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 161 institutions that hold shares in the stock, with a total of 5.42 Million shares, which have been reported (via 13F filing form) to have a value of $463 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
|
$1.47 Million
0.05% of portfolio
|
Q2 2020
Added 15.26%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
17,030
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,282
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
14,208
shares
|
$1.21 Million
1.0% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
13,407
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.18%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
13,328
shares
|
$1.14 Million
0.7% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
13,282
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Added 185.7%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,487
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
12,338
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 41.8%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,636
shares
|
$994,412
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
11,175
shares
|
$955,015
0.0% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
10,871
shares
|
$929,035
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,435
shares
|
$891,775
0.0% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$836,738
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
9,352
shares
|
$799,221
0.26% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
9,293
shares
|
$794,179
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
8,776
shares
|
$749,996
0.38% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$745,040
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
8,707
shares
|
$744,100
0.03% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
8,635
shares
|
$737,947
0.41% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
8,089
shares
|
$691,285
0.79% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
8,020
shares
|
$685,389
0.0% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
7,732
shares
|
$660,776
0.09% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,703
shares
|
$572,838
0.08% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
6,608
shares
|
$564,719
0.22% of portfolio
|
Q3 2024
Added 85.67%
|