iShares Trust - iShares U.S. Real Estate ETF
MX ˙ BMV ˙ US4642877397
SecurityMX:IYR / iShares Trust - iShares U.S. Real Estate ETF
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership186,033 shares
Latest Disclosed Value $ 17,601,215
Ameriprise Financial Inc reports 7.53% decrease in ownership of IYR / iShares Trust - iShares U.S. Real Estate ETF

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 186,033 shares of iShares Trust - iShares U.S. Real Estate ETF (MX:IYR) valued at $17,601,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 201,187 shares of iShares Trust - iShares U.S. Real Estate ETF. This represents a change in shares of -7.53% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 186,033 -15,154 -7.53 17,601 -6.81 0.0008
2026-02-17 2025-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 201,187 9,651 5.04 18,889 1.56 0.0043
2025-11-14 2025-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 191,536 -144,282 -42.96 18,597 -41.56 0.0043
2025-08-14 2025-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 335,818 105,669 45.91 31,824 53.86 0.0078
2025-05-14 2025-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 230,149 -219,779 -48.85 20,685 -50.60 0.0056
2025-02-14 2024-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 449,928 207,727 85.77 41,871 69.61 0.0107
2024-11-14 2024-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 242,201 66,120 37.55 24,688 59.80 0.0063
2024-08-14 2024-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 176,081 -4,524 -2.50 15,449 -4.85 0.0042
2024-05-15 2024-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 180,605 70,815 64.50 16,237 61.81 0.0045
2024-02-14 2023-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 109,790 -41,587 -27.47 10,034 -15.15 0.0030
2023-11-14 2023-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 151,377 -55,105 -26.69 11,827 -33.86 0.0039
2023-08-14 2023-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 206,482 2,912 1.43 17,880 3.44 0.0056
2023-05-22 2023-03-31 13F/A-1 ISHARES US REAL ESTATE ETF COM 464287739 203,570 -60,800 -23.00 17,284 -22.27 0.0057
2023-05-15 2023-03-31 13F ISHARES USTECHNOLOGY ETF COM 464287739 203,570 -60,800 17,284 0.0010
2023-02-14 2022-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 264,370 57,831 28.00 22,235 32.22 0.0076
2022-11-14 2022-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 206,539 -38,273 -15.63 16,817 -25.10 0.0062
2022-08-15 2022-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 244,812 -16,905 -6.46 22,452 -20.72 0.0078
2022-05-16 2022-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 261,717 -34,209 -11.56 28,320 -17.60 0.0084
2022-02-14 2021-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 295,926 13,311 4.71 34,367 18.74 0.0095
2021-11-15 2021-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 282,615 38,516 15.78 28,942 16.32 0.0092
2021-08-16 2021-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 244,099 -2,656 -1.08 24,882 9.68 0.0077
2021-05-17 2021-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 246,755 55,706 29.16 22,687 38.69 0.0075
2021-02-12 2020-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 191,049 6,655 3.61 16,358 11.08 0.0058
2020-11-16 2020-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 184,394 -5,664 -2.98 14,726 -1.85 0.0060
2020-08-14 2020-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 190,058 -199,579 -51.22 15,003 -44.57 0.0064
2020-05-15 2020-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 389,637 -131,442 -25.22 27,068 -44.19 0.0142
2020-02-14 2019-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 521,079 -69,220 -11.73 48,502 -12.27 0.0202
2019-11-14 2019-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 590,299 69,086 13.25 55,283 21.54 0.0248
2019-08-14 2019-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 521,213 46,354 9.76 45,485 10.03 0.0204
2019-05-15 2019-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 474,859 37,372 8.54 41,338 26.28 0.0190
2019-02-14 2018-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 437,487 189,447 76.38 32,734 64.93 0.0164
2018-11-14 2018-09-30 13F ISHS DW JNS US RL ES COM 464287739 248,040 3,773 1.54 19,847 0.82 0.0069
2018-08-14 2018-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 244,267 -19,097 -7.25 19,686 -0.96 0.0087
2018-05-14 2018-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 263,364 -131,867 -33.36 19,876 -37.92 0.0090
2018-02-12 2017-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 395,231 -4,668 -1.17 32,016 0.11 0.0146
2017-11-07 2017-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 399,899 57,082 16.65 31,981 17.02 0.0152
2017-08-10 2017-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 342,817 -428,688 -55.57 27,329 -54.86 0.0137
2017-05-05 2017-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 771,505 219,419 39.74 60,545 42.35 0.0313
2017-02-03 2016-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 552,086 -425,047 -43.50 42,533 -46.03 0.0232
2016-11-08 2016-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 977,133 630,377 181.79 78,803 176.03 0.0441
2016-08-08 2016-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 346,756 61,640 21.62 28,549 28.80 0.0167
2016-05-12 2016-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 285,116 -52,113 -15.45 22,165 -12.48 0.0132
2016-02-11 2015-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 337,229 27,453 8.86 25,327 15.25 0.0149
2015-11-12 2015-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 309,776 -164,893 -34.74 21,975 -35.08 0.0136
2015-08-13 2015-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 474,669 115,001 31.97 33,848 18.62 0.0193
2015-05-14 2015-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 359,668 -1,348,131 -78.94 28,534 -78.78 0.0164
2015-02-13 2014-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 1,707,799 1,445,411 550.87 134,451 640.61 0.0784
2014-11-14 2014-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 262,388 10,452 4.15 18,154 0.41 0.0109
2014-08-13 2014-06-30 13F ISHARES US REAL ESTATE ETF COM 464287739 251,936 18,461 7.91 18,080 14.41 0.0107
2014-05-14 2014-03-31 13F ISHARES US REAL ESTATE ETF COM 464287739 233,475 15,139 6.93 15,803 14.73 0.0095
2014-02-14 2013-12-31 13F ISHARES US REAL ESTATE ETF COM 464287739 218,336 37,423 20.69 13,774 19.42 0.0083
2013-11-14 2013-09-30 13F ISHARES US REAL ESTATE ETF COM 464287739 180,913 -549,017 -75.22 11,534 -76.19 0.0076
2013-08-14 2013-06-30 13F ISHARES DJ US REAL ESTATE COM 464287739 729,930 729,930 48,451 0.0335
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.