Who owns iShares Residential and Multisector Real Estate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of REZ from SEC Form 13F filings across 166 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 166 institutions disclosed 4.8M shares of iShares Residential and Multisector Real Estate ETF worth $459.1M — about 53.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
166
13F holders
$459.1M
value, 2026 filers
53.2%
of shares outstanding (4.8M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of REZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 496,441 | $47.0M | 0.0% | 5.5% | +0.5% |
| 2 | Franklin, Parlapiano, Turner & Welch, LLC | 477,843 | $45.2M | 10.2% | 5.2% | -0.1% |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | 299,314 | $28.3M | 0.5% | 3.3% | +12.2% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 240,874 | $22.8M | 0.0% | 2.6% | +6.3% |
| 5 | Cornerstone Planning Group LLC | 208,847 | $20.4M | 2.6% | 2.3% | +3.9% |
| 6 | Aprio Wealth Management, LLC | 190,724 | $18.1M | 0.9% | 2.1% | -7.8% |
| 7 | RAYMOND JAMES FINANCIAL INC | 167,046 | $15.8M | 0.0% | 1.8% | +30.0% |
| 8 | ROYAL BANK OF CANADA | 161,436 | $15.3M | 0.0% | 1.8% | +11.8% |
| 9 | AMERIPRISE FINANCIAL INC | 158,504 | $15.0M | 0.0% | 1.7% | -1.2% |
| 10 | BARD ASSOCIATES INC | 147,066 | $13.9M | 3.1% | 1.6% | +0.6% |
| 11 | LPL Financial LLC | 143,866 | $13.6M | 0.0% | 1.6% | +0.9% |
| 12 | VAN ECK ASSOCIATES CORP | 125,647 | $11.9M | 0.0% | 1.4% | -47.6% |
| 13 | Ascension Capital Advisors, Inc. | 120,288 | $11.4M | 3.2% | 1.3% | +0.5% |
| 14 | BANK OF AMERICA CORP /DE/ | 98,424 | $9.3M | 0.0% | 1.1% | +1.3% |
| 15 | OSAIC HOLDINGS, INC. | 77,357 | $7.3M | 0.0% | 0.8% | +17.0% |
| 16 | Plan Group Financial, LLC | 74,274 | $7.0M | 1.4% | 0.8% | +8.4% |
| 17 | Focus Partners Advisor Solutions, LLC | 73,360 | $6.9M | 0.1% | 0.8% | +150.4% |
| 18 | Sovereign Financial Group, Inc. | 72,683 | $6.9M | 1.1% | 0.8% | +5.8% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 62,370 | $5.9M | 0.0% | 0.7% | +0.7% |
| 20 | CASTLE WEALTH MANAGEMENT LLC | 62,096 | $5.9M | 1.7% | 0.7% | +2.6% |
| 21 | Fonville Wealth Management LLC | 56,083 | $5.3M | 0.9% | 0.6% | -0.8% |
| 22 | MML INVESTORS SERVICES, LLC | 52,165 | $4.9M | 0.0% | 0.6% | +12.6% |
| 23 | Kure Advisory, LLC | 48,828 | $4.6M | 2.2% | 0.5% | +7.0% |
| 24 | Cetera Investment Advisers | 48,533 | $4.6M | 0.0% | 0.5% | +2.3% |
| 25 | JPMORGAN CHASE & CO | 44,699 | $4.3M | 0.0% | 0.5% | -19.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.