iShares Global REIT ETFREETETF
13F holders, Q2 2024 (June 30)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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $69.0M |
| Exits | 26 | $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.