REZ institutional holders

iShares Residential and Multisector Real Estate ETF · 172 reporting institutions · $453.5M reported value

Funds that can replace REZ · REZ return decomposition

Institutional holdings

Institutions reporting REZ, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$47M23,1852026-06-30
Franklin, Parlapiano, Turner & Welch LLC$45.2M52026-06-30
Evergreen Capital Management LLC$28.3M282026-06-30
Northwestern Mutual Wealth Management Co$22.8M02026-06-30
Cornerstone Planning Group LLC$20.4M232026-06-30
Aprio Wealth Management, LLC$18.1M362026-06-30
Raymond James Financial Inc$15.8M02026-06-30
Royal Bank of Canada$15.3M02026-06-30
Ameriprise Financial Inc$15M02026-06-30
Bard Associates Inc$13.9M32026-06-30
Lpl Financial LLC$13.6M23,4582026-06-30
Van Eck Associates Corp.$11.9M02026-06-30
Ascension Capital Advisors, Inc.$11.4M92026-06-30
Bank of America Corp /de$9.3M02026-06-30
Osaic Holdings, Inc.$7.3M02026-06-30
Plan Group Financial, LLC$7M182026-06-30
Focus Partners Advisor Solutions, LLC$6.9M422026-06-30
Sovereign Financial Group, Inc.$6.9M232026-06-30
Envestnet Pmc$5.9M602026-06-30
Castle Wealth Management LLC$5.9M52026-06-30
Fonville Wealth Management LLC$5.3M122026-06-30
MML Investors Services, LLC$4.9M5,1202026-06-30
Kure Advisory, LLC$4.6M62026-06-30
Cetera Investment Advisers$4.6M10,3702026-06-30
Jpmorgan Chase & Co$4.3M02026-06-30
Arkansas Financial Group, Inc.$4M52026-06-30
Sanctuary Advisors, LLC$3.9M4012026-06-30
Winter & Associates, Inc.$3.8M42026-06-30
Summit Financial, LLC$3.6M2292026-06-30
Mariner, LLC$3.6M02026-06-30
Wells Fargo & Company/mn$3.3M02026-06-30
Procyon$3.1M532026-06-30
Partners Capital Investment Group, LLP$2.7M12026-06-30
Focus Partners Wealth$2.6M1,0482026-06-30
Continuum Advisory, LLC$2.5M402026-06-30
Susquehanna International Group, LLP$2.4M02026-06-30
UBS Group AG$2.4M02026-06-30
Commonwealth Equity Services, LLC$2.4M2,8632026-06-30
Citigroup Inc$2.3M02026-06-30
Financial Management, Inc.$2.3M82026-06-30
High Probability Advisors, LLC$2.2M82026-06-30
Pacific Sun Financial Corp$2.2M32026-06-30
Leavell Investment Management, Inc.$2.1M252026-06-30
Sincerus Advisory, LLC$1.8M32026-06-30
Integrity Alliance, Llc.$1.6M3532026-06-30
M Wealth Management, LLC$1.6M32026-06-30
One Wealth Map LLC$1.6M52026-06-30
Longview Wealth Management$1.6M02026-06-30
Creative Financial Designs Inc /adv$1.5M02026-06-30
Valtrion Capital Management, LLC$1.4M62026-06-30
Mission Hills Financial Advisory, LLC$1.4M32026-06-30
Strategic Financial Concepts, LLC$1.4M402026-06-30
Comprehensive Wealth Management, LLC$1.4M62026-06-30
Kendall Capital Management$1.4M72026-06-30
Burns Matteson Capital Management, LLC$1.3M62026-06-30
Cornerstone Management, Inc.$1.3M92026-06-30
Global Retirement Partners LLC$1.2M4912026-06-30
Brown Advisory Inc$1.1M02026-06-30
Ieq Capital, LLC$1M1972026-06-30
Rockefeller Capital Management LP$939.5K3462026-06-30
Freestone Capital Holdings, LLC$928.8K662026-06-30
Capital Asset Advisory Services LLC$920.8K692026-06-30
Jefferies Financial Group Inc.$893.7K02026-06-30
Insigneo Advisory Services, LLC$876.7K2252026-06-30
Main Street Financial Solutions, LLC$862.2K412026-06-30
Menora Mivtachim Holdings Ltd.$804.9K02026-06-30
Qube Research & Technologies Ltd$791.2K02026-06-30
Family Wealth Partners, LLC$763.3K02026-06-30
Ae Wealth Management LLC$735.8K4712026-06-30
Jones Financial Companies LLLP$713.1K02026-06-30
Hightower Advisors, LLC$684.9K1,0462026-06-30
Courage Miller Partners, LLC$595.5K32026-06-30
Beta Wealth Group, Inc.$591.4K32026-06-30
American Financial Advisors, LLC$583.9K22026-06-30
Farther Finance Advisors, LLC$582K3342026-06-30
Interactive Financial Advisors, Inc.$547.9K342026-06-30
Connecticut Wealth Management, LLC$544.5K502026-06-30
Advisory Services Network$517.6K2532026-06-30
Wealth Enhancement Advisory Services, LLC$482.2K1,0262026-06-30
McAdam LLC$469.1K1352026-06-30
Creative Planning$447.3K1,1712026-06-30
Navis Wealth Advisors LLC$444.2K72026-06-30
Stratos Wealth Partners, Ltd.$443.2K3862026-06-30
Seaview Investment Managers LLC$436.5K102026-06-30
Jane Street Group, LLC$430.3K02026-06-30
Cozad Asset Management Inc$408.9K202026-06-30
Flp Wealth Management, LLC$380.2K02026-06-30
Boltwood Capital Management$340.9K22026-06-30
Disciplined Investments, LLC$339.3K62026-06-30
Valmark Advisers, Inc.$335.3K2952026-06-30
D. E. Shaw & Co., LP$327.2K02026-06-30
Rvw Wealth, LLC$324.8K82026-06-30
Ark & Tlk Investments, LLC$321.7K92026-06-30
Buck Wealth Strategies, LLC$303.9K502026-06-30
Central Trust Co$301K02026-06-30
Gladstone Institutional Advisory LLC$296.2K1082026-06-30
Go Invest LLC$292.4K12026-06-30
Xtx Topco Ltd$287.9K02026-06-30
Kestra Advisory Services, LLC$279.3K1,4792026-06-30
Integrated Wealth Concepts LLC$263K4802026-06-30
Ameritas Advisory Services, LLC$262.1K5502026-06-30
&partners$259.4K5552026-06-30
Belpointe Asset Management LLC$257.1K1702026-06-30
Fortis Capital Advisors, LLC$257.1K712026-06-30
Lynx Investment Advisory$254.6K112026-06-30
Prosperity Wealth Management, Inc.$245.2K562025-12-31
Rda Financial Network$244.5K162026-06-30
Choreo, LLC$242.3K1482026-06-30
Mai Capital Management$240K3082026-06-30
Pacific Center for Financial Services$232.5K52026-06-30
Focus Financial$224.5K1212026-06-30
Beacon Pointe Advisors, LLC$220.5K4662026-06-30
Mercer Global Advisors Inc /adv$218.7K02026-06-30
Vectorglobal Iag, Inc.$215.3K02026-03-31
Principal Securities, Inc.$212.4K1,4632026-06-30
Jb Capital LLC$208.8K262026-06-30
Sound Income Strategies, LLC$201K1182026-06-30
Tower Research Capital LLC (trc)$180.6K02026-06-30
Fmr LLC$177.8K02026-06-30
Harbour Investments, Inc.$156.6K2472026-06-30
Fifth Third Bancorp$148.9K02026-06-30
Dhjj Financial Advisors, Ltd.$146.5K72026-06-30
Tucker Asset Management LLC$145.4K602026-06-30
Comerica Bank$132.6K02025-12-31
Bank of Montreal /can$113.6K02026-06-30
Red Reef Advisors LLC$111.3K32026-06-30
Huntington National Bank$99.7K02026-06-30
National Bank of Canada /fi$98.9K02026-06-30
Main Street Group, Ltd$96.9K92026-06-30
Blackrock, Inc.$47.7K02026-06-30
Golden State Wealth Management, LLC$34.6K472026-06-30
Fairscale Capital, LLC$32.1K32026-06-30
Monetary Solutions, Ltd$29.8K22026-06-30
Allworth Financial, LP$28.2K3172026-06-30
Whittier Trust Co of Nevada Inc$28K02026-06-30
Keating Financial Advisory Services, Inc.$22.7K252026-06-30
O'Shaughnessy Asset Management, LLC$22.3K582026-06-30
Horizon Investments, LLC$22.2K272026-06-30
Mosley Wealth Management$21.1K122026-06-30
Purpose Unlimited Inc.$20.1K02026-06-30
Dynamic Wealth Strategies, LLC$14.5K42026-06-30
Strategic Wealth Partners, Ltd.$13.2K02026-06-30
Russell Investments Group, Ltd.$12.6K02026-06-30
Robinswood Financial LLC$11.1K62026-06-30
Cape Investment Advisory, Inc.$11K352026-06-30
Corecap Advisors, LLC$9.6K1182026-06-30
Geneos Wealth Management, Inc.$9.5K1932026-06-30
McIlrath & Eck, LLC$7.1K62026-03-31
Realta Investment Advisors$6.5K572026-06-30
Strategic Advocates LLC$5.8K02026-06-30
CIBC Private Wealth Group LLC$5.5K02025-12-31
Irc Wealth$5.4K72026-06-30
Ifp Advisors, Inc$5.3K3182026-06-30
Ameriflex Group, Inc.$5.3K2122026-06-30
Dunhill Financial, LLC$3.5K122026-06-30
Assetmark, Inc$3.2K2202026-06-30
Central Pacific Bank - Trust Division$2.7K02026-06-30
Pinnacle Wealth Planning Services, Inc.$1.8K202026-06-30
Anchor Investment Management, LLC$1.7K62026-03-31
Cambridge Investment Research Advisors, Inc.$1.3K3,9402026-03-31
Thrivent Financial for Lutherans$1.3K02026-06-30
Cx Institutional$1.3K802026-06-30
Ashton Thomas Private Wealth, LLC$1.2K962026-06-30
Mather Group, Llc.$1.2K1102026-06-30
Jdm Financial Group LLC$1.2K02026-06-30
Parallel Advisors, LLC$1.1K752026-06-30
Steelhead Wealth Management$95832026-06-30
Farmers & Merchants Investments Inc$94702026-06-30
Lederer & Associates Investment Counsel/ca$65402026-06-30
Peapack Gladstone Financial Corp$52502026-06-30
Janney Montgomery Scott LLC$2691,3422026-06-30
Hantz Financial Services, Inc.$53962026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30