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 |
|---|---|---|---|---|---|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
6,404
shares
|
$547,285
0.19% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$534,381
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,920
shares
|
$505,923
0.0% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,507
shares
|
$470,628
0.03% of portfolio
|
Q2 2024
Reduced 45.5%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$427,299
0.0% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$427,299
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
4,737
shares
|
$404,824
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,563
shares
|
$389,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,552
shares
|
$389,013
0.0% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
4,462
shares
|
$381,322
0.01% of portfolio
|
Q2 2024
Reduced 23.14%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,389
shares
|
$375,083
0.04% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
4,274
shares
|
$365,256
0.0% of portfolio
|
Q2 2024
Added 5.45%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,187
shares
|
$357,821
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,172
shares
|
$356,539
0.02% of portfolio
|
Q4 2023
Reduced 19.16%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,070
shares
|
$347,822
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,861
shares
|
$329,961
0.31% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,650
shares
|
$311,929
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
3,600
shares
|
$307,656
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,583
shares
|
$306,203
0.16% of portfolio
|
Q2 2023
Reduced 48.67%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
3,451
shares
|
$294,922
0.0% of portfolio
|
Q2 2024
Added 12.19%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
3,445
shares
|
$294,409
0.02% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
3,397
shares
|
$290,307
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
3,201
shares
|
$273,557
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
3,172
shares
|
$271,079
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
3,121
shares
|
$266,720
0.1% of portfolio
|
Q3 2024
Added 0.55%
|