iShares Global REIT ETFREETETF

13F holders, Q3 2024 (September 30)
271holders +4
30new positions
28sold out
2famous investors
$26.73avg. 13F price*

At the end of Q3 2024, 271 institutions reported holding iShares Global REIT ETF (REET) in their 13F filings, up 4 from Q2 2024. 30 opened new positions and 28 sold out. The largest holders were Valmark Advisers, Inc. ($142.8M), BlackRock, Inc. ($139.6M) and Northwestern Mutual Wealth Management Co. ($128.3M). 2 famous investors held it, including 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions30$39.4M
Exits28$23.0M

All 13F filers, Q2 2024 → Q3 2024: 3,764,117 shares bought and 3,587,793 shares sold, net +176,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 271 holders

Valmark Advisers, Inc. 2.24% Reduce -2.6% 5,351,446 $142.8M
BlackRock, Inc. 0.00% — 5,230,421 $139.6M
Northwestern Mutual Wealth Management Co. 0.11% Add +4.2% 4,805,286 $128.3M
HSBC Holdings PLC 0.07% No change 4,201,021 $112.1M
M&T Bank Corp 0.35% Reduce -5.6% 3,961,328 $105.7M
Morgan Stanley 0.01% Reduce -1.1% 3,533,170 $94.3M
Bank of Montreal 0.04% Add +4.0% 2,846,622 $75.8M
Oxford Financial Group, LTD. LLC 4.30% Reduce -2.5% 2,543,260 $67.9M
Savant Capital, LLC 0.53% Reduce -2.0% 2,387,324 $63.7M
Partners Capital Investment Group, LLP 0.98% Reduce -1.8% 2,291,594 $61.2M
SageView Advisory Group, LLC 2.60% Reduce -16.3% 1,916,714 $51.2M
HighTower Advisors, LLC 0.06% Reduce -0.6% 1,524,479 $40.7M
Heritage Investment Group, Inc. 7.67% Add +1.1% 1,510,328 $40.3M
PDS Planning, Inc 3.07% Add +8.9% 1,283,394 $34.3M
Goldman Sachs Group Inc. 0.01% Reduce -8.4% 1,237,250 $33.0M
Nepc LLC 0.93% No change 1,149,567 $30.7M
LPL Financial LLC 0.01% Reduce -2.3% 1,048,946 $28.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.28% Add +71.5% 968,082 $25.8M
Modera Wealth Management, LLC 0.32% Reduce -2.7% 946,460 $25.3M
Envestnet Asset Management Inc. 0.01% Reduce -3.6% 849,699 $22.7M
Capstone Financial Advisors, Inc. 1.39% Add +2.1% 847,980 $22.6M
Nicola Wealth Management LTD. 1.79% Add +102.8% 623,300 $22.5M
Bank of America Corp. 0.00% Reduce -15.1% 799,697 $21.3M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.1% 749,674 $20.0M
Diversified Portfolios, Inc. 2.00% Add +6.7% 716,691 $19.1M
Alliancebernstein L.P. 0.01% New 713,700 $19.0M
Wells Fargo & Company 0.00% Reduce -3.0% 678,358 $18.1M
Royal Bank of Canada 0.00% Reduce -3.0% 635,594 $17.0M
One Capital Management, LLC 0.51% Reduce -12.6% 594,790 $15.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.9% 585,647 $15.6M
Brandywine Oak Private Wealth LLC 1.50% Reduce -7.5% 581,089 $15.5M
Boston Standard Wealth Management, LLC 3.00% Add +4.9% 578,252 $15.4M
BNP Paribas Financial Markets 0.01% Add +157.4% 516,940 $13.8M
Waldron Private Wealth LLC 0.56% Reduce -2.8% 503,751 $13.4M
Voya Investment Management LLC 0.02% Reduce -1.1% 492,108 $13.1M
Quent Capital, LLC 1.32% Reduce -2.3% 487,796 $13.0M
Cooper/Haims Advisors, LLC 6.89% Add +1.6% 469,612 $12.5M
Wilshire Advisors LLC 5.89% Reduce -5.9% 459,754 $12.3M
Corient Private Wealth LP 0.02% Add +0.6% 443,517 $11.8M
ERn Financial, LLC 1.74% Reduce -1.4% 427,448 $11.4M
Asset Management One Co., Ltd. 0.04% Reduce -7.6% 375,000 $10.0M
BIP Wealth, LLC 0.68% Add +8.9% 372,152 $9.9M
Morton Brown Family Wealth, LLC 3.53% Add +5.3% 371,914 $9.9M
Amundi 0.00% Add +81.9% 351,900 $9.1M
Leading Edge Financial Planning LLC 2.95% Reduce -4.1% 329,700 $8.8M
Cetera Investment Advisers 0.02% Reduce -47.2% 315,989 $8.4M
Money Design Co.,Ltd. 0.41% Add +35.3% 311,404 $8.3M
Bailard, Inc. 0.21% Add +0.6% 303,031 $8.1M
Lester Murray Antman dba SimplyRich 2.09% Reduce -6.3% 281,334 $7.5M
Waterford Advisors, LLC 3.67% Add +4.0% 269,669 $7.2M
Creative Planning 0.01% Reduce -6.3% 267,782 $7.1M
FSM Wealth Advisors, LLC 1.74% New 245,368 $6.5M
Naples Global Advisors, LLC 0.59% Add +6.9% 235,961 $6.3M
Brooklyn FI, LLC 2.12% Add +6.3% 225,702 $6.0M
Kooman & Associates 2.22% Add +3.8% 225,007 $6.0M
Deutsche Bank AG 0.00% New 194,886 $5.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +123.8% 191,690 $5.1M
Corrigan Financial, Inc. 1.17% Add +0.3% 191,363 $5.1M
Wealthspire Advisors, LLC 0.05% Reduce -0.5% 189,203 $5.0M
GP Brinson Investments LLC 2.03% No change 186,339 $5.0M
Great Lakes Advisors, LLC 0.04% Reduce -5.1% 183,235 $4.9M
RFP Financial Group LLC 1.39% Add +0.6% 159,726 $4.3M
Alhambra Investment Management LLC 2.11% Reduce -6.4% 152,252 $4.1M
Mercer Global Advisors Inc. 0.01% Reduce -2.6% 152,809 $4.1M
SOL Capital Management CO 0.45% Reduce -2.8% 150,335 $4.0M
RS Crum Inc. 0.83% Reduce -2.2% 133,355 $3.6M
Merriman Wealth Management, LLC 0.14% Reduce -4.8% 128,851 $3.4M
Jane Street Group, LLC 0.01% Reduce -23.1% 128,191 $3.4M
SC&H Financial Advisors, Inc. 0.74% Add +3.9% 127,316 $3.4M
Arkos Global Advisors 0.49% Add +0.8% 125,912 $3.4M
Capasso Planning Partners LLC 0.96% Reduce -1.9% 121,517 $3.2M
Fiduciary Financial Group, LLC 0.71% Add +1.5% 120,426 $3.1M
Cutler Investment Counsel LLC 0.39% Add +938.2% 116,483 $3.1M
Callan Family Office, LLC 0.47% Add +4.6% 105,428 $2.8M
JFS Wealth Advisors, LLC 0.17% Add +18.1% 95,679 $2.6M
Sumitomo Mitsui Financial Group, Inc. 0.06% Add +8.5% 93,743 $2.5M
Foster Group, Inc. 0.09% Reduce -0.9% 93,703 $2.5M
Collective Family Office LLC 0.60% Add +1.9% 83,195 $2.2M
Arete Wealth Advisors, LLC 0.19% Reduce -27.5% 82,757 $2.2M
Emerald Advisors, LLC 0.31% Add +3.9% 80,600 $2.1M
Macquarie Group Ltd. 0.00% Reduce -11.3% 78,594 $2.1M
Diversified, LLC 0.22% Add +10.8% 76,619 $2.0M
Diversified Enterprises, LLC 0.22% — 76,619 $2.0M
Commonwealth Equity Services, LLC 0.00% Reduce -7.2% 75,604 $2.0M
UBS Group AG 0.00% Reduce -52.1% 75,154 $2.0M
FAS Wealth Partners, Inc. 0.16% Reduce -2.2% 74,948 $2.0M
Wealthspire Retirement, LLC 0.16% Reduce -13.2% 72,465 $1.9M
North Ridge Wealth Advisors, Inc. 1.31% Reduce -17.9% 72,086 $1.9M
Fiduciary Trust Co 0.03% New 68,816 $1.8M
National Bank of Canada 0.00% Reduce -65.8% 64,494 $1.7M
Exencial Wealth Advisors, LLC 0.06% Reduce -0.4% 64,480 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.4% 63,708 $1.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 57,221 $1.5M
Renaissance Technologies 0.00% Add +149.1% 56,100 $1.5M
Wealth Alliance, LLC 0.18% Reduce -1.2% 56,100 $1.5M
Morris Financial Concepts, Inc. 0.64% Reduce -4.2% 55,628 $1.5M
MB Generational Wealth, LLC 1.02% No change 53,093 $1.4M
Foundation Wealth Management, LLC 1.06% Reduce -6.2% 52,539 $1.4M
Level Financial Advisors 0.53% Add +0.1% 51,880 $1.4M
Aspiriant, LLC 0.05% Reduce -9.8% 51,393 $1.4M
Rathbones Group PLC 0.01% Add +3.6% 48,093 $1.3M
Larson Financial Group LLC 0.07% Reduce -7.7% 47,819 $1.3M
Harbor Group, Inc. 0.29% Add +71.4% 47,071 $1.3M
Greenspring Advisors, LLC 0.27% Add +22.0% 46,134 $1.2M
MIdWestOne Financial Group, Inc. 0.17% Add +3.2% 44,878 $1.2M
Franklin Resources Inc. 0.00% No change 45,648 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -3.9% 43,616 $1.2M
First National Advisers, LLC 0.18% No change 43,300 $1.2M
Sterling Wealth Management, Inc. 0.42% Add +0.8% 41,756 $1.1M
TPG Financial Advisors, LLC 0.50% Reduce -8.6% 41,207 $1.1M
Cresset Asset Management, LLC 0.00% Add +170.8% 41,115 $1.1M
Traveka Wealth, LLC 0.55% Reduce -15.8% 40,906 $1.1M
CIBC Private Wealth Group LLC 0.00% Add +26.1% 40,605 $1.1M
Earned Wealth Advisors, LLC 0.32% Reduce -9.3% 39,276 $1.0M
Citadel Advisors 0.00% Add +19.8% 39,085 $1.0M
Waypoint Wealth Partners Inc. 0.28% Add +0.0% 39,049 $1.0M
Focus Partners Wealth 0.00% New 38,374 $1.0M
Mirae Asset Global Investments Co., Ltd. 0.00% No change 116,561 $1.0M
TD Waterhouse Canada Inc. 0.01% Reduce -0.3% 37,065 $983K
Ameriprise Financial Inc. 0.00% Add +4.9% 35,464 $947K
Osaic Holdings, Inc. 0.00% Reduce -28.6% 34,805 $929K
Accelerate Investment Advisors LLC 0.89% — 34,332 $916K
Comerica Bank 0.00% Reduce -2.0% 33,970 $907K
Insigneo Advisory Services, LLC 0.09% Add +14.8% 33,752 $901K
AE Wealth Management LLC 0.01% Add +1.2% 33,141 $885K
Pathstone Holdings, LLC 0.00% Reduce -3.8% 32,348 $863K
Raymond James & Associates 0.00% Add +0.1% 30,244 $807K
MML Investors Services, LLC 0.00% Reduce -13.0% 29,763 $794K
Orion Porfolio Solutions, LLC 0.01% Reduce -1.6% 29,686 $792K
Orion Portfolio Solutions, LLC 0.01% Reduce -1.6% 29,686 $792K
Klaas Financial Asset Advisors, LLC 0.14% Reduce -19.3% 29,535 $788K
180 Wealth Advisors, LLC 0.12% Add +0.4% 29,308 $782K
Jones Financial Companies LLLP 0.00% Add +20.4% 29,235 $779K
EverSource Wealth Advisors, LLC 0.05% Add +0.0% 27,621 $737K
First Citizens Bank & Trust Co. 0.02% Reduce -49.8% 27,142 $724K
Private Wealth Management Group, LLC 0.29% Reduce -14.8% 27,116 $724K
Gryphon Financial Partners LLC 0.10% Reduce -0.7% 26,798 $715K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -50.0% 26,466 $706K
WealthPlan Investment Management, LLC 0.07% New 26,051 $695K
Susquehanna International Group, LLP 0.00% Reduce -69.0% 24,429 $652K
Twelve Points Wealth Management LLC 0.19% Reduce -3.7% 22,680 $605K
US Bancorp \de 0.00% Reduce -22.3% 22,652 $605K
Chicago Partners Investment Group LLC 0.02% Add +0.8% 22,880 $599K
Cambridge Investment Research Advisors, Inc. 0.00% Add +11.9% 22,162 $591K
CI Investments Inc. 0.00% No change 22,064 $589K
Sunbelt Securities, Inc. 0.06% New 21,910 $585K
Aire Advisors, LLC 0.13% Reduce -4.0% 21,477 $573K
McLean Asset Management Corp 0.17% No change 21,747 $569K
Focus Partners Advisor Solutions, LLC 0.01% New 20,799 $555K
Captrust Financial Advisors 0.00% Add +3.5% 20,317 $542K
Courier Capital LLC 0.04% Reduce -11.8% 19,462 $519K
Leo Wealth, LLC 0.05% Add +0.5% 19,378 $517K
OneDigital Investment Advisors LLC 0.01% Add +0.0% 19,341 $516K
Sanctuary Advisors, LLC 0.00% Add +9.2% 19,604 $507K
Beacon Pointe Advisors, LLC 0.01% Reduce -28.4% 18,631 $497K
First National Bank of Omaha 0.03% No change 18,463 $493K
Seaside Wealth Management, Inc. 0.19% Reduce -0.2% 18,365 $490K
Abel Hall, LLC 0.31% Reduce -0.7% 17,590 $469K
DGS Capital Management, LLC 0.13% Reduce -3.5% 17,530 $468K
Mission Wealth Management, LP 0.01% Reduce -12.6% 17,390 $464K
Aptus Capital Advisors, LLC 0.01% Add +18.1% 16,422 $438K
PNC Financial Services Group, Inc. 0.00% Reduce -63.2% 16,334 $436K
First Interstate Bank 0.03% No change 16,066 $429K
Ameritas Advisory Services, LLC 0.02% Reduce -39.4% 16,060 $429K
Simplicity Wealth,LLC 0.04% New 15,976 $426K
HRT Financial LP 0.00% New 15,762 $420K
Cwm, LLC 0.00% Reduce -7.4% 15,433 $412K
Peapack Gladstone Financial Corp. 0.01% Reduce -20.6% 14,530 $388K
Guardian Wealth Advisors, LLC / NC 0.04% Add +3.0% 14,320 $382K
Cypress Point Wealth Management, LLC 0.15% No change 13,899 $371K
Harvest Fund Management Co., Ltd 0.02% New 13,808 $369K
Mariner, LLC 0.00% Reduce -7.8% 13,576 $362K
IFP Advisors, Inc 0.01% Add +10.8% 13,327 $356K
Forefront Analytics, LLC 0.17% Add +0.9% 13,261 $354K
Prime Capital Investment Advisors, LLC 0.01% Add +6.2% 13,058 $349K
UMB Bank, n.a. 0.01% Add +0.6% 12,757 $340K
Integrated Wealth Concepts LLC 0.00% Reduce -2.0% 12,424 $332K
DT Investment Partners, LLC 0.03% No change 12,000 $320K
MAS Advisors LLC 0.68% No change 11,976 $320K
Claro Advisors Inc. 0.04% Add +13.0% 11,673 $312K
Private Capital Management LLC 0.06% No change 11,560 $309K
Financial Management Network Inc. 0.06% Reduce -0.8% 11,703 $306K
Capital Analysts, LLC 0.01% Reduce -1.0% 10,593 $283K
FWG Investments, LLC. 0.24% Add +19.9% 10,556 $282K
Connecticut Wealth Management, LLC 0.01% Reduce -0.9% 10,446 $279K
Regatta Capital Group, LLC 0.05% Add +1.4% 10,375 $277K
Stifel Financial Corp. 0.00% Add +8.5% 10,349 $276K
VanderPol Investments L.L.C. 0.61% Add +13.8% 10,287 $275K
Scotia Capital Inc. 0.00% Reduce -1.1% 10,190 $272K
Integrated Advisors Network LLC 0.01% No change 10,000 $267K
Clearstead Advisors, LLC 0.00% Add +1.6% 9,870 $263K
Treynor Bancshares, Inc. 0.27% Reduce -16.9% 9,790 $261K
Triumph Capital Management 0.09% New 9,349 $250K
First Foundation Advisors 0.01% No change 9,254 $247K
Compagnie Lombard Odier SCmA 0.00% Reduce -3.9% 9,200 $246K
Kestra Advisory Services, LLC 0.00% Add +0.3% 9,061 $242K
Red Mountain Financial, LLC 0.26% Reduce -35.1% 9,046 $241K
Whittier Trust Co. 0.00% No change 9,000 $240K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 8,875 $237K
Squarepoint Ops LLC 0.00% Reduce -24.5% 8,761 $234K
Betterment LLC 0.00% New 8,720 $233K
Two Sigma Securities, LLC 0.02% New 8,717 $233K
Ballentine Partners, LLC 0.00% New 8,678 $232K
GeoWealth Management, LLC 0.01% New 8,661 $231K
Signature Estate & Investment Advisors LLC 0.01% New 8,513 $227K
Diversify Advisory Services, LLC 0.01% New 8,674 $226K
EFG Asset Management (Americas) Corp. 0.04% New 8,144 $217K
StoneX Group Inc. 0.02% New 8,118 $217K
Global Retirement Partners, LLC 0.01% Reduce -33.8% 7,847 $209K
Empower Advisory Group, LLC 0.00% New 7,699 $205K
Altfest L J & Co. Inc. 0.03% New 7,511 $200K
Ascentis Wealth Management, LLC 0.05% — 5,050 $135K
Matrix Trust Co 0.02% New 4,920 $131K
Breakwater Investment Management 0.05% No change 4,544 $121K
Sage Mountain Advisors LLC 0.01% No change 4,531 $121K
Phillips Financial Management, LLC 0.01% Reduce -9.6% 4,500 $120K
Citigroup Inc. 0.00% Reduce -6.8% 4,494 $120K
St Germain D J Co. Inc. 0.01% Reduce -8.8% 4,250 $113K
IAG Wealth Partners, LLC 0.02% Reduce -9.8% 3,584 $96K
Elevation Wealth Partners, LLC 0.04% Add +0.9% 3,374 $90K
AdvisorNet Financial, Inc 0.01% Add +6.6% 3,298 $88K
Tacita Capital Inc 0.05% No change 3,020 $81K
Elevate Wealth Advisory, Inc. 0.06% No change 2,914 $78K
International Assets Investment Management, LLC 0.01% Add +0.9% 2,909 $78K
Parallel Advisors, LLC 0.00% Add +51.5% 2,726 $73K
WR Wealth Planners, LLC 0.02% No change 2,282 $61K
Quadrant Capital Group LLC 0.00% No change 2,212 $59K
Rosenberg Matthew Hamilton 0.01% Add +1.4% 1,921 $51K
NorthRock Partners, LLC 0.00% Reduce -8.9% 1,856 $50K
Creative Capital Management Investments LLC 0.02% No change 1,836 $49K
Trust Co. of Vermont 0.00% No change 1,546 $41K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,480 $40K
Continuum Advisory, LLC 0.01% Reduce -0.3% 1,541 $39K
Farther Finance Advisors, LLC 0.00% New 1,455 $39K
SYM FINANCIAL Corp 0.01% No change 1,413 $38K
FMR LLC 0.00% Add +391.4% 1,366 $36K
Private Trust Co. NA 0.00% Add +17.4% 1,206 $32K
O'shaughnessy Asset Management, LLC 0.00% Add +112.4% 1,045 $27K
Biltmore Family Office, LLC 0.00% No change 850 $23K
Raleigh Capital Management Inc. 0.01% Add +4.3% 651 $17K
Bfsg, LLC 0.00% No change 629 $17K
Signaturefd, LLC 0.00% New 535 $14K
Front Row Advisors LLC 0.00% No change 500 $13K
Wolff Wiese Magana LLC 0.01% No change 448 $12K
Founders Financial Alliance, LLC 0.00% Reduce -14.0% 283 $8K
Steward Partners Investment Advisory, LLC 0.00% Reduce -52.9% 273 $7K
Mark Sheptoff Financial Planning, LLC 0.00% Add +80.2% 227 $6K
Keener Financial Planning LLC 0.00% No change 204 $5K
Lanark Financial, Inc. 0.00% Add +21.4% 210 $5K
Investors Research Corp 0.00% Add +3.4% 184 $5K
Harbour Investments, Inc. 0.00% No change 164 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 143 $4K
Creative Financial Designs Inc. 0.00% No change 142 $4K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $3K
GPS Wealth Strategies Group, LLC 0.00% Add +1.1% 90 $2K
Principal Securities, Inc. 0.00% Reduce -97.3% 86 $2K
Geneos Wealth Management Inc. 0.00% New 75 $2K
Spire Wealth Management 0.00% Reduce -74.6% 70 $2K
Versant Capital Management, Inc 0.00% No change 56 $1K
Brown Brothers Harriman & Co. 0.00% No change 44 $1K
McIlrath & Eck, LLC 0.00% No change 40 $1K
Venturi Wealth Management, LLC 0.00% New 39 $1K
EPG Wealth Management LLC 0.00% Add +0.0% 22 $597
Glass Jacobson Investment Advisors llc 0.00% No change 19 $517
Redmont Wealth Advisors LLC 0.00% No change 18 $480
Allworth Financial LP 0.00% New 10 $267
CoreCap Advisors, LLC 0.00% No change 9 $240
Assetmark, Inc. 0.00% New 6 $160
Tower Research Capital LLC (TRC) 0.00% New 6 $160
Davis Capital Management 0.00% No change 1 $27
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $27

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