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 184 institutions that hold shares in the stock, with a total of 4.74 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
2,635
shares
|
$215,490
0.05% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,545
shares
|
$208,130
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,545
shares
|
$208,130
0.0% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,489
shares
|
$203,550
0.01% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
2,455
shares
|
$200,769
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
2,409
shares
|
$197,008
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
2,375
shares
|
$194,227
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
2,334
shares
|
$190,874
0.01% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,047
shares
|
$167,403
0.07% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,518
shares
|
$124,142
0.0% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$98,136
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,053
shares
|
$86,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,047
shares
|
$85,623
0.0% of portfolio
|
Q2 2025
Reduced 52.21%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,020
shares
|
$83,415
0.03% of portfolio
|
Q2 2025
Added 48.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
938
shares
|
$76,709
0.0% of portfolio
|
Q2 2025
Added 89.11%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
704
shares
|
$57,573
0.0% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
535
shares
|
$43,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
365
shares
|
$29,849
0.0% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
339
shares
|
$27,723
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
287
shares
|
$23,470
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
267
shares
|
$21,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
263
shares
|
$21,508
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
248
shares
|
$20,281
0.0% of portfolio
|
Q4 2024
Reduced 37.69%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
239
shares
|
$19,545
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
236
shares
|
$19,300
0.0% of portfolio
|
Q2 2025
Added 23500.0%
|