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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,912
shares
|
$415,555
0.0% of portfolio
|
Q1 2025
Reduced 98.55%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,912
shares
|
$415,555
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
4,808
shares
|
$406,756
0.04% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
4,559
shares
|
$385,691
0.39% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
4,434
shares
|
$375,116
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,201
shares
|
$355,404
0.31% of portfolio
|
Q2 2025
Added 35.78%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
3,942
shares
|
$333,493
0.03% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,908
shares
|
$330,616
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
3,797
shares
|
$321,226
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,687
shares
|
$311,920
0.0% of portfolio
|
Q1 2025
Added 401.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,684
shares
|
$311,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,650
shares
|
$308,790
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
3,600
shares
|
$304,560
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
3,583
shares
|
$303,121
0.15% of portfolio
|
Q2 2023
Reduced 48.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,449
shares
|
$291,785
0.0% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
3,397
shares
|
$287,386
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
3,159
shares
|
$267,251
0.1% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
3,036
shares
|
$256,845
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
3,035
shares
|
$256,760
0.07% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$253,799
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,943
shares
|
$248,977
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,933
shares
|
$248,131
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
2,895
shares
|
$244,916
0.06% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,712
shares
|
$229,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$228,842
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|