REZ Institutional Ownership & Shareholders
ISHARS RES AND MULTI REALES (REZ) is currently held by 158 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $409.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of REZ tracked by InsiderSet, reporting ownership valued at approximately $47.01M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $45.90M, representing an estimated loss of -2.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed REZ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Franklin, Parlapiano, Turner & Welch, Llc, Evergreen Capital Management Llc, and several other long-term asset managers with concentrated positions in ISHARS RES AND MULTI REALES (REZ).
This page ranks the largest institutional REZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
158
Total Reported Value
$409.19M
Largest Holder
Morgan Stanley
Largest Position
$47.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 496,441 | $47,007,477 | $45,900,935 | -$1,106,542 | -2.35% | |
| Franklin, Parlapiano, Turner & Welch, Llc | 9.25% | 468,606 | $41,396,631 | $43,327,311 | +$1,930,680 | +4.66% | |
| Evergreen Capital Management Llc | 0.48% | 307,210 | $27,138,932 | $28,404,637 | +$1,265,705 | +4.66% | |
| Cornerstone Planning Group Llc | 2.40% | 220,534 | $19,371,735 | $20,390,574 | +$1,018,839 | +5.26% | |
| Raymond James Financial Inc | 0.00% | 167,046 | $15,817,385 | $15,445,073 | -$372,312 | -2.35% | |
| Royal Bank Of Canada | 0.00% | 161,436 | $15,286,000 | $14,926,373 | -$359,627 | -2.35% | |
| Ameriprise Financial Inc | 0.00% | 158,504 | $15,008,488 | $14,655,280 | -$353,208 | -2.35% | |
| Bard Associates Inc | 3.09% | 147,066 | $13,925,489 | $13,597,722 | -$327,767 | -2.35% | |
| Lpl Financial Llc | 0.00% | 143,866 | $13,622,475 | $13,301,850 | -$320,625 | -2.35% | |
| Van Eck Associates Corp | 0.01% | 125,647 | $11,897,514 | $11,617,322 | -$280,192 | -2.36% | |
| Ascension Capital Advisors, Inc. | 3.20% | 120,288 | $11,389,914 | $11,121,828 | -$268,086 | -2.35% | |
| Bank Of America Corp | 0.00% | 98,424 | $9,319,611 | $9,100,283 | -$219,328 | -2.35% | |
| Aprio Wealth Management, Llc | 0.34% | 85,607 | $7,562,551 | $7,915,223 | +$352,672 | +4.66% | |
| Osaic Holdings, Inc. | 0.01% | 77,357 | $7,329,794 | $7,152,428 | -$177,366 | -2.42% | |
| Focus Partners Advisor Solutions, Llc | 0.06% | 73,360 | $6,946,421 | $6,782,866 | -$163,555 | -2.35% | |
| Sovereign Financial Group, Inc. | 1.05% | 72,683 | $6,882,214 | $6,720,270 | -$161,944 | -2.35% | |
| Plan Group Financial, Llc | 1.33% | 74,918 | $6,787,589 | $6,926,918 | +$139,329 | +2.05% | |
| Envestnet Asset Management Inc | 0.00% | 62,370 | $5,905,693 | $5,766,730 | -$138,963 | -2.35% | |
| Castle Wealth Management Llc | 1.74% | 62,096 | $5,879,780 | $5,741,396 | -$138,384 | -2.35% | |
| Mml Investors Services, Llc | 0.01% | 52,165 | $4,939,479 | $4,823,176 | -$116,303 | -2.35% | |
| Fonville Wealth Management Llc | 0.72% | 54,054 | $4,775,129 | $4,997,833 | +$222,704 | +4.66% | |
| Cetera Investment Advisers | 0.00% | 48,533 | $4,595,600 | $4,487,361 | -$108,239 | -2.36% | |
| Kure Advisory, Llc | 2.05% | 50,199 | $4,434,553 | $4,641,400 | +$206,847 | +4.66% | |
| Jpmorgan Chase & Co | 0.00% | 44,699 | $4,264,252 | $4,132,870 | -$131,382 | -3.08% | |
| Arkansas Financial Group, Inc. | 0.56% | 47,263 | $4,175,170 | $4,369,937 | +$194,767 | +4.66% | |
| Winter & Associates, Inc. | 2.92% | 44,610 | $4,041,666 | $4,124,641 | +$82,975 | +2.05% | |
| Sanctuary Advisors, Llc | 0.02% | 40,712 | $3,855,000 | $3,764,232 | -$90,768 | -2.35% | |
| Summit Financial, Llc | 0.04% | 38,501 | $3,645,630 | $3,559,802 | -$85,828 | -2.35% | |
| Mariner, Llc | 0.00% | 37,995 | $3,597,736 | $3,513,018 | -$84,718 | -2.35% | |
| Wells Fargo & Company/Mn | 0.00% | 34,367 | $3,254,080 | $3,177,573 | -$76,507 | -2.35% | |
| Partners Capital Investment Group, Llp | 0.10% | 28,990 | $2,745,036 | $2,680,415 | -$64,621 | -2.35% | |
| Focus Partners Wealth | 0.00% | 27,231 | $2,578,543 | $2,517,778 | -$60,765 | -2.36% | |
| Procyon Advisors, Llc | 0.11% | 28,753 | $2,540,053 | $2,658,502 | +$118,449 | +4.66% | |
| Continuum Advisory, Llc | 0.20% | 26,077 | $2,469,165 | $2,411,079 | -$58,086 | -2.35% | |
| Susquehanna International Group, Llp | 0.00% | 25,366 | $2,401,873 | $2,345,340 | -$56,533 | -2.35% | |
| Ubs Group Ag | 0.00% | 25,259 | $2,391,749 | $2,335,447 | -$56,302 | -2.35% | |
| Citigroup Inc | 0.00% | 24,150 | $2,286,732 | $2,232,909 | -$53,823 | -2.35% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,823 | $2,281,190 | $2,387,595 | +$106,405 | +4.66% | |
| Pacific Sun Financial Corp | 0.89% | 22,710 | $2,150,380 | $2,099,767 | -$50,613 | -2.35% | |
| Leavell Investment Management, Inc. | 0.08% | 22,513 | $2,131,727 | $2,081,552 | -$50,175 | -2.35% | |
| High Probability Advisors, Llc | 0.23% | 23,137 | $2,043,913 | $2,139,247 | +$95,334 | +4.66% | |
| Sincerus Advisory, Llc | 1.17% | 20,286 | $1,792,022 | $1,875,644 | +$83,622 | +4.67% | |
| Longview Wealth Management | 0.41% | 19,085 | $1,685,946 | $1,764,599 | +$78,653 | +4.67% | |
| M Wealth Management, Llc | 1.28% | 18,740 | $1,655,479 | $1,732,700 | +$77,221 | +4.66% | |
| One Wealth Map Llc | 0.74% | 15,932 | $1,577,058 | $1,473,073 | -$103,985 | -6.59% | |
| Creative Financial Designs Inc | 0.07% | 16,340 | $1,547,203 | $1,510,796 | -$36,407 | -2.35% | |
| Integrity Alliance, Llc. | 0.05% | 16,834 | $1,487,134 | $1,556,472 | +$69,338 | +4.66% | |
| Valtrion Capital Management, Llc | 1.08% | 15,262 | $1,445,107 | $1,411,125 | -$33,982 | -2.35% | |
| Mission Hills Financial Advisory, Llc | 0.61% | 14,763 | $1,397,905 | $1,364,987 | -$32,918 | -2.35% | |
| Everhart Financial Group, Inc. | 0.09% | 15,771 | $1,393,232 | $1,458,187 | +$64,955 | +4.66% |
Frequently asked questions about REZ
Who are the largest institutional holders of REZ?
The largest institutional holders of REZ reported in the latest SEC Form 13F filings include Morgan Stanley, Franklin, Parlapiano, Turner & Welch, Llc, Evergreen Capital Management Llc, Cornerstone Planning Group Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported REZ position.
What is REZ institutional ownership?
This page tracks REZ positions reported by institutional investment managers through SEC Form 13F. ISHARS RES AND MULTI REALES (REZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own REZ?
InsiderSet currently tracks 158 institutional managers reporting REZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of REZ shareholders.
How much REZ stock do institutions own?
Institutional investment managers disclosed approximately $409.19M in REZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was REZ institutional ownership last updated?
The latest REZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional REZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its REZ position after the reporting date.
Are institutions buying or selling REZ?
Institutional buying and selling can be analyzed by comparing REZ positions across consecutive 13F reporting periods. InsiderSet's REZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View REZ ownership changes.
How has REZ institutional ownership changed over time?
InsiderSet tracks REZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.