REZ — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (REZ)? 15 institutions reported holding $10.18M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kure Advisory, LLC ($4.4M), Sincerus Advisory, LLC ($1.8M), Everhart Financial Group, Inc. ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kure Advisory, LLC | $4.4M | 50,199 | Added |
| 2 | Sincerus Advisory, LLC | $1.8M | 20,286 | Added |
| 3 | Everhart Financial Group, Inc. | $1.4M | 15,771 | New |
| 4 | CX Institutional | $1.1M | 12,559 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $511,088 | 5,785 | Trimmed |
| 6 | Boltwood Capital Management | $318,024 | 3,600 | Hold |
| 7 | Go Invest LLC | $293,999 | 3,328 | Added |
| 8 | RVW Wealth, LLC | $285,162 | 3,228 | Trimmed |
| 9 | CONGRESS ASSET MANAGEMENT CO | $13,633 | 13,633 | New |
| 10 | CoreCap Advisors, LLC | $8,922 | 101 | Hold |
| 11 | Bank of New Hampshire | $6,272 | 71 | New |
| 12 | Investors Research Corp | $5,035 | 57 | Hold |
| 13 | Central Pacific Bank - Trust Division | $2,562 | 29 | Hold |
| 14 | GAMMA Investing LLC | $1,855 | 21 | New |
| 15 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30