Who Owns ISHARES (REZ)? -- Institutional Holders (2026-06-30)

179 institutions reported holding $459.1M of ISHARES (REZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($47.0M), Franklin, Parlapiano, Turner & Welch, LLC ($45.2M), EVERGREEN CAPITAL MANAGEMENT LLC ($28.3M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($22.8M), Cornerstone Planning Group LLC ($20.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$47.0M496,441Added
2Franklin, Parlapiano, Turner & Welch, LLC$45.2M477,843Trimmed
3EVERGREEN CAPITAL MANAGEMENT LLC$28.3M299,314Added
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$22.8M240,874Added
5Cornerstone Planning Group LLC$20.4M208,847Added
6Aprio Wealth Management, LLC$18.1M190,724Trimmed
7RAYMOND JAMES FINANCIAL INC$15.8M167,046Added
8Royal Bank of Canada$15.3M161,436Added
9AMERIPRISE FINANCIAL INC$15.0M158,504Trimmed
10BARD ASSOCIATES INC$13.9M147,066Added
11LPL Financial LLC$13.6M143,866Added
12VAN ECK ASSOCIATES CORP$11.9M125,647Trimmed
13Ascension Capital Advisors, Inc.$11.4M120,288Added
14BANK OF AMERICA CORP /DE/$9.3M98,424Added
15OSAIC HOLDINGS, INC.$7.3M77,357Added
16Plan Group Financial, LLC$7.0M74,274Added
17Focus Partners Advisor Solutions, LLC$6.9M73,360Added
18Sovereign Financial Group, Inc.$6.9M72,683Added
19ENVESTNET ASSET MANAGEMENT INC$5.9M62,370Added
20CASTLE WEALTH MANAGEMENT LLC$5.9M62,096Added
21Fonville Wealth Management LLC$5.3M56,083Trimmed
22MML INVESTORS SERVICES, LLC$4.9M52,165Added
23Kure Advisory, LLC$4.6M48,828Added
24Cetera Investment Advisers$4.6M48,533Added
25JPMORGAN CHASE & CO$4.3M44,699Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30