iShares Trust - iShares U.S. Real Estate ETF
MX ˙ BMV ˙ US4642877397
SecurityMX:IYR / iShares Trust - iShares U.S. Real Estate ETF
InstitutionCourage Miller Partners, LLC
Latest Disclosed Ownership7,638 shares
Latest Disclosed Value $ 722,206
Courage Miller Partners, LLC reports 1.68% increase in ownership of IYR / iShares Trust - iShares U.S. Real Estate ETF

On April 24, 2026 - Courage Miller Partners, LLC filed a 13F-HR form disclosing ownership of 7,638 shares of iShares Trust - iShares U.S. Real Estate ETF (MX:IYR) valued at $722,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,512 shares of iShares Trust - iShares U.S. Real Estate ETF. This represents a change in shares of 1.68% 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)
2026-04-24 2026-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 7,638 126 1.68 722 2.41 0.2039
2026-01-26 2025-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 7,512 343 4.78 705 1.44 0.2124
2025-10-22 2025-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 7,169 297 4.32 696 6.76 0.2086
2025-07-25 2025-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 6,872 373 5.74 651 4.66 0.2065
2025-04-29 2025-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 6,499 86 1.34 622 4.36 0.2108
2025-01-17 2024-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 6,413 59 0.93 597 -7.88 0.2043
2024-10-21 2024-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 6,354 -143 -2.20 647 13.51 0.2176
2024-07-25 2024-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 6,497 8 0.12 570 -2.23 0.2050
2024-04-16 2024-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 6,489 -138 -2.08 583 -3.64 0.2017
2024-01-19 2023-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 6,627 -913 -12.11 606 2.72 0.2292
2023-10-16 2023-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 7,540 273 3.76 589 -6.21 0.2416
2023-07-20 2023-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 7,267 96 1.34 629 3.29 0.2620
2023-04-24 2023-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 7,171 258 3.73 609 4.65 0.2577
2023-01-30 2022-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 6,913 1,114 19.21 582 23.09 0.2681
2022-10-19 2022-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 5,799 14 0.24 472 -11.28 0.2380
2022-07-18 2022-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 5,785 18 0.31 532 -14.74 0.2526
2022-05-06 2022-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 5,767 55 0.96 624 -5.88 0.2478
2022-01-19 2021-12-31 13F iShares U.S. Real Estate ETF ETF 464287739 5,712 -201 -3.40 663 9.59 0.2508
2021-11-05 2021-09-30 13F iShares U.S. Real Estate ETF ETF 464287739 5,913 -812 -12.07 605 -11.81 0.2431
2021-07-28 2021-06-30 13F iShares U.S. Real Estate ETF ETF 464287739 6,725 411 6.51 686 18.28 0.2804
2021-04-26 2021-03-31 13F iShares U.S. Real Estate ETF ETF 464287739 6,314 -138 -2.14 580 4.88 0.2519
2021-01-28 2020-12-31 13F iShares U.S. Real Estate ETF ETF 464287739 6,452 852 15.21 553 25.40 0.2542
2020-10-27 2020-09-30 13F iShares U.S. Real Estate ETF ETF 464287739 5,600 1 0.02 441 0.00 0.2370
2020-07-23 2020-06-30 13F iShares U.S. Real Estate ETF ETF 464287739 5,599 254 4.75 441 18.87 0.2371
2020-04-14 2020-03-31 13F iShares U.S. Real Estate ETF ETF 464287739 5,345 -309 -5.47 371 -29.47 0.2282
2020-01-15 2019-12-31 13F iShares U.S. Real Estate ETF ETF 464287739 5,654 10 0.18 526 -0.38 0.2703
2019-10-21 2019-09-30 13F iShares U.S. Real Estate ETF ETF 464287739 5,644 -360 -6.00 528 0.76 0.2911
2019-07-30 2019-06-30 13F iShares U.S. Real Estate ETF ETF 464287739 6,004 25 0.42 524 0.77 0.2879
2019-05-01 2019-03-31 13F iShares U.S. Real Estate ETF ETF 464287739 5,979 5 0.08 520 16.33 0.2939
2019-01-25 2018-12-31 13F iShares U.S. Real Estate ETF ETF 464287739 5,974 226 3.93 447 -2.83 0.2650
2018-11-06 2018-09-30 13F iShares U.S. Real Estate ETF ETF 464287739 5,748 2 0.03 460 -0.65 0.2648
2018-07-30 2018-06-30 13F/A-1 iShares U.S. Real Estate ETF ETF 464287739 5,746 100 1.77 463 8.69 0.2747
2018-07-25 2018-06-30 13F iShares U.S. Real Estate ETF ETF 464287739 5,646 0 426
2018-04-27 2018-03-31 13F iShares U.S. Real Estate ETF ETF 464287739 5,646 595 11.78 426 4.16 0.2583
2018-01-19 2017-12-31 13F iShares U.S. Real Estate ETF ETF 464287739 5,051 190 3.91 409 5.41 0.2480
2017-10-24 2017-09-30 13F iShares U.S. Real Estate ETF ETF 464287739 4,861 -175 -3.47 388 -3.48 0.2427
2017-07-27 2017-06-30 13F iShares U.S. Real Estate ETF ETF 464287739 5,036 -95 -1.85 402 -0.25 0.2648
2017-05-03 2017-03-31 13F iShares U.S. Real Estate ETF ETF 464287739 5,131 891 21.01 403 23.62 0.2783
2017-01-27 2016-12-31 13F iShares U.S. Real Estate ETF ETF 464287739 4,240 740 21.14 326 15.60 0.2274
2016-11-07 2016-09-30 13F iShares U.S. Real Estate ETF ETF 464287739 3,500 10 0.29 282 -2.08 0.1950
2016-08-10 2016-06-30 13F iShares U.S. Real Estate ETF ETF 464287739 3,490 -733 -17.36 288 -12.46 0.2058
2016-05-11 2016-03-31 13F iShares U.S. Real Estate ETF ETF 464287739 4,223 -5 -0.12 329 3.79 0.2303
2016-02-11 2015-12-31 13F iShares U.S. Real Estate ETF ETF 464287739 4,228 735 21.04 317 27.82 0.2190
2015-11-03 2015-09-30 13F iShares U.S. Real Estate ETF ETF 464287739 3,493 18 0.52 248 0.00 0.1848
2015-08-04 2015-06-30 13F iShares U.S. Real Estate ETF ETF 464287739 3,475 -539 -13.43 248 -22.01 0.1845
2015-05-06 2015-03-31 13F iShares U.S. Real Estate ETF ETF 464287739 4,014 623 18.37 318 21.84 0.2380
2015-02-06 2014-12-31 13F iShares U.S. Real Estate ETF ETF 464287739 3,391 -62 -1.80 261 9.21 0.2158
2014-11-05 2014-09-30 13F iShares U.S. Real Estate ETF ETF 464287739 3,453 207 6.38 239 2.58 0.1861
2014-08-01 2014-06-30 13F iShares U.S. Real Estate ETF ETF 464287739 3,246 -65 -1.96 233 4.02 0.1707
2014-05-07 2014-03-31 13F iShares U.S. Real Estate ETF ETF 464287739 3,311 3,311 224 0.1761
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.