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 161 institutions that hold shares in the stock, with a total of 5.42 Million shares, which have been reported (via 13F filing form) to have a value of $463 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
339
shares
|
$28,970
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
287
shares
|
$24,527
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
263
shares
|
$22,475
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
225
shares
|
$19,228
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
224
shares
|
$19,143
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
206
shares
|
$17,604
0.0% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
162
shares
|
$13,844
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$9,998
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
111
shares
|
$9,486
0.0% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
107
shares
|
$9,144
0.0% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
106
shares
|
$9,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
100
shares
|
$8,546
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
100
shares
|
$8,546
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
82
shares
|
$7,007
0.0% of portfolio
|
Q4 2023
Added 2.5%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
75
shares
|
$6,409
0.0% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
66
shares
|
$5,640
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
55
shares
|
$4,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
52
shares
|
$4,443
0.0% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
44
shares
|
$3,760
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
40
shares
|
$3,418
0.0% of portfolio
|
Q1 2024
Reduced 97.81%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
29
shares
|
$2,478
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21
shares
|
$1,794
0.0% of portfolio
|
Q3 2024
Reduced 80.37%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
18
shares
|
$1,538
0.0% of portfolio
|
Q2 2024
Reduced 41.94%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,281
0.0% of portfolio
|
Q3 2022
Reduced 95.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
15
shares
|
$1,281
0.0% of portfolio
|
Q3 2024
New holding
|