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 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
4,614
shares
|
$389,190
0.31% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
4,479
shares
|
$377,803
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
4,318
shares
|
$364,223
0.03% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,781
shares
|
$318,927
0.0% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
3,714
shares
|
$313,275
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,698
shares
|
$311,926
0.03% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,650
shares
|
$307,877
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
3,600
shares
|
$303,660
0.08% of portfolio
|
Q2 2020
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
3,583
shares
|
$302,226
0.13% of portfolio
|
Q2 2023
Reduced 48.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,486
shares
|
$294,044
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
3,456
shares
|
$291,513
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,425
shares
|
$288,898
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
3,422
shares
|
$288,645
0.01% of portfolio
|
Q3 2025
Reduced 17.02%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
3,397
shares
|
$286,536
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,396
shares
|
$286,452
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,179
shares
|
$268,148
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$253,049
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
2,978
shares
|
$251,194
0.1% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
2,865
shares
|
$241,662
0.01% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,856
shares
|
$240,903
0.08% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$228,166
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
2,670
shares
|
$225,214
0.02% of portfolio
|
Q1 2025
Reduced 78.68%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,626
shares
|
$221,503
0.0% of portfolio
|
Q3 2025
Reduced 67.95%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
2,611
shares
|
$220,237
0.05% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,563
shares
|
$216,189
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|