iShares Trust - iShares U.S. Real Estate ETF
MX ˙ BMV ˙ US4642877397
SecurityMX:IYR / iShares Trust - iShares U.S. Real Estate ETF
InstitutionGarde Capital, Inc.
Latest Disclosed Ownership18,803 shares
Latest Disclosed Value $ 1,778,012
Garde Capital, Inc. reports 9.41% increase in ownership of IYR / iShares Trust - iShares U.S. Real Estate ETF

On April 29, 2026 - Garde Capital, Inc. filed a 13F-HR form disclosing ownership of 18,803 shares of iShares Trust - iShares U.S. Real Estate ETF (MX:IYR) valued at $1,778,012 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 17,186 shares of iShares Trust - iShares U.S. Real Estate ETF. This represents a change in shares of 9.41% 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)
2026-04-29 2026-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 18,803 1,617 9.41 1,778 10.23 0.0927
2026-02-10 2025-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 17,186 78 0.46 1,614 -2.83 0.0956
2025-12-16 2025-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 17,108 0 0.00 1,661 2.41 0.0809
2025-07-03 2025-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 17,108 2,175 14.57 1,621 13.44 0.0847
2025-04-22 2025-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 14,933 0 0.00 1,430 142,800.00 0.0804
2025-02-25 2024-12-31 13F iShares US Real Estate Real Estate 464287739 14,933 -154 -1.02 1 0.00 0.0917
2024-12-03 2024-09-30 13F iShares US Real Estate Real Estate 464287739 15,087 0 0.00 2 0.00 0.1010
2024-08-19 2024-06-30 13F iShares US Real Estate Real Estate 464287739 15,087 -2,271 -13.08 1 0.00 0.0920
2024-05-29 2024-03-31 13F iShares US Real Estate Real Estate 464287739 17,358 82 0.47 2 0.00 0.1091
2024-02-21 2023-12-31 13F iShares US Real Estate Real Estate 464287739 17,276 53 0.31 2 0.00 0.1205
2023-11-17 2023-09-30 13F iShares US Real Estate Real Estate 464287739 17,223 47 0.27 1 0.00 0.1146
2023-08-29 2023-06-30 13F iShares US Real Estate Real Estate 464287739 17,176 -13 -0.08 1 0.00 0.1237
2023-05-25 2023-03-31 13F iShares US Real Estate Real Estate 464287739 17,189 309 1.83 1 -99.93 0.1602
2023-02-24 2022-12-31 13F iShares US Real Estate Real Estate 464287739 16,880 215 1.29 1,421 4.72 0.1706
2022-12-01 2022-09-30 13F Vanguard Information Technology ETF Real Estate 464287739 16,665 -100 -0.60 1,357 -12.00 0.1754
2022-08-23 2022-06-30 13F iShares US Real Estate Real Estate 464287739 16,765 -295 -1.73 1,542 -16.47 0.1877
2022-05-27 2022-03-31 13F iShares US Real Estate Real Estate 464287739 17,060 -256 -1.48 1,846 -8.20 0.1896
2022-02-25 2021-12-31 13F iShares US Real Estate Real Estate 464287739 17,316 42 0.24 2,011 13.68 0.1967
2021-11-17 2021-09-30 13F iShares US Real Estate Real Estate 464287739 17,274 -9 -0.05 1,769 0.40 0.1829
2021-08-19 2021-06-30 13F iShares US Real Estate Real Estate 464287739 17,283 -3 -0.02 1,762 10.89 0.1821
2021-05-24 2021-03-31 13F iShares US Real Estate Real Estate 464287739 17,286 -1,942 -10.10 1,589 -3.46 0.1837
2021-02-26 2020-12-31 13F iShares US Real Estate Real Estate 464287739 19,228 -134 -0.69 1,646 6.47 0.2005
2020-11-17 2020-09-30 13F ISHARES US REAL ESTATE REAL ESTATE 464287739 19,362 -1,389 -6.69 1,546 -5.44 0.2327
2020-09-02 2020-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 20,751 -3,492 -14.40 1,635 -3.08 0.2365
2020-05-08 2020-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 24,243 -11,318 -31.83 1,687 -49.03 0.2965
2020-02-14 2019-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 35,561 148 0.42 3,310 -0.09 0.4805
2019-11-13 2019-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 35,413 -460 -1.28 3,313 5.78 0.5164
2019-08-20 2019-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 35,873 -112 -0.31 3,132 0.00 0.5126
2019-05-08 2019-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 35,985 -1,611 -4.29 3,132 11.18 0.5408
2019-02-20 2018-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 37,596 5,944 18.78 2,817 11.70 0.4990
2018-11-16 2018-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 31,652 -122 -0.38 2,522 -1.48 0.4241
2018-08-20 2018-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 31,774 1,845 6.16 2,560 13.32 0.4431
2018-05-16 2018-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 29,929 4,618 18.25 2,259 10.20 0.4103
2018-02-22 2017-12-31 13F ISHARES US REAL ESTATE ETF ETF 464287739 25,311 0 0.00 2,050 1.38 0.3865
2017-11-17 2017-09-30 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 25,311 0 0.00 2,022 0.15 0.3968
2017-07-31 2017-06-30 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 25,311 101 0.40 2,019 2.02 0.5017
2017-05-17 2017-03-31 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 25,210 1,092 4.53 1,979 6.63 0.5285
2017-02-28 2016-12-31 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 24,118 1,326 5.82 1,856 14.78 0.5340
2016-11-17 2016-09-30 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 22,792 733 3.32 1,617 -11.01 0.5165
2016-08-11 2016-06-30 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 22,059 -3,140 -12.46 1,817 -7.39 0.5884
2016-05-16 2016-03-31 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 25,199 2,754 12.27 1,962 16.44 0.6493
2016-02-08 2015-12-31 13F ISHARES US REAL ESTATE ETF ETF 464287739 22,445 -347 -1.52 1,685 4.21 0.5921
2015-11-17 2015-09-30 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 22,792 4,119 22.06 1,617 21.49 0.5165
2015-08-04 2015-06-30 13F ISHARES US REAL ESTATE ETF ETF 464287739 18,673 1,949 11.65 1,331 0.30 0.3999
2015-04-13 2015-03-31 13F ISHARES US REAL ESTATE ETF ETF 464287739 16,724 0 0.00 1,327 3.27 0.4022
2015-02-23 2014-12-31 13F ISHARES US REAL ESTATE ETF ETF 464287739 16,724 0 0.00 1,285 11.06 0.3948
2014-10-10 2014-09-30 13F ISHARES U.S. REAL ESTATE ETF ETF 464287739 16,724 0 0.00 1,157 -3.66 0.4521
2014-08-12 2014-06-30 13F ISHARES US REAL ESTATE ETF ETF 464287739 16,724 16,724 1,201 0.4726
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.