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 4.74 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
529,067
shares
|
$43.3 Million
0.0% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 25, 2025 Q2 2025 |
474,807
shares
|
$38.8 Million
10.21% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
293,202
shares
|
$24 Million
0.02% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
253,861
shares
|
$20.8 Million
2.59% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
179,376
shares
|
$14.7 Million
2.6% of portfolio
|
Q2 2025
Reduced 42.59%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
167,757
shares
|
$13.7 Million
2.83% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
162,276
shares
|
$13.3 Million
0.44% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
154,487
shares
|
$12.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
147,266
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
119,020
shares
|
$9.73 Million
0.0% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
110,453
shares
|
$9.03 Million
0.01% of portfolio
|
Q2 2025
Added 33.62%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
94,756
shares
|
$7.75 Million
4.07% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
85,460
shares
|
$6.99 Million
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
73,113
shares
|
$5.98 Million
0.0% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
68,290
shares
|
$5.58 Million
2.47% of portfolio
|
Q2 2025
Reduced 36.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
67,076
shares
|
$5.49 Million
0.02% of portfolio
|
Q2 2025
Added 48.58%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
66,102
shares
|
$5.41 Million
1.85% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
55,730
shares
|
$4.56 Million
2.39% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
55,359
shares
|
$4.53 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
54,355
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
51,136
shares
|
$4.18 Million
1.07% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
50,468
shares
|
$4.13 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
49,216
shares
|
$4.02 Million
0.86% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
47,286
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Added 85.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
44,769
shares
|
$3.66 Million
0.01% of portfolio
|
Q2 2025
Added 7.57%
|