Ishars Res and Multi RealesREZETF
13F holders, Q3 2025 (September 30)161holders +1
16new positions
12sold out
3famous investors
$84.82avg. 13F price*
At the end of Q3 2025, 161 institutions reported holding Ishars Res and Multi Reales (REZ) in their 13F filings, up 1 from Q2 2025. 16 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($41.8M), Franklin, Parlapiano, Turner & Welch, LLC ($39.9M) and Northwestern Mutual Wealth Management Co. ($21.3M). 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 (Q3 2025)
- CUSIP
- 464288562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.6M |
| Exits | 12 | $4.2M |
All 13F filers, Q2 2025 → Q3 2025: 410,290 shares bought and 348,709 shares sold, net +61,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 161 holders
| Morgan Stanley | 0.00% | Reduce -7.0% | 491,850 | $41.8M |
| Franklin, Parlapiano, Turner & Welch, LLC | 10.07% | Reduce -1.2% | 469,127 | $39.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -14.4% | 250,869 | $21.3M |
| Tobias Financial Advisors, Inc. | 2.34% | Add +1.0% | 181,105 | $15.4M |
| Aprio Wealth Management, LLC | 1.50% | Reduce -30.0% | 177,814 | $15.1M |
| Evergreen Capital Management LLC | 0.34% | Add +3.3% | 167,653 | $14.2M |
| Cornerstone Planning Group LLC | 2.26% | Add +2.7% | 172,308 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 156,623 | $13.3M |
| Royal Bank of Canada | 0.00% | Add +4.4% | 153,769 | $13.1M |
| Van Eck Associates Corp. | 0.01% | Add +21.6% | 134,348 | $11.4M |
| Osaic Holdings, Inc. | 0.02% | Add +7.2% | 130,307 | $11.0M |
| Raymond James Financial Inc. | 0.00% | Add +378.9% | 118,489 | $10.1M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 117,675 | $10.0M |
| Ascension Capital Advisors, Inc. | 3.14% | Add +0.1% | 94,848 | $8.1M |
| Madrid Financial Services | 4.36% | Reduce -11.1% | 82,131 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +128.9% | 81,891 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 80,451 | $6.8M |
| Bard Associates Inc. | 1.77% | Add +904.4% | 78,266 | $6.7M |
| AXS Investments LLC | 1.94% | Add +6.2% | 72,489 | $6.2M |
| Plan Group Financial, LLC | 1.54% | Add +1.9% | 67,368 | $5.7M |
| Bank of America Corp. | 0.00% | Reduce -9.4% | 66,213 | $5.6M |
| MML Investors Services, LLC | 0.01% | Reduce -8.6% | 61,293 | $5.2M |
| Castle Wealth Management LLC | 1.65% | Add +3.0% | 57,393 | $4.9M |
| Sovereign Financial Group, Inc. | 0.84% | Add +7.2% | 52,769 | $4.5M |
| Fonville Wealth Management LLC | 0.99% | Add +1.2% | 51,749 | $4.4M |
| Cetera Investment Advisers | 0.00% | Add +28.1% | 48,134 | $4.1M |
| GAMCO Investors | 0.04% | Reduce -7.7% | 46,587 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 40,892 | $3.5M |
| Mariner, LLC | 0.00% | Reduce -9.3% | 40,606 | $3.5M |
| Kure Advisory, LLC | 2.09% | Add +3.6% | 39,886 | $3.4M |
| Procyon Advisors, LLC | 0.20% | Reduce -6.3% | 39,447 | $3.4M |
| UBS Group AG | 0.00% | Reduce -0.4% | 33,699 | $2.9M |
| Arkansas Financial Group, Inc. | 0.41% | Add +6.7% | 32,869 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 32,815 | $2.8M |
| Focus Partners Wealth | 0.00% | Reduce -1.8% | 31,362 | $2.7M |
| Partners Capital Investment Group, LLP | 0.10% | No change | 28,990 | $2.5M |
| Continuum Advisory, LLC | 0.24% | Add +3.6% | 26,345 | $2.2M |
| Mission Hills Financial Advisory, LLC | 1.15% | Add +0.4% | 25,552 | $2.2M |
| Prosperitas Financial LLC | 0.88% | Add +2.3% | 24,994 | $2.1M |
| Pacific Sun Financial Corp | 0.98% | Add +0.1% | 23,890 | $2.0M |
| Burns Matteson Capital Management, LLC | 0.83% | Add +22.9% | 23,207 | $2.0M |
| High Probability Advisors, LLC | 0.27% | Add +0.1% | 23,005 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +75.4% | 20,135 | $1.7M |
| Cornerstone Management, Inc. | 0.28% | Add +0.1% | 19,838 | $1.7M |
| Anderson Financial Strategies, LLC | 1.00% | Add +9.9% | 19,812 | $1.7M |
| Leavell Investment Management, Inc. | 0.06% | Add +40.3% | 17,380 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.7% | 16,835 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +570.3% | 16,710 | $1.4M |
| CX Institutional | 0.04% | Add +96.0% | 15,716 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -66.9% | 15,635 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 15,506 | $1.3M |
| Sincerus Advisory, LLC | 1.09% | Add +7.4% | 15,023 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +8.6% | 14,907 | $1.3M |
| Integrity Alliance, Llc. | 0.06% | New | 14,084 | $1.2M |
| One Wealth Map LLC | 0.64% | Reduce -1.0% | 14,250 | $1.2M |
| M Wealth Management, LLC | 1.04% | Add +1.7% | 13,909 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Add +10.1% | 13,706 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.0% | 12,916 | $1.1M |
| Strategic Financial Concepts, LLC | 0.16% | Reduce -7.4% | 12,609 | $1.1M |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -5.9% | 11,282 | $959K |
| Brown Advisory Inc. | 0.00% | No change | 11,249 | $956K |
| Kendall Capital Management | 0.21% | Add +1.4% | 10,829 | $920K |
| Comprehensive Wealth Management, LLC | 0.65% | Add +37.0% | 10,821 | $919K |
| Buck Wealth Strategies, LLC | 0.12% | New | 9,980 | $848K |
| Global Retirement Partners, LLC | 0.02% | Reduce -34.9% | 9,289 | $789K |
| Rockefeller Capital Management L.P. | 0.00% | New | 9,046 | $769K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +22.4% | 8,842 | $751K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 8,500 | $722K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.1% | 7,777 | $661K |
| Everstar Asset Management, LLC | 0.37% | Add +2.4% | 7,636 | $649K |
| Valtrion Capital Management, LLC | 0.69% | Add +13.9% | 7,584 | $644K |
| SeaCrest Wealth Management, LLC | 0.07% | Add +1.1% | 7,580 | $626K |
| Dynamic Wealth Strategies, LLC | 0.41% | Add +156.8% | 7,272 | $618K |
| Interactive Financial Advisors, Inc. | 0.33% | Reduce -7.8% | 7,227 | $614K |
| Beta Wealth Group, Inc. | 0.24% | Add +2.5% | 7,227 | $614K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +10.9% | 7,184 | $610K |
| AE Wealth Management LLC | 0.00% | Reduce -53.8% | 6,816 | $579K |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 6,700 | $563K |
| Courage Miller Partners, LLC | 0.16% | Reduce -0.1% | 6,374 | $542K |
| American Financial Advisors, LLC | 0.07% | Reduce -8.9% | 6,125 | $520K |
| Castleview Partners, LLC | 0.27% | Add +38.8% | 5,831 | $495K |
| Family Wealth Partners, LLC | 0.18% | Add +52.5% | 5,789 | $492K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 5,750 | $489K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +11.0% | 5,550 | $472K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.0% | 4,812 | $409K |
| Navis Wealth Advisors, LLC | 0.29% | Add +0.6% | 4,614 | $392K |
| Cozad Asset Management Inc. | 0.03% | Reduce -10.2% | 4,318 | $367K |
| Kesler, Norman & Wride, LLC | 0.07% | New | 4,479 | $363K |
| Valmark Advisers, Inc. | 0.00% | Reduce -3.3% | 3,781 | $321K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -2.6% | 3,714 | $316K |
| RVW Wealth, LLC | 0.02% | Reduce -6.2% | 3,698 | $314K |
| Boltwood Capital Management | 0.08% | No change | 3,600 | $306K |
| Disciplined Investments, LLC | 0.12% | No change | 3,583 | $304K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -1.1% | 3,486 | $296K |
| &partners | 0.00% | Add +0.1% | 3,456 | $294K |
| Summit Financial, LLC | 0.00% | New | 3,425 | $291K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -17.0% | 3,422 | $291K |
| ARK & TLK Investments, LLC | 0.09% | No change | 3,397 | $289K |
| Focus Financial Network, Inc. | 0.01% | New | 3,396 | $289K |
| CENTRAL TRUST Co | 0.01% | New | 3,179 | $270K |
| Park Avenue Securities LLC | 0.00% | Add +14.2% | 3,096 | $263K |
| Shufro Rose & Co. LLC | 0.02% | No change | 3,000 | $259K |
| Seaview Investment Managers LLC | 0.09% | Add +13.0% | 2,978 | $253K |
| McAdam, LLC | 0.01% | Reduce -2.3% | 2,865 | $243K |
| Prosperity Wealth Management, Inc. | 0.08% | Add +5.2% | 2,856 | $243K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,670 | $227K |
| D. E. Shaw & Co. | 0.00% | Reduce -68.0% | 2,626 | $223K |
| RDA Financial Network | 0.05% | Reduce -14.2% | 2,603 | $221K |
| Choreo, LLC | 0.00% | Add +0.7% | 2,563 | $218K |
| Pacific Center for Financial Services | 0.05% | No change | 2,455 | $209K |
| Creative Planning | 0.00% | New | 2,425 | $206K |
| Lederer & Associates Investment Counsel | 0.13% | No change | 2,375 | $202K |
| JB Capital LLC | 0.01% | New | 2,377 | $202K |
| Sound Income Strategies, LLC | 0.01% | Reduce -21.5% | 1,954 | $160K |
| FMR LLC | 0.00% | Add +7.3% | 1,641 | $139K |
| Comerica Bank | 0.00% | Add +5.0% | 1,594 | $135K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -24.4% | 1,547 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +41.2% | 1,478 | $126K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.2% | 1,268 | $108K |
| Bank of Montreal | 0.00% | No change | 1,200 | $102K |
| Advisory Services Network, LLC | 0.00% | New | 1,156 | $98K |
| Main Street Group, LTD | 0.03% | Add +0.2% | 1,022 | $87K |
| National Bank of Canada | 0.00% | Add +8.1% | 761 | $65K |
| MAI Capital Management | 0.00% | No change | 535 | $45K |
| BlackRock, Inc. | 0.00% | Reduce -98.4% | 504 | $43K |
| Golden State Wealth Management, LLC | 0.00% | No change | 365 | $31K |
| Fairscale Capital, LLC | 0.02% | No change | 339 | $29K |
| Simplex Trading, LLC | 0.00% | Add +49.5% | 326 | $27K |
| Principal Securities, Inc. | 0.00% | Add +82.7% | 296 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 287 | $24K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.4% | 268 | $23K |
| Hollencrest Capital Management | 0.00% | No change | 263 | $22K |
| Advisors Preferred, LLC | 0.00% | New | 254 | $22K |
| Allworth Financial LP | 0.00% | No change | 248 | $21K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.4% | 240 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 236 | $20K |
| Inlight Wealth Management, LLC | 0.01% | No change | 200 | $17K |
| Blair William & Co. | 0.00% | Reduce -16.1% | 151 | $13K |
| Spire Wealth Management | 0.00% | No change | 135 | $11K |
| Robinswood Financial LLC | 0.00% | No change | 117 | $10K |
| Ameriflex Group, Inc. | 0.00% | Add +0.9% | 112 | $10K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 106 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 100 | $8K |
| Wealthspire Advisors, LLC | 0.00% | New | 97 | $8K |
| McIlrath & Eck, LLC | 0.00% | Add +1.2% | 85 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 66 | $6K |
| Strategic Advocates LLC | 0.00% | New | 61 | $5K |
| Investors Research Corp | 0.00% | Add +1.8% | 57 | $5K |
| Rossmore Private Capital | 0.00% | New | 57 | $5K |
| IFP Advisors, Inc | 0.00% | Add +55.6% | 56 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 37 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 29 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 21 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 20 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.8% | 19 | $2K |
| Realta Investment Advisors | 0.00% | New | 19 | $2K |
| JDM Financial Group LLC | 0.00% | No change | 12 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 12 | $1K |
| Wealth Watch Advisors, INC | 0.00% | New | 11 | $935 |
| LRI Investments, LLC | 0.00% | No change | 7 | $595 |
| Cwm, LLC | 0.00% | Reduce -73.7% | 5 | $0 |
"% 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.