IYR — ISHARES TR

Ownership history in XTX Topco Ltd  ·  2 quarters on record

This page tracks every 13F SEC filing in which XTX Topco Ltd 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
0.08% (2025 Q3)
Avg. % of fund
0.05%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 16,364 +14,118 +628.6% 0.08% $1.6M $95.93
2024 Q4 INITIATED 2,246 — — 0.02% $209K $90.56
% 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%
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