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 |
|---|---|---|---|---|---|
|
Menora Mivtachim Holdings Ltd.
|
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$709,070
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,193
shares
|
$683,460
0.0% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,023
shares
|
$669,278
0.0% of portfolio
|
Q2 2025
Reduced 73.55%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
7,899
shares
|
$658,934
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
7,839
shares
|
$653,929
0.33% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
7,792
shares
|
$650,008
0.24% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,499
shares
|
$625,566
0.07% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
7,458
shares
|
$622,146
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,221
shares
|
$602,375
0.0% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,173
shares
|
$598,371
0.01% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
7,095
shares
|
$591,864
0.83% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Beta Wealth Group, Inc.
|
Aug 08, 2025 Q2 2025 |
7,048
shares
|
$587,944
0.31% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,903
shares
|
$575,848
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
6,480
shares
|
$540,561
0.01% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,374
shares
|
$531,719
0.16% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$521,625
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,125
shares
|
$510,947
0.07% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
5,831
shares
|
$486,422
0.39% of portfolio
|
Q3 2025
Added 38.8%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,826
shares
|
$486,004
0.0% of portfolio
|
Q2 2025
Added 18.61%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,756
shares
|
$480,165
0.0% of portfolio
|
Q2 2025
Added 113.26%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,750
shares
|
$479,665
0.02% of portfolio
|
Q1 2025
Reduced 33.96%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
5,523
shares
|
$460,728
0.22% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$417,100
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,812
shares
|
$401,417
0.0% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
4,808
shares
|
$401,083
0.04% of portfolio
|
Q4 2024
Added 1.5%
|