# ISHARES TR (REZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/REZ/

- Reporting holders: 12
- Reported value: $9.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $4.4M | 50,199 | 2.0% | 12 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $1.8M | 20,286 | 1.2% | 8 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.4M | 15,771 | 0.1% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $511.1K | 5,785 | 0.0% | 4 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $318.0K | 3,600 | 0.1% | 26 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $294.0K | 3,328 | 0.1% | 4 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $285.2K | 3,228 | 0.0% | 21 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $13.6K | 13,633 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.9K | 101 | 0.0% | 3 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $6.3K | 71 | 0.0% | 1 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $5.0K | 57 | 0.0% | 20 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.6K | 29 | 0.0% | 11 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.9K | 21 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $1.1K | 12,559 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $9.1M |
| Q2 2026 | 166 | $467.1M |
| Q1 2026 | 159 | $428.0M |
| Q4 2025 | 164 | $387.7M |
| Q3 2025 | 161 | $401.5M |
| Q2 2025 | 162 | $397.2M |
| Q1 2025 | 167 | $438.3M |
| Q4 2024 | 175 | $627.7M |
| Q3 2024 | 153 | $644.1M |
| Q2 2024 | 134 | $326.2M |
| Q1 2024 | 137 | $385.6M |
| Q4 2023 | 136 | $394.1M |