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 183 institutions that hold shares in the stock, with a total of 4.91 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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,046
shares
|
$763,030
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,842
shares
|
$745,822
0.0% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$735,363
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$729,037
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
8,500
shares
|
$716,975
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,777
shares
|
$655,989
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
7,636
shares
|
$644,096
0.37% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
7,424
shares
|
$626,214
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
7,272
shares
|
$613,393
0.42% of portfolio
|
Q3 2025
Added 156.78%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
7,227
shares
|
$609,597
0.33% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
7,227
shares
|
$609,597
0.34% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,184
shares
|
$605,970
0.01% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,173
shares
|
$605,042
0.01% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
7,029
shares
|
$592,896
0.06% of portfolio
|
Q4 2025
Reduced 7.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,903
shares
|
$582,268
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,816
shares
|
$574,929
0.0% of portfolio
|
Q3 2025
Reduced 53.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,700
shares
|
$565,145
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
6,658
shares
|
$561,602
0.66% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,374
shares
|
$537,646
0.16% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$527,440
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,125
shares
|
$516,643
0.07% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
5,933
shares
|
$500,448
0.18% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,750
shares
|
$485,012
0.02% of portfolio
|
Q1 2025
Reduced 33.96%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
5,550
shares
|
$468,142
0.01% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,812
shares
|
$405,892
0.0% of portfolio
|
Q3 2025
Reduced 2.04%
|
|