ISHARS RES AND MULTI REALES (REZ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $428.49M in REZ holdings during the latest filing period.
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 $44.54M, representing an estimated loss of -5.25% 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
159
Total Reported Value
$428.49M
Largest Holder
Morgan Stanley
Largest Position
$47.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
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 | $44,540,687 | -$2,466,790 | -5.25% | |
| Franklin, Parlapiano, Turner & Welch, Llc | 10.23% | 477,843 | $45,246,481 | $42,872,074 | -$2,374,407 | -5.25% | |
| Evergreen Capital Management Llc | 0.50% | 299,314 | $28,341,654 | $26,854,452 | -$1,487,202 | -5.25% | |
| Cornerstone Planning Group Llc | 2.56% | 208,847 | $20,364,663 | $18,737,753 | -$1,626,910 | -7.99% | |
| Aprio Wealth Management, Llc | 0.89% | 190,724 | $18,059,442 | $17,111,757 | -$947,685 | -5.25% | |
| Raymond James Financial Inc | 0.00% | 167,046 | $15,817,385 | $14,987,367 | -$830,018 | -5.25% | |
| Royal Bank Of Canada | 0.00% | 161,436 | $15,286,000 | $14,484,038 | -$801,962 | -5.25% | |
| Ameriprise Financial Inc | 0.00% | 158,504 | $15,008,488 | $14,220,979 | -$787,509 | -5.25% | |
| Bard Associates Inc | 3.09% | 147,066 | $13,925,489 | $13,194,762 | -$730,727 | -5.25% | |
| Lpl Financial Llc | 0.00% | 143,866 | $13,622,475 | $12,907,658 | -$714,817 | -5.25% | |
| Van Eck Associates Corp | 0.01% | 125,647 | $11,897,514 | $11,273,049 | -$624,465 | -5.25% | |
| Ascension Capital Advisors, Inc. | 3.20% | 120,288 | $11,389,914 | $10,792,239 | -$597,675 | -5.25% | |
| Bank Of America Corp | 0.00% | 98,424 | $9,319,611 | $8,830,601 | -$489,010 | -5.25% | |
| Osaic Holdings, Inc. | 0.01% | 77,357 | $7,329,794 | $6,940,470 | -$389,324 | -5.31% | |
| Plan Group Financial, Llc | 1.46% | 74,274 | $7,032,938 | $6,663,863 | -$369,075 | -5.25% | |
| Focus Partners Advisor Solutions, Llc | 0.06% | 73,360 | $6,946,421 | $6,581,859 | -$364,562 | -5.25% | |
| Sovereign Financial Group, Inc. | 1.05% | 72,683 | $6,882,214 | $6,521,119 | -$361,095 | -5.25% | |
| Envestnet Asset Management Inc | 0.00% | 62,370 | $5,905,693 | $5,595,836 | -$309,857 | -5.25% | |
| Castle Wealth Management Llc | 1.74% | 62,096 | $5,879,780 | $5,571,253 | -$308,527 | -5.25% | |
| Fonville Wealth Management Llc | 0.87% | 56,083 | $5,310,497 | $5,031,767 | -$278,730 | -5.25% | |
| Mml Investors Services, Llc | 0.01% | 52,165 | $4,939,479 | $4,680,244 | -$259,235 | -5.25% | |
| Kure Advisory, Llc | 2.19% | 48,828 | $4,623,487 | $4,380,848 | -$242,639 | -5.25% | |
| Cetera Investment Advisers | 0.00% | 48,533 | $4,595,600 | $4,354,381 | -$241,219 | -5.25% | |
| Jpmorgan Chase & Co | 0.00% | 44,699 | $4,264,252 | $4,010,394 | -$253,858 | -5.95% | |
| Arkansas Financial Group, Inc. | 0.52% | 42,293 | $4,004,676 | $3,794,528 | -$210,148 | -5.25% | |
| Sanctuary Advisors, Llc | 0.02% | 40,712 | $3,855,000 | $3,652,681 | -$202,319 | -5.25% | |
| Winter & Associates, Inc. | 2.83% | 39,799 | $3,768,513 | $3,570,766 | -$197,747 | -5.25% | |
| Summit Financial, Llc | 0.04% | 38,501 | $3,645,630 | $3,454,310 | -$191,320 | -5.25% | |
| Mariner, Llc | 0.00% | 37,995 | $3,597,736 | $3,408,911 | -$188,825 | -5.25% | |
| Wells Fargo & Company/Mn | 0.00% | 34,367 | $3,254,080 | $3,083,407 | -$170,673 | -5.24% | |
| Procyon Advisors, Llc | 0.14% | 33,144 | $3,138,346 | $2,973,680 | -$164,666 | -5.25% | |
| Partners Capital Investment Group, Llp | 0.10% | 28,990 | $2,745,036 | $2,600,983 | -$144,053 | -5.25% | |
| Focus Partners Wealth | 0.00% | 27,231 | $2,578,543 | $2,443,165 | -$135,378 | -5.25% | |
| Continuum Advisory, Llc | 0.20% | 26,077 | $2,469,165 | $2,339,628 | -$129,537 | -5.25% | |
| Susquehanna International Group, Llp | 0.00% | 25,366 | $2,401,873 | $2,275,838 | -$126,035 | -5.25% | |
| Ubs Group Ag | 0.00% | 25,259 | $2,391,749 | $2,266,237 | -$125,512 | -5.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,095 | $2,376,210 | $2,251,523 | -$124,687 | -5.25% | |
| Citigroup Inc | 0.00% | 24,150 | $2,286,732 | $2,166,738 | -$119,994 | -5.25% | |
| High Probability Advisors, Llc | 0.23% | 23,102 | $2,187,510 | $2,072,711 | -$114,799 | -5.25% | |
| Pacific Sun Financial Corp | 0.89% | 22,710 | $2,150,380 | $2,037,541 | -$112,839 | -5.25% | |
| Leavell Investment Management, Inc. | 0.08% | 22,513 | $2,131,727 | $2,019,866 | -$111,861 | -5.25% | |
| Sincerus Advisory, Llc | 1.21% | 18,764 | $1,776,732 | $1,683,506 | -$93,226 | -5.25% | |
| Integrity Alliance, Llc. | 0.05% | 17,065 | $1,615,954 | $1,531,072 | -$84,882 | -5.25% | |
| M Wealth Management, Llc | 1.25% | 16,842 | $1,594,776 | $1,511,064 | -$83,712 | -5.25% | |
| One Wealth Map Llc | 0.74% | 15,932 | $1,577,058 | $1,429,419 | -$147,639 | -9.36% | |
| Longview Wealth Management | 0.40% | 16,532 | $1,565,382 | $1,483,251 | -$82,131 | -5.25% | |
| Creative Financial Designs Inc | 0.07% | 16,340 | $1,547,203 | $1,466,025 | -$81,178 | -5.25% | |
| Valtrion Capital Management, Llc | 1.08% | 15,262 | $1,445,107 | $1,369,307 | -$75,800 | -5.25% | |
| Mission Hills Financial Advisory, Llc | 0.61% | 14,763 | $1,397,905 | $1,324,536 | -$73,369 | -5.25% | |
| Strategic Financial Concepts, Llc | 0.41% | 14,491 | $1,372,134 | $1,300,133 | -$72,001 | -5.25% |
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.