Vault-13

ISHARES TR REET

GLOBAL REIT ETF · ETP · CUSIP 46434V647

323 institutional holders +19 vs Q1 2026
96,613,44496.6m shares reported held*
$2.7bnreported value*
46 new 123 added 104 reduced 24 sold out net bought ≈ $33.6m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($815.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $28.45.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 241Q4 22: 265Q1 23: 251Q2 23: 256Q3 23: 251Q4 23: 275Q1 24: 265Q2 24: 270Q3 24: 273Q4 24: 290Q1 25: 283Q2 25: 289Q3 25: 291Q4 25: 302Q1 26: 304Q2 26: 323323Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022241
Q4 2022265
Q1 2023251
Q2 2023256
Q3 2023251
Q4 2023275
Q1 2024265
Q2 2024270
Q3 2024273
Q4 2024290
Q1 2025283
Q2 2025289
Q3 2025291
Q4 2025302
Q1 2026304
Q2 2026323

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 115 bought or addedQ3 24: 133 cut or sold outQ4 24: 142 bought or addedQ4 24: 117 cut or sold outQ4 24Q1 25: 136 bought or addedQ1 25: 119 cut or sold outQ2 25: 131 bought or addedQ2 25: 116 cut or sold outQ2 25Q3 25: 145 bought or addedQ3 25: 118 cut or sold outQ4 25: 152 bought or addedQ4 25: 116 cut or sold outQ4 25Q1 26: 158 bought or addedQ1 26: 122 cut or sold outQ2 26: 169 bought or addedQ2 26: 128 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024115133
Q4 2024142117
Q1 2025136119
Q2 2025131116
Q3 2025145118
Q4 2025152116
Q1 2026158122
Q2 2026169128

Biggest buyers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +1,494,987+1.5m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +601,921+601.9k
Pacific Life Fund Advisors LLC New +462,437+462.4k
Polianta Ltd Added +194,000+194.0k
Valmark Advisers, Inc. Added +187,731+187.7k
M&T Bank Corp Added +159,515+159.5k
Qube Research & Technologies Ltd New +149,854+149.9k
CIBC Bancorp USA Inc. Added +129,010+129.0k
D. E. Shaw & Co., Inc. New +121,697+121.7k
MORGAN STANLEY Added +119,059+119.1k

Biggest sellers

BANK OF MONTREAL /CAN/ Reduced -1,015,293-1.0m
Sumitomo Mitsui DS Asset Management Company, Ltd Reduced -955,982-956.0k
JANE STREET GROUP, LLC Sold out -582,428-582.4k
Creative Planning Reduced -318,941-318.9k
1832 Asset Management L.P. Reduced -289,193-289.2k
GOLDMAN SACHS GROUP INC Reduced -177,932-177.9k
Diversified Portfolios, Inc. Reduced -140,037-140.0k
SageView Advisory Group, LLC Reduced -132,148-132.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -126,930-126.9k
CITADEL ADVISORS LLC Sold out -122,643-122.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 State of New Jersey Common Pension Fund D 1.11% of their portfolio TRENTON, NJ 11,787,00011.8m $325.6m $325.6m 1.11% Unchanged
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio MILWAUKEE, WI 7,060,0647.1m $195.0m $195.0m 0.10% Added +601.9k +601,921
3 Valmark Advisers, Inc. 1.95% of their portfolio AKRON, OH 6,667,7666.7m $184.2m $184.2m 1.95% Added +187.7k +187,731
4 M&T Bank Corp 0.40% of their portfolio BUFFALO, NY 4,914,5234.9m $135.7m $135.7m 0.40% Added +159.5k +159,515
5 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 4,800,3084.8m $132.6m $132.6m 0.08% Reduced -318.9k -318,941
6 Polianta Ltd 15.12% of their portfolio ST HELIER, Y9 4,427,0004.4m $122.3m $122.3m 15.12% Added +194.0k +194,000
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,253,4704.3m $117.5m $117.5m 0.00% Reduced -61.6k -61,613
8 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,617,3253.6m $99.9m $99.9m 0.01% Added +119.1k +119,059
9 SageView Advisory Group, LLC 2.93% of their portfolio Newport Beach, CA 3,241,9663.2m $89.5m $89.5m 2.93% Reduced -132.1k -132,148
10 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,898,2492.9m $80.0m $80.0m 0.01% Reduced -177.9k -177,932
11 Savant Capital, LLC 0.21% of their portfolio ROCKFORD, IL 2,597,3062.6m $71.8m $71.8m 0.21% Added +107.4k +107,377
12 NEPC LLC 1.07% of their portfolio Boston, MA 2,080,0162.1m $57.5m $57.5m 1.07% Unchanged
13 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.10% of their portfolio Toronto, A6 1,861,5751.9m $131.2m $131.2m 0.10% Added +1.5m +1,494,987
14 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,842,9511.8m $50.9m $50.9m 0.01% Reduced -13.5k -13,455
15 Heritage Investment Group, Inc. 6.49% of their portfolio POMPANO BEACH, FL 1,748,2351.7m $48.3m $48.3m 6.49% Added +17.1k +17,145
16 PDS Planning, Inc 2.63% of their portfolio DUBLIN, OH 1,642,9671.6m $45.4m $45.4m 2.63% Added +63.9k +63,864
17 PARTNERS CAPITAL INVESTMENT GROUP, LLP 1.59% of their portfolio BOSTON, MA 1,631,8441.6m $45.1m $45.1m 1.59% Added +35.8k +35,822
18 Modera Wealth Management, LLC 0.44% of their portfolio WESTWOOD, NJ 1,476,2021.5m $40.8m $40.8m 0.44% Added +96.3k +96,301
19 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 1,354,1311.4m $37.4m $37.4m 0.04% Added +45.3k +45,298
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 987,582987.6k $27.3m $27.3m 0.00% Added +40.7k +40,703
21 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 924,675924.7k $25.5m $25.5m 0.01% Added +68.8k +68,824
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 859,567859.6k $23.7m $23.7m 0.00% Added +2.1k +2,108
23 Capstone Financial Advisors, Inc. 1.15% of their portfolio DOWNERS GROVE, IL 851,372851.4k $23.5m $23.5m 1.15% Added +1.0k +1,040
24 FSM Wealth Advisors, LLC 2.17% of their portfolio CLEVELAND, OH 731,797731.8k $20.2m $20.2m 2.17% Added +79.4k +79,379
25 BRANDYWINE OAK PRIVATE WEALTH LLC 1.48% of their portfolio Kennett Square, PA 706,773706.8k $19.5m $19.5m 1.48% Added +10.3k +10,294
26 Amundi 0.00% of their portfolio Paris, I0 700,000700.0k $19.3m $19.3m 0.00% Unchanged
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 687,146687.1k $19.0m $19.0m 0.00% Reduced -126.9k -126,930
28 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 680,909680.9k $18.8m $18.8m 0.00% Reduced -5.7k -5,674
29 Boston Standard Wealth Management, LLC 2.73% of their portfolio WINCHESTER, MA 679,938679.9k $18.8m $18.8m 2.73% Added +3.6k +3,637
30 COOPER/HAIMS ADVISORS, LLC 7.14% of their portfolio VICTOR, NY 600,310600.3k $16.6m $16.6m 7.14% Added +11.1k +11,085
31 Brooklyn FI, LLC 2.72% of their portfolio NEW YORK, NY 523,222523.2k $14.9m $14.9m 2.72% Added +19.1k +19,100
32 BIP Wealth, LLC 0.41% of their portfolio ATLANTA, GA 520,857520.9k $14.4m $14.4m 0.41% Added +51.6k +51,640
33 Morton Brown Family Wealth, LLC 3.26% of their portfolio ALLENTOWN, PA 520,305520.3k $14.4m $14.4m 3.26% Added +29.3k +29,278
34 1832 Asset Management L.P. 0.02% of their portfolio TORONTO, A6 509,458509.5k $14.1m $14.1m 0.02% Reduced -289.2k -289,193
35 Quent Capital, LLC 0.86% of their portfolio NEW YORK, NY 508,937508.9k $14.1m $14.1m 0.86% Added +3.5k +3,466
36 Pacific Life Fund Advisors LLC 1.40% of their portfolio NEWPORT BEACH, CA 462,437462.4k $12.8m $12.8m 1.40% New
37 Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% of their portfolio TOKYO, M0 449,025449.0k $12.4m $12.4m 0.09% Reduced -956.0k -955,982
38 Freedom Investment Management, Inc. 3.44% of their portfolio SOUTH WINDSOR, CT 446,830446.8k $12.3m $12.3m 3.44% Reduced -22.3k -22,315
39 ERn Financial, LLC 2.01% of their portfolio MIDDLETON, WI 439,376439.4k $12.1m $12.1m 2.01% Added +6.1k +6,140
40 NAPLES GLOBAL ADVISORS, LLC 0.72% of their portfolio NAPLES, FL 422,626422.6k $11.7m $11.7m 0.72% Added +14.8k +14,750
41 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 371,703371.7k $10.3m $10.3m 0.01% Added +22.8k +22,775
42 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 364,913364.9k $10.1m $10.1m 0.00% Reduced -1.0m -1,015,293
43 Waterford Advisors, LLC 2.69% of their portfolio ORCHARD PARK, NY 356,526356.5k $9.8m $9.8m 2.69% Added +14.0k +14,019
44 Diversified Portfolios, Inc. 0.71% of their portfolio Bloomfield Hills, MI 354,453354.5k $9.8m $9.8m 0.71% Reduced -140.0k -140,037
45 CUTLER INVESTMENT COUNSEL LLC 0.89% of their portfolio Jacksonville, OR 344,085344.1k $9.5m $9.5m 0.89% Added +13.3k +13,284
46 Waldron Private Wealth LLC 0.31% of their portfolio BRIDGEVILLE, PA 328,005328.0k $9.1m $9.1m 0.31% Reduced -12.6k -12,631
47 Causey Wealth LLC 3.45% of their portfolio GREENWOOD VILLAGE, CO 319,875319.9k $8.8m $8.8m 3.45% Added +36.7k +36,653
48 CIBC Bancorp USA Inc. 0.01% of their portfolio CHICAGO, IL 308,724308.7k $7.8m $7.8m 0.01% Added +129.0k +129,010
49 Leading Edge Financial Planning LLC 1.44% of their portfolio KNOXVILLE, TN 293,457293.5k $8.1m $8.1m 1.44% Reduced -2.8k -2,841
50 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 279,868279.9k $7.7m $7.7m 0.01% Reduced -25.1k -25,145
51 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 262,535262.5k $7.3m $7.3m 0.01% Reduced -18.8k -18,755
52 Wealthspire Advisors, LLC 0.04% of their portfolio NEW YORK, NY 252,547252.5k $7.0m $7.0m 0.04% Added +11.8k +11,777
53 Asset Management One Co., Ltd. 0.02% of their portfolio TOKYO, M0 246,000246.0k $6.8m $6.8m 0.02% Added +69.0k +69,000
54 FIDUCIARY FINANCIAL GROUP, LLC 0.75% of their portfolio SAN RAFAEL, CA 239,851239.9k $6.6m $6.6m 0.75% Added +28.6k +28,551
55 Prime Buchholz LLC 2.34% of their portfolio PORTSMOUTH, NH 235,330235.3k $6.5m $6.5m 2.34% Unchanged
56 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 210,694210.7k $5.8m $5.8m 0.01% Reduced -9.1k -9,112
57 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 210,156210.2k $5.8m $5.8m 0.01% Added +110.0k +110,022
58 GP Brinson Investments LLC 2.35% of their portfolio Chicago, IL 208,553208.6k $5.8m $5.8m 2.35% Added +22.2k +22,214
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 192,550192.6k $5.3m $5.3m 0.00% Reduced -42.8k -42,822
60 Alhambra Investment Management LLC 2.22% of their portfolio PALMETTO BAY, FL 183,949183.9k $5.1m $5.1m 2.22% Reduced -5.4k -5,447
61 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio HARRISBURG, PA 169,175169.2k $4.7m $4.7m 0.02% Added +86.8k +86,775
62 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 166,482166.5k $4.6m $4.6m 0.05% Reduced -3.5k -3,460
63 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 149,854149.9k $4.1m $4.1m 0.00% New
64 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 148,174148.2k $4.2m $4.2m 0.00% Added +32.5k +32,537
65 Cornerstone Financial Group, LLC /NE/ 2.50% of their portfolio OMAHA, NE 146,636146.6k $4.1m $4.1m 2.50% Added +9.0k +8,966
66 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 140,841140.8k $3.9m $3.9m 0.01% Reduced -5.8k -5,850
67 BAILARD, INC. 0.08% of their portfolio Foster City, CA 134,876134.9k $3.7m $3.7m 0.08% Reduced -13.2k -13,198
68 XY Planning Network, Inc. 0.46% of their portfolio BOZEMAN, MT 133,840133.8k $3.7m $3.7m 0.46% Reduced -2.3k -2,341
69 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 132,608132.6k $3.7m $3.7m 0.00% Added +918 +918
70 Bristlecone Value Partners, LLC 2.81% of their portfolio LOS ANGELES, CA 126,409126.4k $3.5m $3.5m 2.81% Added +5.8k +5,754
71 Manske Wealth Management 0.86% of their portfolio HOUSTON, TX 125,725125.7k $3.5m $3.5m 0.86% Added +3.6k +3,590
72 Greenspring Advisors, LLC 0.19% of their portfolio Towson, MD 124,777124.8k $3.4m $3.4m 0.19% Reduced -6.6k -6,641
73 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 121,697121.7k $3.4m $3.4m 0.00% New
74 Emerald Advisors, LLC 0.42% of their portfolio BELLEVUE, WA 120,054120.1k $3.3m $3.3m 0.42% Reduced -962 -962
75 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 119,678119.7k $3.3m $3.3m 0.00% Reduced -11.2k -11,172
76 Lester Murray Antman dba SimplyRich 0.77% of their portfolio CARLSBAD, CA 118,328118.3k $3.3m $3.3m 0.77% Reduced -9.8k -9,759
77 COLLECTIVE FAMILY OFFICE LLC 0.63% of their portfolio YORK, PA 111,458111.5k $3.1m $3.1m 0.63% Reduced -485 -485
78 Simplicity Wealth,LLC 0.10% of their portfolio SUMMIT, NJ 110,221110.2k $3.0m $3.0m 0.10% Added +36.4k +36,437
79 SC&H Financial Advisors, Inc. 0.40% of their portfolio HUNT VALLEY, MD 109,875109.9k $3.0m $3.0m 0.40% Added +229 +229
80 Aurelius Family Office LLC 1.18% of their portfolio BEDFORD, NH 108,409108.4k $3.0m $3.0m 1.18% Added +183 +183
81 GLENMEDE TRUST CO NA 0.01% of their portfolio PHILADELPHIA, PA 106,726106.7k $2.9m $2.9m 0.01% Unchanged
82 RS CRUM INC. 0.54% of their portfolio Newport Beach, CA 103,755103.8k $2.9m $2.9m 0.54% Reduced -1.1k -1,060
83 TABLEAUX LLC 1.18% of their portfolio STOCKBRIDGE, MA 101,122101.1k $2.8m $2.8m 1.18% New
84 Parkwoods Wealth Partners, LLC 0.45% of their portfolio SYRACUSE, NY 100,410100.4k $2.8m $2.8m 0.45% New
85 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.05% of their portfolio TOKYO, M0 100,164100.2k $2.8m $2.8m 0.05% Reduced -1.1k -1,132
86 Arkos Global Advisors 0.32% of their portfolio HOUSTON, TX 96,38196.4k $2.7m $2.7m 0.32% Added +6.2k +6,194
87 DAYMARK WEALTH PARTNERS, LLC 0.06% of their portfolio CINCINNATI, OH 93,86293.9k $2.6m $2.6m 0.06% New
88 Capasso Planning Partners LLC 1.28% of their portfolio CHARLESTON, SC 93,01593.0k $2.6m $2.6m 1.28% Added +82 +82
89 Callan Family Office, LLC 0.05% of their portfolio RADNOR, PA 91,26891.3k $2.5m $2.5m 0.05% Added +4.5k +4,505
90 Financial Plan, Inc. 0.23% of their portfolio BELLINGHAM, WA 88,78788.8k $2.5m $2.5m 0.23% Reduced -2.9k -2,890
91 FAS Wealth Partners, Inc. 0.12% of their portfolio LEAWOOD, KS 82,62582.6k $2.3m $2.3m 0.12% Added +4.0k +3,995
92 Factor Wealth Management LTD 0.34% of their portfolio CHICAGO, IL 82,10482.1k $2.3m $2.3m 0.34% Reduced -11.9k -11,851
93 Hills Bank & Trust Co 0.09% of their portfolio North Liberty, IA 80,23880.2k $2.2m $2.2m 0.09% Reduced -4.6k -4,639
94 55 North Private Wealth, LLC 0.42% of their portfolio WINTER PARK, FL 77,98178.0k $2.2m $2.2m 0.42% Added +8.8k +8,760
95 Payne Capital Management, LLC 0.56% of their portfolio New York, NY 75,82675.8k $2.1m $2.1m 0.56% Reduced -2.1k -2,108
96 Y-Intercept (Hong Kong) Ltd 0.04% of their portfolio HONG KONG, K3 75,82175.8k $2.1m $2.1m 0.04% New
97 JFS WEALTH ADVISORS, LLC 0.10% of their portfolio HERMITAGE, PA 74,35474.4k $2.1m $2.1m 0.10% Reduced -5.1k -5,066
98 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 73,00973.0k $2.0m $2.0m 0.02% Added +1.6k +1,649
99 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 71,61171.6k $2.0m $2.0m 0.04% Reduced -28.9k -28,859
100 Pitcairn Wealth Advisors LLC 0.21% of their portfolio CONSHOHOCKEN, PA 70,85170.9k $2.0m $2.0m 0.21% Added +24.6k +24,577