IYR — iShares US Real Estate ETF

Ownership history in CONNABLE OFFICE INC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CONNABLE OFFICE INC reported a position in iShares US Real Estate ETF (IYR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.15% (2024 Q3)
Avg. % of fund
3.34%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 299,557 +5,112 +1.7% 2.58% $28.1M $93.89
2025 Q3 ADDED 294,445 +19,926 +7.3% 2.65% $28.6M $96.20
2025 Q2 REDUCED 274,519 -727 -0.3% 2.57% $26.0M $93.32
2025 Q1 REDUCED 275,246 -136,211 -33.1% 2.81% $26.4M $93.79
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IYR price (monthly, adj. close)

Other funds also holding IYR

As of 2025 Q4 — sorted by position size

TradeLink Capital LLC 3Y 7Y 6.91% WealthNavi Inc. 3Y 4.84% CTC Alternative Strategies, Ltd. 3Y 7Y 2.57% CarsonAllaria Wealth Management, Ltd. 3Y 2.47% Allie Family Office LLC 3Y 2.21% Omega Financial Group, LLC 3Y 7Y 2.04% DDFG, Inc 3Y 1.9% Global Endowment Management, LP 3Y 7Y 1.86% CIBC WORLD MARKETS CORP 3Y 7Y 1.55% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 1.47%
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