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 8.69 Million shares, which have been reported (via 13F filing form) to have a value of $746 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$429,200
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,941
shares
|
$424,135
0.0% of portfolio
|
Q4 2024
Added 40.49%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,823
shares
|
$414,006
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
4,808
shares
|
$412,718
0.04% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
4,539
shares
|
$389,627
0.41% of portfolio
|
Q4 2024
Reduced 43.89%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
4,495
shares
|
$385,850
0.01% of portfolio
|
Q4 2024
Added 263.38%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
4,479
shares
|
$384,477
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,172
shares
|
$358,124
0.01% of portfolio
|
Q4 2023
Reduced 19.16%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,153
shares
|
$356,493
0.01% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
3,857
shares
|
$331,084
0.0% of portfolio
|
Q4 2024
Added 32.77%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
3,824
shares
|
$328,252
0.03% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
3,712
shares
|
$318,638
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,684
shares
|
$316,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,650
shares
|
$313,316
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
3,600
shares
|
$309,024
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
3,586
shares
|
$307,822
0.02% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
3,583
shares
|
$307,564
0.15% of portfolio
|
Q2 2023
Reduced 48.67%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
3,573
shares
|
$306,706
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
3,397
shares
|
$291,598
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,397
shares
|
$291,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,172
shares
|
$272,284
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,146
shares
|
$270,052
0.09% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
3,078
shares
|
$264,215
0.03% of portfolio
|
Q4 2024
Added 28.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,053
shares
|
$262,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,034
shares
|
$260,438
0.0% of portfolio
|
Q4 2024
Added 0.1%
|