iShares Global REIT ETFREETETF

13F holders, Q1 2024 (March 31)
264holders
3famous investors
$23.68avg. 13F price*

At the end of Q1 2024, 264 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings. The largest holders were BlackRock Inc. ($126.4M), M&T Bank Corp ($123.0M) and Valmark Advisers, Inc. ($122.1M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
iShares Global REIT ETF
CUSIP
46434V647
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 264Q1 2024Q2 2024: 267Q2 2024Q3 2024: 271Q3 2024Q4 2024: 288Q4 2024Q1 2025: 280Q1 2025Q2 2025: 286Q2 2025Q3 2025: 289Q3 2025Q4 2025: 302Q4 2025Q1 2026: 301Q1 2026Q2 2026: 322Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$13.9M
Exits31$94.9M

Ownership 264 holders

BlackRock Inc. 0.00% Reduce -8.5% 5,337,564 $126.4M
M&T Bank Corp 0.43% Add +1.4% 5,194,744 $123.0M
Valmark Advisers, Inc. 2.13% Add +4.7% 5,155,831 $122.1M
HSBC Holdings PLC 0.07% No change 4,201,861 $99.5M
Northwestern Mutual Wealth Management Co. 0.10% Add +197.4% 4,179,300 $99.0M
Morgan Stanley 0.01% Reduce -11.9% 3,773,643 $89.4M
Bank of Montreal 0.02% Add +0.7% 2,733,759 $64.8M
Oxford Financial Group, LTD. LLC 4.20% Reduce -0.2% 2,555,594 $60.5M
Savant Capital, LLC 0.68% Reduce -3.3% 2,519,478 $59.7M
Partners Capital Investment Group, LLP 1.18% Reduce -28.7% 1,662,205 $39.4M
LPL Financial LLC 0.02% Add +7.1% 1,497,443 $35.5M
HighTower Advisors, LLC 0.06% Add +5.8% 1,491,312 $35.3M
Heritage Investment Group, Inc. 4.58% Add +3.1% 1,427,235 $33.8M
Goldman Sachs Group Inc. 0.01% Reduce -13.6% 1,379,940 $32.7M
One Capital Management, LLC 1.15% Reduce -1.2% 1,334,866 $31.6M
Bank of America Corp. 0.00% Add +19.1% 1,279,420 $30.3M
Nepc LLC 0.94% Add +48.7% 1,149,567 $27.2M
PDS Planning, Inc 2.83% Add +4.0% 1,138,555 $27.0M
Modera Wealth Management, LLC 0.35% Reduce -5.9% 965,467 $22.9M
Capstone Financial Advisors, Inc. 1.42% Reduce -2.2% 893,173 $21.2M
Envestnet Asset Management Inc. 0.01% Add +29.2% 859,200 $20.3M
Wealth Enhancement Advisory Services, LLC 0.05% Add +93.8% 767,016 $18.2M
Wells Fargo & Company 0.00% Reduce -10.2% 732,476 $17.3M
Royal Bank of Canada 0.00% Add +4.9% 727,172 $17.2M
Klaas Financial Asset Advisors, LLC 3.18% Add +1.4% 673,111 $15.9M
Manufacturers Life Insurance Company, The 0.01% Add +4.4% 660,831 $15.6M
Diversified Portfolios, Inc. 2.17% Add +6.1% 652,063 $15.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% No change 564,588 $13.4M
Boston Standard Wealth Management, LLC 2.86% Add +8.7% 533,991 $12.6M
Waldron Private Wealth LLC 0.57% Reduce -1.8% 533,642 $12.6M
Asset Management One Co., Ltd. 0.05% Add +8.7% 511,000 $12.1M
SVB Wealth LLC 0.27% Reduce -21.9% 502,125 $11.9M
Quent Capital, LLC 1.38% Add +1.8% 497,390 $11.8M
Voya Investment Management LLC 0.01% Add +82.9% 488,488 $11.6M
Wilshire Advisors LLC 5.66% Reduce -1.4% 480,114 $11.4M
Viewpoint Investment Partners Corp. 8.21% Add +58.5% 453,300 $10.7M
Brandywine Oak Private Wealth LLC 1.10% Add +2.7% 444,346 $10.5M
Cooper/Haims Advisors, LLC 6.07% Add +11.3% 441,246 $10.4M
Corient Private Wealth LP 0.02% Reduce -0.2% 423,380 $10.0M
ERn Financial, LLC 1.63% Add +16.3% 397,624 $9.4M
BIP Wealth, LLC 0.64% Reduce -0.4% 369,055 $8.7M
Leading Edge Financial Planning LLC 3.72% Add +23.9% 354,576 $8.4M
Morton Brown Family Wealth, LLC 3.41% Add +4.8% 348,957 $8.3M
Cetera Investment Advisers 0.02% Add +1220.9% 335,469 $7.9M
Lester Murray Antman dba SimplyRich 2.38% Reduce -3.9% 310,925 $7.4M
Bailard, Inc. 0.20% Add +2.3% 299,710 $7.1M
Creative Planning 0.01% Reduce -10.9% 296,083 $7.0M
Waterford Advisors, LLC 2.54% Add +5.4% 253,009 $6.0M
Money Design Co.,Ltd. 0.27% Add +51.1% 210,304 $5.0M
Kooman & Associates 2.04% Add +3.4% 207,021 $4.9M
Naples Global Advisors, LLC 0.49% Add +5.1% 201,114 $4.8M
BNP Paribas Financial Markets 0.01% Add +99.2% 200,839 $4.8M
Alhambra Investment Management LLC 2.57% Reduce -0.1% 198,715 $4.7M
Wealthspire Advisors, LLC 0.06% Add +1.2% 193,962 $4.6M
Mercer Global Advisors Inc. 0.01% Reduce -7.9% 193,231 $4.6M
Corrigan Financial, Inc. 1.15% Reduce -2.2% 190,696 $4.5M
Great Lakes Advisors, LLC 0.04% Reduce -10.2% 188,164 $4.5M
GP Brinson Investments LLC 1.89% Add +18.8% 186,339 $4.4M
National Bank of Canada 0.01% Reduce -0.4% 189,830 $4.4M
Destiny Wealth Partners, LLC 0.78% Reduce -11.6% 184,157 $4.4M
SOL Capital Management CO 0.50% Reduce -3.3% 168,710 $4.0M
Nicola Wealth Management LTD. 0.38% New 123,300 $4.0M
RFP Financial Group LLC 1.53% Add +3.3% 166,014 $3.9M
UBS Group AG 0.00% Reduce -3.3% 165,669 $3.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +89.1% 164,515 $3.9M
Gunma Bank,Ltd. 1.87% No change 150,000 $3.6M
Ameriprise Financial Inc. 0.00% Reduce -8.5% 146,844 $3.5M
Brooklyn FI, LLC 1.41% Add +29.8% 144,668 $3.4M
RS Crum Inc. 0.93% Reduce -4.7% 144,075 $3.4M
Capasso Planning Partners LLC 1.39% Reduce -10.7% 141,426 $3.3M
Arkos Global Advisors 0.48% Reduce -1.3% 121,797 $2.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +13.3% 117,138 $2.8M
Merriman Wealth Management, LLC 0.12% No change 114,601 $2.7M
SC&H Financial Advisors, Inc. 0.71% Reduce -0.5% 114,413 $2.7M
Arete Wealth Advisors, LLC 0.25% Add +1.9% 112,122 $2.7M
ING Groep NV 0.02% No change 111,500 $2.6M
Foster Group, Inc. 0.12% New 104,252 $2.5M
Baker Avenue Asset Management, LP 0.09% Add +4.0% 103,076 $2.4M
Callan Family Office, LLC 0.57% Add +24.6% 102,310 $2.4M
North Ridge Wealth Advisors, Inc. 1.70% Add +0.6% 92,589 $2.2M
Macquarie Group Ltd. 0.00% Add +97.2% 88,657 $2.1M
D. E. Shaw & Co. 0.00% New 88,556 $2.1M
Collective Family Office LLC 0.62% Reduce -6.2% 81,063 $1.9M
JFS Wealth Advisors, LLC 0.15% Reduce -3.2% 80,740 $1.9M
Wealthspire Retirement, LLC 0.16% Add +30.2% 80,700 $1.9M
FAS Wealth Partners, Inc. 0.16% Reduce -29.4% 77,548 $1.8M
Citadel Advisors 0.00% Add +617.1% 75,343 $1.8M
Sumitomo Mitsui Financial Group, Inc. 0.05% Reduce -1.8% 71,786 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +18.6% 70,151 $1.7M
Exencial Wealth Advisors, LLC 0.06% Reduce -2.0% 66,933 $1.6M
Emerald Advisors, LLC 0.26% Add +34.3% 62,771 $1.5M
Osaic Holdings, Inc. 0.00% Reduce -5.2% 61,960 $1.5M
Aspiriant, LLC 0.06% Reduce -18.5% 61,246 $1.5M
Traveka Wealth, LLC 0.67% Add +9.9% 60,857 $1.4M
First Citizens Bank & Trust Co. 0.03% New 60,543 $1.4M
Peapack Gladstone Financial Corp. 0.02% Add +2.2% 58,704 $1.4M
Envestnet Portfolio Solutions, Inc. 0.01% New 57,269 $1.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -37.3% 57,221 $1.4M
Larson Financial Group LLC 0.10% Reduce -90.8% 56,978 $1.3M
Foundation Wealth Management, LLC 1.08% Reduce -1.9% 55,894 $1.3M
Wealth Alliance, LLC 0.17% Add +318.5% 55,884 $1.3M
Morris Financial Concepts, Inc. 0.66% Reduce -2.1% 54,861 $1.3M
Level Financial Advisors 0.58% Reduce -3.3% 53,551 $1.3M
Hancock Whitney Corp. 0.04% Reduce -58.8% 48,452 $1.1M
Lake Street Advisors Group, LLC 0.05% No change 48,305 $1.1M
Treynor Bancshares, Inc. 0.65% Reduce -0.6% 46,960 $1.1M
Mariner, LLC 0.00% Add +234.9% 45,959 $1.1M
Franklin Resources Inc. 0.00% Reduce -18.6% 45,648 $1.1M
JPMorgan Chase & Co. 0.00% Add +90.8% 44,305 $1.0M
Rathbones Group PLC 0.01% Add +7.0% 44,217 $1.0M
MIdWestOne Financial Group, Inc. 0.18% Add +27.7% 43,318 $1.0M
Greenspring Advisors, LLC 0.26% Reduce -16.1% 43,189 $1.0M
MB Generational Wealth, LLC 0.80% Reduce -71.6% 12,249 $1.0M
Earned Wealth Advisors, LLC 0.39% Add +5.3% 43,079 $1.0M
TD Waterhouse Canada Inc. 0.01% Reduce -7.8% 38,004 $985K
Sterling Wealth Management, Inc. 0.49% Reduce -2.0% 41,278 $977K
Private Wealth Management Group, LLC 0.43% Reduce -32.3% 39,823 $943K
Waypoint Wealth Partners Inc. 0.26% No change 39,048 $925K
Pathstone Holdings, LLC 0.00% Reduce -23.9% 36,251 $858K
MML Investors Services, LLC 0.00% Reduce -15.6% 35,433 $839K
EFG Asset Management (Americas) Corp. 0.25% Reduce -9.2% 35,335 $837K
Comerica Bank 0.00% Add +37.6% 34,111 $808K
Jane Street Group, LLC 0.00% Reduce -92.0% 34,008 $805K
AE Wealth Management LLC 0.01% Reduce -77.4% 33,659 $797K
Buckingham Strategic Wealth, LLC 0.01% Add +18.6% 32,859 $778K
Raymond James & Associates 0.00% Reduce -6.0% 31,321 $742K
Capital Analysts, LLC 0.03% Add +5.5% 30,674 $726K
Ameritas Advisory Services, LLC 0.03% Add +162.0% 30,313 $717K
Courier Capital LLC 0.05% Reduce -3.7% 30,111 $713K
Orion Porfolio Solutions, LLC 0.01% Reduce -23.0% 29,935 $709K
Orion Portfolio Solutions, LLC 0.01% Reduce -23.0% 29,935 $709K
Harbor Group, Inc. 0.19% Add +7.3% 29,682 $703K
US Bancorp \de 0.00% Reduce -5.0% 29,143 $690K
180 Wealth Advisors, LLC 0.12% Add +2.5% 29,092 $689K
Cresset Asset Management, LLC 0.00% Add +111.6% 28,897 $684K
First National Advisers, LLC 0.15% Add +11.6% 28,800 $682K
Beacon Pointe Advisors, LLC 0.01% Reduce -12.3% 27,444 $650K
Gryphon Financial Partners LLC 0.11% Add +5.5% 26,624 $630K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +105.9% 105,181 $626K
EverSource Wealth Advisors, LLC 0.05% Add +1.7% 27,617 $611K
WealthPLAN Partners, LLC 0.06% Reduce -0.1% 25,704 $609K
Aire Advisors, LLC 0.13% Add +4.5% 24,644 $584K
Jones Financial Companies LLLP 0.00% Add +26.4% 24,349 $577K
CI Investments Inc. 0.00% No change 22,912 $543K
Twelve Points Wealth Management LLC 0.19% Reduce -4.3% 22,283 $528K
Mission Wealth Management, LP 0.01% Add +27.1% 21,705 $514K
First National Bank of Omaha 0.04% Reduce -34.4% 21,163 $513K
Chicago Partners Investment Group LLC 0.02% Add +0.3% 22,734 $509K
Qube Research & Technologies Ltd 0.00% No change 21,477 $509K
McLean Asset Management Corp 0.17% Add +85.0% 20,922 $493K
49 Wealth Management, LLC 0.10% Reduce -1.4% 20,958 $490K
Cambridge Investment Research Advisors, Inc. 0.00% Add +14.4% 20,569 $487K
Abel Hall, LLC 0.36% Add +0.3% 20,418 $484K
Leo Wealth, LLC 0.05% Reduce -0.1% 20,249 $479K
OneDigital Investment Advisors LLC 0.01% Reduce -5.6% 19,481 $461K
Seaside Wealth Management, Inc. 0.19% Add +0.0% 18,981 $449K
Comprehensive Wealth Management, LLC 0.35% Add +12.3% 18,823 $446K
Integrated Wealth Concepts LLC 0.01% Reduce -23.2% 18,793 $445K
First Interstate Bank 0.03% No change 18,585 $440K
Virtu Financial LLC 0.03% New 18,280 $433K
Captrust Financial Advisors 0.00% New 17,344 $411K
Connecticut Wealth Management, LLC 0.02% Reduce -3.9% 16,634 $394K
PNC Financial Services Group, Inc. 0.00% Reduce -48.5% 16,626 $394K
DGS Capital Management, LLC 0.11% Add +13.7% 16,520 $391K
Kingsview Wealth Management, LLC 0.01% Add +0.5% 15,636 $370K
Forefront Analytics, LLC 0.18% Add +0.6% 15,254 $361K
Cerity Partners LLC 0.00% Reduce -94.9% 15,025 $356K
Cwm, LLC 0.00% Add +328.2% 14,821 $351K
Apella Capital, LLC 0.02% Reduce -8.1% 14,431 $340K
Cypress Point Wealth Management, LLC 0.17% Reduce -12.0% 14,269 $338K
Aptus Capital Advisors, LLC 0.01% Add +22.9% 12,679 $300K
Guardian Wealth Advisors, LLC / NC 0.04% Add +21.7% 12,550 $297K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.2% 12,349 $292K
Financial Advocates Investment Management 0.02% New 12,105 $287K
IFP Advisors, Inc 0.01% Reduce -15.1% 12,031 $285K
DT Investment Partners, LLC 0.03% No change 12,000 $284K
MAS Advisors LLC 0.33% No change 11,976 $284K
Global Retirement Partners, LLC 0.01% Add +0.4% 11,824 $280K
Private Capital Management LLC 0.06% No change 11,560 $274K
Compagnie Lombard Odier SCmA 0.00% Reduce -2.0% 11,096 $263K
Credential Qtrade Securities Inc. 0.01% Add +16.3% 11,053 $262K
Claro Advisors Inc. 0.05% Reduce -8.9% 10,933 $259K
Mutual Advisors, LLC 0.01% Reduce -2.1% 10,790 $256K
Cutler Investment Counsel LLC 0.03% New 10,727 $254K
Forum Financial Management, LP 0.00% Reduce -7.7% 10,535 $249K
Scotia Capital Inc. 0.00% Reduce -0.9% 10,270 $243K
Regatta Capital Group, LLC 0.05% No change 10,230 $242K
Kestra Advisory Services, LLC 0.00% New 10,207 $242K
Integrated Advisors Network LLC 0.01% No change 10,000 $237K
Financial Management Network Inc. 0.06% Reduce -39.4% 10,210 $234K
Janney Montgomery Scott LLC 0.00% Reduce -93.5% 9,817 $232K
Private Ocean, LLC 0.02% Add +8.8% 9,786 $232K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -1.8% 10,706 $230K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -5.5% 9,684 $229K
Stifel Financial Corp. 0.00% Reduce -4.6% 9,559 $226K
Cardinal Point Capital Management ULC 0.04% Reduce -50.8% 9,525 $226K
Cedar Brook Financial Partners, LLC 0.04% Add +0.6% 9,356 $222K
First Foundation Advisors 0.01% Reduce -2.5% 9,254 $219K
Ballentine Partners, LLC 0.00% Reduce -11.4% 9,210 $218K
Dorsey & Whitney Trust CO LLC 0.01% No change 9,155 $217K
Whittier Trust Co. 0.00% No change 9,000 $213K
Renaissance Technologies 0.00% New 9,000 $213K
Brown Advisory Inc. 0.00% New 8,766 $208K
CIBC Private Wealth Group LLC 0.00% New 8,064 $188K
Sage Mountain Advisors LLC 0.02% No change 7,603 $180K
UMB Bank, n.a. 0.00% Add +159.6% 6,387 $151K
Orion Capital Management LLC 0.08% Reduce -1.3% 6,021 $143K
Phillips Financial Management, LLC 0.01% No change 4,975 $118K
St Germain D J Co. Inc. 0.01% No change 4,946 $117K
SYM FINANCIAL Corp 0.02% New 4,668 $111K
Gradient Investments LLC 0.00% Reduce -2.2% 4,619 $109K
Citigroup Inc. 0.00% Reduce -11.4% 4,267 $101K
Cassady Schiller Wealth Management, LLC 0.04% No change 4,130 $98K
Elevation Wealth Partners, LLC 0.04% Add +2.9% 3,332 $79K
AdvisorNet Financial, Inc 0.01% Add +11.4% 3,162 $75K
Tacita Capital Inc 0.05% New 3,020 $72K
FMR LLC 0.00% Add +918.8% 2,822 $67K
WR Wealth Planners, LLC 0.02% New 2,804 $66K
Retirement Group, LLC 0.02% No change 2,759 $65K
Elevate Wealth Advisory, Inc. 0.06% Add +0.3% 2,707 $64K
Principal Securities, Inc. 0.00% Add +38.1% 2,639 $62K
Parallel Advisors, LLC 0.00% Add +213.4% 2,451 $58K
Rosenberg Matthew Hamilton 0.02% Reduce -18.1% 2,461 $57K
Quadrant Capital Group LLC 0.00% No change 2,212 $52K
NorthRock Partners, LLC 0.00% Reduce -12.3% 2,145 $51K
First Horizon Advisors, Inc. 0.00% New 2,000 $47K
Creative Capital Management Investments LLC 0.02% No change 1,836 $43K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,700 $40K
Continuum Advisory, LLC 0.01% New 1,694 $39K
Trust Co. of Vermont 0.00% Add +1.3% 1,566 $37K
Breakwater Investment Management 0.01% — 1,139 $27K
Private Trust Co. NA 0.00% No change 1,027 $24K
Realta Investment Advisors 0.00% New 811 $19K
Pacifica Partners Inc. 0.01% No change 726 $17K
Raleigh Capital Management Inc. 0.01% New 622 $15K
Steward Partners Investment Advisory, LLC 0.00% Add +6.9% 561 $13K
Front Row Advisors LLC 0.00% No change 500 $12K
Wolff Wiese Magana LLC 0.01% No change 448 $11K
Spire Wealth Management 0.00% Reduce -25.0% 426 $10K
Sandy Spring Bank 0.00% New 390 $9K
Founders Financial Alliance, LLC 0.00% No change 361 $9K
Avior Wealth Management, LLC 0.00% New 313 $7K
NewEdge Advisors, LLC 0.00% Reduce -27.3% 218 $5K
Keener Financial Planning LLC 0.00% No change 204 $5K
O'shaughnessy Asset Management, LLC 0.00% No change 190 $4K
Investors Research Corp 0.00% No change 177 $4K
Lanark Financial, Inc. 0.00% Reduce -33.7% 173 $4K
Harbour Investments, Inc. 0.00% Add +10.8% 164 $4K
Cherry Tree Wealth Management, LLC 0.00% No change 146 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 143 $3K
Creative Financial Designs Inc. 0.00% New 142 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 126 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $2K
Tower Research Capital LLC (TRC) 0.00% Add +1700.0% 54 $1K
Versant Capital Management, Inc 0.00% No change 52 $1K
McIlrath & Eck, LLC 0.00% No change 40 $947
Tradewinds Capital Management, LLC 0.00% New 37 $877
Kelly Financial Services LLC 0.00% No change 30 $716
EPG Wealth Management LLC 0.00% No change 22 $523
Glass Jacobson Investment Advisors llc 0.00% New 19 $453
CoreCap Advisors, LLC 0.00% New 9 $213
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $24
Davis Capital Management 0.00% Reduce -50.0% 1 $23
Creekmur Asset Management LLC 0.00% Reduce -50.0% 1 $21

"% of holder's portfolio" is REET's weight in each manager's 13F, not the share of iShares Global REIT ETF the manager owns.