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 150 institutions that hold shares in the stock, with a total of 4.62 Million shares, which have been reported (via 13F filing form) to have a value of $356 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 16, 2024 Q1 2024 |
462,503
shares
|
$35.6 Million
1.9% of portfolio
|
Q1 2024
Added 5.27%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
May 02, 2024 Q1 2024 |
459,056
shares
|
$35.3 Million
9.1% of portfolio
|
Q1 2024
Added 3.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
452,915
shares
|
$34.9 Million
0.94% of portfolio
|
Q1 2024
Added 5.01%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
362,468
shares
|
$27.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
183,549
shares
|
$14.1 Million
0.01% of portfolio
|
Q1 2024
Added 9.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
157,374
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
150,520
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 73.21%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
145,577
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.05%
|
|
|
Procyon Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
138,925
shares
|
$10.7 Million
0.78% of portfolio
|
Q1 2024
Added 7.36%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
119,697
shares
|
$9.22 Million
2.68% of portfolio
|
Q1 2024
Added 11.64%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2024 Q1 2024 |
103,417
shares
|
$7.96 Million
0.3% of portfolio
|
Q1 2024
Added 14.57%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 14, 2024 Q1 2024 |
97,490
shares
|
$7.51 Million
1.18% of portfolio
|
Q1 2024
Added 6.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
82,117
shares
|
$6.32 Million
0.03% of portfolio
|
Q1 2024
Added 2.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
77,926
shares
|
$6 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Apr 29, 2024 Q1 2024 |
74,697
shares
|
$5.75 Million
3.49% of portfolio
|
Q1 2024
Added 4.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
71,737
shares
|
$5.52 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
68,616
shares
|
$5.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
68,251
shares
|
$5.25 Million
0.0% of portfolio
|
Q1 2024
Reduced 27.75%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
60,923
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
60,864
shares
|
$4.69 Million
0.56% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
51,580
shares
|
$3.97 Million
0.0% of portfolio
|
Q1 2024
Reduced 33.64%
|
|
|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
46,707
shares
|
$3.6 Million
2.0% of portfolio
|
Q1 2024
Added 34.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
46,052
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2024
Reduced 26.86%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Apr 26, 2024 Q1 2024 |
43,932
shares
|
$3.38 Million
2.09% of portfolio
|
Q1 2024
Added 16.62%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
39,986
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2024
Added 0.8%
|
|