Ishars Res and Multi RealesREZETF
13F holders, Q3 2024 (September 30)153holders +19
28new positions
11sold out
1famous investor
$88.66avg. 13F price*
At the end of Q3 2024, 153 institutions reported holding Ishars Res and Multi Reales (REZ) in their 13F filings, up 19 from Q2 2024. 28 opened new positions and 11 sold out. The largest holders were Menora Mivtachim Holdings LTD. ($229.0M), Franklin, Parlapiano, Turner & Welch, LLC ($42.3M) and Morgan Stanley ($33.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishars Res and Multi Reales
- Filed as
- ISHARES TR (Q3 2024)
- CUSIP
- 464288562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $69.9M |
| Exits | 11 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 3,767,216 shares bought and 1,668,762 shares sold, net +2,098,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Menora Mivtachim Holdings LTD. | 1.44% | Add +51461.7% | 2,578,085 | $229.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 10.92% | Reduce -0.8% | 475,818 | $42.3M |
| Morgan Stanley | 0.00% | Add +20.1% | 376,898 | $33.5M |
| Aprio Wealth Management, LLC | 3.66% | New | 257,529 | $22.9M |
| Royal Bank of Canada | 0.00% | Add +40.5% | 220,992 | $19.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -11.7% | 184,592 | $16.4M |
| Ameriprise Financial Inc. | 0.00% | Add +18.8% | 175,334 | $15.6M |
| Evergreen Capital Management LLC | 0.44% | Add +20.5% | 146,829 | $13.0M |
| Christopher J. Hasenberg, Inc | 5.17% | New | 146,620 | $12.5M |
| Cornerstone Planning Group LLC | 3.13% | Add +5.1% | 135,951 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 131,870 | $11.7M |
| Procyon Advisors, LLC | 0.70% | Reduce -2.1% | 115,114 | $10.2M |
| Consolidated Capital Management, LLC | 4.21% | New | 108,699 | $9.7M |
| Cambria Investment Management, L.P. | 0.55% | New | 103,733 | $9.2M |
| UBS Group AG | 0.00% | Add +47.3% | 87,075 | $7.7M |
| Ascension Capital Advisors, Inc. | 3.60% | Add +15.3% | 86,931 | $7.7M |
| Cresset Asset Management, LLC | 0.03% | Add +0.0% | 83,985 | $7.5M |
| LPL Financial LLC | 0.00% | Add +44.1% | 81,818 | $7.3M |
| MML Investors Services, LLC | 0.03% | Reduce -0.9% | 79,421 | $7.1M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.4% | 64,232 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +331.9% | 62,413 | $5.5M |
| Keeley-Teton Advisors, LLC | 0.58% | Add +0.1% | 59,242 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -9.4% | 58,767 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 58,683 | $5.2M |
| Partners Capital Investment Group, LLP | 0.08% | No change | 57,980 | $5.1M |
| Capital Asset Advisory Services LLC | 0.24% | Reduce -35.2% | 55,672 | $4.8M |
| Mariner, LLC | 0.01% | Add +34.3% | 53,407 | $4.7M |
| Castle Wealth Management LLC | 1.87% | Add +4.6% | 52,625 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +16.6% | 49,955 | $4.4M |
| Plan Group Financial, LLC | 2.32% | Add +5.3% | 49,552 | $4.4M |
| Axxcess Wealth Management, LLC | 0.11% | Reduce -89.5% | 49,325 | $4.4M |
| Fonville Wealth Management LLC | 1.37% | Add +9.1% | 44,686 | $4.0M |
| Sovereign Financial Group, Inc. | 0.90% | Add +9.8% | 43,388 | $3.9M |
| KFG Wealth Management, LLC | 0.78% | New | 40,263 | $3.6M |
| Kure Advisory, LLC | 2.80% | Add +0.2% | 35,152 | $3.1M |
| BlackRock, Inc. | 0.00% | — | 32,341 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 31,822 | $2.8M |
| Citadel Advisors | 0.00% | Add +1258.9% | 27,789 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +2.5% | 27,761 | $2.5M |
| Arkansas Financial Group, Inc. | 0.40% | Add +14.6% | 27,207 | $2.4M |
| High Probability Advisors, LLC | 0.39% | Add +0.1% | 25,770 | $2.3M |
| Boston Financial Mangement LLC | 0.07% | No change | 25,700 | $2.3M |
| Pacific Sun Financial Corp | 1.24% | Reduce -0.2% | 25,257 | $2.2M |
| Continuum Advisory, LLC | 0.26% | Reduce -1.4% | 23,883 | $2.1M |
| Focus Partners Wealth | 0.01% | Reduce -56.6% | 22,890 | $2.0M |
| Mission Hills Financial Advisory, LLC | 1.72% | — | 23,361 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +56.7% | 20,813 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.4% | 20,476 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 20,454 | $1.8M |
| Cornerstone Management, Inc. | 0.37% | Reduce -1.3% | 19,705 | $1.8M |
| TAP Consulting, LLC | 0.34% | Reduce -8.7% | 19,389 | $1.7M |
| Prosperitas Financial LLC | 0.93% | New | 19,359 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +43.7% | 19,261 | $1.7M |
| Raymond James & Associates | 0.00% | Add +13.8% | 18,521 | $1.6M |
| Burns Matteson Capital Management, LLC | 0.87% | Add +31.0% | 17,563 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -0.5% | 16,938 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.9% | 16,407 | $1.5M |
| One Wealth Map LLC | 0.68% | Add +0.4% | 13,328 | $1.2M |
| Strategic Financial Concepts, LLC | 0.37% | Reduce -98.8% | 13,022 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Reduce -3.8% | 12,487 | $1.1M |
| CX Institutional | 0.05% | Reduce -41.8% | 12,338 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.11% | New | 11,636 | $1.0M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 11,185 | $993K |
| Financial Advocates Investment Management | 0.05% | New | 10,871 | $966K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +39.8% | 10,435 | $927K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +127.8% | 10,371 | $921K |
| Kendall Capital Management | 0.26% | Reduce -2.3% | 9,352 | $831K |
| Ferguson Shapiro LLC | 0.31% | New | 9,293 | $825K |
| Merriman Wealth Management, LLC | 0.03% | New | 8,984 | $798K |
| Beta Wealth Group, Inc. | 0.35% | Reduce -5.0% | 8,776 | $779K |
| Connecticut Wealth Management, LLC | 0.04% | No change | 8,707 | $773K |
| Interactive Financial Advisors, Inc. | 0.39% | Add +0.1% | 8,635 | $767K |
| HighTower Advisors, LLC | 0.00% | Add +1.5% | 8,142 | $725K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 8,105 | $720K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 8,105 | $720K |
| Navis Wealth Advisors, LLC | 0.78% | Add +0.6% | 8,089 | $718K |
| Strategies Wealth Advisors, LLC | 0.09% | No change | 7,732 | $687K |
| American Financial Advisors, LLC | 0.08% | Reduce -2.0% | 6,703 | $595K |
| Bard Associates Inc. | 0.20% | Add +85.7% | 6,608 | $587K |
| Courage Miller Partners, LLC | 0.19% | Reduce -10.2% | 6,404 | $569K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,000 | $444K |
| Cozad Asset Management Inc. | 0.04% | Add +0.3% | 4,737 | $421K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,563 | $405K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.7% | 4,495 | $394K |
| RVW Wealth, LLC | 0.04% | Reduce -16.6% | 4,389 | $390K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.9% | 4,187 | $372K |
| Mgo One Seven LLC | 0.02% | No change | 4,172 | $371K |
| Brookstone Capital Management | 0.01% | New | 4,070 | $361K |
| Saxony Capital Management, LLC | 0.31% | Reduce -22.4% | 3,861 | $343K |
| Boltwood Capital Management | 0.09% | No change | 3,600 | $320K |
| Disciplined Investments, LLC | 0.16% | No change | 3,583 | $318K |
| Jones Financial Companies LLLP | 0.00% | Add +1.9% | 3,517 | $310K |
| McAdam, LLC | 0.02% | Reduce -13.4% | 3,445 | $306K |
| ARK & TLK Investments, LLC | 0.11% | No change | 3,397 | $302K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.7% | 3,201 | $284K |
| Sound Income Strategies, LLC | 0.02% | Reduce -8.1% | 3,172 | $282K |
| Beirne Wealth Consulting Services, LLC | 0.10% | Add +0.6% | 3,121 | $277K |
| RDA Financial Network | 0.08% | Reduce -4.8% | 3,052 | $271K |
| Choreo, LLC | 0.00% | Reduce -4.1% | 3,031 | $267K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.8% | 2,913 | $259K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,905 | $258K |
| Castleview Partners, LLC | 0.14% | Reduce -51.2% | 2,663 | $237K |
| Shufro Rose & Co. LLC | 0.02% | No change | 3,000 | $231K |
| Pacific Center for Financial Services | 0.06% | No change | 2,455 | $218K |
| Advisors Preferred, LLC | 0.03% | New | 2,446 | $215K |
| James Investment Research, Inc. | 0.02% | New | 2,389 | $212K |
| Lederer & Associates Investment Counsel | 0.15% | New | 2,375 | $211K |
| Dynamic Wealth Strategies, LLC | 0.17% | Add +0.7% | 2,366 | $210K |
| Redmond Asset Management, LLC | 0.07% | New | 2,344 | $208K |
| Creative Planning | 0.00% | New | 2,260 | $201K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 2,006 | $178K |
| Comerica Bank | 0.00% | Add +3715.9% | 1,679 | $149K |
| Crewe Advisors LLC | 0.02% | New | 1,626 | $144K |
| Citigroup Inc. | 0.00% | New | 1,509 | $134K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.5% | 1,237 | $110K |
| Bank of Montreal | 0.00% | No change | 1,200 | $106K |
| JPMorgan Chase & Co. | 0.00% | Add +44.3% | 730 | $65K |
| National Bank of Canada | 0.00% | Reduce -11.3% | 694 | $62K |
| Main Street Group, LTD | 0.03% | No change | 687 | $61K |
| Montag A & Associates Inc. | 0.00% | New | 652 | $58K |
| Clearstead Advisors, LLC | 0.00% | No change | 596 | $53K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 480 | $43K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.4% | 458 | $41K |
| Allworth Financial LP | 0.00% | No change | 398 | $35K |
| Fairscale Capital, LLC | 0.03% | No change | 339 | $30K |
| FMR LLC | 0.00% | Add +119.0% | 300 | $27K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 287 | $25K |
| Hollencrest Capital Management | 0.00% | No change | 263 | $23K |
| Spire Wealth Management | 0.00% | Add +3.7% | 224 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 206 | $18K |
| Northwest Financial Advisors | 0.01% | New | 162 | $14K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 111 | $10K |
| Avior Wealth Management, LLC | 0.00% | Add +0.9% | 108 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 106 | $9K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $9K |
| McIlrath & Eck, LLC | 0.00% | Add +1.2% | 83 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 75 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 66 | $6K |
| US Bancorp \de | 0.00% | New | 55 | $5K |
| Investors Research Corp | 0.00% | Add +1.9% | 53 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 40 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $3K |
| Principal Securities, Inc. | 0.00% | Reduce -80.4% | 21 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 21 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | — | 21 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 18 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 15 | $1K |
| Signaturefd, LLC | 0.00% | New | 15 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 12 | $1K |
| Cwm, LLC | 0.00% | No change | 14 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 11 | $977 |
| LRI Investments, LLC | 0.00% | No change | 7 | $603 |
"% 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.