Institutional Ownership Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 74.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
5,493,203
shares
|
$147 Million
2.19% of portfolio
|
Q2 2024
Added 6.54%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,378,028
shares
|
$143 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
4,613,951
shares
|
$123 Million
0.11% of portfolio
|
Q2 2024
Added 10.4%
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
4,201,021
shares
|
$112 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
4,194,863
shares
|
$112 Million
0.34% of portfolio
|
Q2 2024
Reduced 19.25%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,573,712
shares
|
$95.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.88%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,738,368
shares
|
$73.1 Million
0.03% of portfolio
|
Q2 2024
Added 0.17%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
2,609,900
shares
|
$69.6 Million
4.01% of portfolio
|
Q2 2024
Added 2.12%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
2,436,591
shares
|
$65 Million
0.56% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
2,332,572
shares
|
$62.2 Million
1.03% of portfolio
|
Q2 2024
Added 40.33%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
2,288,670
shares
|
$61.1 Million
2.47% of portfolio
|
Q2 2024
New holding
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
1,533,526
shares
|
$40.9 Million
0.06% of portfolio
|
Q2 2024
Added 2.83%
|
|
Heritage Investment Group, Inc.
|
Jul 22, 2024 Q2 2024 |
1,494,225
shares
|
$39.9 Million
4.77% of portfolio
|
Q2 2024
Added 4.69%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
1,351,363
shares
|
$36.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Pds Planning, Inc
|
Aug 07, 2024 Q2 2024 |
1,178,806
shares
|
$31.5 Million
2.78% of portfolio
|
Q2 2024
Added 3.54%
|
|
Nepc LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,149,567
shares
|
$30.7 Million
0.88% of portfolio
|
Q1 2024
Added 48.69%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,073,594
shares
|
$28.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 28.3%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
972,715
shares
|
$26 Million
0.33% of portfolio
|
Q2 2024
Added 0.75%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
941,769
shares
|
$25.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 26.39%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
881,784
shares
|
$23.5 Million
0.01% of portfolio
|
Q2 2024
Added 2.63%
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
830,229
shares
|
$22.2 Million
1.28% of portfolio
|
Q2 2024
Reduced 7.05%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
758,102
shares
|
$20.2 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
699,707
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.47%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
680,161
shares
|
$18.1 Million
0.57% of portfolio
|
Q2 2024
Reduced 49.05%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
671,557
shares
|
$17.9 Million
1.83% of portfolio
|
Q2 2024
Added 2.99%
|