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 166 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $570 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
2,578,085
shares
|
$205 Million
1.46% of portfolio
|
Q3 2024
Added 51461.7%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
475,818
shares
|
$37.8 Million
10.92% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
376,898
shares
|
$30 Million
0.0% of portfolio
|
Q3 2024
Added 20.08%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
303,214
shares
|
$24.1 Million
3.9% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
220,992
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2024
Added 40.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
184,592
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
175,334
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Added 18.84%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
146,829
shares
|
$11.7 Million
0.47% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
135,951
shares
|
$10.8 Million
3.13% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
131,870
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
106,697
shares
|
$8.49 Million
3.87% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
103,733
shares
|
$8.25 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
87,075
shares
|
$6.93 Million
0.0% of portfolio
|
Q3 2024
Added 47.25%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
86,931
shares
|
$6.91 Million
4.23% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
83,985
shares
|
$6.68 Million
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
81,818
shares
|
$6.51 Million
0.0% of portfolio
|
Q3 2024
Added 44.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
79,421
shares
|
$6.32 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
64,232
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,413
shares
|
$4.96 Million
0.02% of portfolio
|
Q3 2024
Added 331.89%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
59,242
shares
|
$4.71 Million
0.61% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
58,767
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
58,683
shares
|
$4.67 Million
0.0% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
57,980
shares
|
$4.61 Million
0.09% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
56,337
shares
|
$4.48 Million
0.3% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
55,672
shares
|
$4.43 Million
0.25% of portfolio
|
Q3 2024
Reduced 35.18%
|