13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
REZ

ISHARES TR

172 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288562·172 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.6%
vs prior quarter
13F value held
$273M
72.0% inst. owned
of float
Holders
172
-39 QoQ
filers reporting
Activity
+39 / −102
+951 added · −732 reduced
this quarter
Concentration
15.44%
Franklin, Parlapiano, Turner & Welch, LLC #1
top holder share
AI Holders Summary · Q1 2026

172 institutions reported REZ in Q1 2026. Franklin, Parlapiano, Turner & Welch, LLC leads at 15.4% of the visible book. -39 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Franklin, Parlapiano, Turner & Welch, LLC
CIK 0001707856
$42M478K10.05%Q1 202602
MORGAN STANLEY
CIK 0000895421
$41M494K0.00%Q1 202603
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$22M267K0.48%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$19M227K0.01%Q1 202605
Aprio Wealth Management, LLC
CIK 0001803519
$17M207K0.94%Q1 202606
Cornerstone Planning Group LLC
CIK 0001822587
$14M175K2.25%Q4 202507
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M160K0.00%Q1 202608
BARD ASSOCIATES INC
CIK 0001105907
$12M146K3.05%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$12M144K0.00%Q1 202610
LPL Financial LLC
CIK 0001403438
$12M143K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M129K0.00%Q1 202612
Ascension Capital Advisors, Inc.
CIK 0001689227
$10M120K3.13%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M97K0.00%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M73K0.00%Q1 202615
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$6M73K0.00%Q1 202616
Sovereign Financial Group, Inc.
CIK 0001846175
$6M69K0.99%Q1 202617
Plan Group Financial, LLC
CIK 0001940033
$6M68K1.34%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M66K0.01%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M62K0.00%Q1 202620
CASTLE WEALTH MANAGEMENT LLC
CIK 0001936420
$5M61K1.63%Q1 2026
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