iShares Global REIT ETFREETETF

13F holders, Q2 2024 (June 30)
267holders +3
29new positions
26sold out
3famous investors
$23.27avg. 13F price*

At the end of Q2 2024, 267 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 3 from Q1 2024. 29 opened new positions and 26 sold out. The largest holders were Valmark Advisers, Inc. ($127.7M), BlackRock Inc. ($125.0M) and Northwestern Mutual Wealth Management Co. ($107.3M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions29$69.0M
Exits26$27.4M

All 13F filers, Q1 2024 → Q2 2024: 6,068,427 shares bought and 5,796,175 shares sold, net +272,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 267 holders

Valmark Advisers, Inc. 2.17% Add +6.5% 5,493,203 $127.7M
BlackRock Inc. 0.00% Add +0.8% 5,378,028 $125.0M
Northwestern Mutual Wealth Management Co. 0.11% Add +10.4% 4,613,951 $107.3M
HSBC Holdings PLC 0.06% Reduce -0.0% 4,201,021 $97.7M
M&T Bank Corp 0.33% Reduce -19.3% 4,194,863 $97.5M
Morgan Stanley 0.01% Reduce -5.3% 3,573,712 $83.1M
Bank of Montreal 0.02% Add +0.2% 2,738,368 $63.8M
Oxford Financial Group, LTD. LLC 4.00% Add +2.1% 2,609,900 $60.7M
Savant Capital, LLC 0.57% Reduce -3.3% 2,436,591 $56.7M
Partners Capital Investment Group, LLP 0.91% Add +40.3% 2,332,572 $53.9M
SageView Advisory Group, LLC 3.32% New 2,288,670 $53.2M
HighTower Advisors, LLC 0.06% Add +2.8% 1,533,526 $35.6M
Heritage Investment Group, Inc. 4.77% Add +4.7% 1,494,225 $34.7M
Goldman Sachs Group Inc. 0.01% Reduce -2.1% 1,351,363 $31.4M
PDS Planning, Inc 2.77% Add +3.5% 1,178,806 $27.4M
Nepc LLC 0.88% No change 1,149,567 $26.7M
LPL Financial LLC 0.01% Reduce -28.3% 1,073,594 $25.0M
Modera Wealth Management, LLC 0.33% Add +0.8% 972,715 $22.6M
Bank of America Corp. 0.00% Reduce -26.4% 941,769 $21.9M
Envestnet Asset Management Inc. 0.01% Add +2.6% 881,784 $20.5M
Capstone Financial Advisors, Inc. 1.27% Reduce -7.0% 830,229 $19.3M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.2% 758,102 $17.6M
Wells Fargo & Company 0.00% Reduce -4.5% 699,707 $16.3M
One Capital Management, LLC 0.54% Reduce -49.0% 680,161 $15.8M
Diversified Portfolios, Inc. 2.06% Add +3.0% 671,557 $15.6M
Royal Bank of Canada 0.00% Reduce -9.9% 655,160 $15.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -1.6% 649,959 $15.1M
Brandywine Oak Private Wealth LLC 1.50% Add +41.3% 627,844 $14.6M
Cetera Investment Advisers 0.03% Add +78.5% 598,823 $13.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.15% No change 564,588 $13.1M
Boston Standard Wealth Management, LLC 2.82% Add +3.2% 551,157 $12.8M
Waldron Private Wealth LLC 0.54% Reduce -2.9% 518,381 $12.1M
Quent Capital, LLC 1.28% Add +0.4% 499,173 $11.6M
Voya Investment Management LLC 0.01% Add +1.9% 497,687 $11.6M
Wilshire Advisors LLC 5.69% Add +1.7% 488,399 $11.4M
Cooper/Haims Advisors, LLC 6.02% Add +4.7% 461,981 $10.7M
Corient Private Wealth LP 0.02% Add +4.2% 440,943 $10.3M
ERn Financial, LLC 1.67% Add +9.1% 433,687 $10.1M
Nicola Wealth Management LTD. 0.87% Add +149.2% 307,300 $9.8M
Asset Management One Co., Ltd. 0.04% Reduce -20.6% 406,000 $9.4M
Morton Brown Family Wealth, LLC 3.42% Add +1.2% 353,133 $8.7M
Leading Edge Financial Planning LLC 3.21% Reduce -3.0% 343,841 $8.0M
BIP Wealth, LLC 0.65% Reduce -7.4% 341,809 $7.9M
SVB Wealth LLC 0.19% Reduce -33.8% 332,507 $7.7M
Bailard, Inc. 0.19% Add +0.5% 301,334 $7.0M
Lester Murray Antman dba SimplyRich 2.21% Reduce -3.4% 300,217 $7.0M
Creative Planning 0.01% Reduce -3.4% 285,910 $6.6M
Waterford Advisors, LLC 2.53% Add +2.5% 259,385 $6.0M
Money Design Co.,Ltd. 0.29% Add +9.5% 230,221 $5.4M
Naples Global Advisors, LLC 0.52% Add +9.8% 220,747 $5.1M
Kooman & Associates 2.03% Add +4.7% 216,760 $5.0M
ING Groep NV 0.03% Add +93.2% 215,400 $5.0M
Brooklyn FI, LLC 1.93% Add +46.8% 212,345 $4.9M
BNP Paribas Financial Markets 0.01% Reduce 0.0% 200,838 $4.7M
Corrigan Financial, Inc. 1.15% No change 190,696 $4.5M
Amundi 0.00% New 193,500 $4.5M
Great Lakes Advisors, LLC 0.04% Add +2.6% 193,076 $4.5M
Wealthspire Advisors, LLC 0.06% Reduce -2.0% 190,081 $4.4M
National Bank of Canada 0.01% Reduce -0.6% 188,781 $4.4M
GP Brinson Investments LLC 1.86% No change 186,339 $4.3M
Jane Street Group, LLC 0.00% Add +389.9% 166,613 $3.9M
Alhambra Investment Management LLC 2.07% Reduce -18.2% 162,603 $3.8M
RFP Financial Group LLC 1.37% Reduce -4.3% 158,848 $3.7M
UBS Group AG 0.00% Reduce -5.2% 156,986 $3.6M
Mercer Global Advisors Inc. 0.01% Reduce -18.8% 156,921 $3.6M
SOL Capital Management CO 0.43% Reduce -8.3% 154,635 $3.6M
Corecam Pte. Ltd. 2.48% New 142,450 $3.3M
RS Crum Inc. 0.83% Reduce -5.3% 136,360 $3.2M
Merriman Wealth Management, LLC 0.14% Add +18.1% 135,348 $3.1M
Fiduciary Financial Group, LLC 0.71% — 118,627 $2.9M
Arkos Global Advisors 0.47% Add +2.6% 124,945 $2.9M
Capasso Planning Partners LLC 0.94% Reduce -12.4% 123,904 $2.9M
SC&H Financial Advisors, Inc. 0.70% Add +7.1% 122,586 $2.9M
Arete Wealth Advisors, LLC 0.22% Add +1.8% 114,185 $2.7M
Callan Family Office, LLC 0.45% Reduce -1.5% 100,772 $2.3M
Foster Group, Inc. 0.09% Reduce -9.3% 94,513 $2.2M
Sunpointe, LLC 1.42% New 93,806 $2.2M
Macquarie Group Ltd. 0.00% No change 88,657 $2.1M
North Ridge Wealth Advisors, Inc. 1.55% Reduce -5.1% 87,838 $2.0M
Sumitomo Mitsui Financial Group, Inc. 0.06% Add +20.3% 86,373 $2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -47.9% 85,660 $2.0M
Wealthspire Retirement, LLC 0.16% Add +3.4% 83,476 $1.9M
Collective Family Office LLC 0.56% Add +0.7% 81,610 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +16.1% 81,462 $1.9M
JFS Wealth Advisors, LLC 0.15% Add +0.4% 81,050 $1.9M
Susquehanna International Group, LLP 0.00% New 78,670 $1.8M
Emerald Advisors, LLC 0.27% Add +23.5% 77,543 $1.8M
FAS Wealth Partners, Inc. 0.15% Reduce -1.2% 76,622 $1.8M
D. E. Shaw & Co. 0.00% Reduce -19.2% 71,534 $1.7M
Diversified, LLC 0.19% New 69,127 $1.6M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -41.9% 68,035 $1.6M
Exencial Wealth Advisors, LLC 0.06% Reduce -3.3% 64,733 $1.5M
Morris Financial Concepts, Inc. 0.65% Add +5.8% 58,053 $1.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 57,221 $1.3M
Aspiriant, LLC 0.05% Reduce -6.9% 57,007 $1.3M
Wealth Alliance, LLC 0.17% Add +1.6% 56,795 $1.3M
Foundation Wealth Management, LLC 1.02% Add +0.3% 56,032 $1.3M
First Citizens Bank & Trust Co. 0.02% Reduce -10.7% 54,078 $1.3M
MB Generational Wealth, LLC 0.96% Add +333.4% 53,093 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.5% 52,968 $1.2M
Level Financial Advisors 0.52% Reduce -3.3% 51,801 $1.2M
Larson Financial Group LLC 0.08% Reduce -9.1% 51,779 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -21.3% 48,755 $1.1M
Traveka Wealth, LLC 0.55% Reduce -20.2% 48,576 $1.1M
Hancock Whitney Corp. 0.04% No change 48,452 $1.1M
Rathbones Group PLC 0.01% Add +5.0% 46,426 $1.1M
Franklin Resources Inc. 0.00% No change 45,648 $1.1M
JPMorgan Chase & Co. 0.00% Add +2.5% 45,396 $1.1M
TPG Financial Advisors, LLC 0.50% — 45,104 $1.0M
PNC Financial Services Group, Inc. 0.00% Add +166.8% 44,361 $1.0M
MIdWestOne Financial Group, Inc. 0.18% Add +0.4% 43,501 $1.0M
First National Advisers, LLC 0.18% Add +50.4% 43,300 $1.0M
Earned Wealth Advisors, LLC 0.38% Add +0.5% 43,290 $1.0M
Sterling Wealth Management, Inc. 0.46% Add +0.3% 41,406 $963K
Waypoint Wealth Partners Inc. 0.27% No change 39,048 $908K
Greenspring Advisors, LLC 0.21% Reduce -12.4% 37,819 $879K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +10.8% 116,561 $872K
Buckingham Strategic Wealth, LLC 0.01% Add +12.8% 37,054 $861K
TD Waterhouse Canada Inc. 0.01% Reduce -2.2% 37,168 $859K
Klaas Financial Asset Advisors, LLC 0.16% Reduce -94.6% 36,615 $851K
Comerica Bank 0.00% Add +1.6% 34,649 $806K
MML Investors Services, LLC 0.00% Reduce -3.5% 34,206 $795K
Ameriprise Financial Inc. 0.00% Reduce -77.0% 33,818 $786K
Pathstone Holdings, LLC 0.00% Reduce -7.2% 33,633 $782K
AE Wealth Management LLC 0.01% Reduce -2.7% 32,748 $761K
Citadel Advisors 0.00% Reduce -56.7% 32,632 $759K
CIBC Private Wealth Group LLC 0.00% Add +299.2% 32,192 $751K
Private Wealth Management Group, LLC 0.32% Reduce -20.1% 31,840 $740K
Insigneo Advisory Services, LLC 0.08% New 29,404 $709K
180 Wealth Advisors, LLC 0.11% Add +0.4% 29,197 $703K
Raymond James & Associates 0.00% Reduce -3.5% 30,216 $703K
Orion Porfolio Solutions, LLC 0.01% Add +0.8% 30,167 $701K
Orion Portfolio Solutions, LLC 0.01% Add +0.8% 30,167 $701K
EverSource Wealth Advisors, LLC 0.05% Add +0.0% 27,620 $683K
US Bancorp \de 0.00% No change 29,143 $678K
Harbor Group, Inc. 0.16% Reduce -7.5% 27,461 $638K
Gryphon Financial Partners LLC 0.09% Add +1.4% 26,984 $627K
WealthPLAN Partners, LLC 0.07% Add +3.7% 26,659 $620K
Ameritas Advisory Services, LLC 0.02% Reduce -12.6% 26,496 $616K
Beacon Pointe Advisors, LLC 0.01% Reduce -5.2% 26,031 $605K
Jones Financial Companies LLLP 0.00% Reduce -0.3% 24,282 $565K
Chicago Partners Investment Group LLC 0.02% Reduce -0.1% 22,705 $559K
Twelve Points Wealth Management LLC 0.19% Add +5.7% 23,553 $548K
Renaissance Technologies 0.00% Add +150.2% 22,519 $524K
Aire Advisors, LLC 0.12% Reduce -9.3% 22,365 $520K
CI Investments Inc. 0.00% Reduce -3.7% 22,064 $513K
Courier Capital LLC 0.04% Reduce -26.8% 22,057 $513K
McLean Asset Management Corp 0.17% Add +3.9% 21,747 $512K
Mission Wealth Management, LP 0.01% Reduce -8.3% 19,904 $463K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.7% 19,806 $460K
Captrust Financial Advisors 0.00% Add +13.2% 19,632 $456K
OneDigital Investment Advisors LLC 0.01% Reduce -0.7% 19,339 $450K
Leo Wealth, LLC 0.05% Reduce -4.8% 19,281 $448K
First National Bank of Omaha 0.03% Reduce -12.8% 18,463 $429K
Seaside Wealth Management, Inc. 0.18% Reduce -3.1% 18,398 $428K
Peapack Gladstone Financial Corp. 0.01% Reduce -68.8% 18,301 $425K
DGS Capital Management, LLC 0.12% Add +10.0% 18,166 $422K
Abel Hall, LLC 0.29% Reduce -13.3% 17,706 $412K
Sanctuary Advisors, LLC 0.00% — 17,949 $400K
Cwm, LLC 0.00% Add +12.5% 16,673 $388K
First Interstate Bank 0.02% Reduce -13.6% 16,066 $374K
Cresset Asset Management, LLC 0.00% Reduce -47.5% 15,182 $353K
Mariner, LLC 0.00% Reduce -68.0% 14,717 $342K
Red Mountain Financial, LLC 0.39% — 13,940 $324K
Guardian Wealth Advisors, LLC / NC 0.04% Add +10.8% 13,900 $323K
Aptus Capital Advisors, LLC 0.01% Add +9.6% 13,900 $323K
Cypress Point Wealth Management, LLC 0.15% Reduce -2.6% 13,899 $323K
Forefront Analytics, LLC 0.15% Reduce -13.9% 13,137 $305K
UMB Bank, n.a. 0.00% Add +98.5% 12,678 $295K
Integrated Wealth Concepts LLC 0.00% Reduce -32.6% 12,674 $295K
Apella Capital, LLC 0.01% Reduce -13.5% 12,483 $291K
Prime Capital Investment Advisors, LLC 0.00% Reduce -0.4% 12,299 $286K
IFP Advisors, Inc 0.01% No change 12,031 $280K
DT Investment Partners, LLC 0.02% No change 12,000 $279K
MAS Advisors LLC 0.66% No change 11,976 $278K
Global Retirement Partners, LLC 0.01% Add +0.3% 11,861 $276K
Financial Management Network Inc. 0.07% Add +15.6% 11,798 $275K
Treynor Bancshares, Inc. 0.29% Reduce -74.9% 11,781 $274K
Squarepoint Ops LLC 0.00% New 11,607 $270K
Private Capital Management LLC 0.05% No change 11,560 $269K
Cutler Investment Counsel LLC 0.04% Add +4.6% 11,220 $261K
Capital Analysts, LLC 0.01% Reduce -65.1% 10,698 $249K
Connecticut Wealth Management, LLC 0.01% Reduce -36.6% 10,546 $245K
Claro Advisors Inc. 0.04% Reduce -5.5% 10,333 $240K
Scotia Capital Inc. 0.00% Add +0.3% 10,300 $239K
Regatta Capital Group, LLC 0.05% No change 10,230 $238K
Integrated Advisors Network LLC 0.01% No change 10,000 $233K
Private Ocean, LLC 0.02% No change 9,786 $228K
Clearstead Advisors, LLC 0.00% New 9,711 $226K
Compagnie Lombard Odier SCmA 0.00% Reduce -13.8% 9,570 $223K
Stifel Financial Corp. 0.00% Reduce -0.3% 9,535 $222K
First Foundation Advisors 0.01% No change 9,254 $215K
VanderPol Investments L.L.C. 0.64% New 9,043 $210K
Kestra Advisory Services, LLC 0.00% Reduce -11.5% 9,029 $210K
Whittier Trust Co. 0.00% No change 9,000 $209K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 8,875 $206K
Forum Financial Management, LP 0.00% Reduce -16.2% 8,827 $205K
Virtu Financial LLC 0.01% Reduce -51.7% 8,834 $205K
FWG Investments, LLC. 0.21% New 8,800 $205K
Orion Capital Management LLC 0.07% Reduce -8.8% 5,491 $128K
ORG Partners LLC 0.01% New 5,050 $117K
Phillips Financial Management, LLC 0.01% No change 4,975 $116K
Citigroup Inc. 0.00% Add +13.1% 4,824 $112K
St Germain D J Co. Inc. 0.01% Reduce -5.7% 4,662 $108K
Gradient Investments LLC 0.00% No change 4,619 $107K
Breakwater Investment Management 0.05% Add +298.9% 4,544 $106K
Sage Mountain Advisors LLC 0.01% Reduce -40.4% 4,531 $105K
Cullen/Frost Bankers, Inc. 0.00% New 4,454 $104K
IAG Wealth Partners, LLC 0.02% New 3,974 $92K
SWS Partners 0.03% New 3,706 $86K
Elevation Wealth Partners, LLC 0.04% Add +0.3% 3,343 $78K
Principal Securities, Inc. 0.00% Add +19.3% 3,148 $73K
AdvisorNet Financial, Inc 0.01% Reduce -2.1% 3,094 $72K
Tacita Capital Inc 0.05% No change 3,020 $70K
Elevate Wealth Advisory, Inc. 0.06% Add +7.7% 2,914 $68K
International Assets Investment Management, LLC 0.01% New 2,883 $67K
WR Wealth Planners, LLC 0.02% Reduce -18.6% 2,282 $53K
Quadrant Capital Group LLC 0.00% No change 2,212 $51K
Cassady Schiller Wealth Management, LLC 0.02% Reduce -47.7% 2,160 $50K
NorthRock Partners, LLC 0.00% Reduce -5.0% 2,038 $47K
Rosenberg Matthew Hamilton 0.01% Reduce -23.0% 1,895 $44K
Creative Capital Management Investments LLC 0.02% No change 1,836 $43K
Parallel Advisors, LLC 0.00% Reduce -26.6% 1,799 $42K
Trust Co. of Vermont 0.00% Reduce -1.3% 1,546 $36K
Continuum Advisory, LLC 0.01% Reduce -8.8% 1,545 $36K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -12.9% 1,480 $34K
SYM FINANCIAL Corp 0.01% Reduce -69.7% 1,413 $33K
Private Trust Co. NA 0.00% No change 1,027 $24K
Biltmore Family Office, LLC 0.00% New 850 $20K
Realta Investment Advisors 0.00% Add +0.1% 812 $19K
Pacifica Partners Inc. 0.01% No change 726 $17K
Bfsg, LLC 0.00% New 629 $15K
Raleigh Capital Management Inc. 0.01% Add +0.3% 624 $15K
Steward Partners Investment Advisory, LLC 0.00% Add +3.2% 579 $13K
Ashton Thomas Private Wealth, LLC 0.00% New 569 $13K
Front Row Advisors LLC 0.00% No change 500 $12K
O'shaughnessy Asset Management, LLC 0.00% Add +158.9% 492 $11K
Wolff Wiese Magana LLC 0.01% No change 448 $10K
Founders Financial Alliance, LLC 0.00% Reduce -8.9% 329 $8K
Castleview Partners, LLC 0.00% New 315 $7K
FMR LLC 0.00% Reduce -90.2% 278 $6K
Spire Wealth Management 0.00% Reduce -35.2% 276 $6K
NewEdge Advisors, LLC 0.00% Add +0.5% 219 $5K
Abound Wealth Management 0.00% New 214 $5K
Brown Financial Advisors 0.00% — 186 $4K
Investors Research Corp 0.00% Add +0.6% 178 $4K
Keener Financial Planning LLC 0.00% No change 204 $4K
Lanark Financial, Inc. 0.00% No change 173 $4K
Harbour Investments, Inc. 0.00% No change 164 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 143 $3K
Creative Financial Designs Inc. 0.00% No change 142 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 126 $3K
GPS Wealth Strategies Group, LLC 0.00% New 89 $2K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $2K
Versant Capital Management, Inc 0.00% Add +7.7% 56 $1K
MassMutual Private Wealth & Trust, FSB 0.00% New 45 $1K
Brown Brothers Harriman & Co. 0.00% New 44 $1K
McIlrath & Eck, LLC 0.00% No change 40 $930
Kelly Financial Services LLC 0.00% No change 30 $705
Balefire, LLC 0.00% New 24 $558
Glass Jacobson Investment Advisors llc 0.00% No change 19 $446
Redmont Wealth Advisors LLC 0.00% New 18 $419
Flputnam Investment Management Co. 0.00% New 12 $279
CoreCap Advisors, LLC 0.00% No change 9 $209
Davis Capital Management 0.00% No change 1 $23
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $23
Great Lakes Retirement, Inc. 0.00% New 1 $18

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