Ishars Res and Multi RealesREZETF
13F holders, Q2 2025 (June 30)160holders −7
16new positions
24sold out
3famous investors
$82.36avg. 13F price*
At the end of Q2 2025, 160 institutions reported holding Ishars Res and Multi Reales (REZ) in their 13F filings, down 7 from Q1 2025. 16 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($43.6M), Franklin, Parlapiano, Turner & Welch, LLC ($39.1M) and Northwestern Mutual Wealth Management Co. ($24.1M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), 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 (Q2 2025)
- CUSIP
- 464288562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $8.4M |
| Exits | 24 | $34.0M |
All 13F filers, Q1 2025 → Q2 2025: 433,686 shares bought and 777,805 shares sold, net −344,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Morgan Stanley | 0.00% | Add +13.0% | 529,067 | $43.6M |
| Franklin, Parlapiano, Turner & Welch, LLC | 10.21% | Add +0.6% | 474,807 | $39.1M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +22.9% | 293,202 | $24.1M |
| Aprio Wealth Management, LLC | 2.36% | Reduce -15.6% | 253,861 | $20.9M |
| Tobias Financial Advisors, Inc. | 2.53% | Reduce -42.6% | 179,376 | $14.8M |
| Cornerstone Planning Group LLC | 2.83% | Add +10.8% | 167,757 | $13.9M |
| Evergreen Capital Management LLC | 0.40% | Add +8.5% | 162,276 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 154,487 | $12.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 147,266 | $12.1M |
| Osaic Holdings, Inc. | 0.02% | Add +30.6% | 121,617 | $10.0M |
| LPL Financial LLC | 0.00% | Add +21.6% | 119,020 | $9.8M |
| Van Eck Associates Corp. | 0.01% | Add +33.6% | 110,453 | $9.1M |
| Ascension Capital Advisors, Inc. | 3.26% | Add +0.6% | 94,756 | $7.8M |
| Madrid Financial Services | 5.15% | Reduce -1.1% | 92,329 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 85,460 | $7.0M |
| Bank of America Corp. | 0.00% | Add +27.1% | 73,113 | $6.0M |
| AXS Investments LLC | 2.31% | Reduce -36.2% | 68,290 | $5.6M |
| MML Investors Services, LLC | 0.02% | Add +48.6% | 67,076 | $5.5M |
| Plan Group Financial, LLC | 1.79% | Reduce -5.8% | 66,102 | $5.4M |
| Castle Wealth Management LLC | 1.67% | Add +5.2% | 55,730 | $4.6M |
| Fonville Wealth Management LLC | 1.07% | Add +2.3% | 51,136 | $4.2M |
| GAMCO Investors | 0.04% | New | 50,468 | $4.2M |
| Sovereign Financial Group, Inc. | 0.84% | Add +2.2% | 49,216 | $4.1M |
| Citadel Advisors | 0.00% | Add +85.1% | 47,286 | $3.9M |
| Mariner, LLC | 0.01% | Add +7.6% | 44,769 | $3.7M |
| Procyon Advisors, LLC | 0.33% | Reduce -7.2% | 42,083 | $3.5M |
| Wells Fargo & Company | 0.00% | Reduce -36.6% | 40,556 | $3.3M |
| Kure Advisory, LLC | 2.10% | Add +10.1% | 38,515 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +8.8% | 37,573 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +10.7% | 35,777 | $2.9M |
| UBS Group AG | 0.00% | Reduce -4.0% | 33,824 | $2.8M |
| BlackRock, Inc. | 0.00% | No change | 32,341 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +1.3% | 31,922 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 31,345 | $2.6M |
| Arkansas Financial Group, Inc. | 0.39% | Add +6.7% | 30,810 | $2.5M |
| Partners Capital Investment Group, LLP | 0.10% | Reduce -50.0% | 28,990 | $2.4M |
| Mission Hills Financial Advisory, LLC | 1.30% | Reduce -3.5% | 25,450 | $2.1M |
| Continuum Advisory, LLC | 0.25% | Add +1.4% | 25,436 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +7.0% | 24,744 | $2.0M |
| Prosperitas Financial LLC | 0.95% | Add +0.9% | 24,430 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 23,941 | $2.0M |
| Pacific Sun Financial Corp | 1.03% | Reduce -2.4% | 23,864 | $2.0M |
| High Probability Advisors, LLC | 0.28% | Add +0.2% | 22,973 | $1.9M |
| Cornerstone Management, Inc. | 0.28% | No change | 19,821 | $1.6M |
| Burns Matteson Capital Management, LLC | 0.75% | Add +0.6% | 18,891 | $1.6M |
| KFG Wealth Management, LLC | 0.25% | Reduce -19.8% | 18,695 | $1.5M |
| Anderson Financial Strategies, LLC | 0.95% | Reduce -0.8% | 18,021 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 15,374 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -5.7% | 14,740 | $1.2M |
| One Wealth Map LLC | 0.66% | Add +7.0% | 14,398 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | — | 14,264 | $1.2M |
| Sincerus Advisory, LLC | 1.10% | Reduce -0.7% | 13,991 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | Add +3.1% | 13,731 | $1.1M |
| M Wealth Management, LLC | 1.04% | Add +1.3% | 13,672 | $1.1M |
| Strategic Financial Concepts, LLC | 0.16% | Reduce -1.3% | 13,623 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.0% | 12,658 | $1.0M |
| Creative Financial Designs Inc. | 0.07% | Add +19.3% | 12,454 | $1.0M |
| Leavell Investment Management, Inc. | 0.05% | Add +97.0% | 12,384 | $1.0M |
| Capital Asset Advisory Services LLC | 0.05% | Reduce -34.8% | 11,985 | $989K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.4% | 11,477 | $945K |
| Brown Advisory Inc. | 0.00% | Reduce -3.5% | 11,249 | $926K |
| Kendall Capital Management | 0.23% | Add +3.8% | 10,683 | $880K |
| Quadrature Capital Ltd | 0.01% | Reduce -54.9% | 10,176 | $837K |
| Avantax Advisory Services, Inc. | 0.00% | Add +52.6% | 9,312 | $767K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 8,500 | $700K |
| D. E. Shaw & Co. | 0.00% | Add +9.3% | 8,193 | $675K |
| HighTower Advisors, LLC | 0.00% | Reduce -73.5% | 8,023 | $661K |
| CX Institutional | 0.02% | Reduce -45.9% | 8,019 | $660K |
| Comprehensive Wealth Management, LLC | 0.52% | New | 7,899 | $650K |
| Interactive Financial Advisors, Inc. | 0.31% | Add +1.7% | 7,839 | $646K |
| Bard Associates Inc. | 0.21% | Add +5.4% | 7,792 | $642K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +2.0% | 7,499 | $617K |
| Everstar Asset Management, LLC | 0.37% | New | 7,458 | $614K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -39.6% | 7,173 | $595K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.7% | 7,221 | $595K |
| Beta Wealth Group, Inc. | 0.21% | Add +1.7% | 7,048 | $580K |
| American Financial Advisors, LLC | 0.08% | Add +0.2% | 6,724 | $554K |
| Valtrion Capital Management, LLC | 0.66% | Reduce -6.2% | 6,658 | $548K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.1% | 6,480 | $534K |
| Courage Miller Partners, LLC | 0.17% | No change | 6,383 | $526K |
| Jones Financial Companies LLLP | 0.00% | Add +18.6% | 5,826 | $476K |
| Kestra Advisory Services, LLC | 0.00% | Add +113.3% | 5,756 | $474K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 5,750 | $473K |
| Napa Wealth Management | 0.22% | Reduce -0.8% | 5,523 | $455K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,000 | $412K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 4,912 | $404K |
| Cozad Asset Management Inc. | 0.03% | No change | 4,808 | $396K |
| Navis Wealth Advisors, LLC | 0.32% | Add +0.6% | 4,587 | $378K |
| Castleview Partners, LLC | 0.22% | Add +35.8% | 4,201 | $346K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -60.8% | 4,124 | $340K |
| RVW Wealth, LLC | 0.03% | Add +3.1% | 3,942 | $325K |
| Valmark Advisers, Inc. | 0.00% | Add +0.5% | 3,908 | $322K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -48.3% | 3,814 | $314K |
| Family Wealth Partners, LLC | 0.13% | New | 3,797 | $313K |
| Boltwood Capital Management | 0.08% | No change | 3,600 | $296K |
| Disciplined Investments, LLC | 0.12% | No change | 3,583 | $295K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.6% | 3,524 | $290K |
| &partners | 0.00% | Add +0.1% | 3,453 | $284K |
| ARK & TLK Investments, LLC | 0.09% | No change | 3,397 | $280K |
| Shufro Rose & Co. LLC | 0.02% | No change | 3,000 | $259K |
"% 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.