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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
2,455
shares
|
$207,079
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,425
shares
|
$204,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,377
shares
|
$200,499
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
2,375
shares
|
$200,331
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,954
shares
|
$164,819
0.01% of portfolio
|
Q3 2025
Reduced 21.49%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,594
shares
|
$134,453
0.0% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,547
shares
|
$130,489
0.05% of portfolio
|
Q3 2025
Reduced 24.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,478
shares
|
$124,669
0.0% of portfolio
|
Q3 2025
Added 41.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,268
shares
|
$106,955
0.0% of portfolio
|
Q3 2025
Added 35.18%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,200
shares
|
$101,220
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,156
shares
|
$97,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,053
shares
|
$88,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,022
shares
|
$86,205
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
761
shares
|
$64,190
0.0% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
535
shares
|
$45,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
365
shares
|
$30,787
0.0% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
339
shares
|
$28,594
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
326
shares
|
$27,498
0.0% of portfolio
|
Q3 2025
Added 49.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
296
shares
|
$24,967
0.0% of portfolio
|
Q3 2025
Added 82.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
287
shares
|
$24,208
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
268
shares
|
$22,605
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
263
shares
|
$22,184
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
254
shares
|
$21,424
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
248
shares
|
$20,918
0.0% of portfolio
|
Q4 2024
Reduced 37.69%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
240
shares
|
$20,244
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|