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This page summarizes the IYR holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IYR is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IYR Share Count |
|---|
| CWM LLC |
587 |
2,027 |
+1,440 |
+245.32% |
| Private Trust Co. NA |
830 |
2,522 |
+1,692 |
+203.86% |
| Phocas Financial Corp. |
3,100 |
6,200 |
+3,100 |
+100.00% |
| Clear Creek Financial Management LLC |
3,881 |
7,721 |
+3,840 |
+98.94% |
| Glass Jacobson Investment Advisors llc |
28 |
45 |
+17 |
+60.71% |
| Kellett Schaffner Wealth Advisors LLC |
11,337 |
16,548 |
+5,211 |
+45.96% |
| Checchi Capital Advisers LLC |
23,906 |
30,777 |
+6,871 |
+28.74% |
| Jmac Enterprises LLC |
11,573 |
13,640 |
+2,067 |
+17.86% |
| Nations Financial Group Inc. IA ADV |
12,933 |
15,236 |
+2,303 |
+17.81% |
| Waycross Investment Management Co |
28,166 |
32,881 |
+4,715 |
+16.74% |
| Optimum Investment Advisors |
1,260 |
1,461 |
+201 |
+15.95% |
| Global Retirement Partners LLC |
11,834 |
13,613 |
+1,779 |
+15.03% |
| Cambridge Investment Research Advisors Inc. |
24,458 |
27,589 |
+3,131 |
+12.80% |
| Matthew Goff Investment Advisor LLC |
55,512 |
62,248 |
+6,736 |
+12.13% |
| First Financialcorp IN |
10,887 |
12,170 |
+1,283 |
+11.78% |
| J.W. Cole Advisors Inc. |
2,770 |
3,065 |
+295 |
+10.65% |
| Perigon Wealth Management LLC |
5,651 |
6,210 |
+559 |
+9.89% |
| Connable Office Inc. |
339,656 |
371,678 |
+32,022 |
+9.43% |
| Summit Financial Group Inc. |
4,085 |
4,465 |
+380 |
+9.30% |
| Unique Wealth LLC |
29,629 |
32,350 |
+2,721 |
+9.18% |
| Graybill Bartz & Assoc Ltd. |
2,691 |
2,894 |
+203 |
+7.54% |
| Money Design Co. Ltd. |
444,553 |
476,960 |
+32,407 |
+7.29% |
| Raymond James Financial Services Advisors Inc. |
112,629 |
120,271 |
+7,642 |
+6.79% |
| Commonwealth Equity Services LLC |
61,258 |
65,176 |
+3,918 |
+6.40% |
| Stratos Wealth Advisors LLC |
10,690 |
11,368 |
+678 |
+6.34% |
| Sterling Investment Advisors LLC ADV |
9,531 |
10,101 |
+570 |
+5.98% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
550 |
582 |
+32 |
+5.82% |
| WealthNavi Inc. |
3,910,049 |
4,133,691 |
+223,642 |
+5.72% |
| Omega Financial Group LLC |
138,638 |
145,792 |
+7,154 |
+5.16% |
| Unionview LLC |
11,160 |
11,687 |
+527 |
+4.72% |
| Legacy Private Trust Co. |
21,057 |
22,047 |
+990 |
+4.70% |
| Sage Rhino Capital LLC |
19,154 |
19,995 |
+841 |
+4.39% |
| Ballew Advisors Inc |
16,539 |
17,263 |
+724 |
+4.38% |
| Retirement Planning Group |
2,265 |
2,348 |
+83 |
+3.66% |
| Arkadios Wealth Advisors |
2,224 |
2,300 |
+76 |
+3.42% |
| Tower Wealth Partners Inc. |
3,647 |
3,759 |
+112 |
+3.07% |
| Naviter Wealth LLC |
2,623 |
2,702 |
+79 |
+3.01% |
| Sage Financial Group Inc. |
3,226 |
3,284 |
+58 |
+1.80% |
| Alhambra Investment Partners LLC |
8,494 |
8,618 |
+124 |
+1.46% |
| JFS Wealth Advisors LLC |
29,524 |
29,946 |
+422 |
+1.43% |
| Aspiriant LLC |
9,910 |
10,036 |
+126 |
+1.27% |
| Parkside Advisors LLC |
15,172 |
15,283 |
+111 |
+0.73% |
| Sugarloaf Wealth Management LLC |
197 |
198 |
+1 |
+0.51% |
| Wagner Wealth Management LLC |
400 |
402 |
+2 |
+0.50% |
| Bristlecone Advisors LLC |
6,108 |
6,133 |
+25 |
+0.41% |
| Rise Advisors LLC |
1,267 |
1,272 |
+5 |
+0.39% |
| Apella Capital LLC |
2,891 |
2,902 |
+11 |
+0.38% |
| IFG Advisors LLC |
3,496 |
3,509 |
+13 |
+0.37% |
| Taylor & Morgan Wealth Management LLC |
2,449 |
2,458 |
+9 |
+0.37% |
| Capital Investment Advisory Services LLC |
618 |
620 |
+2 |
+0.32% |
| Capstone Triton Financial Group LLC |
7,898 |
7,923 |
+25 |
+0.32% |
| Concord Wealth Partners |
355 |
356 |
+1 |
+0.28% |
| Sierra Capital LLC |
6,264 |
6,277 |
+13 |
+0.21% |
| Bensler LLC |
2,330 |
2,334 |
+4 |
+0.17% |
| Miracle Mile Advisors LLC |
3,048 |
3,053 |
+5 |
+0.16% |
| Regis Management CO LLC |
123,582 |
123,590 |
+8 |
+0.01% |
| 13F Filers Reporting New Positions In IYR |
|---|
| Level Financial Advisors Inc. |
0 |
0 |
UNCH |
100% |
| YHB Investment Advisors Inc. |
0 |
100 |
+100 |
+100% |
| Simplex Trading LLC |
0 |
41,596 |
+41,596 |
+100% |
| Mather Group LLC. |
0 |
152 |
+152 |
+100% |
| BTS Asset Management Inc. |
0 |
1,963 |
+1,963 |
+100% |
| Sound Income Strategies LLC |
0 |
5,177 |
+5,177 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
1,700 |
+1,700 |
+100% |
| Clearview Wealth Advisors LLC |
0 |
2,493 |
+2,493 |
+100% |
| Gray Private Wealth LLC |
0 |
17,081 |
+17,081 |
+100% |
| Davies Financial Advisors Inc. |
0 |
7,800 |
+7,800 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Caldwell Sutter Capital Inc. |
166 |
166 |
UNCH |
0.00% |
| City Holding Co. |
4,186 |
4,186 |
UNCH |
0.00% |
| Barrett & Company Inc. |
1,228 |
1,228 |
UNCH |
0.00% |
| Leavell Investment Management Inc. |
4,795 |
4,795 |
UNCH |
0.00% |
| Sonata Capital Group Inc. |
2,972 |
2,972 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
170 |
170 |
UNCH |
0.00% |
| Acropolis Investment Management LLC |
1,535 |
1,535 |
UNCH |
0.00% |
| Phillips Financial Management LLC |
20 |
20 |
UNCH |
0.00% |
| Indiana Trust & Investment Management CO |
120 |
120 |
UNCH |
0.00% |
| Lbmc Investment Advisors LLC |
9,912 |
9,912 |
UNCH |
0.00% |
| Gunma Bank Ltd. |
31,000 |
31,000 |
UNCH |
0.00% |
| Macroview Investment Management LLC |
993 |
993 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
158 |
158 |
UNCH |
0.00% |
| Field & Main Bank |
151 |
151 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
131 |
131 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
1,416 |
1,416 |
UNCH |
0.00% |
| Abacus Planning Group Inc. |
4,275 |
4,275 |
UNCH |
0.00% |
| MCF Advisors LLC |
390 |
390 |
UNCH |
0.00% |
| Evanson Asset Management LLC |
18,300 |
18,300 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
85 |
85 |
UNCH |
0.00% |
| Colorado Capital Management Inc. |
3,103 |
3,103 |
UNCH |
0.00% |
| Armor Investment Advisors LLC |
668 |
668 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
2,346 |
2,346 |
UNCH |
0.00% |
| Bfsg LLC |
8 |
8 |
UNCH |
0.00% |
| Bogart Wealth LLC |
75 |
75 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
90 |
90 |
UNCH |
0.00% |
| Pflug Koory LLC |
17 |
17 |
UNCH |
0.00% |
| Inscription Capital LLC |
2,700 |
2,700 |
UNCH |
0.00% |
| Enterprise Bank & Trust Co |
3,525 |
3,525 |
UNCH |
0.00% |
| PSI Advisors LLC |
70 |
70 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
1,570 |
1,570 |
UNCH |
0.00% |
| Tsfg LLC |
168 |
168 |
UNCH |
0.00% |
| HighMark Wealth Management LLC |
375 |
375 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
2,286 |
2,286 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
5 |
5 |
UNCH |
0.00% |
| Privium Fund Management UK Ltd |
19,983 |
19,983 |
UNCH |
0.00% |
| Maryland Capital Advisors Inc. |
580 |
580 |
UNCH |
0.00% |
| Viewpoint Capital Management LLC |
3,461 |
3,461 |
UNCH |
0.00% |
| Investment Advisory Group LLC |
3,996 |
3,996 |
UNCH |
0.00% |
| City State Bank |
60 |
60 |
UNCH |
0.00% |
| HB Wealth Management LLC |
8,581 |
8,581 |
UNCH |
0.00% |
| Castle Wealth Management LLC |
4,995 |
4,995 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
58 |
58 |
UNCH |
0.00% |
| Horizons Wealth Management |
129 |
129 |
UNCH |
0.00% |
| Schoolcraft Capital LLC |
4,894 |
4,894 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
153 |
153 |
UNCH |
0.00% |
| Fairway Wealth LLC |
26,586 |
26,586 |
UNCH |
0.00% |
| 13F Filers Decreasing IYR Share Count |
|---|
| TRUE Private Wealth Advisors |
29,095 |
3,898 |
-25,197 |
-86.60% |
| WealthShield Partners LLC |
3,084 |
850 |
-2,234 |
-72.44% |
| Cutler Group LP |
24,644 |
9,057 |
-15,587 |
-63.25% |
| First Horizon Advisors Inc. |
7,972 |
3,729 |
-4,243 |
-53.22% |
| DHJJ Financial Advisors Ltd. |
223 |
118 |
-105 |
-47.09% |
| Asset Dedication LLC |
539 |
289 |
-250 |
-46.38% |
| Massmutual Trust Co. FSB ADV |
644 |
394 |
-250 |
-38.82% |
| Bank of New York Mellon Corp |
21,526 |
15,891 |
-5,635 |
-26.18% |
| Hexagon Capital Partners LLC |
2,627 |
1,978 |
-649 |
-24.70% |
| Wealth Enhancement Advisory Services LLC |
38,624 |
29,826 |
-8,798 |
-22.78% |
| CFM Wealth Partners LLC |
9,333 |
7,608 |
-1,725 |
-18.48% |
| Private Ocean LLC |
1,588 |
1,307 |
-281 |
-17.70% |
| Capital Advisors Ltd. LLC |
1,023 |
851 |
-172 |
-16.81% |
| Crestone Asset Management LLC |
37,675 |
31,593 |
-6,082 |
-16.14% |
| AlphaMark Advisors LLC |
475 |
400 |
-75 |
-15.79% |
| Principle Wealth Partners LLC |
7,000 |
6,000 |
-1,000 |
-14.29% |
| First United Bank Trust |
1,283 |
1,108 |
-175 |
-13.64% |
| Upper Left Wealth Management LLC |
13,492 |
11,700 |
-1,792 |
-13.28% |
| Adell Harriman & Carpenter Inc. |
16,764 |
14,764 |
-2,000 |
-11.93% |
| ZRC Wealth Management LLC |
7,645 |
6,970 |
-675 |
-8.83% |
| Valeo Financial Advisors LLC |
7,052 |
6,559 |
-493 |
-6.99% |
| Sequoia Financial Advisors LLC |
24,750 |
23,147 |
-1,603 |
-6.48% |
| Covenant Asset Management LLC |
7,923 |
7,448 |
-475 |
-6.00% |
| Spire Wealth Management |
369 |
348 |
-21 |
-5.69% |
| Cordant Inc. |
19,495 |
18,441 |
-1,054 |
-5.41% |
| Bear Mountain Capital Inc. |
2,098 |
2,004 |
-94 |
-4.48% |
| SOA Wealth Advisors LLC. |
33,992 |
32,735 |
-1,257 |
-3.70% |
| Ellis Investment Partners LLC |
3,760 |
3,624 |
-136 |
-3.62% |
| Grey Fox Wealth Advisors LLC |
5,943 |
5,759 |
-184 |
-3.10% |
| Pinnacle Financial Partners Inc. |
7,377 |
7,164 |
-213 |
-2.89% |
| Mission Wealth Management LP |
87,626 |
85,208 |
-2,418 |
-2.76% |
| Private Advisor Group LLC |
18,425 |
18,037 |
-388 |
-2.11% |
| Courage Miller Partners LLC |
6,627 |
6,489 |
-138 |
-2.08% |
| NBC Securities Inc. |
5,601 |
5,488 |
-113 |
-2.02% |
| Rather & Kittrell Inc. |
18,309 |
17,979 |
-330 |
-1.80% |
| Arkansas Financial Group Inc. |
59,011 |
58,055 |
-956 |
-1.62% |
| Keel Point LLC |
6,548 |
6,457 |
-91 |
-1.39% |
| Financial Management Professionals Inc. |
1,897 |
1,871 |
-26 |
-1.37% |
| Rebalance LLC |
61,958 |
61,214 |
-744 |
-1.20% |
| Pure Financial Advisors Inc. |
2,499 |
2,473 |
-26 |
-1.04% |
| Allworth Financial LP |
9,539 |
9,490 |
-49 |
-0.51% |
| Courier Capital LLC |
51,595 |
51,497 |
-98 |
-0.19% |
| Brown Advisory Inc. |
13,044 |
13,022 |
-22 |
-0.17% |
| BlueSky Wealth Advisors LLC |
15,572 |
15,560 |
-12 |
-0.08% |
| Raymond James & Associates |
105,931 |
105,861 |
-70 |
-0.07% |
| 13F Filers Exiting IYR |
|---|
| GSG Advisors LLC |
3,029 |
0 |
-3,029 |
-100.00% |
| Newbridge Financial Services Group Inc. |
325 |
0 |
-325 |
-100.00% |
| Bank of New Hampshire |
350 |
0 |
-350 |
-100.00% |
| Annapolis Financial Services LLC |
1 |
0 |
-1 |
-100.00% |
| Planned Solutions Inc. |
124 |
0 |
-124 |
-100.00% |
| Advisor Resource Council |
2,703 |
0 |
-2,703 |
-100.00% |
| International Assets Investment Management LLC |
108,869 |
0 |
-108,869 |
-100.00% |
| Caas Capital Management LP |
2,500 |
0 |
-2,500 |
-100.00% |
| Weaver Consulting Group |
3,017 |
0 |
-3,017 |
-100.00% |
| Outlook Wealth Advisors LLC |
2,800 |
0 |
-2,800 |
-100.00% |
| One Wealth Advisors LLC |
3,810 |
0 |
-3,810 |
-100.00% |
| Trilogy Capital Inc. |
3,640 |
0 |
-3,640 |
-100.00% |
| Timbercreek Investment Management Inc. |
87,700 |
0 |
-87,700 |
-100.00% |
| First Personal Financial Services |
1,021 |
0 |
-1,021 |
-100.00% |
| Kwmg LLC |
2,337 |
0 |
-2,337 |
-100.00% |
| Trust Co |
235 |
0 |
-235 |
-100.00% |
| Dakota Wealth Management |
3,795 |
0 |
-3,795 |
-100.00% |
| Brookstone Capital Management |
3,438 |
0 |
-3,438 |
-100.00% |
| Financial Advisory Service Inc. |
408 |
0 |
-408 |
-100.00% |
| JNBA Financial Advisors |
365 |
0 |
-365 |
-100.00% |
| Benjamin F. Edwards & Company Inc. |
5 |
0 |
-5 |
-100.00% |
| Principal Financial Group Inc. |
31,970 |
0 |
-31,970 |
-100.00% |
| Signature Securities Group Corporation |
2,696 |
0 |
-2,696 |
-100.00% |
| First Citizens Bank & Trust Co. |
26,101 |
0 |
-26,101 |
-100.00% |
| Baldwin Brothers Inc. MA |
36 |
0 |
-36 |
-100.00% |
| U S Global Investors Inc. |
400 |
0 |
-400 |
-100.00% |
| Fifth Third Bancorp |
526 |
0 |
-526 |
-100.00% |
See Summary: Institutional Holders of IYR
See Details: Top 10 Hedge Funds Holding IYR
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