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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,188
shares
|
$1.45 Million
0.05% of portfolio
|
Q2 2020
Added 15.26%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
16,835
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
16,710
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 353.21%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,282
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
15,716
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Added 95.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
15,635
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 66.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,506
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Oct 08, 2025 Q3 2025 |
15,023
shares
|
$1.27 Million
1.09% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,907
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
14,250
shares
|
$1.2 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
14,208
shares
|
$1.2 Million
1.0% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
14,084
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
13,909
shares
|
$1.17 Million
1.04% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
13,706
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
12,916
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
12,609
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
11,282
shares
|
$951,636
0.04% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
11,249
shares
|
$948,853
0.0% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
10,829
shares
|
$913,426
0.23% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
10,821
shares
|
$912,751
0.72% of portfolio
|
Q3 2025
Added 36.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,435
shares
|
$880,192
0.0% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
9,980
shares
|
$841,813
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$825,870
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,312
shares
|
$785,467
0.0% of portfolio
|
Q2 2025
Added 52.61%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,289
shares
|
$783,527
0.02% of portfolio
|
Q3 2025
Reduced 34.88%
|
|