IYR · Insider trading · 13F holders · Congress trades
iShares U.S. Real Estate ETF (IYR)
Who is buying and selling IYR: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 72
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 3
IYR at a glance
- No open-market insider purchases or sales of IYR were filed in the last 90 days.
- 72 13F filers hold IYR among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are WealthNavi Inc. (4.1%), SBI Okasan Asset Management Co.Ltd. (3.5%) and DDFG, Inc (3.4%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
- Members of Congress have disclosed 4 IYR trades since 2013, 2 purchases and 1 sale in the past year; the latest was Carlos Curbelo (R-FL), selling $1K–15K on Jan 22, 2018.
- IYR last closed at $99.69 on Oct 30, 2026.
IYR insider trading
No open-market insider purchases or sales of IYR were filed in the last 90 days.
Who owns IYR? Hedge funds and superinvestors
72 13F filers hold IYR among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are WealthNavi Inc. (4.1%), SBI Okasan Asset Management Co.Ltd. (3.5%) and DDFG, Inc (3.4%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| WealthNavi Inc.Wealth manager | 4.1% | $526.5M | 5,540,037 | -5.6% shares | Q3 2026 |
| Ilmarinen Mutual Pension Insurance CoPension fund | 1.4% | $201.4M | 1,970,051 | +21.5% shares | Q2 2026 |
| SBI Okasan Asset Management Co.Ltd.Asset manager | 3.5% | $106.0M | 1,018,210 | — | Q2 2026 |
| Connable Office IncInvestment manager | 2.8% | $31.6M | 309,294 | +0.7% shares | Q2 2026 |
| Global Endowment Management, LPEndowment & foundation | 2.1% | $20.9M | 204,000 | +0.0% shares | Q2 2026 |
| Passaic Partners LLCInstitutional asset manager | 1.8% | $19.0M | 186,130 | +1.5% shares | Q2 2026 |
| Sand Hill Global Advisors, LLCWealth manager | 0.6% | $18.5M | 180,587 | -2.4% shares | Q2 2026 |
| Magnus Financial Group LLCWealth manager | 1.2% | $17.9M | 188,158 | +3.5% shares | Q3 2026 |
| DDFG, IncWealth manager | 3.4% | $17.4M | 182,913 | +2.9% shares | Q3 2026 |
| Financial Advisory CorpWealth manager | 1.9% | $14.9M | 156,312 | +2.2% shares | Q3 2026 |
| Sumitomo Mitsui Financial Group, Inc.Bank & trust | 0.2% | $12.1M | 118,215 | -6.2% shares | Q2 2026 |
| Aster Capital Management (DIFC) LtdAsset manager | 2.4% | $11.3M | 110,321 | +395.8% shares | Q2 2026 |
| Gts Securities LLCBroker-dealer | 0.2% | $9.7M | 94,398 | — | Q2 2026 |
| Maven Securities LTDBroker-dealer | 0.6% | $8.9M | 87,377 | -14.9% shares | Q2 2026 |
| Unique Wealth, LLCWealth manager | 1.0% | $8.7M | 91,877 | -0.1% shares | Q3 2026 |
| Norden Group LLCWealth manager | 0.5% | $6.3M | 66,139 | — | Q3 2026 |
| Matthew Goff Investment Advisor, LLCWealth manager | 0.9% | $6.2M | 64,878 | -0.6% shares | Q3 2026 |
| Consolidated Capital Management, LLCWealth manager | 1.6% | $5.8M | 60,692 | +0.7% shares | Q3 2026 |
| CarsonAllaria Wealth Management, Ltd.Wealth manager | 2.5% | $5.7M | 55,886 | +3.3% shares | Q2 2026 |
| Omega Financial Group, LLCWealth manager | 1.8% | $5.7M | 59,850 | -3.9% shares | Q3 2026 |
| Allie Family Office LLCInstitutional asset manager | 1.9% | $5.2M | 50,463 | +1.2% shares | Q2 2026 |
| Arkansas Financial Group, Inc.Wealth manager | 0.7% | $5.0M | 52,442 | +0.3% shares | Q3 2026 |
| Quarry LPHedge fund | 0.7% | $4.3M | 42,258 | — | Q2 2026 |
| Rebalance, LLCWealth manager | 0.2% | $3.8M | 40,231 | +1.6% shares | Q3 2026 |
| Rodgers & Associates, LTDWealth manager | 0.4% | $3.7M | 39,149 | -0.3% shares | Q3 2026 |
| Fairway Wealth LLCWealth manager | 0.8% | $3.7M | 36,285 | +5.1% shares | Q2 2026 |
| Allegheny Financial GroupWealth manager | 0.4% | $3.6M | 35,490 | -0.5% shares | Q2 2026 |
| Whitegate Investment Counselors, Inc.Wealth manager | 1.0% | $3.6M | 34,948 | +0.0% shares | Q2 2026 |
| Forte Asset Management LLCWealth manager | 1.4% | $3.5M | 36,365 | -2.0% shares | Q3 2026 |
| Jmac Enterprises LLCWealth manager | 0.6% | $3.3M | 32,124 | +12.8% shares | Q2 2026 |
The 30 largest of 72 positions, by value. Each manager counts with its latest 13F (Q3 2026: 31, Q2 2026: 41). Screen IYR in the grand portfolio →
IYR stock trades by members of Congress
Members of Congress have disclosed 4 IYR trades since 2013, 2 purchases and 1 sale in the past year; the latest was Carlos Curbelo (R-FL), selling $1K–15K on Jan 22, 2018.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Feb 5, 2018 | Carlos CurbeloR-FL · House | Sale | $1K–15K | Jan 22, 2018 | +27.7% |
| Aug 21, 2017 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Jul 10, 2017 | +27.6% |
| Jul 13, 2017 | Carlos CurbeloR-FL · House | Buy | $1K–15K | Jul 10, 2017 | +27.6% |
| Jan 14, 2014 | Michael G. FitzpatrickR-PA · House | Buy | $1K–15K | Dec 13, 2013 | +60.1% |
2 members have traded IYR: Carlos Curbelo, Michael G. Fitzpatrick.
IYR questions and answers
Are insiders buying IYR stock?
No open-market insider purchases or sales of IYR were filed in the last 90 days.
Which hedge funds own IYR?
72 13F filers hold IYR among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are WealthNavi Inc. (4.1%), SBI Okasan Asset Management Co.Ltd. (3.5%) and DDFG, Inc (3.4%). In their latest 13Fs, 1 manager opened a new position and 9 added to one.
Has Congress traded IYR?
Members of Congress have disclosed 4 IYR trades since 2013, 2 purchases and 1 sale in the past year; the latest was Carlos Curbelo (R-FL), selling $1K–15K on Jan 22, 2018.
Who is the largest holder of IYR?
Among 13F filers, WealthNavi Inc. reports the largest IYR position, $526.5M (5,540,037 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is WealthNavi Inc.'s: 4.1% of its portfolio.
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