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 187 institutions that hold shares in the stock, with a total of 4.82 Million shares, which have been reported (via 13F filing form) to have a value of $402 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
239
shares
|
$19,937
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
236
shares
|
$19,687
0.0% of portfolio
|
Q2 2025
Added 23500.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
225
shares
|
$18,769
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
218
shares
|
$18,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
200
shares
|
$16,684
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
180
shares
|
$15,015
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
162
shares
|
$13,514
0.0% of portfolio
|
Q2 2025
Reduced 52.21%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
135
shares
|
$11,261
0.0% of portfolio
|
Q2 2025
Reduced 66.75%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$9,760
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
114
shares
|
$9,509
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
112
shares
|
$9,343
0.0% of portfolio
|
Q2 2025
Reduced 80.42%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
111
shares
|
$9,259
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$8,342
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
100
shares
|
$8,342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
85
shares
|
$7,090
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
75
shares
|
$6,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
66
shares
|
$5,505
0.0% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
57
shares
|
$4,754
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
37
shares
|
$3,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$3,003
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31
shares
|
$2,586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
29
shares
|
$2,419
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
20
shares
|
$1,668
0.0% of portfolio
|
Q1 2025
New holding
|