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Ishars RES and Multi Reales (REZ)

CUSIP: 464288562 | NYSE | 601 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Franklin, Parlapiano, Turner & Welch, LLC468,606
9.2% of portfolio›$41.4M
Evergreen Capital Management LLC307,210
0.5% of portfolio›$27.1M
Cornerstone Planning Group LLC220,534
2.4% of portfolio›$19.4M
Aprio Wealth Management, LLC85,607
0.3% of portfolio›$7.6M
Plan Group Financial, LLC74,918
1.3% of portfolio›$6.8M
Fonville Wealth Management LLC54,054
0.7% of portfolio›$4.8M
Kure Advisory, LLC50,199
2.0% of portfolio›$4.4M
Arkansas Financial Group, Inc.47,263
0.6% of portfolio›$4.2M
Winter & Associates, Inc.44,610
2.9% of portfolio›$4.0M
Cambridge Investment Research Advisors, Inc.30,748
0.0% of portfolio›$2.7K
Procyon Advisors, LLC28,753
0.1% of portfolio›$2.5M
Commonwealth Equity Services, LLC25,823
0.0% of portfolio›$2.3M
High Probability Advisors, LLC23,137
0.2% of portfolio›$2.0M
Sincerus Advisory, LLC20,286
1.2% of portfolio›$1.8M
LongView Wealth Management19,085
0.4% of portfolio›$1.7M
M Wealth Management, LLC18,740
1.3% of portfolio›$1.7M
Integrity Alliance, Llc.16,834
0.0% of portfolio›$1.5M
Everhart Financial Group, Inc.15,771
0.1% of portfolio›$1.4M
Kendall Capital Management15,544
0.2% of portfolio›$1.4M
Burns Matteson Capital Management, LLC14,545
0.4% of portfolio›$1.3M
Creative Financial Designs Inc14,221
0.1% of portfolio›$1.3M
Comprehensive Wealth Management, LLC13,913
0.6% of portfolio›$1.2M
Congress Asset Management Co13,633
0.0% of portfolio›$13.6K
Cornerstone Management, Inc.13,583
0.2% of portfolio›$1.2M
CX Institutional12,559
0.0% of portfolio›$1.1K
Capital Asset Advisory Services LLC9,521
0.0% of portfolio›$873.4K
Family Wealth Partners, LLC8,634
0.2% of portfolio›$762.7K
Lederer & Associates Investment Counsel6,905
0.0% of portfolio›$610
Verdence Capital Advisors LLC6,589
0.0% of portfolio›$582.0K
Courage Miller Partners, LLC6,300
0.1% of portfolio›$556.5K
Farther Finance Advisors, LLC5,785
0.0% of portfolio›$511.1K
Connecticut Wealth Management, LLC5,750
0.0% of portfolio›$508.0K
Wealth Enhancement Advisory Services, LLC5,184
0.0% of portfolio›$450.6K
McAdam, LLC5,051
0.0% of portfolio›$446.2K
Kestra Advisory Services, LLC3,745
0.0% of portfolio›$330.9K
Boltwood Capital Management3,600
0.1% of portfolio›$318.0K
Creative Planning3,551
0.0% of portfolio›$313.7K
ARK & TLK Investments, LLC3,397
0.1% of portfolio›$300.1K
Go Invest LLC3,328
0.1% of portfolio›$294.0K
RVW Wealth, LLC3,228
0.0% of portfolio›$285.2K
Buck Wealth Strategies, LLC3,209
0.0% of portfolio›$283.5K
Choreo, LLC2,615
0.0% of portfolio›$231.0K
RDA Financial Network2,590
0.0% of portfolio›$228.8K
Pacific Center for Financial Services2,455
0.0% of portfolio›$216.9K
Dhjj Financial Advisors, Ltd.1,547
0.0% of portfolio›$136.7K
Main Street Group, LTD1,023
0.0% of portfolio›$90.4K
Golden State Wealth Management, LLC365
0.0% of portfolio›$32.2K
Fairscale Capital, LLC339
0.0% of portfolio›$30.8K
Monetary Solutions, Ltd315
0.0% of portfolio›$27.8K
Mosley Wealth Management224
0.0% of portfolio›$20.1K
IFP Advisors, Inc218
0.0% of portfolio›$19.3K
Dynamic Wealth Strategies, LLC153
0.0% of portfolio›$13.5K
Cape Investment Advisory, Inc.117
0.0% of portfolio›$10.3K
Citigroup Inc115
0.0% of portfolio›$10.2K
CoreCap Advisors, LLC101
0.0% of portfolio›$8.9K
Bank of New Hampshire71
0.0% of portfolio›$6.3K
Strategic Advocates LLC61
0.0% of portfolio›$5.4K
Investors Research Corp57
0.0% of portfolio›$5.0K
Assetmark, Inc43
0.0% of portfolio›$3.8K
Central Pacific Bank - Trust Division29
0.0% of portfolio›$2.6K
Gamma Investing LLC21
0.0% of portfolio›$1.9K
Pinnacle Wealth Planning Services, Inc.19
0.0% of portfolio›$1.7K
Ashton Thomas Private Wealth, LLC13
0.0% of portfolio›$1.1K
Parallel Advisors, LLC12
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC5
0.0% of portfolio›$442
Allspring Global Investments Holdings, LLC1
0.0% of portfolio›$88
Latitude Advisors, LLC0
0.0% of portfolio›$43
StyleTurnoverLocationFiled
Franklin, Parlapiano, Turner & Welch, LLC
468,606$41.4M9.2%CoreLowHouston, TX2026-10-30
Evergreen Capital Management LLC
307,210$27.1M0.5%GARPMediumBellevue, WA2026-10-23
Cornerstone Planning Group LLC
220,534$19.4M2.4%ETFMediumFairfield, NJ2026-10-16
Aprio Wealth Management, LLC
85,607$7.6M0.3%ETFMediumAtlanta, GA2026-10-28
Plan Group Financial, LLC
74,918$6.8M1.3%ETFMediumOklahoma City, OK2026-10-22
Fonville Wealth Management LLC
54,054$4.8M0.7%ETFVery LowRichmond, VA2026-10-28
Kure Advisory, LLC
50,199$4.4M2.0%ETFVery LowPlymouth, MN2026-10-08
Arkansas Financial Group, Inc.
47,263$4.2M0.6%ETFVery LowLittle Rock, AR2026-10-26
Winter & Associates, Inc.
44,610$4.0M2.9%ETFMediumSt. Paul, MN2026-10-23
Cambridge Investment Research Advisors, Inc.
30,748$2.7K0.0%ETFLowFairfield, IA2026-11-02
Procyon Advisors, LLC
28,753$2.5M0.1%CoreVery LowShelton, CT2026-10-21
Commonwealth Equity Services, LLC
25,823$2.3M0.0%ETFLowWaltham, MA2026-11-02
High Probability Advisors, LLC
23,137$2.0M0.2%ETFVery LowPittsford, NY2026-10-19
Sincerus Advisory, LLC
20,286$1.8M1.2%ETFVery LowNew York, NY2026-10-09
LongView Wealth Management
19,085$1.7M0.4%ETFLowAtlanta, GA2026-10-19
M Wealth Management, LLC
18,740$1.7M1.3%ETFVery LowSan Diego, CA2026-10-14
Integrity Alliance, Llc.
16,834$1.5M0.0%ETFMediumUrbandale, IA2026-10-29
Everhart Financial Group, Inc.
15,771$1.4M0.1%ETFLowDublin, OH2026-10-08
Kendall Capital Management
15,544$1.4M0.2%GARPLowRockville, MD2026-10-23
Burns Matteson Capital Management, LLC
14,545$1.3M0.4%CoreMediumCorning, NY2026-10-16
Creative Financial Designs Inc
14,221$1.3M0.1%ETFMediumKokomo, IN2026-11-04
Comprehensive Wealth Management, LLC
13,913$1.2M0.6%ETFMediumLynnwood, WA2026-11-02
Congress Asset Management Co
13,633$13.6K0.0%GrowthMediumBoston, MA2026-10-06
Cornerstone Management, Inc.
13,583$1.2M0.2%ETFVery LowDuluth, GA2026-10-16
CX Institutional
12,559$1.1K0.0%CoreMediumAuburn, IN2026-10-02
Capital Asset Advisory Services LLC
9,521$873.4K0.0%ETFLowWilliamston, MI2026-10-30
Family Wealth Partners, LLC
8,634$762.7K0.2%ETFLowMatthews, NC2026-10-20
Lederer & Associates Investment Counsel
6,905$6100.0%GrowthLowLong Beach, CA2026-10-23
Verdence Capital Advisors LLC
6,589$582.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Courage Miller Partners, LLC
6,300$556.5K0.1%ETFVery LowNorfolk, VA2026-10-21
Farther Finance Advisors, LLC
5,785$511.1K0.0%IndexLowSan Francisco, CA2026-10-08
Connecticut Wealth Management, LLC
5,750$508.0K0.0%ETFLowFarmington, CT2026-10-13
Wealth Enhancement Advisory Services, LLC
5,184$450.6K0.0%CoreLowPlymouth, MN2026-10-13
McAdam, LLC
5,051$446.2K0.0%ETFLowPhiladelphia, PA2026-10-21
Kestra Advisory Services, LLC
3,745$330.9K0.0%CoreLowAustin, TX2026-11-02
Boltwood Capital Management
3,600$318.0K0.1%ETFVery LowWalnut Creek, CA2026-10-02
Creative Planning
3,551$313.7K0.0%IndexVery LowOverland Park, KS2026-11-02
ARK & TLK Investments, LLC
3,397$300.1K0.1%ETFLowOklahoma City, OK2026-10-20
Go Invest LLC
3,328$294.0K0.1%ETFN/AWest Jordan, UT2026-10-09
RVW Wealth, LLC
3,228$285.2K0.0%ETFVery LowLos Angeles, CA2026-10-06
Buck Wealth Strategies, LLC
3,209$283.5K0.0%ValueMediumDenver, CO2026-10-28
Choreo, LLC
2,615$231.0K0.0%IndexLowRockford, IL2026-10-28
RDA Financial Network
2,590$228.8K0.0%GrowthMediumAkron, IA2026-10-15
Pacific Center for Financial Services
2,455$216.9K0.0%ETFMediumDanville, CA2026-10-15
Dhjj Financial Advisors, Ltd.
1,547$136.7K0.0%ETFVery LowNaperville, IL2026-10-23
Main Street Group, LTD
1,023$90.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Golden State Wealth Management, LLC
365$32.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Fairscale Capital, LLC
339$30.8K0.0%GrowthVery LowNashua, NH2026-11-04
Monetary Solutions, Ltd
315$27.8K0.0%ETFVery LowDayton, OH2026-10-22
Mosley Wealth Management
224$20.1K0.0%ETFHighAnaheim, CA2026-10-16
IFP Advisors, Inc
218$19.3K0.0%GrowthLowTampa, FL2026-10-16
Dynamic Wealth Strategies, LLC
153$13.5K0.0%ETFLowGranite Bay, CA2026-10-16
Cape Investment Advisory, Inc.
117$10.3K0.0%ETFLowMcdonough, GA2026-10-13
Citigroup Inc
115$10.2K0.0%CoreMediumNew York, NY2026-11-04
CoreCap Advisors, LLC
101$8.9K0.0%ETFMediumSouthfield, MI2026-10-08
Bank of New Hampshire
71$6.3K0.0%CoreLowLaconia, NH2026-10-06
Strategic Advocates LLC
61$5.4K0.0%GrowthLowSacramento, CA2026-11-03
Investors Research Corp
57$5.0K0.0%ETFLowAtlanta, GA2026-10-07
Assetmark, Inc
43$3.8K0.0%ETFLowConcord, CA2026-10-21
Central Pacific Bank - Trust Division
29$2.6K0.0%CoreMediumHonolulu, HI2026-10-06
Gamma Investing LLC
21$1.9K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
19$1.7K0.0%GARPLowMansfield, OH2026-10-27
Ashton Thomas Private Wealth, LLC
13$1.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Parallel Advisors, LLC
12$1.1K0.0%IndexLowSan Francisco, CA2026-11-03
Provenance Wealth Advisors, LLC
5$4420.0%ETFLowFort Lauderdale, FL2026-10-30
Allspring Global Investments Holdings, LLC
1$880.0%CoreMediumCharlotte, NC2026-11-04
Latitude Advisors, LLC
0$430.0%ETFLowYorkville, IL2026-10-27