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Disclosery

REZ ISHARES TR

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RESIDENTIAL MULT (fund)

158 managers (159 13F filers) reported a position in REZ shares at 2026-03-31, 4,869,281 shares in all. 18 filers opened a position and 20 filers sold out during the quarter.

Managers
158
13F filers
159
New
18
Added
55
Reduced
37
Sold out
20
Shares held by filers
4,869,281

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Franklin, Parlapiano, Turner & Welch, L…478,333$42.2M10.05%+3,90313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY493,832$41.1M<0.01%-15,20513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC266,843$22.2M0.48%+37,39013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP239,823$20M0.01%+100,54713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…226,602$18.9M0.01%+10,00313F-HRTimelineGroup
Cornerstone Planning Group LLC200,966$18.1M2.41%+26,18513F-HRTimeline
Aprio Wealth Management, LLC206,867$17.2M0.94%+21,25113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC160,407$13.3M<0.01%+1,17013F-HR/ATimelineGroup
BARD ASSOCIATES INC146,120$12.2M3.05%+6813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA144,449$12M<0.01%-16,23713F-HRTimelineGroup
LPL Financial LLC142,564$11.9M<0.01%-1,99913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,508$10.7M<0.01%+11,29513F-HRTimelineGroup
Ascension Capital Advisors, Inc.119,648$9.96M3.13%+14,66013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/97,126$8.08M<0.01%+5,91213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN73,423$6.11M<0.01%+35,43813F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP72,600$6.04M0.01%-8,23313F-HRTimelineGroup
Sovereign Financial Group, Inc.68,704$5.72M0.99%+12,42313F-HRTimeline
Plan Group Financial, LLC68,489$5.7M1.34%+1,60513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,104$5.5M0.01%-42,43713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding61,947$5.15M+6,663Timeline
CASTLE WEALTH MANAGEMENT LLC60,546$5.04M1.63%+3,45713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding56,753$4.72M-22,595Timeline
Fonville Wealth Management LLC56,526$4.7M0.9%+1,56213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55,319$4.56M<0.01%+30,69713F-HR/ATimelineGroup
AXS Investments LLC47,850$3.98M1.61%-34113F-HRTimeline
Cetera Investment Advisers47,441$3.95M<0.01%+1,39913F-HRTimeline
MML INVESTORS SERVICES, LLC46,334$3.86M0.01%-15,49713F-HRTimeline
Kure Advisory, LLC45,633$3.8M2.07%+2,51913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)42,458$3.53M0.03%-3,31913F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.40,106$3.46M0.48%+3,94313F-HRTimeline
Mariner, LLCin group Mariner, LLC38,209$3.18M<0.01%-95313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,622$3.13M<0.01%+29,58313F-HRTimelineGroup
Summit Financial, LLC36,395$3.03M0.04%+32,04013F-HRTimeline
Procyon Advisors, LLC34,856$2.9M0.14%-2,16013F-HRTimeline
UBS Group AGin group UBS Group AG30,269$2.52M<0.01%+86713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,116$2.51M<0.01%-1713F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP28,990$2.41M0.09%013F-HRTimeline
Mission Hills Financial Advisory, LLC27,139$2.26M1.16%+50213F-HRTimeline
Continuum Advisory, LLC24,967$2.08M0.2%+6013F-HRTimeline
Financial Management, Inc.23,347$1.94M1.82%+12613F-HRTimeline
High Probability Advisors, LLC23,069$1.92M0.25%013F-HRTimeline
Pacific Sun Financial Corp22,720$1.89M0.92%-17513F-HRTimeline
Winter & Associates, Inc.22,032$1.87M1.63%+6,87913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.21,486$1.79M0.07%+1,21813F-HRTimeline
Alliance Wealth Advisors, LLC /UT20,575$1.71M0.37%+7,84713F-HRTimeline
Sincerus Advisory, LLC18,380$1.53M1.16%+88413F-HRTimeline
One Wealth Map LLC15,306$1.38M0.67%-8613F-HRTimeline
Cambridge Investment Research Advisors,…16,170$1.35M<0.01%+52213F-HRTimeline
INTEGRITY ALLIANCE, LLC.15,708$1.31M0.05%+97713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15,539$1.29M0.08%+83713F-HRTimeline
CX Institutional14,703$1.22M0.04%-55213F-HRTimeline
LongView Wealth Management13,856$1.22M0.31%+6,43213F-HRTimeline
Burns Matteson Capital Management, LLC14,572$1.21M0.47%-7,86713F-HRTimeline
M Wealth Management, LLC14,495$1.21M1.02%+18413F-HRTimeline
Cornerstone Management, Inc.13,686$1.14M0.18%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,591$1.13M<0.01%+26713F-HRTimelineGroup
Comprehensive Wealth Management, LLC13,498$1.12M0.57%+91713F-HRTimeline
Strategic Financial Concepts, LLC13,437$1.12M0.28%new13F-HRTimeline
Valtrion Capital Management, LLC13,370$1.11M1.05%+4,85413F-HRTimeline
Kendall Capital Management12,488$1.04M0.21%+61513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,249$936K<0.01%013F-HRTimelineGroup
Capital Asset Advisory Services LLC9,934$891K0.03%-85913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.10,000$832K0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,956$829K<0.01%+9513F-HRTimelineGroup
Steelhead Wealth Management LLC8,814$733K0.37%13F-HRTimeline
Main Street Financial Solutions, LLC8,630$718K0.05%-2,37613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.8,500$707K<0.01%013F-HRTimelineGroup
Beta Wealth Group, Inc.7,982$664K0.27%+1,08413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC7,548$628K0.21%+1,61513F-HRTimeline
HighTower Advisors, LLC7,223$601K<0.01%-54313F-HRTimeline
SeaCrest Wealth Management, LLC7,029$585K0.06%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…6,905$575K0.41%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,810$560K<0.01%-56213F-HRTimelineGroup
AE Wealth Management LLC6,522$543K<0.01%-34913F-HRTimeline
Courage Miller Partners, LLC6,308$525K0.15%-2013F-HRTimeline
American Financial Advisors, LLC6,146$511K0.07%-2513F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.5,788$482K0.32%-21013F-HRTimeline
Connecticut Wealth Management, LLC5,750$478K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,550$462K0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,906$411K<0.01%-1,54913F-HRTimeline
Navis Wealth Advisors, LLC4,664$388K0.2%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,656$387K<0.01%+1,21613F-HRTimelineGroup
Qube Research & Technologies Ltd4,537$378K<0.01%-4,94813F-HRTimeline
Avior Wealth Management, LLC4,364$363K0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC4,318$359K0.03%013F-HRTimeline
McAdam, LLC4,255$354K0.02%+73013F-HRTimeline
FLP Wealth Management, LLC3,979$331K0.68%new13F-HR/ATimeline
Valmark Advisers, Inc.3,934$327K<0.01%+42513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,773$314K<0.01%+2,10513F-HRTimelineGroup
Boltwood Capital Management3,600$300K0.08%013F-HRTimeline
Go Invest LLC3,592$299K0.09%+52213F-HRTimeline
Disciplined Investments, LLC3,583$298K0.11%013F-HRTimeline
RVW Wealth, LLC3,504$292K0.02%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,397$283K0.08%013F-HRTimeline
Buck Wealth Strategies, LLC3,241$270K0.03%-1,74713F-HRTimeline
CENTRAL TRUST Co3,179$265K0.01%013F-HRTimeline
&PARTNERS3,130$260K<0.01%-13313F-HRTimeline
Focus Financial Network, Inc.3,127$260K0.01%-18213F-HRTimeline
Gladstone Institutional Advisory LLC2,964$247K0.01%new13F-HRTimeline
RDA Financial Network2,591$216K0.05%-2013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,587$215K0.08%013F-HRTimeline
VectorGlobal IAG, Inc.2,587$215K0.06%13F-HRTimeline
Creative Planningin group Creative Planning2,567$214K<0.01%-11213F-HRTimelineGroup
CHOREO, LLC2,555$213K<0.01%013F-HRTimeline
MAI Capital Management2,535$211K<0.01%+2,00013F-HRTimeline
Pacific Center for Financial Services2,455$204K0.05%013F-HRTimeline
Lynx Investment Advisory2,413$201K0.1%new13F-HRTimeline
Sound Income Strategies, LLC2,218$186K0.01%-11313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,635$136K<0.01%+4413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,605$134K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,547$129K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,200$99.9K<0.01%013F-HRTimelineGroup
RED REEF ADVISORS LLC1,169$97.3K0.1%013F-HRTimeline
Advisory Services Network, LLC1,166$97K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,044$86.9K0.03%+62813F-HRTimeline
Main Street Group, LTD1,023$85.1K0.02%new13F-HRTimeline
Destiny Wealth Partners, LLC994$82.7K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/988$82.2K<0.01%+12413F-HRTimelineGroup
FMR LLCin group FMR LLC932$77.6K<0.01%-39013F-HRTimelineGroup
Steward Partners Investment Advisory, L…601$50K<0.01%-1,12113F-HRTimeline
Dynamic Wealth Strategies, LLC588$48.9K0.03%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.504$41.9K<0.01%013F-HRTimelineGroup
Horizon Investments, LLC468$38.9K<0.01%+19613F-HRTimeline
Golden State Wealth Management, LLC365$30.4K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC359$29.9K<0.01%new13F-HRTimelineGroup
Mosley Wealth Management336$28.6K0.01%new13F-HRTimeline
Fairscale Capital, LLC339$28.2K0.02%013F-HRTimeline
Monetary Solutions, Ltd315$26.2K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC287$24.3K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC291$24.2K<0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.269$22.4K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT263$21.9K<0.01%013F-HRTimeline
Allworth Financial LP248$20.6K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…240$20K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC235$19.6K<0.01%-113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.209$17.4K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.150$12.6K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…150$12.5K<0.01%+13113F-HRTimelineGroup
Robinswood Financial LLC117$9.76K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC101$8.4K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.100$8.32K<0.01%013F-HRTimeline
MATHER GROUP, LLC.95$7.91K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC86$7.14K<0.01%013F-HRTimeline
Realta Investment Advisors61$5.08K<0.01%+1313F-HRTimeline
Strategic Advocates LLC61$5.08K0.02%013F-HRTimeline
Investors Research Corp57$4.74K<0.01%013F-HRTimeline
IFP Advisors, Inc56$4.66K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.56$4.66K<0.01%013F-HRTimeline
Dunhill Financial, LLC37$3.08K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC34$2.83K<0.01%-813F-HRTimelineGroup
Central Pacific Bank - Trust Division29$2.41K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.75K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC20$1.66K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.19$1.58K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC13$1.08K<0.01%new13F-HRTimeline
JDM Financial Group LLC12$1.02K<0.01%013F-HRTimeline
Parallel Advisors, LLC12$999<0.01%013F-HR/ATimeline
LRI Investments, LLC7$582<0.01%013F-HRTimeline