iShares Trust - iShares U.S. Real Estate ETF
MX ˙ BMV ˙ US4642877397
SecurityMX:IYR / iShares Trust - iShares U.S. Real Estate ETF
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership436,650 shares
Latest Disclosed Value $ 40,634,667
Jpmorgan Chase & Co reports 203.42% increase in ownership of IYR / iShares Trust - iShares U.S. Real Estate ETF

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 436,650 shares of iShares Trust - iShares U.S. Real Estate ETF (MX:IYR) valued at $40,634,667 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 143,909 shares of iShares Trust - iShares U.S. Real Estate ETF. This represents a change in shares of 203.42% 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)
2026-05-13 2026-03-31 13F/A-1 ISHARES US REAL ESTATE ETF FUND 464287739 436,650 292,741 203.42 40,635 200.75 0.0003
2026-02-11 2025-12-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 143,909 1,053 0.74 13,512 -2.57 0.0008
2025-11-26 2025-09-30 13F/A-1 ISHARES US REAL ESTATE ETF FUND 464287739 142,856 -872,030 -85.92 13,869 -85.58 0.0008
2025-11-07 2025-09-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 142,856 -872,030 13,869 0.0008
2025-08-12 2025-06-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 1,014,886 -148,862 -12.79 96,181 -13.68 0.0063
2025-05-12 2025-03-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 1,163,748 595,718 104.87 111,429 110.80 0.0081
2025-02-12 2024-12-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 568,030 154,705 37.43 52,861 25.54 0.0039
2024-12-26 2024-09-30 13F/A-1 ISHARES DJ US REAL ESTATE COMMON 464287739 413,325 241,586 140.67 42,106 179.43 0.0032
2024-11-08 2024-09-30 13F ISHARES DJ US REAL ESTATE COMMON 464287739 413,325 241,586 42,106 0.0032
2024-12-26 2024-06-30 13F/A-1 iShares DJ US Real Estate COMMON 464287739 171,739 -204,594 -54.37 15,068 -55.46 0.0012
2024-08-12 2024-06-30 13F iShares DJ US Real Estate COM 464287739 171,739 -204,594 15,068 0.0012
2024-12-26 2024-03-31 13F/A-1 iShares DJ US Real Estate COMMON 464287739 376,333 -240,940 -39.03 33,832 -40.04 0.0029
2024-05-10 2024-03-31 13F iShares DJ US Real Estate COMMON 464287739 376,333 -240,940 33,832 0.0029
2024-12-26 2023-12-31 13F/A-1 ISHARES US REAL ESTATE ETF FUND 464287739 617,273 258,262 71.94 56,425 101.14 0.0054
2024-02-12 2023-12-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 617,273 258,262 56,425 0.0054
2023-11-14 2023-09-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 359,011 112,485 45.63 28,053 31.49 0.0031
2023-08-11 2023-06-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 246,526 -121,378 -32.99 21,334 -31.70 0.0023
2023-05-18 2023-03-31 13F/A-1 ISHARES US REAL ESTATE ETF FUND 464287739 367,904 87,660 31.28 31,235 135,704.35 0.0038
2023-05-11 2023-03-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 367,904 87,660 31,235 0.0005
2023-02-13 2022-12-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 280,244 222,271 383.40 24 -99.51 0.0031
2022-11-14 2022-09-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 57,973 -475,305 -89.13 4,720 -90.38 0.0007
2022-08-11 2022-06-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 533,278 233,391 77.83 49,050 51.14 0.0068
2022-05-11 2022-03-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 299,887 201,455 204.66 32,454 183.89 0.0039
2022-02-11 2021-12-31 13F/A-1 ISHARES US REAL ESTATE ETF FUND 464287739 98,432 -1,253,265 -92.72 11,432 -91.74 0.0013
2022-02-10 2021-12-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 98,432 -1,253,265 11,432 0.0013
2021-11-12 2021-09-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 1,351,697 1,063,113 368.39 138,401 370.48 0.0171
2021-08-12 2021-06-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 288,584 157,827 120.70 29,417 144.69 0.0035
2021-05-12 2021-03-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 130,757 -298,985 -69.57 12,022 -67.34 0.0016
2021-02-19 2020-12-31 13F/A-1 ISHARES US REAL ESTATE ETF FUND 464287739 429,742 -379,661 -46.91 36,808 -42.86 0.0054
2021-02-11 2020-12-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 429,742 -379,661 36,808 910.2881
2020-11-12 2020-09-30 13F/A-1 ISHARES US REAL ESTATE ETF FUND 464287739 809,403 352,903 77.31 64,412 79.04 0.0108
2020-11-12 2020-09-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 809,403 64,412
2020-08-11 2020-06-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 456,500 -767,746 -62.71 35,976 -57.76 0.0069
2020-05-12 2020-03-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 1,224,246 966,718 375.38 85,171 255.32 0.0200
2020-02-11 2019-12-31 13F ISHARES US REAL ESTATE ETF FUND 464287739 257,528 -1,254,533 -82.97 23,970 -83.05 0.0045
2019-11-12 2019-09-30 13F ISHARES US REAL ESTATE ETF FUND 464287739 1,512,061 -1,419,178 -48.42 141,438 -44.77 0.0282
2019-08-07 2019-06-30 13F ISHARES TR FUND 464287739 2,931,239 2,780,463 1,844.10 256,072 1,851.32 0.0501
2019-05-07 2019-03-31 13F ISHARES TR FUND 464287739 150,776 -3,094 -2.01 13,123 13.80 0.0027
2019-02-11 2018-12-31 13F ISHARES TR FUND 464287739 153,870 -4,225,855 -96.49 11,532 -96.71 0.0027
2018-11-13 2018-09-30 13F/A-1 ISHARES TR FUND 464287739 4,379,725 4,313,710 6,534.44 350,465 6,488.93 0.0671
2018-11-07 2018-09-30 13F ISHARES TR FUND 464287739 4,379,725 4,313,710 350,465
2018-08-14 2018-06-30 13F ISHARES TR FUND 464287739 66,015 -387 -0.58 5,319 6.15 0.0011
2018-05-10 2018-03-31 13F ISHARES TR FUND 464287739 66,402 -30,903 -31.76 5,011 -36.42 0.0011
2018-02-13 2017-12-31 13F ISHARES TR FUND 464287739 97,305 -559,965 -85.20 7,882 -84.97 0.0017
2017-11-09 2017-09-30 13F ISHARES TR FUND 464287739 657,270 555,837 547.98 52,443 548.16 0.0116
2017-08-09 2017-06-30 13F ISHARES TR FUND 464287739 101,433 -2,204,950 -95.60 8,091 -95.53 0.0018
2017-05-10 2017-03-31 13F ISHARES TR FUND 464287739 2,306,383 1,394,581 152.95 181,027 158.05 0.0414
2017-02-06 2016-12-31 13F ISHARES TR FUND 464287739 911,802 -367,962 -28.75 70,153 -32.02 0.0169
2016-11-04 2016-09-30 13F ISHARES TR FUND 464287739 1,279,764 -930,469 -42.10 103,200 -43.27 0.0254
2016-08-08 2016-06-30 13F ISHARES TR FUND 464287739 2,210,233 -2,563,679 -53.70 181,902 -51.06 0.0454
2016-05-10 2016-03-31 13F ISHARES TR FUND 464287739 4,773,912 579,985 13.83 371,696 18.00 0.0951
2016-02-12 2015-12-31 13F ISHARES TR FUND 464287739 4,193,927 47,365 1.14 315,006 7.07 0.0791
2015-11-13 2015-09-30 13F ISHARES TR FUND 464287739 4,146,562 1,316,353 46.51 294,198 45.79 0.0786
2015-08-14 2015-06-30 13F ISHARES US REAL ESTATE ETF UNIT 464287739 2,830,209 -1,977,794 -41.14 201,794 -47.09 0.0476
2015-05-15 2015-03-31 13F ISHARES US REAL ESTATE ETF UNIT 464287739 4,808,003 -6,864,932 -58.81 381,371 -57.48 0.0869
2015-02-13 2014-12-31 13F ISHARES US REAL ESTATE ETF UNIT 464287739 11,672,935 -2,890,124 -19.85 896,949 -11.00 0.2051
2014-12-08 2014-09-30 13F/A-1 ISHARES DJ US REAL ESTATE UNIT 464287739 14,563,059 2,961,593 25.53 1,007,763 21.00 0.2389
2014-11-14 2014-09-30 13F ISHARES DJ US REAL ESTATE UNIT 464287739 14,563,059 1,007,763
2014-09-03 2014-06-30 13F/A-1 ISHARES DJ US REAL ESTATE UNIT 464287739 11,601,466 -4,495,015 -27.93 832,869 -23.54 0.2115
2014-08-14 2014-06-30 13F ISHARES DJ US REAL ESTATE UNIT 464287739 11,601,466 832,869
2014-05-15 2014-03-31 13F ISHARES COMMON 464287739 16,096,481 3,626,915 29.09 1,089,249 38.48 0.3005
2014-02-26 2013-12-31 13F/A-1 ISHARES COMMON 464287739 12,469,566 1,007,494 8.79 786,580 7.58 0.2232
2014-02-13 2013-12-31 13F ISHARES COMMON 464287739 12,469,566 786,580
2013-10-31 2013-09-30 13F ISHARES COMMON 464287739 11,462,072 2,850,659 33.10 731,166 27.81 0.2167
2013-08-13 2013-06-30 13F ISHARES COMMON 464287739 8,611,413 8,611,413 572,057 0.1823
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.