Ishares Dow Jones U.s. Real Estate Etf

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Ishares Dow Jones U.s. Real Estate Etf

$IYR

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NewIncreasedMaintainedDecreasedLiquidated
41818184
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Carroll Financial Associates, Inc.03-31-2021Etf16Maintained0.000.001,000.000.0062.50Form 13
Lowe Wealth Advisors, Llc03-31-2021Etf158Maintained0.000.0115,000.007.1494.94Form 13
Uma Financial Services, Inc.03-31-2021U.s. Real Es Etf2,765Increased0.180.00260,000.006.5694.03Form 13
Weaver Consulting Group03-31-2021U.s. Real Es Etf3,685Increased1.240.21339,000.008.6591.99Form 13
Summit Financial Group, Inc.03-31-2021U.s. Real Es Etf2,725Increased2.060.10251,000.009.6192.11Form 13
Baldwin Brothers Inc/ma03-31-2021U.s. Real Es Etf259New!0.000.0024,000.000.0092.66Form 13
Trust Co03-31-2021U.s. Real Es Etf235Maintained0.000.0222,000.0010.0093.62Form 13
Larson Financial Group Llc03-31-2021U.s. Real Es Etf161Maintained0.000.0014,000.000.0086.96Form 13
Courier Capital Llc03-31-2021U.s. Real Es Etf46,940Increased2.810.444,316,000.0010.3691.95Form 13
Acropolis Investment Management, Llc03-31-2021U.s. Real Es Etf3,555Decreased-12.110.03327,000.00-5.4991.98Form 13
Kwmg, Llc03-31-2021U.s. Real Es Etf11,589Decreased-31.890.171,065,000.00-26.9091.90Form 13
Valeo Financial Advisors, Llc03-31-2021Etf5,880Maintained0.000.03541,000.007.3492.01Form 13
Private Capital Group, Llc03-31-2021Exchange Traded Fund29Maintained0.000.003,000.000.00103.45Form 13
Integer Wealth Advisors Group Llc03-31-2021U.s. Real Es Etf51,500Increased4.192.644,839,000.0018.4093.96Form 13
Huntington National Bank03-31-2021Exchange Traded10,670Maintained0.000.01981,000.007.3391.94Form 13
Money Design Co.,ltd.03-31-2021Etf149,133Increased2.201.6013,711,000.0010.8791.94Form 13
Ballew Advisors, Inc03-31-2021U.s. Real Es Etf36,996Increased93.491.283,462,000.00119.95187.16Form 13
Hbw Advisory Services Llc03-31-2021U.s. Real Es Etf5,656Decreased-3.400.14520,000.003.5991.94Form 13
Iron Horse Wealth Management, Llc03-31-2021U.s. Real Es Etf4Maintained0.000.000.000.000.00Form 13
Farmers & Merchants Investments Inc03-31-2021U.s. Real Es Etf1,000Maintained0.000.0092,000.006.9892.00Form 13
Advisornet Financial, Inc03-31-2021Etf1,025Maintained0.000.0194,000.006.8291.71Form 13
Clear Street Markets Llc03-31-2021U.s. Real Es Etf7,057New!0.000.131,168,000.000.009,284.98Form 13
Taylor, Cottrill, Erickson & Associates, Inc.03-31-2021Common50,593Increased3.380.714,651,000.0010.9591.93Form 13
Global Retirement Partners, Llc03-31-2021U.s. Real Es Etf2,325Increased0.090.03214,000.007.5492.04Form 13
Baldrige Asset Management Llc03-31-2021U.s. Real Es Etf8,177Increased1.890.41752,000.009.4691.97Form 13
Tsfg, Llc03-31-2021Mf Closed And Mf Open100Maintained0.000.009,000.000.0090.00Form 13
Optimum Investment Advisors03-31-2021U.s. Real Es Etf1,230Decreased-32.600.03113,000.00-27.5691.87Form 13
New Capital Management Lp03-31-2021U.s. Real Es Etf308Increased0.330.0228,000.007.6990.91Form 13
Enterprise Bank & Trust Co03-31-2021Com3,525Maintained0.000.14324,000.007.2891.91Form 13
Atticus Wealth Management, Llc03-31-2021U.s. Real Es Etf5Decreased-98.330.000.00-100.000.00Form 13
Pbmares Wealth Management Llc03-31-2021U.s. Real Es Etf2,288Decreased-10.060.17210,000.00-3.6791.78Form 13
Cmg Global Holdings, Llc03-31-2021U.s. Real Es Etf6,122New!0.000.49563,000.000.0091.96Form 13
First Financial Corp /in/03-31-2021Etf Equity139Maintained0.000.0113,000.008.3393.53Form 13
City Holding Co03-31-2021Reit4,301Decreased-1.490.08395,000.005.6191.84Form 13
Arkansas Financial Group, Inc.03-31-2021Us Real Estate41,096Increased10.430.903,778,000.0018.5191.93Form 13
Leavell Investment Management, Inc.03-31-2021U.s. Real Es Etf4,795Maintained0.000.04441,000.007.3091.97Form 13
Country Trust Bank03-31-2021Etf - Equity0Liquidated!-100.000.000.000.000.00Form 13
Motco03-31-2021Com233Decreased-27.640.0021,000.00-25.0090.13Form 13
Regis Management Co Llc03-31-2021Com153,040Decreased-21.812.5114,071,000.00-16.0691.94Form 13
Next Financial Group, Inc03-31-2021U.s. Real Es Etf4,221Decreased-13.870.03388,000.00-7.6291.92Form 13
Bogart Wealth, Llc03-31-2021Etf32New!0.000.003,000.000.0093.75Form 13
Alhambra Investment Partners Llc03-31-2021U.s. Real Es Etf61,815Increased35.564.585,683,000.0045.4991.94Form 13
Ade, Llc03-31-2021Mf Closed And Mf Open0Liquidated!-100.000.000.000.000.00Form 13
Sterling Investment Advisors Llc /adv03-31-2021U.s. Real Es Etf20,384Increased6.471.191,874,000.0014.2791.93Form 13
Pinnacle Financial Partners Inc03-31-2021U.s. Real Es Etf7,182Decreased-29.400.03640,000.00-24.88178.03Form 13
Bartlett & Co. Llc03-31-2021Etf0Liquidated!-100.000.000.000.000.00Form 13
Sugarloaf Wealth Management, Llc03-31-2021U.s. Real Es Etf638Decreased-63.520.04119,000.00-20.67186.52Form 13
Covenant Asset Management, Llc03-31-2021U.s. Real Es Etf7,935Decreased-0.750.23730,000.006.5792.00Form 13
Slatestone Wealth, Llc03-31-2021Etf11,067Increased39.770.251,017,000.0050.0091.89Form 13
Omega Financial Group, Llc03-31-2021U.s. Real Es Etf70,425Increased3.483.296,475,000.0011.0891.94Form 13
International Assets Investment Management, Llc03-31-2021U.s. Real Es Etf329Maintained0.000.0028,000.000.0085.11Form 13
Creative Financial Designs Inc /adv03-31-2021Etf3,123Increased78.050.06287,000.00105.0091.90Form 13
First United Bank Trust/03-31-2021Exchange Traded Sector Funds2,948Decreased-4.070.12271,000.003.0491.93Form 13
Twele Capital Management, Inc.03-31-2021U.s. Real Es Etf44,087Decreased-5.310.654,053,000.001.6391.93Form 13
Exchange Traded Concepts, Llc03-31-2021U.s. Real Es Etf1,073,003Increased13.693.6998,652,000.0022.0491.94Form 13
Lbmc Investment Advisors, Llc03-31-2021Com3,010Maintained0.000.03277,000.007.3692.03Form 13
Private Ocean, Llc03-31-2021Etf2,945Decreased-3.320.05271,000.003.8392.02Form 13
Gemmer Asset Management Llc03-31-2021U.s. Real Es Etf508Maintained0.000.0147,000.009.3092.52Form 13
Personal Wealth Partners03-31-2021U.s. Real Es Etf5,599Decreased-2.350.23515,000.004.8991.98Form 13
Market Street Wealth Management Advisors Llc03-31-2021U.s. Real Es Etf15,403Decreased-2.270.841,416,000.004.8991.93Form 13
Cordant, Inc.03-31-2021U.s. Real Es Etf21,947Maintained0.001.312,018,000.007.3491.95Form 13
Pds Planning, Inc03-31-2021U.s. Real Es Etf0Liquidated!-100.000.000.000.000.00Form 13