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 294 institutions that hold shares in the stock, with a total of 74.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
55,628
shares
|
$1.46 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
54,510
shares
|
$1.43 Million
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
53,093
shares
|
$1.4 Million
1.02% of portfolio
|
Q2 2024
Added 333.45%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
52,539
shares
|
$1.38 Million
1.06% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
51,880
shares
|
$1.36 Million
0.57% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
51,393
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
48,093
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
47,819
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
47,071
shares
|
$1.24 Million
0.29% of portfolio
|
Q3 2024
Added 71.41%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
46,134
shares
|
$1.21 Million
0.28% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
45,648
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 18.56%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
44,878
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
43,616
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
43,300
shares
|
$1.14 Million
0.19% of portfolio
|
Q2 2024
Added 50.35%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
41,756
shares
|
$1.1 Million
0.42% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
41,207
shares
|
$1.08 Million
0.5% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
41,115
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 170.81%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
40,906
shares
|
$1.08 Million
0.55% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
40,605
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
39,276
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
39,085
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
39,049
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
37,065
shares
|
$975,180
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
37,054
shares
|
$974,890
0.01% of portfolio
|
Q2 2024
Added 12.77%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
36,625
shares
|
$963,603
0.26% of portfolio
|
Q1 2023
Added 2.09%
|