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 167 institutions that hold shares in the stock, with a total of 7.33 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
55,672
shares
|
$4.53 Million
0.25% of portfolio
|
Q3 2024
Reduced 35.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
53,407
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2024
Added 34.25%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
52,625
shares
|
$4.28 Million
2.47% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
49,955
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
49,552
shares
|
$4.03 Million
2.35% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
49,325
shares
|
$4.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 89.49%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
44,686
shares
|
$3.64 Million
1.37% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
43,388
shares
|
$3.53 Million
0.92% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
40,263
shares
|
$3.28 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
35,152
shares
|
$2.86 Million
2.8% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,341
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2022
Added 64.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
31,822
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
27,789
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 1258.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
27,761
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
27,207
shares
|
$2.21 Million
0.37% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
26,298
shares
|
$2.14 Million
10.97% of portfolio
|
Q1 2022
Added 19525.37%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
25,770
shares
|
$2.1 Million
0.39% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
25,700
shares
|
$2.09 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
25,257
shares
|
$2.06 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
23,883
shares
|
$1.94 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 08, 2024 Q3 2024 |
23,361
shares
|
$1.9 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,813
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Added 56.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,476
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,454
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
19,705
shares
|
$1.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.29%
|