REZ ISHARES TR: institutional ownership and insider trading

177 funds reported holding $468M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $3.69M, with 20 new positions and 13 funds selling out.

Famous investors holding REZ

Largest institutional holders of REZ

  1. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $47.0M
  2. Franklin, Parlapiano, Turner & Welch, LLC — $45.2M
  3. EVERGREEN CAPITAL MANAGEMENT LLC — $27.1M
  4. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO — $22.8M
  5. Cornerstone Planning Group LLC — $19.4M
  6. Aprio Wealth Management, LLC — $18.1M
  7. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $15.8M
  8. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $15.3M
  9. AMERIPRISE FINANCIAL INC (AMP) — $15.0M
  10. BARD ASSOCIATES INC — $13.9M

All REZ 13F holders