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

ISHARES TR

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

CUSIP 464288562·170 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$299M
visible holders
Holders
170
filers reporting
Concentration
15.11%
Franklin, Parlapiano, Turner & Welch, LLC #1
top holder share
AI Holders Summary · Q2 2026

170 institutions reported REZ in Q2 2026. Franklin, Parlapiano, Turner & Welch, LLC leads at 15.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Franklin, Parlapiano, Turner & Welch, LLC
CIK 0001707856
$45M478K10.23%Q2 202602
MORGAN STANLEY
CIK 0000895421
$41M494K0.00%Q1 202603
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 0001260824
$28M299K0.50%Q2 202604
VAN ECK ASSOCIATES CORP
CIK 0000869178
$20M240K0.01%Q1 202605
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$19M227K0.01%Q1 202606
Aprio Wealth Management, LLC
CIK 0001803519
$18M191K0.89%Q2 202607
Cornerstone Planning Group LLC
CIK 0001822587
$14M175K2.25%Q4 202508
AMERIPRISE FINANCIAL INC
CIK 0000820027
$13M160K0.00%Q1 202609
BARD ASSOCIATES INC
CIK 0001105907
$12M146K3.05%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$12M144K0.00%Q1 202611
LPL Financial LLC
CIK 0001403438
$12M143K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M129K0.00%Q1 202613
Ascension Capital Advisors, Inc.
CIK 0001689227
$10M120K3.13%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M97K0.00%Q1 202615
Sovereign Financial Group, Inc.
CIK 0001846175
$7M73K1.05%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M73K0.00%Q1 202617
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$6M73K0.00%Q1 202618
Plan Group Financial, LLC
CIK 0001940033
$6M68K1.34%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M66K0.01%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M62K0.00%Q1 2026
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