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 190 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $433 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$828,318
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$737,542
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$731,197
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
8,500
shares
|
$719,100
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,474
shares
|
$716,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
8,019
shares
|
$678,407
0.02% of portfolio
|
Q2 2025
Reduced 45.85%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,919
shares
|
$669,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
7,710
shares
|
$652,266
0.37% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,499
shares
|
$634,415
0.07% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,493
shares
|
$633,907
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
7,391
shares
|
$625,278
0.27% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,381
shares
|
$624,432
0.02% of portfolio
|
Q1 2025
Added 64.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,221
shares
|
$610,896
0.0% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,173
shares
|
$606,835
0.01% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
7,095
shares
|
$600,237
0.83% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
6,933
shares
|
$586,531
0.3% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,903
shares
|
$583,993
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
6,724
shares
|
$568,850
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,383
shares
|
$540,001
0.17% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,287
shares
|
$531,880
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$529,003
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,102
shares
|
$516,229
0.0% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,750
shares
|
$486,449
0.03% of portfolio
|
Q1 2025
Reduced 33.96%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
5,570
shares
|
$471,221
0.27% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
5,000
shares
|
$423,000
0.01% of portfolio
|
Q2 2021
New holding
|