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 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
236
shares
|
$19,906
0.0% of portfolio
|
Q2 2025
Added 23500.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
225
shares
|
$18,978
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
200
shares
|
$16,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
151
shares
|
$12,736
0.0% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$9,868
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
112
shares
|
$9,447
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
106
shares
|
$8,941
0.0% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$8,435
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
97
shares
|
$8,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
85
shares
|
$7,169
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
66
shares
|
$5,567
0.0% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
61
shares
|
$5,145
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
57
shares
|
$4,807
0.0% of portfolio
|
Q3 2025
Added 58.33%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
57
shares
|
$4,807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
57
shares
|
$4,807
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
48
shares
|
$4,048
0.0% of portfolio
|
Q4 2025
Added 152.63%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
37
shares
|
$3,120
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
29
shares
|
$2,446
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
21
shares
|
$1,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
20
shares
|
$1,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
19
shares
|
$1,602
0.0% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12
shares
|
$1,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
12
shares
|
$1,012
0.0% of portfolio
|
Q2 2025
New holding
|
|