13F Insight
DOSSIER · 13F Holders · Q2 2026
REZ

ISHARES TR

169 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288562·169 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$326M
visible holders
Holders
169
filers reporting
Concentration
14.44%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

169 institutions reported REZ in Q2 2026. MORGAN STANLEY leads at 14.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$47M496K0.00%Q2 202602
Franklin, Parlapiano, Turner & Welch, LLC
CIK 0001707856
$45M478K10.23%Q2 202603
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$27M307K0.48%Q3 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$23M241K0.01%Q2 202605
Cornerstone Planning Group LLC
CIK 0001822587
$19M221K2.40%Q3 202606
Aprio Wealth Management, LLC
CIK 0001803519
$18M191K0.89%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M167K0.00%Q2 202608
ROYAL BANK OF CANADA
CIK 0001000275
$15M161K0.00%Q2 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$15M159K0.00%Q2 202610
BARD ASSOCIATES INC
CIK 0001105907
$14M147K3.09%Q2 202611
LPL Financial LLC
CIK 0001403438
$14M144K0.00%Q2 202612
VAN ECK ASSOCIATES CORP
CIK 0000869178
$12M126K0.01%Q2 202613
Ascension Capital Advisors, Inc.
CIK 0001689227
$11M120K3.20%Q2 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M98K0.00%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M77K0.01%Q2 202616
Focus Partners Advisor Solutions, LLC
CIK 0001868872
$7M73K0.06%Q2 202617
Sovereign Financial Group, Inc.
CIK 0001846175
$7M73K1.05%Q2 202618
Plan Group Financial, LLC
CIK 0001940033
$7M75K1.33%Q3 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M62K0.00%Q2 202620
CASTLE WEALTH MANAGEMENT LLC
CIK 0001936420
$6M62K1.74%Q2 2026
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