ISHARS RES AND MULTI REALES (REZ) Top Institutional Shareholders
ISHARS RES AND MULTI REALES (REZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $376.43M in REZ holdings during the latest filing period.
Franklin, Parlapiano, Turner & Welch, Llc is currently the largest disclosed institutional shareholder of REZ tracked by InsiderSet, reporting ownership valued at approximately $42.19M in its March 31, 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 $42.59M, representing an estimated gain of +0.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed REZ value among the investors covered in this analysis. Major shareholders include Franklin, Parlapiano, Turner & Welch, Llc, Morgan Stanley, 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
152
Total Reported Value
$376.43M
Largest Holder
Franklin, Parlapiano, Turner & Welch, Llc
Largest Position
$42.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
174
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, Llc | 10.05% | 478,333 | $42,193,855 | $42,590,770 | +$396,915 | +0.94% | |
| Morgan Stanley | 0.00% | 493,832 | $41,091,810 | $43,970,801 | +$2,878,991 | +7.01% | |
| Evergreen Capital Management Llc | 0.48% | 266,843 | $22,204,007 | $23,759,701 | +$1,555,694 | +7.01% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 226,602 | $18,855,600 | $20,176,642 | +$1,321,042 | +7.01% | |
| Cornerstone Planning Group Llc | 2.41% | 200,966 | $18,056,744 | $17,894,013 | -$162,731 | -0.90% | |
| Aprio Wealth Management, Llc | 0.94% | 206,867 | $17,213,408 | $18,419,438 | +$1,206,030 | +7.01% | |
| Ameriprise Financial Inc | 0.00% | 160,407 | $13,348,384 | $14,282,639 | +$934,255 | +7.00% | |
| Bard Associates Inc | 3.05% | 146,120 | $12,158,646 | $13,010,525 | +$851,879 | +7.01% | |
| Royal Bank Of Canada | 0.00% | 144,449 | $12,019,000 | $12,861,739 | +$842,739 | +7.01% | |
| Lpl Financial Llc | 0.00% | 142,564 | $11,862,791 | $12,693,899 | +$831,108 | +7.01% | |
| Raymond James Financial Inc | 0.00% | 128,508 | $10,693,168 | $11,442,352 | +$749,184 | +7.01% | |
| Ascension Capital Advisors, Inc. | 3.13% | 119,648 | $9,955,910 | $10,653,458 | +$697,548 | +7.01% | |
| Bank Of America Corp | 0.00% | 97,126 | $8,081,894 | $8,648,099 | +$566,205 | +7.01% | |
| Wells Fargo & Company/Mn | 0.00% | 73,423 | $6,109,494 | $6,537,584 | +$428,090 | +7.01% | |
| Two Sigma Investments, Lp | 0.01% | 72,600 | $6,041,046 | $6,464,304 | +$423,258 | +7.01% | |
| Sovereign Financial Group, Inc. | 0.99% | 68,704 | $5,716,875 | $6,117,404 | +$400,529 | +7.01% | |
| Plan Group Financial, Llc | 1.34% | 68,489 | $5,698,973 | $6,098,261 | +$399,288 | +7.01% | |
| Osaic Holdings, Inc. | 0.01% | 66,104 | $5,503,349 | $5,885,900 | +$382,551 | +6.95% | |
| Envestnet Asset Management Inc | 0.00% | 61,947 | $5,154,612 | $5,515,761 | +$361,149 | +7.01% | |
| Castle Wealth Management Llc | 1.63% | 60,546 | $5,038,054 | $5,391,016 | +$352,962 | +7.01% | |
| Fonville Wealth Management Llc | 0.90% | 56,526 | $4,703,519 | $5,033,075 | +$329,556 | +7.01% | |
| Axs Investments Llc | 1.61% | 47,850 | $3,981,599 | $4,260,564 | +$278,965 | +7.01% | |
| Cetera Investment Advisers | 0.00% | 47,441 | $3,947,530 | $4,224,147 | +$276,617 | +7.01% | |
| Mml Investors Services, Llc | 0.01% | 46,334 | $3,855,434 | $4,125,579 | +$270,145 | +7.01% | |
| Kure Advisory, Llc | 2.07% | 45,633 | $3,797,093 | $4,063,162 | +$266,069 | +7.01% | |
| Gamco Investors, Inc. Et Al | 0.03% | 42,458 | $3,532,960 | $3,780,460 | +$247,500 | +7.01% | |
| Arkansas Financial Group, Inc. | 0.48% | 40,106 | $3,460,724 | $3,571,038 | +$110,314 | +3.19% | |
| Mariner, Llc | 0.00% | 38,209 | $3,179,351 | $3,402,129 | +$222,778 | +7.01% | |
| Susquehanna International Group, Llp | 0.00% | 37,622 | $3,130,527 | $3,349,863 | +$219,336 | +7.01% | |
| Summit Financial, Llc | 0.04% | 36,395 | $3,028,428 | $3,240,611 | +$212,183 | +7.01% | |
| Procyon Advisors, Llc | 0.14% | 34,856 | $2,900,344 | $3,103,578 | +$203,234 | +7.01% | |
| Ubs Group Ag | 0.00% | 30,269 | $2,518,683 | $2,695,152 | +$176,469 | +7.01% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,116 | $2,505,920 | $2,681,529 | +$175,609 | +7.01% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 29,300 | $2,437,775 | $2,608,872 | +$171,097 | +7.02% | |
| Partners Capital Investment Group, Llp | 0.09% | 28,990 | $2,412,267 | $2,581,270 | +$169,003 | +7.01% | |
| Focus Partners Wealth | 0.00% | 27,453 | $2,284,430 | $2,444,415 | +$159,985 | +7.00% | |
| Mission Hills Financial Advisory, Llc | 1.16% | 27,139 | $2,258,222 | $2,416,457 | +$158,235 | +7.01% | |
| Continuum Advisory, Llc | 0.20% | 24,967 | $2,077,498 | $2,223,062 | +$145,564 | +7.01% | |
| High Probability Advisors, Llc | 0.25% | 23,069 | $1,919,570 | $2,054,064 | +$134,494 | +7.01% | |
| Pacific Sun Financial Corp | 0.92% | 22,720 | $1,890,531 | $2,022,989 | +$132,458 | +7.01% | |
| Winter & Associates, Inc. | 1.63% | 22,032 | $1,867,226 | $1,961,729 | +$94,503 | +5.06% | |
| Leavell Investment Management, Inc. | 0.07% | 21,486 | $1,787,850 | $1,913,113 | +$125,263 | +7.01% | |
| Alliance Wealth Advisors, Llc | 0.37% | 20,575 | $1,712,046 | $1,831,998 | +$119,952 | +7.01% | |
| Sincerus Advisory, Llc | 1.16% | 18,380 | $1,529,409 | $1,636,555 | +$107,146 | +7.01% | |
| One Wealth Map Llc | 0.67% | 15,306 | $1,379,530 | $1,362,846 | -$16,684 | -1.21% | |
| Integrity Alliance, Llc. | 0.05% | 15,708 | $1,307,064 | $1,398,640 | +$91,576 | +7.01% | |
| Creative Financial Designs Inc | 0.08% | 15,539 | $1,293,028 | $1,383,593 | +$90,565 | +7.00% | |
| Longview Wealth Management | 0.31% | 13,856 | $1,220,012 | $1,233,738 | +$13,726 | +1.13% | |
| Burns Matteson Capital Management, Llc | 0.47% | 14,572 | $1,212,563 | $1,297,491 | +$84,928 | +7.00% | |
| M Wealth Management, Llc | 1.02% | 14,495 | $1,206,126 | $1,290,635 | +$84,509 | +7.01% |
Frequently asked questions about REZ
Who owns the most REZ stock?
The largest holders of REZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARS RES AND MULTI REALES (REZ).
Is REZ widely held by superinvestors?
Many widely followed stocks like REZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly REZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.