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 5.46 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
471,804
shares
|
$39.2 Million
11.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
468,324
shares
|
$38.9 Million
0.0% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
337,805
shares
|
$28.1 Million
0.01% of portfolio
|
Q1 2025
Added 6736.77%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
312,427
shares
|
$26 Million
5.41% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
300,753
shares
|
$25 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
238,595
shares
|
$19.8 Million
0.02% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
160,511
shares
|
$13.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
152,063
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
151,420
shares
|
$12.6 Million
2.99% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
149,599
shares
|
$12.4 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
111,073
shares
|
$9.23 Million
1.6% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
107,027
shares
|
$8.89 Million
2.77% of portfolio
|
Q1 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
100,544
shares
|
$8.35 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
97,916
shares
|
$8.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.85%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
94,199
shares
|
$7.83 Million
4.38% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
93,160
shares
|
$7.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 30.87%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
91,386
shares
|
$7.59 Million
0.04% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
83,961
shares
|
$6.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.52%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
82,662
shares
|
$6.87 Million
0.01% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
70,164
shares
|
$5.83 Million
2.23% of portfolio
|
Q1 2025
Added 41.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
63,998
shares
|
$5.32 Million
0.0% of portfolio
|
Q1 2025
Added 22.01%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
57,980
shares
|
$4.82 Million
0.09% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
57,511
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
55,359
shares
|
$4.6 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
52,965
shares
|
$4.4 Million
2.58% of portfolio
|
Q1 2025
Added 1.68%
|