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 187 institutions that hold shares in the stock, with a total of 4.82 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
42,083
shares
|
$3.51 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
40,556
shares
|
$3.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.63%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2025 Q3 2025 |
39,886
shares
|
$3.33 Million
2.09% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
37,573
shares
|
$3.13 Million
0.01% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
35,777
shares
|
$2.98 Million
0.04% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
33,824
shares
|
$2.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
32,869
shares
|
$2.74 Million
0.42% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,815
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,341
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2022
Added 64.66%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
28,990
shares
|
$2.42 Million
0.1% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
26,345
shares
|
$2.2 Million
0.26% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
26,298
shares
|
$2.19 Million
10.97% of portfolio
|
Q1 2022
Added 19525.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
25,700
shares
|
$2.14 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
25,450
shares
|
$2.12 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
24,744
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Aug 12, 2025 Q2 2025 |
24,430
shares
|
$2.04 Million
0.95% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
23,941
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
23,864
shares
|
$1.99 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
23,207
shares
|
$1.94 Million
0.78% of portfolio
|
Q3 2025
Added 22.85%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
23,005
shares
|
$1.92 Million
0.27% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
21,584
shares
|
$1.8 Million
0.37% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
19,838
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,521
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
18,021
shares
|
$1.5 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,188
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2020
Added 15.26%
|