Vault-13

ISHARES TR IYR

U.S. REAL ES ETF · ETP · CUSIP 464287739

490 institutional holders +26 vs Q1 2026
51,139,96951.1m shares reported held*
$5.2bnreported value*
60 new 136 added 153 reduced 34 sold out net bought ≈ $882.2m (+6.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $102.41. Options: 18 managers hold calls ($666.1m notional), 25 hold puts ($457.4m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 500Q4 22: 514Q1 23: 497Q2 23: 483Q3 23: 463Q4 23: 518Q1 24: 472Q2 24: 466Q3 24: 503Q4 24: 517Q1 25: 485Q2 25: 480Q3 25: 469Q4 25: 479Q1 26: 464Q2 26: 490490Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022500
Q4 2022514
Q1 2023497
Q2 2023483
Q3 2023463
Q4 2023518
Q1 2024472
Q2 2024466
Q3 2024503
Q4 2024517
Q1 2025485
Q2 2025480
Q3 2025469
Q4 2025479
Q1 2026464
Q2 2026490

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 230 bought or addedQ3 24: 183 cut or sold outQ4 24: 224 bought or addedQ4 24: 214 cut or sold outQ4 24Q1 25: 181 bought or addedQ1 25: 242 cut or sold outQ2 25: 194 bought or addedQ2 25: 205 cut or sold outQ2 25Q3 25: 179 bought or addedQ3 25: 203 cut or sold outQ4 25: 192 bought or addedQ4 25: 195 cut or sold outQ4 25Q1 26: 200 bought or addedQ1 26: 185 cut or sold outQ2 26: 196 bought or addedQ2 26: 187 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024230183
Q4 2024224214
Q1 2025181242
Q2 2025194205
Q3 2025179203
Q4 2025192195
Q1 2026200185
Q2 2026196187

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200m$400m$600m$800mQ3 25 calls: $780.7mQ3 25 puts: $445.1mQ3 25P/C 0.57Q4 25 calls: $785.8mQ4 25 puts: $425.2mQ4 25P/C 0.54Q1 26 calls: $744.5mQ1 26 puts: $347.6mQ1 26P/C 0.47Q2 26 calls: $666.1mQ2 26 puts: $457.4mQ2 26P/C 0.69
Numbers
QuarterCallsPutsP/C
Q3 2025$780.7m$445.1m0.57
Q4 2025$785.8m$425.2m0.54
Q1 2026$744.5m$347.6m0.47
Q2 2026$666.1m$457.4m0.69

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +2,881,053+2.9m
BNP PARIBAS FINANCIAL MARKETS Added +1,936,042+1.9m
BARCLAYS PLC Added +1,426,008+1.4m
SBI Okasan Asset Management Co.Ltd. New +1,018,210+1.0m
GOLDMAN SACHS GROUP INC Added +824,634+824.6k
D. E. Shaw & Co., Inc. New +774,811+774.8k
UBS Group AG Added +709,870+709.9k
Sumitomo Mitsui DS Asset Management Company, Ltd New +545,813+545.8k
JPMORGAN CHASE & CO Added +416,648+416.6k
CIBC WORLD MARKET INC. Added +369,353+369.4k

Biggest sellers

Gallagher Fiduciary Advisors, LLC Reduced -1,712,564-1.7m
TWO SIGMA INVESTMENTS, LP Sold out -984,203-984.2k
CITIGROUP INC Reduced -901,068-901.1k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -872,871-872.9k
CIBC Bancorp USA Inc. Reduced -539,879-539.9k
FUKOKU MUTUAL LIFE INSURANCE Co Sold out -243,000-243.0k
SG Americas Securities, LLC Reduced -177,078-177.1k
MERCER GLOBAL ADVISORS INC /ADV Reduced -172,512-172.5k
CITADEL ADVISORS LLC Reduced -169,183-169.2k
MORGAN STANLEY Reduced -154,940-154.9k

Biggest calls

JANE STREET GROUP, LLC Reduced $369.7m3.6m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $163.4m1.6m shares
Parallax Volatility Advisers, L.P. Added $27.2m266.1k shares
CITADEL ADVISORS LLC Added $19.3m188.7k shares
Jain Global LLC Added $15.8m155.0k shares
Greenland Capital Management LP Added $11.2m110.0k shares
MILLENNIUM MANAGEMENT LLC Reduced $10.4m101.3k shares
ROYAL BANK OF CANADA Added $8.8m86.5k shares
Squarepoint Ops LLC New $8.4m82.2k shares
BAYVIEW ASSET MANAGEMENT, LLC New $8.2m80.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $108.4m1.1m shares
CITADEL ADVISORS LLC Added $93.8m917.3k shares
Vision Capital Corp New $74.6m730.0k shares
JANE STREET GROUP, LLC Reduced $57.8m565.3k shares
MILLENNIUM MANAGEMENT LLC Added $26.2m256.3k shares
Flat Footed LLC Added $23.5m230.0k shares
Caption Management, LLC New $13.5m132.2k shares
ROYAL BANK OF CANADA Added $12.9m126.0k shares
Balyasny Asset Management L.P. Reduced $7.7m75.6k shares
Parallax Volatility Advisers, L.P. Added $6.1m60.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WealthNavi Inc. 4.70% of their portfolio Shinagawa-ku, TOKYO, M0 5,870,5115.9m $600.3m $600.3m 4.70% Reduced -139.7k -139,738
2 BARCLAYS PLC 0.19% of their portfolio LONDON, X0 5,826,5065.8m $595.8m $595.8m 0.19% Added +1.4m +1,426,008
3 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 4,173,5444.2m $426.7m $426.7m 0.03% Added +2.9m +2,881,053
4 BNP PARIBAS FINANCIAL MARKETS 0.20% of their portfolio PARIS, I0 3,742,9593.7m $382.7m $382.7m 0.20% Added +1.9m +1,936,042
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 3,663,7913.7m $374.6m $374.6m 0.02% Reduced -154.9k -154,940
6 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 2,465,2382.5m $252.1m $252.1m 0.03% Added +824.6k +824,634
7 CIBC Bancorp USA Inc. 0.31% of their portfolio CHICAGO, IL 2,429,7792.4m $248.4m $248.4m 0.31% Reduced -539.9k -539,879
8 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,100,5752.1m $214.8m $214.8m 0.03% Added +709.9k +709,870
9 Ilmarinen Mutual Pension Insurance Co 1.36% of their portfolio HELSINKI, H9 1,970,0512.0m $201.4m $201.4m 1.36% Added +349.1k +349,144
10 SBI Okasan Asset Management Co.Ltd. 3.48% of their portfolio TOKYO, M0 1,018,2101.0m $106.0m $106.0m 3.48% New
11 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 853,298853.3k $88.8m $88.8m 0.01% Added +416.6k +416,648
12 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 845,769845.8k $86.5m $86.5m 0.07% Reduced -109.8k -109,751
13 D. E. Shaw & Co., Inc. 0.05% of their portfolio New York, NY 774,811774.8k $79.2m $79.2m 0.05% New
14 CIBC WORLD MARKET INC. 0.12% of their portfolio TORONTO, A6 697,120697.1k $71.3m $71.3m 0.12% Added +369.4k +369,353
15 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 670,932670.9k $68.6m $68.6m 0.01% Added +45.9k +45,949
16 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 646,093646.1k $66.1m $66.1m 0.01% Reduced -872.9k -872,871
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 596,713596.7k $61.0m $61.0m 0.01% Added +143.4k +143,367
18 BlackRock, Inc. 0.00% of their portfolio New York, NY 582,279582.3k $59.5m $59.5m 0.00% Reduced -55.9k -55,854
19 Sumitomo Mitsui DS Asset Management Company, Ltd 0.39% of their portfolio TOKYO, M0 545,813545.8k $55.8m $55.8m 0.39% New
20 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 372,387372.4k $38.1m $38.1m 0.01% Added +12.4k +12,448
21 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 370,538370.5k $37.9m $37.9m 0.02% Reduced -571 -571
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 367,472367.5k $37.6m $37.6m 0.02% Added +17.9k +17,941
23 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 351,114351.1k $35.9m $35.9m 0.04% Reduced -11.0k -11,022
24 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 338,747338.7k $34.6m $34.6m 0.02% Added +132.4k +132,386
25 CONNABLE OFFICE INC 2.78% of their portfolio KALAMAZOO, MI 309,294309.3k $31.6m $31.6m 2.78% Added +2.0k +2,041
26 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 307,400307.4k $31.4m $31.4m 0.04% New
27 Point72 Asset Management, L.P. 0.04% of their portfolio STAMFORD, CT 271,407271.4k $27.8m $27.8m 0.04% New
28 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 264,097264.1k $27.0m $27.0m 0.01% Added +78.1k +78,064
29 Pathstone Holdings, LLC 0.07% of their portfolio ENGLEWOOD, NJ 228,908228.9k $23.4m $23.4m 0.07% Reduced -4.9k -4,891
30 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 226,379226.4k $23.1m $23.1m 0.01% Reduced -177.1k -177,078
31 Jump Financial, LLC 0.19% of their portfolio Chicago, IL 208,978209.0k $21.4m $21.4m 0.19% New
32 Global Endowment Management, LP 2.11% of their portfolio CHARLOTTE, NC 204,000204.0k $20.9m $20.9m 2.11% Unchanged
33 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 198,812198.8k $20.3m $20.3m 0.01% Reduced -3.6k -3,614
34 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 187,913187.9k $19.2m $19.2m 0.02% Reduced -172.5k -172,512
35 Passaic Partners LLC 1.82% of their portfolio NEWARK, NJ 186,130186.1k $19.0m $19.0m 1.82% Added +2.8k +2,826
36 Magnus Financial Group LLC 1.32% of their portfolio NEW YORK, NY 181,876181.9k $18.6m $18.6m 1.32% Added +6.4k +6,375
37 Sand Hill Global Advisors, LLC 0.56% of their portfolio Palo Alto, CA 180,587180.6k $18.5m $18.5m 0.56% Reduced -4.4k -4,441
38 DDFG, Inc 3.61% of their portfolio THOUSAND OAKS, CA 177,778177.8k $18.2m $18.2m 3.61% Added +78.8k +78,753
39 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 170,793170.8k $17.5m $17.5m 0.02% New
40 Financial Advisory Corp 2.07% of their portfolio Grand Rapids, MI 152,940152.9k $15.6m $15.6m 2.07% Added +2.6k +2,625
41 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 139,576139.6k $14.3m $14.3m 0.00% Added +2.9k +2,946
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 138,224138.2k $14.1m $14.1m 0.01% Added +67.2k +67,225
43 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 137,953138.0k $14.1m $14.1m 0.01% Reduced -901.1k -901,068
44 Walleye Capital LLC 0.06% of their portfolio NEW YORK, NY 133,801133.8k $13.7m $13.7m 0.06% Reduced -46.2k -46,199
45 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 131,632131.6k $13.5m $13.5m 0.01% Reduced -169.2k -169,183
46 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 123,514123.5k $12.6m $12.6m 0.01% Added +3.2k +3,152
47 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.23% of their portfolio TOKYO, M0 118,215118.2k $12.1m $12.1m 0.23% Reduced -7.8k -7,842
48 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 116,051116.1k $11.9m $11.9m 0.01% Added +64.2k +64,190
49 Mariner, LLC 0.01% of their portfolio Overland Park, KS 110,655110.7k $11.3m $11.3m 0.01% Reduced -2.4k -2,397
50 Aster Capital Management (DIFC) Ltd 2.40% of their portfolio DUBAI, C0 110,321110.3k $11.3m $11.3m 2.40% Added +88.1k +88,071
51 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 107,391107.4k $11.0m $11.0m 0.02% Reduced -5.5k -5,477
52 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 100,725100.7k $10.3m $10.3m 0.02% Added +10.0k +10,045
53 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 99,69299.7k $10.2m $10.2m 0.01% Added +41.8k +41,785
54 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 99,59699.6k $10.2m $10.2m 0.01% Added +17.8k +17,783
55 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 96,85196.9k $9.9m $9.9m 0.01% Added +17.4k +17,390
56 GTS SECURITIES LLC 0.20% of their portfolio NEW YORK, NY 94,39894.4k $9.7m $9.7m 0.20% Added +31.1k +31,062
57 UNIQUE WEALTH, LLC 1.10% of their portfolio TAMPA, FL 91,94291.9k $9.4m $9.4m 1.10% Added +405 +405
58 Modern Wealth Management, LLC 0.11% of their portfolio KANSAS CITY, MO 91,20391.2k $9.3m $9.3m 0.11% Added +46.2k +46,162
59 Maven Securities LTD 0.87% of their portfolio ST HELIER, Y9 87,37787.4k $8.9m $8.9m 0.87% Reduced -15.3k -15,291
60 PGIM Custom Harvest LLC 0.10% of their portfolio NEWARK, NJ 81,21581.2k $8.3m $8.3m 0.10% Added +516 +516
61 J. Goldman & Co LP 0.25% of their portfolio NEW YORK, NY 68,29768.3k $7.0m $7.0m 0.25% Added +24.0k +24,000
62 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 66,16866.2k $6.8m $6.8m 0.01% Added +20.2k +20,208
63 Matthew Goff Investment Advisor, LLC 1.13% of their portfolio HOUSTON, TX 65,26665.3k $6.7m $6.7m 1.13% New
64 COURIER CAPITAL LLC 0.33% of their portfolio BUFFALO, NY 63,91663.9k $6.5m $6.5m 0.33% Added +3.1k +3,141
65 SCS Capital Management LLC 0.06% of their portfolio BOSTON, MA 63,24463.2k $6.5m $6.5m 0.06% Unchanged
66 ADAMS DIVERSIFIED EQUITY FUND, INC. 0.20% of their portfolio BALTIMORE, MD 62,90062.9k $6.4m $6.4m 0.20% New
67 Omega Financial Group, LLC 1.94% of their portfolio Santa Barbara, CA 62,30762.3k $6.4m $6.4m 1.94% Reduced -1.3k -1,280
68 CONSOLIDATED CAPITAL MANAGEMENT, LLC 1.64% of their portfolio BURBANK, CA 60,27960.3k $6.2m $6.2m 1.64% Added +714 +714
69 CarsonAllaria Wealth Management, Ltd. 2.48% of their portfolio GLEN CARBON, IL 55,88655.9k $5.7m $5.7m 2.48% Added +1.8k +1,782
70 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 54,63154.6k $5.6m $5.6m 0.01% Added +4.6k +4,590
71 ARKANSAS FINANCIAL GROUP, INC. 0.70% of their portfolio LITTLE ROCK, AR 52,30452.3k $5.3m $5.3m 0.70% Reduced -759 -759
72 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 52,19852.2k $5.3m $5.3m 0.01% Added +12.0k +12,040
73 Allie Family Office LLC 1.92% of their portfolio MIAMI, FL 50,46350.5k $5.2m $5.2m 1.92% Added +590 +590
74 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 49,76649.8k $5.1m $5.1m 0.03% Added +18.3k +18,273
75 MISSION WEALTH MANAGEMENT, LP 0.06% of their portfolio Santa Barbara, CA 48,78648.8k $5.0m $5.0m 0.06% Reduced -2.5k -2,529
76 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 44,10244.1k $4.5m $4.5m 0.00% Reduced -3.5k -3,474
77 Naviter Wealth, LLC 0.40% of their portfolio LITTLE ROCK, AR 42,88242.9k $4.4m $4.4m 0.40% Added +16.7k +16,688
78 ABSOLUTE INVESTMENT ADVISERS, LLC 0.42% of their portfolio ROSEMARY BEACH, FL 42,25842.3k $4.3m $4.3m 0.42% New
79 Quarry LP 0.68% of their portfolio NEW YORK, NY 42,25842.3k $4.3m $4.3m 0.68% Added +29.6k +29,648
80 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 40,58840.6k $4.2m $4.2m 0.01% Reduced -362 -362
81 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 40,18140.2k $4.1m $4.1m 0.00% Reduced -63.3k -63,257
82 REBALANCE, LLC 0.21% of their portfolio PALO ALTO, CA 39,58439.6k $4.0m $4.0m 0.21% Reduced -6.4k -6,351
83 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.03% of their portfolio Madrid, U3 39,44739.4k $4.1m $4.1m 0.03% Added +8.5k +8,538
84 Rodgers & Associates, LTD 0.36% of their portfolio Lancaster, PA 39,27639.3k $4.0m $4.0m 0.36% Reduced -1.9k -1,858
85 Quadrature Capital Ltd 0.03% of their portfolio LONDON, X0 39,11939.1k $4.0m $4.0m 0.03% New
86 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 37,97738.0k $3.9m $3.9m 0.00% New
87 Pictet North America Advisors SA 0.34% of their portfolio GENEVA 73, V8 37,43437.4k $3.8m $3.8m 0.34% Unchanged
88 FORTE ASSET MANAGEMENT LLC 1.55% of their portfolio BEDFORD, NY 37,11137.1k $3.8m $3.8m 1.55% Added +1.1k +1,103
89 Fairway Wealth LLC 0.85% of their portfolio INDEPENDENCE, OH 36,28536.3k $3.7m $3.7m 0.85% Added +1.8k +1,758
90 SHEETS SMITH WEALTH MANAGEMENT 0.37% of their portfolio WINSTON-SALEM, NC 36,00036.0k $3.7m $3.7m 0.37% Unchanged
91 NorthCoast Asset Management LLC 0.08% of their portfolio STAMFORD, CT 35,97536.0k $3.7m $3.7m 0.08% New
92 TWO SIGMA SECURITIES, LLC 0.31% of their portfolio NEW YORK, NY 35,50335.5k $3.6m $3.6m 0.31% Added +15.7k +15,685
93 Allegheny Financial Group 0.39% of their portfolio Pittsburgh, PA 35,49035.5k $3.6m $3.6m 0.39% Reduced -187 -187
94 Stamos Capital Partners, L.P. 0.55% of their portfolio Menlo Park, CA 34,95335.0k $3.6m $3.6m 0.55% Reduced -3.3k -3,347
95 Whitegate Investment Counselors, Inc. 1.02% of their portfolio CONCORD, NH 34,94834.9k $3.6m $3.6m 1.02% Added +8 +8
96 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 34,10734.1k $3.5m $3.5m 0.04% Reduced -494 -494
97 Checchi Capital Advisers, LLC 0.22% of their portfolio BEVERLY HILLS, CA 33,67333.7k $3.4m $3.4m 0.22% Reduced -1.2k -1,170
98 Virtu Financial LLC 0.11% of their portfolio New York, NY 33,04533.0k $3.4m $3.4m 0.11% Reduced -35.2k -35,172
99 AXXCESS WEALTH MANAGEMENT, LLC 0.05% of their portfolio CARLSBAD, CA 32,39032.4k $3.3m $3.3m 0.05% Added +2.3k +2,299
100 JMAC ENTERPRISES LLC 0.55% of their portfolio NEWTOWN, PA 32,12432.1k $3.3m $3.3m 0.55% Added +3.6k +3,649