Institutional Ownership Ishares Tr Residential And Mul (REZ)
This table provides information about the institutional ownership of Ishares Tr Residential And Mul (REZ). We have compiled data on the 161 institutions that hold shares in the stock, with a total of 5.42 Million shares, which have been reported (via 13F filing form) to have a value of $463 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
52,625
shares
|
$4.5 Million
2.47% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
49,552
shares
|
$4.23 Million
2.35% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
49,325
shares
|
$4.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 89.49%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
44,686
shares
|
$3.82 Million
1.37% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
43,388
shares
|
$3.71 Million
0.92% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
42,826
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2024
Added 99.33%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
40,263
shares
|
$3.44 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
39,783
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
35,152
shares
|
$3 Million
2.8% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,341
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2022
Added 64.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
31,822
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
27,207
shares
|
$2.33 Million
0.37% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
27,082
shares
|
$2.31 Million
0.06% of portfolio
|
Q2 2024
Added 2.45%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
26,298
shares
|
$2.25 Million
10.97% of portfolio
|
Q1 2022
Added 19525.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
25,700
shares
|
$2.2 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
25,257
shares
|
$2.16 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
24,229
shares
|
$2.07 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
22,137
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2024
Reduced 67.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,454
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
19,992
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Reduced 56.59%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
19,705
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
19,389
shares
|
$1.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
19,359
shares
|
$1.65 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,521
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
17,563
shares
|
$1.5 Million
0.87% of portfolio
|
Q3 2024
Added 30.98%
|