IYR — ISHARES TR

Ownership history in UNIQUE WEALTH, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which UNIQUE WEALTH, LLC reported a position in ISHARES TR (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
1.21% (2025 Q1)
Avg. % of fund
0.77%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 86,140 +7,697 +9.8% 1.13% $8.1M $93.63
2025 Q3 ADDED 78,443 +2,335 +3.1% 1.12% $7.6M $95.93
2025 Q2 ADDED 76,108 +9,180 +13.7% 1.16% $7.2M $93.06
2025 Q1 ADDED 66,928 +9,736 +17.0% 1.21% $6.4M $93.53
9 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% CONNABLE OFFICE INC 3Y 7Y 2.58% 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%
← Back to UNIQUE WEALTH, LLC Holdings