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 |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
4,587
shares
|
$382,647
0.32% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
4,479
shares
|
$373,638
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
4,124
shares
|
$344,024
0.01% of portfolio
|
Q2 2025
Reduced 60.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,814
shares
|
$318,163
0.01% of portfolio
|
Q2 2025
Reduced 48.33%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
3,797
shares
|
$316,745
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,781
shares
|
$315,411
0.0% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,698
shares
|
$308,487
0.03% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,687
shares
|
$307,569
0.0% of portfolio
|
Q1 2025
Added 401.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,684
shares
|
$307,319
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,650
shares
|
$304,483
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
3,600
shares
|
$300,312
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
3,583
shares
|
$298,893
0.13% of portfolio
|
Q2 2023
Reduced 48.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,524
shares
|
$293,972
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,453
shares
|
$288,049
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
3,397
shares
|
$283,377
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,396
shares
|
$283,294
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,096
shares
|
$258,268
0.0% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$250,260
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,943
shares
|
$245,505
0.01% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
2,933
shares
|
$244,670
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
2,832
shares
|
$236,245
0.17% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,764
shares
|
$230,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
2,715
shares
|
$226,485
0.08% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$225,651
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,670
shares
|
$222,731
0.0% of portfolio
|
Q1 2025
Reduced 78.68%
|