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 185 institutions that hold shares in the stock, with a total of 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
48,134
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2025
Added 28.11%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
46,587
shares
|
$3.93 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
40,892
shares
|
$3.45 Million
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,606
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
39,886
shares
|
$3.36 Million
2.09% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
39,447
shares
|
$3.33 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
33,699
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
32,869
shares
|
$2.77 Million
0.42% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,815
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,341
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2022
Added 64.66%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
28,990
shares
|
$2.45 Million
0.1% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
26,345
shares
|
$2.22 Million
0.26% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
26,298
shares
|
$2.22 Million
10.97% of portfolio
|
Q1 2022
Added 19525.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
25,700
shares
|
$2.17 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
25,552
shares
|
$2.16 Million
1.15% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
24,994
shares
|
$2.11 Million
0.88% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
23,890
shares
|
$2.02 Million
1.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
23,207
shares
|
$1.96 Million
0.78% of portfolio
|
Q3 2025
Added 22.85%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
23,005
shares
|
$1.94 Million
0.27% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
21,584
shares
|
$1.82 Million
0.37% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,135
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 75.44%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
19,838
shares
|
$1.67 Million
0.28% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
19,812
shares
|
$1.67 Million
1.0% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,521
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
17,380
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Added 40.34%
|
|