ISHARS RES AND MULTI REALES REZ
$97.44
+1.8% 52w: $79.30 – $97.44
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data79.3088.3797.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
155
-6 QoQ
13F value
$408.1M
+5.4% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $221K puts
Institutional value by quarter
Number of holders
Who owns REZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLC | Wealth advisor | 478.3K | $42.2M | 10.1% | +0.8% |
| MORGAN STANLEY | Bank broker | 493.8K | $41.1M | 0.0% | -3.0% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 266.8K | $22.2M | 0.5% | +16.3% |
| VAN ECK ASSOCIATES CORP | Diversified mechanical | 239.8K | $20.0M | 0.0% | +72.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 226.6K | $18.9M | 0.0% | +4.6% |
| Cornerstone Planning Group LLC | Wealth advisor | 201.0K | $18.1M | 2.4% | +15.0% |
| Aprio Wealth Management, LLC | Wealth advisor | 206.9K | $17.2M | 0.9% | +11.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 160.4K | $13.3M | 0.0% | +0.7% |
| BARD ASSOCIATES INC | Other | 146.1K | $12.2M | 3.1% | 0.0% |
| ROYAL BANK OF CANADA | Bank broker | 144.4K | $12.0M | 0.0% | -10.1% |
| LPL Financial LLC | Bank broker | 142.6K | $11.9M | 0.0% | -1.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 128.5K | $10.7M | 0.0% | +9.6% |
| Ascension Capital Advisors, Inc. | Wealth advisor | 119.6K | $10.0M | 3.1% | +14.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 97.1K | $8.1M | 0.0% | +6.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 73.4K | $6.1M | 0.0% | +93.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 72.6K | $6.0M | 0.0% | -10.2% |
| Sovereign Financial Group, Inc. | Wealth advisor | 68.7K | $5.7M | 1.0% | +22.1% |
| Plan Group Financial, LLC | Wealth advisor | 68.5K | $5.7M | 1.3% | +2.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 66.1K | $5.5M | 0.0% | -39.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 61.9K | $5.2M | 0.0% | +33.3% |
| CASTLE WEALTH MANAGEMENT LLC | Wealth advisor | 60.5K | $5.0M | 1.6% | +6.1% |
| Fonville Wealth Management LLC | Wealth advisor | 56.5K | $4.7M | 0.9% | +2.8% |
| JPMORGAN CHASE & CO | Bank broker | 55.3K | $4.6M | 0.0% | +124.7% |
| AXS Investments LLC | Wealth advisor | 47.9K | $4.0M | 1.6% | -0.7% |
| Cetera Investment Advisers | Wealth advisor | 47.4K | $3.9M | 0.0% | +3.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 46.3K | $3.9M | 0.0% | -25.1% |
| Kure Advisory, LLC | Wealth advisor | 45.6K | $3.8M | 2.1% | +5.8% |
| GAMCO INVESTORS, INC. ET AL | Other | 42.5K | $3.5M | 0.0% | -7.3% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 40.1K | $3.5M | 0.5% | +10.9% |
| Mariner, LLC | Diversified mechanical | 38.2K | $3.2M | 0.0% | -2.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 37.6K | $3.1M | 0.0% | +368.0% |
| Summit Financial, LLC | Wealth advisor | 36.4K | $3.0M | 0.0% | +735.7% |
| Procyon Advisors, LLC | Wealth advisor | 34.9K | $2.9M | 0.1% | -5.8% |
| UBS Group AG | Bank broker | 30.3K | $2.5M | 0.0% | +2.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 30.1K | $2.5M | 0.0% | -0.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 29.3K | $2.4M | 0.0% | -39.7% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | Wealth advisor | 29.0K | $2.4M | 0.1% | Held |
| Focus Partners Wealth | Wealth advisor | 27.5K | $2.3M | 0.0% | -10.7% |
| Mission Hills Financial Advisory, LLC | Wealth advisor | 27.1K | $2.3M | 1.2% | +1.9% |
| Continuum Advisory, LLC | Wealth advisor | 25.0K | $2.1M | 0.2% | +0.2% |
| Financial Management, Inc. | Wealth advisor | 23.3K | $1.9M | 1.8% | +0.5% |
| High Probability Advisors, LLC | Wealth advisor | 23.1K | $1.9M | 0.2% | Held |
| Pacific Sun Financial Corp | Wealth advisor | 22.7K | $1.9M | 0.9% | -0.8% |
| Winter & Associates, Inc. | Wealth advisor | 22.0K | $1.9M | 1.6% | +45.4% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 21.5K | $1.8M | 0.1% | +6.0% |
| Alliance Wealth Advisors, LLC /UT | Wealth advisor | 20.6K | $1.7M | 0.4% | +61.7% |
| Sincerus Advisory, LLC | Wealth advisor | 18.4K | $1.5M | 1.2% | +5.1% |
| One Wealth Map LLC | Wealth advisor | 15.3K | $1.4M | 0.7% | -0.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 16.2K | $1.3M | 0.0% | +3.3% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 15.7K | $1.3M | 0.0% | +6.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.