iShares Trust - iShares 미국 부동산 ETF
MX ˙ BMV ˙ US4642877397
SecurityMX:IYR / iShares Trust - iShares U.S. Real Estate ETF
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership34,583 shares
Latest Disclosed Value $ 3,230,131
CI Private Wealth, LLC reports 9.20% decrease in ownership of IYR / iShares Trust - iShares U.S. Real Estate ETF

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 34,583 shares of iShares Trust - iShares U.S. Real Estate ETF (MX:IYR) valued at $3,230,131 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 38,089 shares of iShares Trust - iShares U.S. Real Estate ETF. This represents a change in shares of -9.20% 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)
2026-05-15 2026-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 34,583 -3,506 -9.20 3,230 -11.12 0.0046
2026-03-09 2025-12-31 13F/A-1 ISHARES TR U.S. REAL ES ETF 464287739 38,089 6,610 21.00 3,635 18.95 0.0049
2026-02-19 2025-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 38,089 6,610 3,545 0.0013
2025-11-14 2025-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 31,479 -384 -1.21 3,056 1.19 0.0048
2025-09-26 2025-06-30 13F/A-1 ISHARES TR U.S. REAL ES ETF 464287739 31,863 -11,975 -27.32 3,019 -28.07 0.0040
2025-08-15 2025-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 31,862 -11,976 1,374 0.0011
2025-05-14 2025-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 43,838 -2,949 -6.30 4,198 -3.61 0.0069
2025-02-10 2024-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 46,787 -5,058 -9.76 4,354 20.04 0.0072
2024-11-12 2024-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 51,845 4,659 9.87 3,627 -12.39 0.0057
2024-08-13 2024-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 47,186 -333,959 -87.62 4,140 -87.92 0.0072
2024-05-09 2024-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 381,145 -1,194 -0.31 34,265 -1.96 0.0610
2024-02-09 2023-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 382,339 172,276 82.01 34,950 112.92 0.0643
2023-11-03 2023-09-30 13F ISHARES TR U.S. REAL ES ETF 464287739 210,063 -17,479 -7.68 16,414 -16.64 0.0377
2023-08-10 2023-06-30 13F ISHARES TR U.S. REAL ES ETF 464287739 227,542 -18,229 -7.42 19,692 -5.63 0.0454
2023-05-15 2023-03-31 13F ISHARES TR U.S. REAL ES ETF 464287739 245,771 -51,021 -17.19 20,866 -20.61 0.0560
2023-02-15 2022-12-31 13F ISHARES TR U.S. REAL ES ETF 464287739 296,792 296,792 26,282 0.0955
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.