Public ownership evidence

iShares U.S. Real Estate ETF (IYR) Ownership Disclosures

Read IYR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares U.S. Real Estate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
18,541
Value (USD)
$1,775,372
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IYR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IYR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2918,541$1,775,372None
Corient Private Wealth LP2026-06-302026-08-2828,944$2,959,546None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-282,413$246,686None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,232$211,078None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-263,051$311,965None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-225,521$564,522None
Rehmann Capital Advisory Group2026-06-302026-08-2110,206$1,043,568None
Field & Main Bank2026-06-302026-08-2075$7,669None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20187,913$19,214,073None
Orion Capital Management LLC2026-06-302026-08-1952$5,327None
Glenview Trust Co2026-06-302026-08-19653$66,769None
Glenview Trust Co2026-06-302026-08-1925,517$2,609,113None
Rakuten Investment Management, Inc.2026-06-302026-08-1927,536$2,866,222None
Yukon Wealth Management, Inc.2026-06-302026-08-182,743$280,526None
KM Capital Management Ltd.2026-06-302026-08-1824,543$2,509,522None
Corient Private Wealth LP2026-06-302026-08-1834,123$3,488,997None
Pure Financial Advisors, LLC2026-06-302026-08-186,201$634,087None
Transamerica Financial Advisors, LLC2026-06-302026-08-180$28None
Equitable Holdings, Inc.2026-06-302026-08-182,036$208,236None
GRAYBILL WEALTH MANAGEMENT, LTD.2026-06-302026-08-185,200$531,700None
Jefferies Financial Group Inc.2026-06-302026-08-1816,300$1,666,675Put
Jefferies Financial Group Inc.2026-06-302026-08-182,033$207,874None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1515$1,534None
Independence Wealth Advisors, LLC2026-06-302026-08-1510,601$1,083,913None
Synergy Investment Management, LLC2026-06-302026-08-15281$28,743None
TORONTO DOMINION BANK2026-06-302026-08-15100$10,225Put
TORONTO DOMINION BANK2026-06-302026-08-15100$10,225Call
TORONTO DOMINION BANK2026-06-302026-08-1514,950$1,528,584None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-15110,321$11,280,322None
Glen Eagle Advisors, LLC2026-06-302026-08-1540$4,090None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15600$61,326None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15230$23,518None
Modern Wealth Management, LLC2026-06-302026-08-1590,943$9,298,907None
Modern Wealth Management, LLC2026-06-302026-08-15243$24,847None
Modern Wealth Management, LLC2026-06-302026-08-1517$1,738None
Marex Group Ltd2026-06-302026-08-1515,610$1,596,123None
LuminArx Capital Management LP2026-06-302026-08-1520,000$2,045,000None
LuminArx Capital Management LP2026-06-302026-08-15100,000$100,000Put
LuminArx Capital Management LP2026-06-302026-08-1565,000$56,875Put
Mutual Advisors, LLC2026-06-302026-08-156,150$628,838None
Quarry LP2026-06-302026-08-1542,258$4,320,881None
Lifeworks Advisors, LLC2026-06-302026-08-152,558$261,556None
Passaic Partners LLC2026-06-302026-08-15186,130$19,031,793None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-154,069$416,084None
Ameritas Advisory Services, LLC2026-06-302026-08-158,921$912,152None
XTX Topco Ltd2026-06-302026-08-1517,004$1,738,659None
Bellwether Advisors, LLC2026-06-302026-08-152,087$213,347None
Flat Footed LLC2026-06-302026-08-15230,000$23,517,500Put
Sierra Capital LLC2026-06-302026-08-152,830$289,333None
BAYVIEW ASSET MANAGEMENT, LLC2026-06-302026-08-1580,000$8,180,000Call

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TOBIAS FINANCIAL ADVISORS, INC. ↗WEST MICHIGAN ADVISORS, LLC ↗Rehmann Capital Advisory Group ↗Field & Main Bank ↗MERCER GLOBAL ADVISORS INC /ADV ↗Orion Capital Management LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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