iShares Trust - iShares U.S. Real Estate ETF
MX ˙ BMV ˙ US4642877397
SecurityMX:IYR / iShares Trust - iShares U.S. Real Estate ETF
InstitutionIFG Advisors, LLC
Latest Disclosed Ownership3,650 shares
Latest Disclosed Value $ 345,117
IFG Advisors, LLC reports 0.25% increase in ownership of IYR / iShares Trust - iShares U.S. Real Estate ETF

On April 9, 2026 - IFG Advisors, LLC filed a 13F-HR form disclosing ownership of 3,650 shares of iShares Trust - iShares U.S. Real Estate ETF (MX:IYR) valued at $345,117 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 3,641 shares of iShares Trust - iShares U.S. Real Estate ETF. This represents a change in shares of 0.25% 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)
2026-04-09 2026-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,650 9 0.25 345 1.17 0.0565
2026-01-13 2025-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,641 -239 -6.16 342 -9.31 0.0569
2025-11-06 2025-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,880 272 7.54 377 10.26 0.0614
2025-07-28 2025-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,608 16 0.45 342 -0.58 0.0574
2025-04-08 2025-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,592 12 0.34 344 3.00 0.0662
2025-02-05 2024-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,580 27 0.76 333 -7.76 0.0662
2024-10-18 2024-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,553 21 0.59 362 16.83 0.0774
2024-07-22 2024-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,532 23 0.66 310 -1.90 0.0732
2024-04-24 2024-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,509 13 0.37 316 -1.25 0.0817
2024-01-29 2023-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,496 68 1.98 320 19.48 0.0938
2023-10-31 2023-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,428 -252 -6.85 268 -16.04 0.0952
2023-07-18 2023-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,680 268 7.85 318 10.03 0.1129
2023-04-28 2023-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,412 18 0.53 290 1.40 0.1140
2023-01-31 2022-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,394 68 2.04 286 5.17 0.1248
2022-11-02 2022-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,326 -373 -10.08 271 -20.29 0.1372
2022-08-01 2022-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,699 9 0.24 340 -14.79 0.1720
2022-05-18 2022-03-31 13F/A-1 ISHARES TR U.S. REAL ES ETF 464287739 3,690 14 0.38 399 -6.56 0.1763
2022-01-24 2021-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,676 47 1.30 427 14.78 0.1809
2021-10-26 2021-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,629 -38 -1.04 372 -0.53 0.1706
2021-07-26 2021-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,667 36 0.99 374 11.98 0.1782
2021-04-22 2021-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,631 0 0.00 334 7.40 0.1827
2021-01-28 2020-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,631 56 1.57 311 8.74 0.1926
2020-11-09 2020-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,575 20 0.56 286 2.14 0.2022
2020-07-23 2020-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,555 56 1.60 280 15.23 0.2212
2020-04-17 2020-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,499 0 0.00 243 -25.46 0.2401
2020-01-21 2019-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 3,499 58 1.69 326 1.24 0.2692
2019-10-15 2019-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 3,441 3,441 322 0.2998
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.