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 167 institutions that hold shares in the stock, with a total of 7.33 Million shares, which have been reported (via 13F filing form) to have a value of $596 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
687
shares
|
$55,914
0.03% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
652
shares
|
$53,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
596
shares
|
$48,508
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
480
shares
|
$39,067
0.0% of portfolio
|
Q4 2023
Reduced 46.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
458
shares
|
$37,276
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
398
shares
|
$32,393
0.0% of portfolio
|
Q2 2024
Added 0.25%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
339
shares
|
$27,591
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
287
shares
|
$23,358
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
263
shares
|
$21,405
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
225
shares
|
$18,312
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
224
shares
|
$18,231
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
206
shares
|
$16,766
0.0% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
162
shares
|
$13,185
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$9,522
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
111
shares
|
$9,034
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
108
shares
|
$8,790
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
106
shares
|
$8,627
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
100
shares
|
$8,139
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$8,139
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
83
shares
|
$6,755
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
75
shares
|
$6,104
0.0% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
66
shares
|
$5,371
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
55
shares
|
$4,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
53
shares
|
$4,313
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40
shares
|
$3,255
0.0% of portfolio
|
Q1 2024
Reduced 97.81%
|