We are live on ! Find out more
IYR icon

iShares US Real Estate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Strategic Wealth Partners
Ohio
$1.12M -$121K -1,466 -10%
JIC
177
Johnson Investment Counsel
Ohio
$1.12M +$821K +9,932 +340%
BFG
178
Barber Financial Group
Kansas
$1.11M +$688K +8,322 +189%
JG
179
Jefferies Group
New York
$1.1M +$1.05M +12,653 New
MCM
180
MV Capital Management
Maryland
$1.07M -$96.3K -1,164 -9%
FUBT
181
First United Bank & Trust
Maryland
$1.06M -$215K -2,605 -18%
M&T Bank
182
M&T Bank
New York
$1.06M -$234K -2,825 -19%
MWM
183
Mission Wealth Management
California
$1.05M -$33.3K -403 -3%
CAL
184
Capital Advisors Ltd
Ohio
$1.02M -$125K -1,516 -11%
PV
185
Private Vista
Illinois
$1M +$487K +5,894 +105%
FSA
186
Financial Sense Advisors
California
$975K -$154K -1,862 -14%
BFM
187
Boothbay Fund Management
New York
$964K +$84.2K +1,018 +10%
VWM
188
Valley Wealth Managers
New Jersey
$959K -$45.5K -550 -5%
FPS
189
Fieldpoint Private Securities
Connecticut
$959K
DCM
190
Dimension Capital Management
Florida
$958K -$10K -121 -1%
SFA
191
Sequoia Financial Advisors
Ohio
$939K +$158K +1,907 +21%
PFC
192
Phocas Financial Corp
California
$917K
WWM
193
Western Wealth Management
Colorado
$906K +$28.2K +341 +3%
CWM
194
Cahaba Wealth Management
Georgia
$894K -$66.7K -807 -7%
BSAM
195
Blue Sky Asset Management
Colorado
$862K +$565K +6,838 +223%
Wellington Management Group
196
Wellington Management Group
Massachusetts
$848K -$2.06M -24,859 -72%
Lido Advisors
197
Lido Advisors
California
$844K +$279K +3,371 +53%
William Blair & Company
198
William Blair & Company
Illinois
$837K +$13.5K +163 +2%
Creative Planning
199
Creative Planning
Kansas
$829K -$96.3K -1,165 -11%
FA
200
FMA Advisory
Pennsylvania
$822K -$1.24K -15 -0.2%