Sawtooth Solutions LLC Raises Stake in iShares US Real Estate ETF (IYR)

Sawtooth Solutions LLC lifted its position in shares of iShares US Real Estate ETF (NYSEARCA:IYR) by 156.8% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 18,173 shares of the real estate investment trust’s stock after purchasing an additional 11,097 shares during the quarter. Sawtooth Solutions LLC’s holdings in iShares US Real Estate ETF were worth $1,454,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of the company. Phocas Financial Corp. grew its holdings in shares of iShares US Real Estate ETF by 999,874.7% during the 2nd quarter. Phocas Financial Corp. now owns 108,227,257 shares of the real estate investment trust’s stock worth $872,000 after purchasing an additional 108,216,434 shares during the period. Morgan Stanley grew its holdings in shares of iShares US Real Estate ETF by 75.3% during the 2nd quarter. Morgan Stanley now owns 9,622,312 shares of the real estate investment trust’s stock worth $775,367,000 after purchasing an additional 4,132,965 shares during the period. Bank of Nova Scotia grew its holdings in shares of iShares US Real Estate ETF by 100.0% during the 2nd quarter. Bank of Nova Scotia now owns 2,500,000 shares of the real estate investment trust’s stock worth $201,450,000 after purchasing an additional 1,250,000 shares during the period. Teachers Insurance & Annuity Association of America purchased a new stake in shares of iShares US Real Estate ETF during the 2nd quarter worth about $120,870,000. Finally, Bank of Montreal Can grew its holdings in shares of iShares US Real Estate ETF by 0.6% during the 3rd quarter. Bank of Montreal Can now owns 350,009 shares of the real estate investment trust’s stock worth $28,007,000 after purchasing an additional 2,055 shares during the period.

Shares of NYSEARCA:IYR opened at $76.87 on Friday. iShares US Real Estate ETF has a 1 year low of $71.26 and a 1 year high of $83.62.



The company also recently announced a quarterly dividend, which was paid on Tuesday, October 2nd. Stockholders of record on Thursday, September 27th were issued a dividend of $0.782 per share. The ex-dividend date of this dividend was Wednesday, September 26th. This represents a $3.13 dividend on an annualized basis and a dividend yield of 4.07%. This is a boost from iShares US Real Estate ETF’s previous quarterly dividend of $0.77.

iShares US Real Estate ETF Company Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).

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Institutional Ownership by Quarter for iShares US Real Estate ETF (NYSEARCA:IYR)

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