 12/31/2023
Enterprise Bank & Trust Co3,525$317 03/31/2024
     IYR3,525$317 03/31/2024
Viewpoint Capital Management LLC3,461$311 03/31/2024
     IYR3,461$311 03/31/2024
Two Sigma Securities LLC $302 12/31/2023
     Call3,300$302 12/31/2023
Colony Group LLC3,267$299 12/31/2023
     IYR3,267$299 12/31/2023
Wealth Architects LLC3,275$299 12/31/2023
     IYR3,275$299 12/31/2023
Sage Financial Group Inc.3,226$295 12/31/2023
     IYR3,226$295 12/31/2023
DAVENPORT & Co LLC3,165$289 12/31/2023
     IYR3,165$289 12/31/2023
Cape Cod Five Cents Savings Bank3,133$286 12/31/2023
     IYR3,133$286 12/31/2023
Phocas Financial Corp.3,100$283 12/31/2023
     IYR3,100$283 12/31/2023
WealthShield Partners LLC3,084$282 12/31/2023
     IYR3,084$282 12/31/2023
Colorado Capital Management Inc.3,103$279 03/31/2024
     IYR3,103$279 03/31/2024
Miracle Mile Advisors LLC3,048$279 12/31/2023
     IYR3,048$279 12/31/2023
Platform Technology Partners3,162$275 12/31/2023
     IYR3,162$275 12/31/2023
Glenmede Trust Co. NA2,989$273 12/31/2023
     IYR2,989$273 12/31/2023
Sonata Capital Group Inc.2,972$272 12/31/2023
     IYR2,972$272 12/31/2023
Midland Wealth Advisors LLC2,974$272 12/31/2023
     IYR2,974$272 12/31/2023
Resources Investment Advisors LLC.2,965$271 12/31/2023
     IYR2,965$271 12/31/2023
Peapack Gladstone Financial Corp2,956$270 12/31/2023
     IYR2,956$270 12/31/2023
LGT Financial Advisors LLC2,903$265 12/31/2023
     IYR2,903$265 12/31/2023
D.A. Davidson & CO.2,874$263 12/31/2023
     IYR2,874$263 12/31/2023
IHT Wealth Management LLC2,871$262 12/31/2023
     IYR2,871$262 12/31/2023
Sigma Planning Corp2,853$261 12/31/2023
     IYR2,853$261 12/31/2023
Graybill Bartz & Assoc Ltd.2,894$260 03/31/2024
     IYR2,894$260 03/31/2024
Apella Capital LLC2,902$259 03/31/2024
     IYR2,902$259 03/31/2024
Sontag Advisory LLC2,827$258 12/31/2023
     IYR2,827$258 12/31/2023
Outlook Wealth Advisors LLC2,800$256 12/31/2023
     IYR2,800$256 12/31/2023
HHM Wealth Advisors LLC2,790$255 12/31/2023
     IYR2,790$255 12/31/2023
Picton Mahoney Asset Management2,780$254 12/31/2023
     IYR2,780$254 12/31/2023
Exencial Wealth Advisors LLC2,777$254 12/31/2023
     IYR2,777$254 12/31/2023
J.W. Cole Advisors Inc.2,770$253 12/31/2023
     IYR2,770$253 12/31/2023
Ameritas Advisory Services LLC2,762$251 12/31/2023
     IYR2,762$251 12/31/2023
RSM US Wealth Management LLC2,734$250 12/31/2023
     IYR2,734$250 12/31/2023
Great Point Wealth Advisors LLC2,732$250 12/31/2023
     IYR2,732$250 12/31/2023
Advisor Resource Council2,703$247 12/31/2023
     IYR2,703$247 12/31/2023
Integris Wealth Management LLC2,695$246 12/31/2023
     IYR2,695$246 12/31/2023
Summit Financial Strategies Inc.2,656$243 12/31/2023
     IYR2,656$243 12/31/2023
Aft Forsyth & Sober LLC2,650$242 12/31/2023
     IYR2,650$242 12/31/2023
Inscription Capital LLC2,700$241 03/31/2024
     IYR2,700$241 03/31/2024
Hexagon Capital Partners LLC2,627$240 12/31/2023
     IYR2,627$240 12/31/2023
Naviter Wealth LLC2,623$240 12/31/2023
     IYR2,623$240 12/31/2023
Caas Capital Management LP2,500$229 12/31/2023
     IYR2,500$229 12/31/2023
National Asset Management Inc.2,461$225 12/31/2023
     IYR2,461$225 12/31/2023
Clearview Wealth Advisors LLC2,493$224 03/31/2024
     IYR2,493$224 03/31/2024
NCM Capital Management LLC2,455$224 12/31/2023
     IYR2,455$224 12/31/2023
Pure Financial Advisors Inc.2,473$222 03/31/2024
     IYR2,473$222 03/31/2024
Landaas & Co. WI ADV2,426$222 12/31/2023
     IYR2,426$222 12/31/2023
Taylor & Morgan Wealth Management LLC2,458$221 03/31/2024
     IYR2,458$221 03/31/2024
Garrison Point Advisors LLC2,328$213 12/31/2023
     IYR2,328$213 12/31/2023
Bensler LLC2,330$213 12/31/2023
     IYR2,330$213 12/31/2023
Retirement Planning Group2,348$211 03/31/2024
     IYR2,348$211 03/31/2024
Kohmann Bosshard Financial Services LLC2,346$211 03/31/2024
     IYR2,346$211 03/31/2024
BIP Wealth LLC2,298$210 12/31/2023
     IYR2,298$210 12/31/2023
Argent Trust Co2,298$210 12/31/2023
     IYR2,298$210 12/31/2023
Center for Financial Planning Inc.2,286$209 12/31/2023
     IYR2,286$209 12/31/2023
Brighton Jones LLC2,271$208 12/31/2023
     IYR2,271$208 12/31/2023
STA Wealth Management LLC2,255$206 12/31/2023
     IYR2,255$206 12/31/2023
Clear Investment Research LLC2,253$206 12/31/2023
     IYR2,253$206 12/31/2023
Ronald Blue Trust Inc.2,235$204 12/31/2023
     IYR2,235$204 12/31/2023
Arkadios Wealth Advisors2,224$203 12/31/2023
     IYR2,224$203 12/31/2023
Lcnb Corp2,197$201 12/31/2023
     IYR2,197$201 12/31/2023
Bear Mountain Capital Inc.2,098$188 12/31/2023
     IYR2,098$188 12/31/2023
CWM LLC2,027$182 03/31/2024
     IYR2,027$182 03/31/2024
Financial Management Professionals Inc.1,871$168 03/31/2024
     IYR1,871$168 03/31/2024
Monetary Management Group Inc.1,625$149 12/31/2023
     IYR1,625$149 12/31/2023
Icon Wealth Advisors LLC1,543$141 12/31/2023
     IYR1,543$141 12/31/2023
Acropolis Investment Management LLC1,535$138 03/31/2024
     IYR1,535$138 03/31/2024
Pacifica Partners Inc.1,570$137 03/31/2024
     IYR1,570$137 03/31/2024
Optimum Investment Advisors1,461$131 03/31/2024
     IYR1,461$131 03/31/2024
BOK Financial Private Wealth Inc.1,436$131 12/31/2023
     IYR1,436$131 12/31/2023
Cranbrook Wealth Management LLC1,416$127 03/31/2024
     IYR1,416$127 03/31/2024
Colonial Trust Advisors1,350$123 12/31/2023
     IYR1,350$123 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,355$123 12/31/2023
     IYR1,355$123 12/31/2023
Private Ocean LLC1,307$117 03/31/2024
     IYR1,307$117 03/31/2024
First United Bank Trust1,283$117 12/31/2023
     IYR1,283$117 12/31/2023
Smartleaf Asset Management LLC1,246$115 12/31/2023
     IYR1,246$115 12/31/2023
Rise Advisors LLC1,272$114 03/31/2024
     IYR1,272$114 03/31/2024
Barrett & Company Inc.1,228$110 03/31/2024
     IYR1,228$110 03/31/2024
Element Wealth LLC1,187$109 12/31/2023
     IYR1,187$109 12/31/2023
GWM Advisors LLC1,159$106 12/31/2023
     IYR1,159$106 12/31/2023
Parallel Advisors LLC1,127$103 12/31/2023
     IYR1,127$103 12/31/2023
Advantage Trust Co1,100$101 12/31/2023
     IYR1,100$101 12/31/2023
WealthCollab LLC1,108$101 12/31/2023
     IYR1,108$101 12/31/2023
Capital Advisors Ltd. LLC1,023$94 12/31/2023
     IYR1,023$94 12/31/2023
First Personal Financial Services1,021$93 12/31/2023
     IYR1,021$93 12/31/2023
Macroview Investment Management LLC993$91 12/31/2023
     IYR993$91 12/31/2023
Thompson Siegel & Walmsley LLC981$90 12/31/2023
     IYR981$90 12/31/2023
Migdal Insurance & Financial Holdings Ltd.975$90 12/31/2023
     IYR975$90 12/31/2023
Cutler Capital Management LLC886$81 12/31/2023
     IYR886$81 12/31/2023
Private Trust Co. NA830$76 12/31/2023
     IYR830$76 12/31/2023
Oxford Financial Group Ltd.752$69 12/31/2023
     IYR752$69 12/31/2023
Principal Securities Inc.713$65 12/31/2023
     IYR713$65 12/31/2023
Tower Research Capital LLC TRC 696$64 12/31/2023
     IYR696$64 12/31/2023
Heritage Wealth Advisors700$64 12/31/2023
     IYR700$64 12/31/2023
Delos Wealth Advisors LLC699$64 12/31/2023
     IYR699$64 12/31/2023
Armor Investment Advisors LLC668$61 12/31/2023
     IYR668$61 12/31/2023
Cardiff Park Advisors LLC631$58 12/31/2023
     IYR631$58 12/31/2023
Capital Investment Advisory Services LLC618$56 12/31/2023
     IYR618$56 12/31/2023
Maryland Capital Advisors Inc.580$52 03/31/2024
     IYR580$52 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC550$50 12/31/2023
     IYR550$50 12/31/2023
Fifth Third Bancorp526$48 12/31/2023
     IYR526$48 12/31/2023
Whittier Trust Co. of Nevada Inc.500$46 12/31/2023
     IYR500$46 12/31/2023
Cape Investment Advisory Inc.504$46 12/31/2023
     IYR504$46 12/31/2023
Proequities Inc.475$43 12/31/2023
     IYR475$43 12/31/2023
AlphaMark Advisors LLC475$43 12/31/2023
     IYR475$43 12/31/2023
HM Payson & Co.456$42 12/31/2023
     IYR456$42 12/31/2023
Parkside Financial Bank & Trust464$42 12/31/2023
     IYR464$42 12/31/2023
Stelac Advisory Services LLC427$39 12/31/2023
     IYR427$39 12/31/2023
Tucker Asset Management LLC421$38 12/31/2023
     IYR421$38 12/31/2023
U S Global Investors Inc.400$37 12/31/2023
     IYR400$37 12/31/2023
Nomura Asset Management Co. Ltd.400$37 12/31/2023
     IYR400$37 12/31/2023
Financial Advisory Service Inc.408$37 12/31/2023
     IYR408$37 12/31/2023
Wagner Wealth Management LLC400$37 12/31/2023
     IYR400$37 12/31/2023
Massmutual Trust Co. FSB ADV394$35 03/31/2024
     IYR394$35 03/31/2024
MCF Advisors LLC390$35 03/31/2024
     IYR390$35 03/31/2024
First Manhattan Co.375$34 12/31/2023
     IYR375$34 12/31/2023
HighMark Wealth Management LLC375$34 12/31/2023
     IYR375$34 12/31/2023
Franklin Resources Inc.366$33 12/31/2023
     IYR366$33 12/31/2023
JNBA Financial Advisors365$33 12/31/2023
     IYR365$33 12/31/2023
Spire Wealth Management369$33 12/31/2023
     IYR369$33 12/31/2023
Larson Financial Group LLC347$32 12/31/2023
     IYR347$32 12/31/2023
Concord Wealth Partners355$32 12/31/2023
     IYR355$32 12/31/2023
Newbridge Financial Services Group Inc.325$30 12/31/2023
     IYR325$30 12/31/2023
National Bank of Canada FI321$29 12/31/2023
     IYR321$29 12/31/2023
Tortoise Investment Management LLC300$27 12/31/2023
     IYR300$27 12/31/2023
Gables Capital Management Inc.300$27 12/31/2023
     IYR300$27 12/31/2023
Gould Capital LLC292$27 12/31/2023
     IYR292$27 12/31/2023
Cetera Trust Company N.A300$27 12/31/2023
     IYR300$27 12/31/2023
Asset Dedication LLC289$26 03/31/2024
     IYR289$26 03/31/2024
Mycio Wealth Partners LLC258$24 12/31/2023
     IYR258$24 12/31/2023
Signaturefd LLC250$23 12/31/2023
     IYR250$23 12/31/2023
Kayne Anderson Rudnick Investment Management LLC226$21 12/31/2023
     IYR226$21 12/31/2023
Sandy Spring Bank195$18 12/31/2023
     IYR195$18 12/31/2023
Bartlett & Co. LLC200$18 12/31/2023
     IYR200$18 12/31/2023
Sugarloaf Wealth Management LLC197$18 12/31/2023
     IYR197$18 12/31/2023
Tyler Stone Wealth Management200$18 12/31/2023
     IYR200$18 12/31/2023
TD Waterhouse Canada Inc.201$18 12/31/2023
     IYR201$18 12/31/2023
Bartlett & CO. Wealth Management LLC200$18 12/31/2023
     IYR200$18 12/31/2023
Smithfield Trust Co.188$17 12/31/2023
     IYR188$17 12/31/2023
Farmers & Merchants Investments Inc.170$16 12/31/2023
     IYR170$16 12/31/2023
Natixis171$16 12/31/2023
     IYR171$16 12/31/2023
GeoWealth Management LLC178$16 12/31/2023
     IYR178$16 12/31/2023
Tsfg LLC168$15 03/31/2024
     IYR168$15 03/31/2024
Caldwell Sutter Capital Inc.166$15 12/31/2023
     IYR166$15 12/31/2023
Mather Group LLC.152$14 03/31/2024
     IYR152$14 03/31/2024
Lowe Wealth Advisors LLC158$14 03/31/2024
     IYR158$14 03/31/2024
Focused Wealth Management Inc154$14 12/31/2023
     IYR154$14 12/31/2023
Field & Main Bank151$14 12/31/2023
     IYR151$14 12/31/2023
Tradition Wealth Management LLC151$14 12/31/2023
     IYR151$14 12/31/2023
Transcendent Capital Group LLC153$14 12/31/2023
     IYR153$14 12/31/2023
Motco142$13 12/31/2023
     IYR142$13 12/31/2023
Avion Wealth144$13 12/31/2023
     IYR144$13 12/31/2023
JJJ Advisors Inc.131$12 03/31/2024
     IYR131$12 03/31/2024
Horizons Wealth Management129$12 03/31/2024
     IYR129$12 03/31/2024
Indiana Trust & Investment Management CO120$11 03/31/2024
     IYR120$11 03/31/2024
DHJJ Financial Advisors Ltd.118$11 03/31/2024
     IYR118$11 03/31/2024
Creative Financial Designs Inc. ADV124$11 12/31/2023
     IYR124$11 12/31/2023
Front Row Advisors LLC120$11 12/31/2023
     IYR120$11 12/31/2023
Clarity Asset Management Inc.118$11 12/31/2023
     IYR118$11 12/31/2023
Planned Solutions Inc.124$11 12/31/2023
     IYR124$11 12/31/2023
Northwest Financial Advisors118$11 12/31/2023
     IYR118$11 12/31/2023
Assetmark Inc.105$10 12/31/2023
     IYR105$10 12/31/2023
Ancora Advisors LLC102$9 12/31/2023
     IYR102$9 12/31/2023
EPG Wealth Management LLC110$9 12/31/2023
     IYR110$9 12/31/2023
Rockbridge Investment Management LCC94$9 12/31/2023
     IYR94$9 12/31/2023
Missouri Trust & Investment Co100$9 12/31/2023
     IYR100$9 12/31/2023
Moisand Fitzgerald Tamayo LLC85$8 03/31/2024
     IYR85$8 03/31/2024
Independence Bank of Kentucky90$8 03/31/2024
     IYR90$8 03/31/2024
O Shaughnessy Asset Management LLC90$8 12/31/2023
     IYR90$8 12/31/2023
Capital Analysts LLC75$7 12/31/2023
     IYR75$7 12/31/2023
Bogart Wealth LLC75$7 12/31/2023
     IYR75$7 12/31/2023
PSI Advisors LLC70$6 12/31/2023
     IYR70$6 12/31/2023
New Republic Capital LLC70$6 12/31/2023
     IYR70$6 12/31/2023
City State Bank60$5 03/31/2024
     IYR60$5 03/31/2024
Signature Resources Capital Management LLC58$5 03/31/2024
     IYR58$5 03/31/2024
Fairfield Bush & CO.60$5 12/31/2023
     IYR60$5 12/31/2023
Ambassador Advisors LLC64$5 12/31/2023
     IYR64$5 12/31/2023
Tidemark LLC58$5 12/31/2023
     IYR58$5 12/31/2023
Investors Research Corp42$4 12/31/2023
     IYR42$4 12/31/2023
O Dell Group LLC35$3 12/31/2023
     IYR35$3 12/31/2023
Key Financial Inc32$3 12/31/2023
     IYR32$3 12/31/2023
Glass Jacobson Investment Advisors llc28$3 12/31/2023
     IYR28$3 12/31/2023
Pflug Koory LLC17$2 03/31/2024
     IYR17$2 03/31/2024
Hallmark Capital Management Inc.21$2 12/31/2023
     IYR21$2 12/31/2023
Evermay Wealth Management LLC27$2 12/31/2023
     IYR27$2 12/31/2023
Whittier Trust Co.20$2 12/31/2023
     IYR20$2 12/31/2023
Phillips Financial Management LLC20$2 12/31/2023
     IYR20$2 12/31/2023
Atlantic Trust LLC18$2 12/31/2023
     IYR18$2 12/31/2023
Salomon & Ludwin LLC24$2 12/31/2023
     IYR24$2 12/31/2023
Beacon Capital Management LLC17$2 12/31/2023
     IYR17$2 12/31/2023
Vima LLC25$2 12/31/2023
     IYR25$2 12/31/2023
Woodard & Co. Asset Management Group Inc. ADV13$1 12/31/2023
     IYR13$1 12/31/2023
Bfsg LLC8$1 12/31/2023
     IYR8$1 12/31/2023
Laurel Wealth Advisors LLC7$1 12/31/2023
     IYR7$1 12/31/2023
Live Oak Investment Partners9$1 12/31/2023
     IYR9$1 12/31/2023
Iron Horse Wealth Management LLC5$0 03/31/2024
     IYR5$0 03/31/2024
Benjamin F. Edwards & Company Inc.5$0 12/31/2023
     IYR5$0 12/31/2023
Fortis Advisors LLC2$0 12/31/2023
     IYR2$0 12/31/2023
Gordian Capital Singapore Pte Ltd1$0 12/31/2023
     IYR1$0 12/31/2023
Level Financial Advisors Inc.0$0 12/31/2023
     IYR0$0 12/31/2023
Eisler Capital US LLC $0 12/31/2023
     Put24,500$2,240 12/31/2023
     Call24,500$2,240 12/31/2023
Greenland Capital Management LP $-868 12/31/2023
     Put169,500$15,494 12/31/2023
     Call160,000$14,626 12/31/2023
Walleye Trading LLC $-987 12/31/2023
     Put92,300$8,437 12/31/2023
     Call81,500$7,450 12/31/2023
Bayview Asset Management LLC $-1,828 12/31/2023
     Put20,000$1,828 12/31/2023
Quarry LP $-1,828 12/31/2023
     Put20,000$1,828 12/31/2023
Garda Capital Partners LP $-2,185 12/31/2023
     Put65,000$13,046 12/31/2023
     IYR66,240$6,055 12/31/2023
     Call200,000$4,806 12/31/2023
Caption Management LLC $-3,017 12/31/2023
     Put200,000$18,282 12/31/2023
     Call115,000$10,512 12/31/2023
     IYR52,000$4,753 12/31/2023
GTS Securities LLC $-9,389 12/31/2023
     Put183,700$16,792 12/31/2023
     Call77,000$7,039 12/31/2023
     IYR3,980$364 12/31/2023
Anson Funds Management LP $-11,107 12/31/2023
     Put203,400$18,593 12/31/2023
     Call81,900$7,486 12/31/2023
Nomura Holdings Inc. $-14,689 12/31/2023
     Put250,000$22,852 12/31/2023
     Call89,300$8,163 12/31/2023
Schonfeld Strategic Advisors LLC $-15,083 12/31/2023
     Put765,000$69,929 12/31/2023
     Call600,000$54,846 12/31/2023
     IYR1$0 12/31/2023
Centiva Capital LP $-15,558 12/31/2023
     Put217,800$19,909 12/31/2023
     Call47,600$4,351 12/31/2023
Point72 Asset Management L.P. $-18,968 12/31/2023
     Put207,500$18,968 12/31/2023
Hotchkis & Wiley Capital Management LLC $-21,938 12/31/2023
     Put240,000$21,938 12/31/2023
UBS Group AG $-61,223 12/31/2023
     Put2,080,300$190,160 12/31/2023
     IYR1,401,535$128,114 12/31/2023
     Call9,000$823 12/31/2023
One William Street Capital Management L.P.1,000,000$-91,410 12/31/2023
     Put1,000,000$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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