Ishars Res and Multi RealesREZETF
13F holders, Q4 2025 (December 31)163holders +2
14new positions
19sold out
3famous investors
$83.03avg. 13F price*
At the end of Q4 2025, 163 institutions reported holding Ishars Res and Multi Reales (REZ) in their 13F filings, up 2 from Q3 2025. 14 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($42.1M), Franklin, Parlapiano, Turner & Welch, LLC ($41.0M) and Evergreen Capital Management LLC ($19.0M). 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 (Q4 2025)
- CUSIP
- 464288562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $11.9M |
| Exits | 19 | $11.8M |
All 13F filers, Q3 2025 → Q4 2025: 460,017 shares bought and 547,641 shares sold, net −87,624 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| Morgan Stanley | 0.00% | Add +3.5% | 509,037 | $42.1M |
| Franklin, Parlapiano, Turner & Welch, LLC | 10.18% | Add +1.1% | 474,430 | $41.0M |
| Evergreen Capital Management LLC | 0.42% | Add +36.9% | 229,453 | $19.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -13.7% | 216,599 | $17.9M |
| Aprio Wealth Management, LLC | 0.88% | Add +4.4% | 185,616 | $15.3M |
| Cornerstone Planning Group LLC | 2.25% | Add +1.4% | 174,781 | $14.4M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 160,686 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.7% | 159,237 | $13.2M |
| Bard Associates Inc. | 3.10% | Add +86.6% | 146,052 | $12.1M |
| LPL Financial LLC | 0.00% | Add +22.9% | 144,563 | $11.9M |
| Van Eck Associates Corp. | 0.01% | Add +3.7% | 139,276 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 117,213 | $9.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -16.7% | 108,541 | $9.0M |
| Ascension Capital Advisors, Inc. | 2.98% | Add +10.7% | 104,988 | $8.7M |
| Bank of America Corp. | 0.00% | Add +37.8% | 91,214 | $7.5M |
| Two Sigma Investments, LP | 0.01% | New | 80,833 | $6.7M |
| Plan Group Financial, LLC | 1.43% | Reduce -0.7% | 66,884 | $5.5M |
| MML Investors Services, LLC | 0.01% | Add +0.9% | 61,831 | $5.1M |
| Castle Wealth Management LLC | 1.56% | Reduce -0.5% | 57,089 | $4.7M |
| Sovereign Financial Group, Inc. | 0.83% | Add +6.7% | 56,281 | $4.7M |
| Fonville Wealth Management LLC | 0.93% | Add +6.2% | 54,964 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -40.6% | 48,615 | $4.0M |
| AXS Investments LLC | 1.37% | Reduce -33.5% | 48,191 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -42.3% | 46,458 | $3.8M |
| Cetera Investment Advisers | 0.00% | Reduce -4.3% | 46,042 | $3.8M |
| GAMCO Investors | 0.04% | Reduce -1.7% | 45,777 | $3.8M |
| Kure Advisory, LLC | 1.99% | Add +8.1% | 43,114 | $3.6M |
| Citadel Advisors | 0.00% | Add +171.0% | 42,364 | $3.5M |
| Mariner, LLC | 0.00% | Reduce -3.6% | 39,162 | $3.2M |
| Wells Fargo & Company | 0.00% | Reduce -7.1% | 37,985 | $3.1M |
| Procyon Advisors, LLC | 0.15% | Reduce -6.2% | 37,016 | $3.1M |
| Arkansas Financial Group, Inc. | 0.43% | Add +10.0% | 36,163 | $3.0M |
| Focus Partners Wealth | 0.00% | Reduce -2.0% | 30,733 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 30,133 | $2.5M |
| UBS Group AG | 0.00% | Reduce -12.8% | 29,402 | $2.4M |
| Partners Capital Investment Group, LLP | 0.09% | No change | 28,990 | $2.4M |
| Mission Hills Financial Advisory, LLC | 1.16% | Add +4.3% | 26,637 | $2.2M |
| Continuum Advisory, LLC | 0.21% | Reduce -5.5% | 24,907 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +47.4% | 24,622 | $2.0M |
| Financial Management, Inc. | 1.82% | — | 23,221 | $1.9M |
| High Probability Advisors, LLC | 0.25% | Add +0.3% | 23,069 | $1.9M |
| Pacific Sun Financial Corp | 0.91% | Reduce -4.2% | 22,895 | $1.9M |
| Burns Matteson Capital Management, LLC | 0.74% | Reduce -3.3% | 22,439 | $1.9M |
| Leavell Investment Management, Inc. | 0.07% | Add +16.6% | 20,268 | $1.7M |
| Sincerus Advisory, LLC | 1.16% | Add +16.5% | 17,496 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 15,648 | $1.3M |
| One Wealth Map LLC | 0.65% | Add +8.0% | 15,392 | $1.3M |
| CX Institutional | 0.04% | Reduce -2.9% | 15,255 | $1.3M |
| Winter & Associates, Inc. | 1.16% | — | 15,153 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.2% | 15,115 | $1.2M |
| Integrity Alliance, Llc. | 0.04% | Add +4.6% | 14,731 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Add +7.3% | 14,702 | $1.2M |
| M Wealth Management, LLC | 1.03% | Add +2.9% | 14,311 | $1.2M |
| Cornerstone Management, Inc. | 0.18% | Reduce -31.0% | 13,686 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +3.2% | 13,324 | $1.1M |
| Prosperitas Financial LLC | 0.42% | Reduce -47.9% | 13,023 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.23% | New | 12,728 | $1.1M |
| Comprehensive Wealth Management, LLC | 0.61% | Add +16.3% | 12,581 | $1.0M |
| Kendall Capital Management | 0.21% | Add +9.6% | 11,873 | $981K |
| Savant Capital, LLC | 0.01% | New | 11,744 | $971K |
| Brown Advisory Inc. | 0.00% | No change | 11,249 | $930K |
| Main Street Financial Solutions, LLC | 0.07% | New | 11,006 | $910K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -4.3% | 10,793 | $901K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.0% | 9,861 | $815K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -36.4% | 9,485 | $784K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.2% | 8,826 | $729K |
| Valtrion Capital Management, LLC | 0.70% | Add +12.3% | 8,516 | $704K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 8,500 | $702K |
| Global Retirement Partners, LLC | 0.01% | Reduce -10.6% | 8,305 | $686K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +12.6% | 8,086 | $668K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.1% | 8,039 | $664K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 7,766 | $642K |
| LongView Wealth Management | 0.15% | New | 7,424 | $621K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +100.2% | 7,437 | $615K |
| Jones Financial Companies LLLP | 0.00% | Add +10.0% | 7,372 | $609K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -7.3% | 7,029 | $582K |
| Lederer & Associates Investment Counsel | 0.38% | Add +190.7% | 6,905 | $571K |
| Beta Wealth Group, Inc. | 0.23% | Reduce -4.5% | 6,898 | $570K |
| AE Wealth Management LLC | 0.00% | Add +0.8% | 6,871 | $568K |
| Farther Finance Advisors, LLC | 0.01% | New | 6,455 | $533K |
| Courage Miller Partners, LLC | 0.16% | Reduce -0.7% | 6,328 | $523K |
| American Financial Advisors, LLC | 0.07% | Add +0.8% | 6,171 | $510K |
| Interactive Financial Advisors, Inc. | 0.32% | Reduce -17.0% | 5,998 | $496K |
| Family Wealth Partners, LLC | 0.18% | Add +2.5% | 5,933 | $490K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 5,750 | $475K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,550 | $458K |
| Triad Wealth Partners, LLC | 0.04% | New | 5,476 | $453K |
| HRT Financial LP | 0.00% | New | 5,221 | $431K |
| Buck Wealth Strategies, LLC | 0.05% | Reduce -50.0% | 4,988 | $412K |
| Navis Wealth Advisors, LLC | 0.16% | Add +1.1% | 4,664 | $385K |
| Summit Financial, LLC | 0.01% | Add +27.1% | 4,355 | $360K |
| Cozad Asset Management Inc. | 0.03% | No change | 4,318 | $357K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +14.6% | 3,996 | $330K |
| Boltwood Capital Management | 0.08% | No change | 3,600 | $298K |
| Disciplined Investments, LLC | 0.11% | No change | 3,583 | $296K |
| McAdam, LLC | 0.01% | Add +23.0% | 3,525 | $291K |
| Valmark Advisers, Inc. | 0.00% | Reduce -7.2% | 3,509 | $290K |
| RVW Wealth, LLC | 0.02% | Reduce -5.3% | 3,504 | $290K |
| D. E. Shaw & Co. | 0.00% | Add +31.0% | 3,440 | $284K |
| ARK & TLK Investments, LLC | 0.08% | No change | 3,397 | $281K |
"% 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.