Institutional Ownership Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET). We have compiled data on the 283 institutions that hold shares in the stock, with a total of 74.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
5,337,564
shares
|
$123 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.49%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
5,194,744
shares
|
$120 Million
0.43% of portfolio
|
Q1 2024
Added 1.39%
|
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
5,155,831
shares
|
$119 Million
2.14% of portfolio
|
Q1 2024
Added 4.7%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
4,201,861
shares
|
$97 Million
0.07% of portfolio
|
Q1 2022
Added 83.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
4,179,300
shares
|
$96.5 Million
0.1% of portfolio
|
Q1 2024
Added 197.37%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,773,643
shares
|
$87.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
2,733,759
shares
|
$63.1 Million
0.03% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 13, 2024 Q1 2024 |
2,555,594
shares
|
$59 Million
4.2% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
2,519,478
shares
|
$58.2 Million
0.69% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2024 Q1 2024 |
1,662,205
shares
|
$38.4 Million
1.49% of portfolio
|
Q1 2024
Reduced 28.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,497,443
shares
|
$34.6 Million
0.02% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,491,312
shares
|
$34.4 Million
0.06% of portfolio
|
Q1 2024
Added 5.82%
|
|
|
Heritage Investment Group, Inc.
|
May 02, 2024 Q1 2024 |
1,427,235
shares
|
$33 Million
4.59% of portfolio
|
Q1 2024
Added 3.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,379,940
shares
|
$31.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.55%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
1,334,866
shares
|
$30.8 Million
1.21% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,279,420
shares
|
$29.5 Million
0.0% of portfolio
|
Q1 2024
Added 19.05%
|
|
|
Nepc LLC
Boston, MA |
May 21, 2024 Q1 2024 |
1,149,567
shares
|
$26.5 Million
0.94% of portfolio
|
Q1 2024
Added 48.69%
|
|
|
Pds Planning, Inc
|
May 01, 2024 Q1 2024 |
1,138,555
shares
|
$26.3 Million
2.85% of portfolio
|
Q1 2024
Added 3.97%
|
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
965,467
shares
|
$22.3 Million
0.35% of portfolio
|
Q1 2024
Reduced 5.92%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 14, 2024 Q1 2024 |
893,173
shares
|
$20.6 Million
1.42% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
859,200
shares
|
$19.8 Million
0.01% of portfolio
|
Q1 2024
Added 29.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
767,016
shares
|
$17.7 Million
0.05% of portfolio
|
Q1 2024
Added 93.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
732,476
shares
|
$16.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
727,172
shares
|
$16.8 Million
0.0% of portfolio
|
Q1 2024
Added 4.87%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 25, 2024 Q1 2024 |
673,111
shares
|
$15.5 Million
3.18% of portfolio
|
Q1 2024
Added 1.37%
|
|