REZ · Insider trading · 13F holders · Congress trades
Ishares Tr (REZ)
Who is buying and selling REZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
REZ at a glance
- No open-market insider purchases or sales of REZ were filed in the last 90 days.
- 27 13F filers hold REZ among their 50 largest positions, worth $174.4M combined. The biggest bets by portfolio weight are Franklin, Parlapiano, Turner & Welch, LLC (10.2%), Ascension Capital Advisors, Inc. (3.2%) and Bard Associates Inc (3.1%). In their latest 13Fs, 0 managers opened a new position and 11 added to one.
- No member of Congress has disclosed a trade in REZ.
REZ insider trading
No open-market insider purchases or sales of REZ were filed in the last 90 days.
Who owns REZ? Hedge funds and superinvestors
27 13F filers hold REZ among their 50 largest positions, worth $174.4M combined. The biggest bets by portfolio weight are Franklin, Parlapiano, Turner & Welch, LLC (10.2%), Ascension Capital Advisors, Inc. (3.2%) and Bard Associates Inc (3.1%). In their latest 13Fs, 0 managers opened a new position and 11 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch, LLCWealth manager | 10.2% | $45.2M | 477,843 | -0.1% shares | Q2 2026 |
| Evergreen Capital Management LLCWealth manager | 0.5% | $27.1M | 307,210 | +2.6% shares | Q3 2026 |
| Cornerstone Planning Group LLCWealth manager | 2.4% | $19.4M | 220,534 | +5.6% shares | Q3 2026 |
| Bard Associates IncWealth manager | 3.1% | $13.9M | 147,066 | +0.6% shares | Q2 2026 |
| Ascension Capital Advisors, Inc.Wealth manager | 3.2% | $11.4M | 120,288 | +0.5% shares | Q2 2026 |
| Sovereign Financial Group, Inc.Wealth manager | 1.1% | $6.9M | 72,683 | +5.8% shares | Q2 2026 |
| Plan Group Financial, LLCWealth manager | 1.3% | $6.8M | 74,918 | +0.9% shares | Q3 2026 |
| Castle Wealth Management LLCWealth manager | 1.7% | $5.9M | 62,096 | +2.6% shares | Q2 2026 |
| Fonville Wealth Management LLCWealth manager | 0.7% | $4.8M | 54,054 | -3.6% shares | Q3 2026 |
| Kure Advisory, LLCWealth manager | 2.0% | $4.4M | 50,199 | +2.8% shares | Q3 2026 |
| Arkansas Financial Group, Inc.Wealth manager | 0.6% | $4.2M | 47,263 | +11.8% shares | Q3 2026 |
| Winter & Associates, Inc.Wealth manager | 2.9% | $4.0M | 44,610 | +12.1% shares | Q3 2026 |
| Financial Management, Inc.Institutional asset manager | 1.9% | $2.3M | 23,904 | +2.4% shares | Q2 2026 |
| Pacific Sun Financial CorpWealth manager | 0.9% | $2.2M | 22,710 | -0.0% shares | Q2 2026 |
| High Probability Advisors, LLCWealth manager | 0.2% | $2.0M | 23,137 | +0.2% shares | Q3 2026 |
| Sincerus Advisory, LLCWealth manager | 1.2% | $1.8M | 20,286 | +8.1% shares | Q3 2026 |
| M Wealth Management, LLCWealth manager | 1.3% | $1.7M | 18,740 | +11.3% shares | Q3 2026 |
| One Wealth Map LLCWealth manager | 0.7% | $1.6M | 15,932 | +4.1% shares | Q2 2026 |
| Valtrion Capital Management, LLCWealth manager | 1.1% | $1.4M | 15,262 | +14.2% shares | Q2 2026 |
| Mission Hills Financial Advisory, LLCWealth manager | 0.6% | $1.4M | 14,763 | -45.6% shares | Q2 2026 |
| Comprehensive Wealth Management, LLCWealth manager | 0.6% | $1.4M | 14,440 | +7.0% shares | Q2 2026 |
| Burns Matteson Capital Management, LLCWealth manager | 0.5% | $1.3M | 14,545 | +2.1% shares | Q3 2026 |
| Cornerstone Management, Inc.Institutional asset manager | 0.2% | $1.2M | 13,583 | -0.8% shares | Q3 2026 |
| Steelhead Wealth Management LLCWealth manager | 0.4% | $958K | 10,127 | +14.9% shares | Q2 2026 |
| Interactive Financial Advisors, Inc.Wealth manager | 0.3% | $548K | 6,257 | +8.1% shares | Q2 2026 |
| FLP Wealth Management, LLCWealth manager | 0.7% | $380K | 4,015 | +0.9% shares | Q2 2026 |
| Go Invest LLCInstitutional asset manager | 0.1% | $294K | 3,328 | +7.8% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 14). Screen REZ in the grand portfolio →
REZ stock trades by members of Congress
No member of Congress has disclosed a trade in REZ.
REZ questions and answers
Are insiders buying REZ stock?
No open-market insider purchases or sales of REZ were filed in the last 90 days.
Which hedge funds own REZ?
27 13F filers hold REZ among their 50 largest positions, worth $174.4M combined. The biggest bets by portfolio weight are Franklin, Parlapiano, Turner & Welch, LLC (10.2%), Ascension Capital Advisors, Inc. (3.2%) and Bard Associates Inc (3.1%). In their latest 13Fs, 0 managers opened a new position and 11 added to one.
Has Congress traded REZ?
No member of Congress has disclosed a trade in REZ.
Who is the largest holder of REZ?
Among 13F filers, Franklin, Parlapiano, Turner & Welch, LLC reports the largest REZ position, $45.2M (477,843 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Franklin, Parlapiano, Turner & Welch, LLC's: 10.2% of its portfolio.
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