Ishars Res and Multi RealesREZETF
13F holders, Q1 2026 (March 31)159holders −4
18new positions
20sold out
2famous investors
$84.05avg. 13F price*
At the end of Q1 2026, 159 institutions reported holding Ishars Res and Multi Reales (REZ) in their 13F filings, down 4 from Q4 2025. 18 opened new positions and 20 sold out. The largest holders were Franklin, Parlapiano, Turner & Welch, LLC ($42.2M), Morgan Stanley ($41.1M) and Evergreen Capital Management LLC ($22.2M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors'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 2026)
- CUSIP
- 464288562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.6M |
| Exits | 20 | $11.2M |
All 13F filers, Q4 2025 → Q1 2026: 490,954 shares bought and 288,733 shares sold, net +202,221 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Franklin, Parlapiano, Turner & Welch, LLC | 10.05% | Add +0.8% | 478,333 | $42.2M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 493,832 | $41.1M |
| Evergreen Capital Management LLC | 0.48% | Add +16.3% | 266,843 | $22.2M |
| Van Eck Associates Corp. | 0.02% | Add +72.2% | 239,823 | $20.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.6% | 226,602 | $18.9M |
| Cornerstone Planning Group LLC | 2.41% | Add +15.0% | 200,966 | $18.1M |
| Aprio Wealth Management, LLC | 0.94% | Add +11.4% | 206,867 | $17.2M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 160,407 | $13.3M |
| Bard Associates Inc. | 3.05% | Add +0.1% | 146,120 | $12.2M |
| Royal Bank of Canada | 0.00% | Reduce -10.1% | 144,449 | $12.0M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 142,564 | $11.9M |
| Raymond James Financial Inc. | 0.00% | Add +9.6% | 128,508 | $10.7M |
| Ascension Capital Advisors, Inc. | 3.13% | Add +14.0% | 119,648 | $10.0M |
| Bank of America Corp. | 0.00% | Add +6.5% | 97,126 | $8.1M |
| Wells Fargo & Company | 0.00% | Add +93.3% | 73,423 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -10.2% | 72,600 | $6.0M |
| Sovereign Financial Group, Inc. | 0.99% | Add +22.1% | 68,704 | $5.7M |
| Plan Group Financial, LLC | 1.34% | Add +2.4% | 68,489 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.1% | 66,104 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.3% | 61,947 | $5.2M |
| Castle Wealth Management LLC | 1.63% | Add +6.1% | 60,546 | $5.0M |
| Fonville Wealth Management LLC | 0.90% | Add +2.8% | 56,526 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Add +124.7% | 55,319 | $4.6M |
| AXS Investments LLC | 1.61% | Reduce -0.7% | 47,850 | $4.0M |
| Cetera Investment Advisers | 0.00% | Add +3.0% | 47,441 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -25.1% | 46,334 | $3.9M |
| Kure Advisory, LLC | 2.07% | Add +5.8% | 45,633 | $3.8M |
| GAMCO Investors | 0.03% | Reduce -7.3% | 42,458 | $3.5M |
| Arkansas Financial Group, Inc. | 0.48% | Add +10.9% | 40,106 | $3.5M |
| Mariner, LLC | 0.00% | Reduce -2.4% | 38,209 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +368.0% | 37,622 | $3.1M |
| Summit Financial, LLC | 0.04% | Add +735.7% | 36,395 | $3.0M |
| Procyon Advisors, LLC | 0.14% | Reduce -5.8% | 34,856 | $2.9M |
| UBS Group AG | 0.00% | Add +3.0% | 30,269 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 30,116 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -39.7% | 29,300 | $2.4M |
| Partners Capital Investment Group, LLP | 0.09% | No change | 28,990 | $2.4M |
| Focus Partners Wealth | 0.00% | Reduce -10.7% | 27,453 | $2.3M |
| Mission Hills Financial Advisory, LLC | 1.16% | Add +1.9% | 27,139 | $2.3M |
| Continuum Advisory, LLC | 0.20% | Add +0.2% | 24,967 | $2.1M |
| Financial Management, Inc. | 1.82% | Add +0.5% | 23,347 | $1.9M |
| High Probability Advisors, LLC | 0.25% | No change | 23,069 | $1.9M |
| Pacific Sun Financial Corp | 0.92% | Reduce -0.8% | 22,720 | $1.9M |
| Winter & Associates, Inc. | 1.63% | Add +45.4% | 22,032 | $1.9M |
| Leavell Investment Management, Inc. | 0.07% | Add +6.0% | 21,486 | $1.8M |
| Alliance Wealth Advisors, LLC | 0.37% | Add +61.6% | 20,575 | $1.7M |
| Sincerus Advisory, LLC | 1.16% | Add +5.0% | 18,380 | $1.5M |
| One Wealth Map LLC | 0.67% | Reduce -0.6% | 15,306 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 16,170 | $1.3M |
| Integrity Alliance, Llc. | 0.05% | Add +6.6% | 15,708 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | Add +5.7% | 15,539 | $1.3M |
| CX Institutional | 0.04% | Reduce -3.6% | 14,703 | $1.2M |
| LongView Wealth Management | 0.31% | Add +86.6% | 13,856 | $1.2M |
| Burns Matteson Capital Management, LLC | 0.47% | Reduce -35.1% | 14,572 | $1.2M |
| M Wealth Management, LLC | 1.02% | Add +1.3% | 14,495 | $1.2M |
| Cornerstone Management, Inc. | 0.18% | No change | 13,686 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +2.0% | 13,591 | $1.1M |
| Comprehensive Wealth Management, LLC | 0.57% | Add +7.3% | 13,498 | $1.1M |
| Strategic Financial Concepts, LLC | 0.28% | New | 13,437 | $1.1M |
| Valtrion Capital Management, LLC | 1.05% | Add +57.0% | 13,370 | $1.1M |
| Kendall Capital Management | 0.21% | Add +5.2% | 12,488 | $1.0M |
| Brown Advisory Inc. | 0.00% | No change | 11,249 | $936K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -8.0% | 9,934 | $891K |
| Jefferies Financial Group Inc. | 0.01% | New | 10,000 | $832K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 9,956 | $829K |
| Steelhead Wealth Management LLC | 0.37% | — | 8,814 | $733K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -21.6% | 8,630 | $718K |
| Menora Mivtachim Holdings LTD. | 0.00% | No change | 8,500 | $707K |
| Beta Wealth Group, Inc. | 0.27% | Add +15.7% | 7,982 | $664K |
| Family Wealth Partners, LLC | 0.21% | Add +27.2% | 7,548 | $628K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.0% | 7,223 | $601K |
| SeaCrest Wealth Management, LLC | 0.06% | No change | 7,029 | $585K |
| Lederer & Associates Investment Counsel | 0.41% | No change | 6,905 | $575K |
| Jones Financial Companies LLLP | 0.00% | Reduce -7.6% | 6,810 | $560K |
| AE Wealth Management LLC | 0.00% | Reduce -5.1% | 6,522 | $543K |
| Courage Miller Partners, LLC | 0.15% | Reduce -0.3% | 6,308 | $525K |
| American Financial Advisors, LLC | 0.07% | Reduce -0.4% | 6,146 | $511K |
| Interactive Financial Advisors, Inc. | 0.32% | Reduce -3.5% | 5,788 | $482K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 5,750 | $478K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 5,550 | $462K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.0% | 4,906 | $411K |
| Navis Wealth Advisors, LLC | 0.20% | No change | 4,664 | $388K |
| D. E. Shaw & Co. | 0.00% | Add +35.4% | 4,656 | $387K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.2% | 4,537 | $378K |
| Avior Wealth Management, LLC | 0.01% | New | 4,364 | $363K |
| Cozad Asset Management Inc. | 0.03% | No change | 4,318 | $359K |
| McAdam, LLC | 0.02% | Add +20.7% | 4,255 | $354K |
| FLP Wealth Management, LLC | 0.68% | New | 3,979 | $331K |
| Valmark Advisers, Inc. | 0.00% | Add +12.1% | 3,934 | $327K |
| Kestra Advisory Services, LLC | 0.00% | Add +126.2% | 3,773 | $314K |
| Boltwood Capital Management | 0.08% | No change | 3,600 | $300K |
| Go Invest LLC | 0.09% | Add +17.0% | 3,592 | $299K |
| Disciplined Investments, LLC | 0.11% | No change | 3,583 | $298K |
| RVW Wealth, LLC | 0.02% | No change | 3,504 | $292K |
| ARK & TLK Investments, LLC | 0.08% | No change | 3,397 | $283K |
| Buck Wealth Strategies, LLC | 0.03% | Reduce -35.0% | 3,241 | $270K |
| CENTRAL TRUST Co | 0.01% | No change | 3,179 | $265K |
| &partners | 0.00% | Reduce -4.1% | 3,130 | $260K |
| Focus Financial Network, Inc. | 0.01% | Reduce -5.5% | 3,127 | $260K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,964 | $247K |
"% 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.