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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,282
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
15,716
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
Added 95.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,374
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
15,023
shares
|
$1.25 Million
1.09% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,740
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
14,398
shares
|
$1.2 Million
0.66% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
14,208
shares
|
$1.19 Million
1.0% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
13,909
shares
|
$1.16 Million
1.04% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
13,731
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
13,623
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
12,658
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
12,454
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,384
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Added 96.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,477
shares
|
$957,411
0.0% of portfolio
|
Q2 2025
Reduced 51.4%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
11,282
shares
|
$941,144
0.04% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
11,249
shares
|
$938,391
0.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
10,683
shares
|
$891,175
0.24% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,435
shares
|
$870,487
0.0% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
10,176
shares
|
$848,881
0.01% of portfolio
|
Q2 2025
Reduced 54.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$816,765
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,312
shares
|
$776,807
0.0% of portfolio
|
Q2 2025
Added 52.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,289
shares
|
$774,888
0.02% of portfolio
|
Q3 2025
Reduced 34.88%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
8,968
shares
|
$748,110
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$727,255
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$720,999
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|