DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (REET)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
327
Reporting holders
$2.7B
Reported value
0.0%
Calls
0.0%
Puts
+21
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | $325.6M | 11,787,000 | 1.11% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $195.0M | 7,060,064 | 0.10% | 31q | +9.3%+$16.6M |
| Valmark Advisers, Inc. | $184.2M | 6,667,766 | 1.95% | 13q | +2.9%+$5.2M |
| M&T Bank Corp | $135.7M | 4,914,523 | 0.40% | 26q | +1.7%+$2.2M |
| Creative Planning | $132.6M | 4,800,308 | 0.08% | 29q | -6.2%-$8.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $131.2M | 1,861,575 | 0.10% | 15q | +407.8%+$105.3M |
| Polianta Ltd | $122.3M | 4,427,000 | 15.12% | 3q | +4.6%+$5.4M |
| BlackRock, Inc. | $117.5M | 4,253,470 | 0.00% | 8q | -1.4%-$1.7M |
| MORGAN STANLEY | $99.9M | 3,617,325 | 0.01% | 35q | +3.4%+$3.3M |
| SageView Advisory Group, LLC | $89.5M | 3,241,966 | 2.93% | 9q | -3.9%-$3.6M |
| GOLDMAN SACHS GROUP INC | $80.0M | 2,898,249 | 0.01% | 31q | -5.8%-$4.9M |
| Savant Capital, LLC | $71.8M | 2,597,306 | 0.21% | 29q | +4.3%+$3.0M |
| NEPC LLC | $57.5M | 2,080,016 | 1.07% | 12q | HELD |
| LPL Financial LLC | $50.9M | 1,842,951 | 0.01% | 31q | -0.7%-$371.6K |
| Heritage Investment Group, Inc. | $48.3M | 1,748,235 | 6.49% | 12q | +1.0%+$473.5K |
| PDS Planning, Inc | $45.4M | 1,642,967 | 2.63% | 25q | +4.0%+$1.8M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | $45.1M | 1,631,844 | 1.59% | 31q | +2.2%+$989.4K |
| Modera Wealth Management, LLC | $40.8M | 1,476,202 | 0.44% | 26q | +7.0%+$2.7M |
| HighTower Advisors, LLC | $37.4M | 1,354,131 | 0.04% | 24q | +3.5%+$1.3M |
| ROYAL BANK OF CANADA | $27.3M | 987,582 | 0.00% | 31q | +4.3%+$1.1M |
| AMERIPRISE FINANCIAL INC | $25.5M | 924,675 | 0.01% | 31q | +8.0%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $23.7M | 859,567 | 0.00% | 31q | HELD |
| Capstone Financial Advisors, Inc. | $23.5M | 851,372 | 1.15% | 31q | HELD |
| FSM Wealth Advisors, LLC | $20.2M | 731,797 | 2.15% | 8q | +12.2%+$2.2M |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $19.5M | 706,773 | 1.48% | 28q | +1.5%+$284.3K |
| Amundi | $19.3M | 700,000 | 0.00% | 9q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $19.0M | 687,146 | 0.00% | 31q | -15.6%-$3.5M |
| WELLS FARGO & COMPANY/MN | $18.8M | 680,909 | 0.00% | 31q | -0.8%-$156.7K |
| Boston Standard Wealth Management, LLC | $18.8M | 679,938 | 2.73% | 31q | +0.5%+$100.5K |
| COOPER/HAIMS ADVISORS, LLC | $16.6M | 600,310 | 7.13% | 20q | +1.9%+$306.2K |
| Brooklyn FI, LLC | $14.9M | 523,222 | 2.72% | 19q | +3.8%+$542.4K |
| BIP Wealth, LLC | $14.4M | 520,857 | 0.41% | 14q | +11.0%+$1.4M |
| Morton Brown Family Wealth, LLC | $14.4M | 520,305 | 3.26% | 19q | +6.0%+$808.7K |
| 1832 Asset Management L.P. | $14.1M | 509,458 | 0.01% | 2q | -36.2%-$8.0M |
| Quent Capital, LLC | $14.1M | 508,937 | 0.86% | 19q | +0.7%+$95.7K |
| Pacific Life Fund Advisors LLC | $12.8M | 462,437 | 1.40% | new | NEW |
| Sumitomo Mitsui DS Asset Management Company, Ltd | $12.4M | 449,025 | 0.09% | 31q | -68.0%-$26.4M |
| Freedom Investment Management, Inc. | $12.3M | 446,830 | 3.44% | 2q | -4.8%-$616.3K |
| ERn Financial, LLC | $12.1M | 439,376 | 2.01% | 31q | +1.4%+$169.6K |
| NAPLES GLOBAL ADVISORS, LLC | $11.7M | 422,626 | 0.72% | 24q | +3.6%+$407.4K |
| Cetera Investment Advisers | $10.3M | 371,703 | 0.01% | 18q | +6.5%+$629.0K |
| BANK OF MONTREAL /CAN/ | $10.1M | 364,913 | 0.00% | 21q | -73.6%-$28.0M |
| Waterford Advisors, LLC | $9.8M | 356,526 | 2.69% | 2q | +4.1%+$387.2K |
| Diversified Portfolios, Inc. | $9.8M | 354,453 | 0.71% | 19q | -28.3%-$3.9M |
| CUTLER INVESTMENT COUNSEL LLC | $9.5M | 344,085 | 0.89% | 10q | +4.0%+$366.9K |
| Waldron Private Wealth LLC | $9.1M | 328,005 | 0.31% | 24q | -3.7%-$348.9K |
| Causey Wealth LLC | $8.8M | 319,875 | 3.45% | 7q | +12.9%+$1.0M |
| Leading Edge Financial Planning LLC | $8.1M | 293,457 | 1.44% | 15q | -1.0%-$78.5K |
| CIBC Bancorp USA Inc. | $7.8M | 308,724 | 0.01% | 2q | +71.8%+$3.3M |
| Corient Private Wealth LP | $7.7M | 279,868 | 0.01% | 15q | -8.2%-$694.5K |
| CIBC WORLD MARKET INC. | $7.3M | 262,535 | 0.01% | 2q | -6.7%-$518.0K |
| Wealthspire Advisors, LLC | $7.0M | 252,547 | 0.04% | 23q | +4.9%+$325.3K |
| Asset Management One Co., Ltd. | $6.8M | 246,000 | 0.02% | 31q | +39.0%+$1.9M |
| FIDUCIARY FINANCIAL GROUP, LLC | $6.6M | 239,851 | 0.75% | 9q | +13.5%+$788.6K |
| Prime Buchholz LLC | $6.5M | 235,330 | 2.34% | 7q | HELD |
| Focus Partners Wealth | $5.8M | 210,694 | 0.01% | 8q | -4.1%-$251.7K |
| Cambridge Investment Research Advisors, Inc. | $5.8M | 210,156 | 0.01% | 25q | +109.9%+$3.0M |
| GP Brinson Investments LLC | $5.8M | 208,553 | 2.35% | 22q | +11.9%+$613.6K |
| UBS Group AG | $5.3M | 192,550 | 0.00% | 31q | -18.2%-$1.2M |
| Alhambra Investment Management LLC | $5.1M | 183,949 | 2.22% | 15q | -2.9%-$150.4K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $4.7M | 169,175 | 0.02% | 11q | +105.3%+$2.4M |
| Advisory Services Network, LLC | $4.6M | 166,482 | 0.05% | 4q | -2.0%-$95.6K |
| JONES FINANCIAL COMPANIES LLLP | $4.2M | 148,174 | 0.00% | 31q | +28.1%+$914.3K |
| Qube Research & Technologies Ltd | $4.1M | 149,854 | 0.00% | new | NEW |
| Cornerstone Financial Group, LLC /NE/ | $4.1M | 146,636 | 2.50% | 7q | +6.5%+$247.6K |
| Mirae Asset Global Investments Co., Ltd. | $3.9M | 140,841 | 0.01% | 14q | -4.0%-$161.6K |
| BAILARD, INC. | $3.7M | 134,876 | 0.08% | 29q | -8.9%-$364.5K |
| XY Planning Network, Inc. | $3.7M | 133,840 | 0.46% | 5q | -1.7%-$64.7K |
| Cerity Partners LLC | $3.7M | 132,608 | 0.00% | 2q | +0.7%+$25.4K |
| Bristlecone Value Partners, LLC | $3.5M | 126,409 | 2.81% | 3q | +4.8%+$158.9K |
| Manske Wealth Management | $3.5M | 125,725 | 0.86% | 7q | +2.9%+$99.2K |
| Greenspring Advisors, LLC | $3.4M | 124,777 | 0.19% | 18q | -5.1%-$183.4K |
| D. E. Shaw & Co., Inc. | $3.4M | 121,697 | 0.00% | new | NEW |
| Emerald Advisors, LLC | $3.3M | 120,054 | 0.42% | 22q | -0.8%-$26.6K |
| OSAIC HOLDINGS, INC. | $3.3M | 119,678 | 0.00% | 26q | -8.5%-$308.6K |
| Lester Murray Antman dba SimplyRich | $3.3M | 118,328 | 0.77% | 11q | -7.6%-$269.5K |
| COLLECTIVE FAMILY OFFICE LLC | $3.1M | 111,458 | 0.63% | 15q | HELD |
| Simplicity Wealth,LLC | $3.0M | 110,221 | 0.10% | 8q | +49.4%+$1.0M |
| SC&H Financial Advisors, Inc. | $3.0M | 109,875 | 0.40% | 19q | HELD |
| Aurelius Family Office LLC | $3.0M | 108,409 | 1.18% | 7q | HELD |
| GLENMEDE TRUST CO NA | $2.9M | 106,726 | 0.01% | 5q | HELD |
| RS CRUM INC. | $2.9M | 103,755 | 0.54% | 19q | -1.0%-$29.3K |
| TABLEAUX LLC | $2.8M | 101,122 | 1.18% | new | NEW |
| Parkwoods Wealth Partners, LLC | $2.8M | 100,410 | 0.45% | new | NEW |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $2.8M | 100,164 | 0.05% | 19q | -1.1%-$31.3K |
| Arkos Global Advisors | $2.7M | 96,381 | 0.32% | 15q | +6.9%+$171.1K |
| DAYMARK WEALTH PARTNERS, LLC | $2.6M | 93,862 | 0.06% | new | NEW |
| Capasso Planning Partners LLC | $2.6M | 93,015 | 1.28% | 19q | HELD |
| Callan Family Office, LLC | $2.5M | 91,268 | 0.05% | 15q | +5.2%+$124.4K |
| Financial Plan, Inc. | $2.5M | 88,787 | 0.23% | 3q | -3.2%-$79.8K |
| FAS Wealth Partners, Inc. | $2.3M | 82,625 | 0.12% | 19q | +5.1%+$110.3K |
| Factor Wealth Management LTD | $2.3M | 82,104 | 0.34% | 7q | -12.6%-$327.3K |
| Hills Bank & Trust Co | $2.2M | 80,238 | 0.09% | 5q | -5.5%-$128.1K |
| 55 North Private Wealth, LLC | $2.2M | 77,981 | 0.42% | 3q | +12.7%+$242.0K |
| Payne Capital Management, LLC | $2.1M | 75,826 | 0.56% | 7q | -2.7%-$58.2K |
| Y-Intercept (Hong Kong) Ltd | $2.1M | 75,821 | 0.04% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $2.1M | 74,354 | 0.10% | 25q | -6.4%-$139.9K |
| Focus Partners Advisor Solutions, LLC | $2.0M | 73,009 | 0.02% | 2q | +2.3%+$45.5K |
| Wealthcare Advisory Partners LLC | $2.0M | 71,611 | 0.04% | 2q | -28.7%-$797.1K |
| Pitcairn Wealth Advisors LLC | $2.0M | 70,851 | 0.21% | 3q | +53.1%+$678.8K |
Showing the largest 100 of 327 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 94 | $241.8M | 9,385,780 | 6 | 38 | 22 | 0.0% |
| Q2 2026 | 327 | $2.7B | 96,675,786 | 47 | 115 | 94 | 0.0% |
| Q1 2026 | 306 | $2.4B | 95,666,419 | 36 | 109 | 86 | 0.0% |
| Q4 2025 | 305 | $2.2B | 88,138,204 | 28 | 113 | 83 | 0.0% |
| Q3 2025 | 291 | $1.8B | 68,596,072 | 24 | 109 | 87 | 0.0% |
| Q2 2025 | 289 | $1.9B | 76,739,608 | 24 | 95 | 94 | 0.0% |
| Q1 2025 | 281 | $1.9B | 76,998,077 | 23 | 103 | 91 | 0.0% |
| Q4 2024 | 289 | $1.8B | 74,365,559 | 29 | 100 | 75 | 0.0% |
| Q3 2024 | 271 | $2.0B | 73,349,383 | 30 | 76 | 100 | 0.1% |
| Q2 2024 | 268 | $1.7B | 73,612,251 | 29 | 73 | 101 | 0.0% |
| Q1 2024 | 267 | $1.9B | 80,593,637 | 27 | 95 | 89 | 0.0% |
| Q4 2023 | 275 | $1.9B | 79,332,878 | 33 | 93 | 90 | 0.0% |
| Q3 2023 | 249 | $1.5B | 70,859,750 | 23 | 92 | 80 | 0.0% |
| Q2 2023 | 254 | $1.6B | 69,769,308 | 26 | 91 | 85 | 0.0% |
| Q1 2023 | 249 | $1.5B | 63,699,475 | 14 | 101 | 83 | 0.0% |
| Q4 2022 | 263 | $2.7B | 119,272,281 | 42 | 84 | 79 | 0.0% |
| Q3 2022 | 234 | $21.8B | 1,024,073,066 | 23 | 89 | 68 | 0.0% |
| Q2 2022 | 243 | $33.7B | 1,386,387,540 | 19 | 97 | 81 | 0.0% |
| Q1 2022 | 266 | $40.2B | 1,377,729,975 | 26 | 104 | 77 | 0.0% |
| Q4 2021 | 260 | $30.8B | 1,006,675,705 | 30 | 73 | 70 | 0.0% |
| Q3 2021 | 218 | $27.2B | 992,412,942 | 24 | 84 | 60 | 0.0% |
| Q2 2021 | 208 | $27.6B | 994,251,141 | 21 | 83 | 60 | 0.0% |
| Q1 2021 | 202 | $26.2B | 1,024,605,379 | 30 | 84 | 43 | 0.0% |
| Q4 2020 | 192 | $22.0B | 918,960,067 | 23 | 46 | 63 | 0.0% |
| Q3 2020 | 173 | $18.7B | 888,751,901 | 28 | 59 | 49 | 0.0% |
| Q2 2020 | 165 | $20.4B | 977,619,056 | 30 | 61 | 48 | 0.0% |
| Q1 2020 | 161 | $9.1B | 475,569,072 | 33 | 59 | 43 | 0.0% |
| Q4 2019 | 166 | $8.5B | 309,484,699 | 24 | 64 | 35 | 0.0% |
| Q3 2019 | 142 | $8.4B | 299,266,301 | 23 | 57 | 32 | 0.0% |
| Q2 2019 | 133 | $7.8B | 290,052,464 | 24 | 53 | 28 | 0.0% |
| Q1 2019 | 120 | $7.8B | 289,972,643 | 21 | 53 | 26 | 0.0% |
| Q4 2018 | 107 | $6.6B | 281,608,595 | 1 | 2 | 4 | 0.0% |