iShares Trust - iShares U.S. Real Estate ETF
MX ˙ BMV ˙ US4642877397
SecurityMX:IYR / iShares Trust - iShares U.S. Real Estate ETF
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership20,453 shares
Latest Disclosed Value $ 1,934,036
Baird Financial Group, Inc. reports 6.85% decrease in ownership of IYR / iShares Trust - iShares U.S. Real Estate ETF

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 20,453 shares of iShares Trust - iShares U.S. Real Estate ETF (MX:IYR) valued at $1,934,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,958 shares of iShares Trust - iShares U.S. Real Estate ETF. This represents a change in shares of -6.85% 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)
2026-05-14 2026-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 20,453 -1,505 -6.85 1,934 -6.16 0.0016
2026-02-13 2025-12-31 13F ISHARES TR U.S. REAL ES ETF COMMON 464287739 21,958 -804 -3.53 2,062 -6.70 0.0032
2025-11-13 2025-09-30 13F ISHARES TR U.S. REAL ES ETF COMMON 464287739 22,762 6,620 41.01 2,210 44.47 0.0036
2025-08-13 2025-06-30 13F ISHARES TR U.S. REAL ES ETF COMMON 464287739 16,142 1,200 8.03 1,530 6.92 0.0027
2025-05-15 2025-03-31 13F ISHARES TR U.S. REAL ES ETF COMMON 464287739 14,942 113 0.76 1,431 3.70 0.0028
2025-02-14 2024-12-31 13F ISHS US RL EST ETF COMMON 464287739 14,829 1,198 8.79 1,380 -0.65 0.0026
2024-11-14 2024-09-30 13F ISHS US RL EST ETF COMMON 464287739 13,631 829 6.48 1,389 23.60 0.0027
2024-08-14 2024-06-30 13F ISHS US RL EST ETF COMMON 464287739 12,802 -48,619 -79.16 1,123 -79.66 0.0023
2024-05-14 2024-03-31 13F ISHS US RL EST ETF COMMON 464287739 61,421 754 1.24 5,522 -0.43 0.0116
2024-02-14 2023-12-31 13F ISHS US RL EST ETF COMMON 464287739 60,667 7,454 14.01 5,546 33.36 0.0126
2023-11-13 2023-09-30 13F ISHS US RL EST ETF COMMON 464287739 53,213 4,417 9.05 4,158 -1.52 0.0113
2023-08-11 2023-06-30 13F ISHS US RL EST ETF COMMON 464287739 48,796 4,363 9.82 4,223 11.93 0.0111
2023-05-15 2023-03-31 13F ISHS US RL EST ETF COMMON 464287739 44,433 823 1.89 3,772 125,633.33 0.0093
2023-02-13 2022-12-31 13F ISHS US RL EST ETF COMMON 464287739 43,610 2,704 6.61 4 -99.91 0.0097
2022-11-15 2022-09-30 13F ISHS US RL EST ETF COMMON 464287739 40,906 -15,892 -27.98 3,331 -36.24 0.0098
2022-08-08 2022-06-30 13F ISHS US RL EST ETF COMMON 464287739 56,798 -1,131 -1.95 5,224 -16.68 0.0145
2022-05-13 2022-03-31 13F ISHS US RL EST ETF COMMON 464287739 57,929 3,710 6.84 6,270 -0.43 0.0155
2022-02-09 2021-12-31 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 54,219 -547 -1.00 6,297 12.29 0.0147
2021-11-12 2021-09-30 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 54,766 4,489 8.93 5,608 9.42 0.0143
2021-08-11 2021-06-30 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 50,277 4,049 8.76 5,125 20.59 0.0133
2021-05-13 2021-03-31 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 46,228 15,854 52.20 4,250 63.34 0.0119
2021-02-11 2020-12-31 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 30,374 11 0.04 2,602 7.34 0.0078
2020-11-12 2020-09-30 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 30,363 -2,634 -7.98 2,424 -6.81 0.0083
2020-10-22 2020-06-30 13F/A-1 ISHARES U.S. REAL ESTATE ETF COMMON 464287739 32,997 25,052 315.32 2,601 371.20 0.0098
2020-08-14 2020-06-30 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 6,906 -1,039 617 1,222.7538
2020-05-14 2020-03-31 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 7,945 3,376 73.89 552 29.88 0.0025
2020-02-14 2019-12-31 13F ISHARES U.S. REAL ESTATE ETF COMMON 464287739 4,569 91 2.03 425 1.67 0.0015
2019-11-14 2019-09-30 13F ISHARES ETF Common 464287739 4,478 -345 -7.15 418 -0.71 0.0016
2019-08-14 2019-06-30 13F ISHARES ETF COMMON 464287739 4,823 4,823 421 0.0016
2019-05-14 2019-03-31 13F ISHS US RL EST ETF COMMON 464287739 0 -5,814 -100.00 0 -100.00
2019-02-14 2018-12-31 13F ISHS US RL EST ETF COMMON 464287739 5,814 88 1.54 436 -4.18 0.0030
2018-11-13 2018-09-30 13F iShares US Real Estate ETF COMMON 464287739 5,726 -133 -2.27 455 -3.60 0.0029
2018-08-13 2018-06-30 13F ISHS US RL EST ETF COMMON 464287739 5,859 -89,530 -93.86 472 -93.44 0.0032
2018-05-14 2018-03-31 13F ISHS US RL EST ETF COMMON 464287739 95,389 -2,515 -2.57 7,199 -9.23 0.0507
2018-02-09 2017-12-31 13F ISHS US RL EST ETF COMMON 464287739 97,904 37,168 61.20 7,931 63.46 0.0562
2017-11-14 2017-09-30 13F ISHS US RL EST ETF COMMON 464287739 60,736 -2,356 -3.73 4,852 -3.60 0.0366
2017-08-14 2017-06-30 13F ISHS US RL EST ETF COMMON 464287739 63,092 46,188 273.24 5,033 279.28 0.0394
2017-06-19 2017-03-31 13F/A-1 ISHS US RL EST ETF COMMON 464287739 16,904 -16,225 -48.98 1,327 -47.94 0.0107
2017-05-09 2017-03-31 13F ISHS US RL EST ETF COMMON 464287739 16,904 1,327
2017-02-10 2016-12-31 13F ISHS US RL EST ETF COMMON 464287739 33,129 -68,442 -67.38 2,549 -68.88 0.0221
2016-11-10 2016-09-30 13F ISHS US RL EST ETF COMMON 464287739 101,571 -58,132 -36.40 8,191 -5.19 0.0734
2016-08-11 2016-06-30 13F ISHS US RL EST ETF COMMON 464287739 159,703 54,889 52.37 8,639 5.86 0.0792
2016-05-12 2016-03-31 13F ISHS US RL EST ETF ETF - E 464287739 104,814 -7,291 -6.50 8,161 -3.04 0.0781
2016-02-11 2015-12-31 13F ISHS US RL EST ETF COMMON 464287739 112,105 1,186 1.07 8,417 6.95 0.0842
2015-11-12 2015-09-30 13F ISHS US RL EST ETF COMMON 464287739 110,919 38,166 52.46 7,870 51.58 0.0837
2015-08-14 2015-06-30 13F ISHS US RL EST ETF COMMON 464287739 72,753 72,753 5,192 0.0511
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.