Ishars Res and Multi RealesREZETF
13F holders, Q2 2026 (June 30)165holders +6
20new positions
13sold out
1famous investor
$94.82avg. 13F price*
At the end of Q2 2026, 165 institutions reported holding Ishars Res and Multi Reales (REZ) in their 13F filings, up 6 from Q1 2026. 20 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($47.0M), Franklin, Parlapiano, Turner & Welch, LLC ($45.2M) and Evergreen Capital Management LLC ($28.3M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Ishars Res and Multi Reales
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 464288562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.5M |
| Exits | 13 | $16.4M |
All 13F filers, Q1 2026 → Q2 2026: 388,051 shares bought and 427,036 shares sold, net −38,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Morgan Stanley | 0.00% | Add +0.5% | 496,441 | $47.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 10.23% | Reduce -0.1% | 477,843 | $45.2M |
| Evergreen Capital Management LLC | 0.50% | Add +12.2% | 299,314 | $28.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.3% | 240,874 | $22.8M |
| Cornerstone Planning Group LLC | 2.56% | Add +3.9% | 208,847 | $20.4M |
| Aprio Wealth Management, LLC | 0.89% | Reduce -7.8% | 190,724 | $18.1M |
| Raymond James Financial Inc. | 0.00% | Add +30.0% | 167,046 | $15.8M |
| Royal Bank of Canada | 0.00% | Add +11.8% | 161,436 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.2% | 158,504 | $15.0M |
| Bard Associates Inc. | 3.09% | Add +0.7% | 147,066 | $13.9M |
| LPL Financial LLC | 0.00% | Add +0.9% | 143,866 | $13.6M |
| Van Eck Associates Corp. | 0.01% | Reduce -47.6% | 125,647 | $11.9M |
| Ascension Capital Advisors, Inc. | 3.20% | Add +0.5% | 120,288 | $11.4M |
| Bank of America Corp. | 0.00% | Add +1.3% | 98,424 | $9.3M |
| Osaic Holdings, Inc. | 0.01% | Add +17.0% | 77,357 | $7.3M |
| Plan Group Financial, LLC | 1.46% | Add +8.4% | 74,274 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +150.4% | 73,360 | $6.9M |
| Sovereign Financial Group, Inc. | 1.05% | Add +5.8% | 72,683 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 62,370 | $5.9M |
| Castle Wealth Management LLC | 1.74% | Add +2.6% | 62,096 | $5.9M |
| Fonville Wealth Management LLC | 0.87% | Reduce -0.8% | 56,083 | $5.3M |
| MML Investors Services, LLC | 0.01% | Add +12.6% | 52,165 | $4.9M |
| Kure Advisory, LLC | 2.19% | Add +7.0% | 48,828 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +2.3% | 48,533 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.2% | 44,699 | $4.3M |
| Arkansas Financial Group, Inc. | 0.52% | Add +5.5% | 42,293 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | New | 40,712 | $3.9M |
| Winter & Associates, Inc. | 2.83% | Add +80.6% | 39,799 | $3.8M |
| Summit Financial, LLC | 0.04% | Add +5.8% | 38,501 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -0.6% | 37,995 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -53.2% | 34,367 | $3.3M |
| Procyon Advisors, LLC | 0.14% | Reduce -4.9% | 33,144 | $3.1M |
| Partners Capital Investment Group, LLP | 0.10% | No change | 28,990 | $2.7M |
| Focus Partners Wealth | 0.00% | Reduce -0.8% | 27,231 | $2.6M |
| Continuum Advisory, LLC | 0.20% | Add +4.5% | 26,077 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.6% | 25,366 | $2.4M |
| UBS Group AG | 0.00% | Reduce -16.6% | 25,259 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.7% | 25,095 | $2.4M |
| Citigroup Inc. | 0.00% | Add +6627.0% | 24,150 | $2.3M |
| Financial Management, Inc. | 1.86% | Add +2.4% | 23,904 | $2.3M |
| High Probability Advisors, LLC | 0.23% | Add +0.1% | 23,102 | $2.2M |
| Pacific Sun Financial Corp | 0.89% | Reduce -0.0% | 22,710 | $2.2M |
| Leavell Investment Management, Inc. | 0.08% | Add +4.8% | 22,513 | $2.1M |
| Sincerus Advisory, LLC | 1.21% | Add +2.1% | 18,764 | $1.8M |
| Integrity Alliance, Llc. | 0.05% | Add +8.6% | 17,065 | $1.6M |
| M Wealth Management, LLC | 1.25% | Add +16.2% | 16,842 | $1.6M |
| One Wealth Map LLC | 0.74% | Add +4.1% | 15,932 | $1.6M |
| LongView Wealth Management | 0.40% | Add +19.3% | 16,532 | $1.6M |
| Creative Financial Designs Inc. | 0.07% | Add +5.2% | 16,340 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.0% | 15,367 | $1.5M |
| Valtrion Capital Management, LLC | 1.08% | Add +14.2% | 15,262 | $1.4M |
| Mission Hills Financial Advisory, LLC | 0.61% | Reduce -45.6% | 14,763 | $1.4M |
| Strategic Financial Concepts, LLC | 0.41% | Add +7.8% | 14,491 | $1.4M |
| Comprehensive Wealth Management, LLC | 0.62% | Add +7.0% | 14,440 | $1.4M |
| Kendall Capital Management | 0.23% | Add +14.5% | 14,300 | $1.4M |
| Burns Matteson Capital Management, LLC | 0.43% | Reduce -2.2% | 14,249 | $1.3M |
| Cornerstone Management, Inc. | 0.19% | No change | 13,686 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 13,622 | $1.3M |
| CX Institutional | 0.04% | Reduce -8.0% | 13,531 | $1.3M |
| Global Retirement Partners, LLC | 0.02% | — | 12,918 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 11,249 | $1.1M |
| Ieq Capital, LLC | 0.00% | New | 11,043 | $1.0M |
| Steelhead Wealth Management LLC | 0.39% | Add +14.9% | 10,127 | $958K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 9,921 | $939K |
| Freestone Capital Holdings, LLC | 0.02% | New | 9,809 | $929K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -2.1% | 9,725 | $921K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -5.6% | 9,438 | $894K |
| Insigneo Advisory Services, LLC | 0.03% | New | 9,259 | $877K |
| Main Street Financial Solutions, LLC | 0.06% | Add +5.5% | 9,106 | $862K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 8,500 | $805K |
| Qube Research & Technologies Ltd | 0.00% | Add +84.2% | 8,356 | $791K |
| Family Wealth Partners, LLC | 0.23% | Add +6.8% | 8,061 | $763K |
| AE Wealth Management LLC | 0.00% | Add +19.1% | 7,770 | $736K |
| Jones Financial Companies LLLP | 0.00% | Add +10.1% | 7,499 | $713K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 7,233 | $685K |
| Lederer & Associates Investment Counsel | 0.43% | No change | 6,905 | $654K |
| Courage Miller Partners, LLC | 0.16% | Reduce -0.3% | 6,289 | $595K |
| Beta Wealth Group, Inc. | 0.22% | Reduce -21.8% | 6,245 | $591K |
| American Financial Advisors, LLC | 0.07% | Add +0.3% | 6,167 | $584K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.3% | 6,146 | $582K |
| Interactive Financial Advisors, Inc. | 0.33% | Add +8.1% | 6,257 | $548K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 5,750 | $544K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,550 | $525K |
| Advisory Services Network, LLC | 0.01% | Add +368.8% | 5,466 | $518K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,076 | $482K |
| McAdam, LLC | 0.02% | Add +16.4% | 4,955 | $469K |
| Creative Planning | 0.00% | Add +84.0% | 4,724 | $447K |
| Navis Wealth Advisors, LLC | 0.17% | Add +0.6% | 4,691 | $444K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,681 | $443K |
| Seaview Investment Managers LLC | 0.13% | Add +78.2% | 4,610 | $437K |
| Jane Street Group, LLC | 0.00% | New | 4,544 | $430K |
| Cozad Asset Management Inc. | 0.03% | No change | 4,318 | $409K |
| FLP Wealth Management, LLC | 0.68% | Add +0.9% | 4,015 | $380K |
| Boltwood Capital Management | 0.08% | No change | 3,600 | $341K |
| Disciplined Investments, LLC | 0.11% | No change | 3,583 | $339K |
| Valmark Advisers, Inc. | 0.00% | Reduce -10.0% | 3,541 | $335K |
| D. E. Shaw & Co. | 0.00% | Reduce -25.8% | 3,456 | $327K |
| RVW Wealth, LLC | 0.02% | Reduce -2.1% | 3,430 | $325K |
| ARK & TLK Investments, LLC | 0.08% | No change | 3,397 | $322K |
| Buck Wealth Strategies, LLC | 0.03% | Reduce -1.0% | 3,209 | $304K |
"% of holder's portfolio" is REZ's weight in each manager's 13F, not the share of Ishars Res and Multi Reales the manager owns.