Ishars Res and Multi RealesREZETF
13F holders, Q1 2025 (March 31)167holders −9
23new positions
27sold out
2famous investors
$86.22avg. 13F price*
At the end of Q1 2025, 167 institutions reported holding Ishars Res and Multi Reales (REZ) in their 13F filings, down 9 from Q4 2024. 23 opened new positions and 27 sold out. The largest holders were Franklin, Parlapiano, Turner & Welch, LLC ($40.8M), Morgan Stanley ($40.5M) and Tobias Financial Advisors, Inc. ($27.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Ishars Res and Multi Reales
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 464288562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $18.2M |
| Exits | 27 | $26.7M |
All 13F filers, Q4 2024 → Q1 2025: 532,609 shares bought and 3,140,783 shares sold, net −2,608,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| Franklin, Parlapiano, Turner & Welch, LLC | 11.00% | Add +1.4% | 471,804 | $40.8M |
| Morgan Stanley | 0.00% | Add +19.8% | 468,324 | $40.5M |
| Tobias Financial Advisors, Inc. | 5.24% | Add +6.2% | 312,427 | $27.0M |
| Aprio Wealth Management, LLC | 3.26% | Reduce -0.8% | 300,753 | $26.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +22.1% | 238,595 | $20.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 160,511 | $13.9M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 152,063 | $13.1M |
| Evergreen Capital Management LLC | 0.43% | Reduce -3.4% | 149,599 | $12.9M |
| Cornerstone Planning Group LLC | 2.99% | Add +7.1% | 151,420 | $12.5M |
| M Holdings Securities, Inc. | 1.60% | Add +3.6% | 111,073 | $9.6M |
| AXS Investments LLC | 2.56% | New | 107,027 | $9.2M |
| Cambria Investment Management, L.P. | 0.61% | Reduce -2.4% | 100,544 | $8.7M |
| LPL Financial LLC | 0.00% | Reduce -45.9% | 97,916 | $8.5M |
| Ascension Capital Advisors, Inc. | 3.72% | Add +5.7% | 94,199 | $8.1M |
| Madrid Financial Services | 5.87% | Reduce -12.6% | 93,326 | $8.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -43.5% | 93,160 | $8.1M |
| Cresset Asset Management, LLC | 0.04% | Add +5.1% | 91,386 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.5% | 83,961 | $7.3M |
| Van Eck Associates Corp. | 0.01% | Add +3.3% | 82,662 | $7.1M |
| Plan Group Financial, LLC | 2.16% | Add +41.3% | 70,164 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +22.0% | 63,998 | $5.5M |
| Partners Capital Investment Group, LLP | 0.08% | Add +100.0% | 57,980 | $5.0M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 57,511 | $5.0M |
| Keeley-Teton Advisors, LLC | 0.58% | Reduce -1.8% | 55,359 | $4.8M |
| Castle Wealth Management LLC | 1.79% | Add +1.7% | 52,965 | $4.6M |
| Fonville Wealth Management LLC | 1.24% | Add +6.2% | 49,984 | $4.2M |
| Sovereign Financial Group, Inc. | 0.96% | Add +10.6% | 48,150 | $4.2M |
| Procyon Advisors, LLC | 0.24% | Reduce -19.5% | 45,341 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -39.2% | 45,145 | $3.9M |
| Mariner, LLC | 0.01% | Add +3.0% | 41,619 | $3.6M |
| UBS Group AG | 0.00% | Reduce -30.8% | 35,221 | $3.0M |
| Kure Advisory, LLC | 2.28% | — | 34,987 | $3.0M |
| Cetera Investment Advisers | 0.01% | Reduce -4.2% | 34,520 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.0% | 32,592 | $2.8M |
| BlackRock, Inc. | 0.00% | No change | 32,341 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +24.7% | 32,321 | $2.8M |
| Focus Partners Wealth | 0.01% | Reduce -0.7% | 31,525 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +270.0% | 30,336 | $2.6M |
| Fortis Group Advisors, LLC | 0.48% | New | 28,354 | $2.5M |
| Mission Hills Financial Advisory, LLC | 1.58% | Reduce -2.2% | 26,368 | $2.3M |
| Arkansas Financial Group, Inc. | 0.39% | Reduce -2.4% | 28,886 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -22.8% | 25,542 | $2.2M |
| Continuum Advisory, LLC | 0.28% | Add +3.8% | 25,088 | $2.2M |
| Pacific Sun Financial Corp | 1.20% | Reduce -2.9% | 24,439 | $2.1M |
| Prosperitas Financial LLC | 1.08% | Add +19.7% | 24,221 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +346.9% | 23,617 | $2.0M |
| KFG Wealth Management, LLC | 0.37% | Reduce -30.5% | 23,296 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.1% | 23,133 | $2.0M |
| High Probability Advisors, LLC | 0.33% | Add +21.9% | 22,937 | $2.0M |
| Quadrature Capital Ltd | 0.04% | Reduce -56.7% | 22,572 | $1.9M |
| Cornerstone Management, Inc. | 0.32% | Add +0.0% | 19,821 | $1.7M |
| Integrity Alliance, Llc. | 0.07% | New | 19,286 | $1.7M |
| Burns Matteson Capital Management, LLC | 0.87% | Add +6.3% | 18,782 | $1.6M |
| Capital Asset Advisory Services LLC | 0.08% | Reduce -57.7% | 18,376 | $1.6M |
| Anderson Financial Strategies, LLC | 0.96% | Add +2.4% | 18,160 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -51.1% | 15,957 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -5.2% | 15,634 | $1.4M |
| CX Institutional | 0.05% | Add +12.4% | 14,810 | $1.3M |
| Sincerus Advisory, LLC | 1.28% | Add +4.0% | 14,084 | $1.2M |
| Strategic Financial Concepts, LLC | 0.22% | Add +5.6% | 13,796 | $1.2M |
| M Wealth Management, LLC | 1.09% | Reduce -4.2% | 13,499 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.2% | 13,314 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +40.1% | 13,267 | $1.1M |
| One Wealth Map LLC | 0.72% | Reduce -0.8% | 13,455 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 12,536 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -40.0% | 11,874 | $1.0M |
| Brown Advisory Inc. | 0.00% | Add +0.5% | 11,658 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -74.3% | 10,516 | $909K |
| Creative Financial Designs Inc. | 0.07% | Add +7.5% | 10,437 | $902K |
| Kendall Capital Management | 0.26% | Add +10.6% | 10,290 | $889K |
| Menora Mivtachim Holdings LTD. | 0.00% | Reduce -99.3% | 8,500 | $735K |
| Stifel Financial Corp. | 0.00% | New | 8,474 | $732K |
| Marshall Wace, LLP | 0.00% | New | 7,919 | $684K |
| Interactive Financial Advisors, Inc. | 0.35% | Reduce -4.9% | 7,710 | $666K |
| D. E. Shaw & Co. | 0.00% | Add +10.2% | 7,493 | $648K |
| Bard Associates Inc. | 0.24% | Add +2.6% | 7,391 | $639K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +64.2% | 7,381 | $638K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -17.0% | 7,350 | $635K |
| Valtrion Capital Management, LLC | 0.83% | Reduce -18.1% | 7,095 | $613K |
| Beta Wealth Group, Inc. | 0.22% | Reduce -14.5% | 6,933 | $599K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.1% | 6,903 | $597K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -2.1% | 6,903 | $597K |
| American Financial Advisors, LLC | 0.08% | Add +0.3% | 6,708 | $580K |
| Courage Miller Partners, LLC | 0.19% | Reduce -0.3% | 6,383 | $552K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -43.1% | 6,353 | $549K |
| Leavell Investment Management, Inc. | 0.03% | New | 6,287 | $543K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.3% | 6,102 | $527K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -34.0% | 5,750 | $497K |
| Napa Wealth Management | 0.27% | Reduce -7.8% | 5,570 | $481K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,000 | $432K |
| Janney Montgomery Scott LLC | 0.00% | Add +27.3% | 4,909 | $424K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.6% | 4,912 | $422K |
| Cozad Asset Management Inc. | 0.04% | No change | 4,808 | $416K |
| Navis Wealth Advisors, LLC | 0.39% | Add +0.4% | 4,559 | $394K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 4,434 | $383K |
| Valmark Advisers, Inc. | 0.01% | Reduce -6.4% | 3,888 | $336K |
| RVW Wealth, LLC | 0.03% | No change | 3,824 | $330K |
| JPMorgan Chase & Co. | 0.00% | Add +401.6% | 3,687 | $319K |
| Boltwood Capital Management | 0.09% | No change | 3,600 | $311K |
| Disciplined Investments, LLC | 0.14% | No change | 3,583 | $310K |
"% 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.