SEC 13F Intelligence

Money Design Co.,Ltd. / IYR

Money Design Co.,Ltd.’s Ishares Tr Position

Does Money Design Co.,Ltd. own Ishares Tr (IYR)? Yes553.3K shares worth $52M (+2.45% of its 13F portfolio) as of Q2 2025, up from 526.9K shares the prior filed quarter.

Position Value
$52M
Q2 2025
Shares
553.3K
% of Portfolio
+2.45%
Quarters Held
27
currently held

Position History IYR

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $7MQ4 ’19: $9MQ4 ’19Q1 ’20: $8MQ2 ’20: $10MQ3 ’20: $11MQ4 ’20: $12MQ4 ’20Q1 ’21: $14MQ2 ’21: $16MQ3 ’21: $16MQ4 ’21: $20MQ4 ’21Q1 ’22: $24MQ2 ’22: $23MQ3 ’22: $23MQ4 ’22: $27MQ4 ’22Q1 ’23: $31MQ2 ’23: $106MQ3 ’23: $35MQ4 ’23: $41MQ4 ’23Q1 ’24: $43MQ2 ’24: $45MQ3 ’24: $50MQ4 ’24: $48MQ4 ’24Q1 ’25: $50MQ2 ’25: $52Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025553.3K$52M+2.45%
Q1 2025526.9K$50M+2.52%
Q4 2024525.0K$48M+2.49%
Q3 2024490.5K$50M+2.49%
Q2 2024513.6K$45M+2.43%
Q1 2024477.0K$43M+2.33%
Q4 2023444.6K$41M+2.29%
Q3 2023444.5K$35M+2.11%
Q2 20231.19M$106M+1.71%
Q1 2023359.7K$31M+1.80%
Q4 2022326.6K$27M+2.06%
Q3 2022286.7K$23M+1.97%
Q2 2022251.5K$23M+1.73%
Q1 2022223.7K$24M+1.64%
Q4 2021176.7K$20M+1.64%
Q3 2021155.4K$16M+1.31%
Q2 2021152.9K$16M+1.61%
Q1 2021149.1K$14M+1.60%
Q4 2020145.9K$12M+1.41%
Q3 2020139.1K$11M+1.33%
Q2 2020120.7K$10M+1.36%
Q1 2020112.0K$8M+1.38%
Q4 2019100.8K$9M+1.65%
Q3 201977.4K$7M+1.52%
Q2 201964.3K$6M+1.34%
Q1 201962.9K$5M+1.46%
Q4 201854.5K$4M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Money Design Co.,Ltd.’s full portfolio or all institutional holders of IYR.