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 5.16 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
1,111,635
shares
|
$97.2 Million
0.01% of portfolio
|
Q2 2024
Added 7803.55%
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 31, 2024 Q2 2024 |
479,582
shares
|
$42 Million
10.24% of portfolio
|
Q2 2024
Added 4.47%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
469,295
shares
|
$41.1 Million
1.0% of portfolio
|
Q2 2024
Added 3.62%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
313,875
shares
|
$27.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
208,968
shares
|
$18.3 Million
0.02% of portfolio
|
Q2 2024
Added 13.85%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
157,265
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
147,540
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
136,521
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
129,319
shares
|
$11.3 Million
2.96% of portfolio
|
Q2 2024
Added 8.04%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
121,892
shares
|
$10.7 Million
0.36% of portfolio
|
Q2 2024
Added 17.86%
|
|
Procyon Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
117,633
shares
|
$10.3 Million
0.68% of portfolio
|
Q2 2024
Reduced 15.33%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 24, 2024 Q2 2024 |
85,888
shares
|
$7.51 Million
0.36% of portfolio
|
Q2 2024
Reduced 81.43%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
83,965
shares
|
$7.35 Million
0.03% of portfolio
|
Q2 2024
Added 2.25%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
80,120
shares
|
$7.01 Million
0.02% of portfolio
|
Q2 2024
Added 2.82%
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
75,424
shares
|
$6.6 Million
3.57% of portfolio
|
Q2 2024
Added 0.97%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
64,838
shares
|
$5.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
Van Eck Associates Corp
|
Jul 31, 2024 Q2 2024 |
64,478
shares
|
$5.64 Million
0.01% of portfolio
|
Q2 2024
Added 92.27%
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
59,186
shares
|
$5.18 Million
0.6% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
59,135
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
57,980
shares
|
$5.07 Million
0.08% of portfolio
|
Q2 2024
Added 100.0%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
56,793
shares
|
$4.97 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
54,030
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2024
Added 4.75%
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
50,307
shares
|
$4.4 Million
2.29% of portfolio
|
Q2 2024
Added 7.71%
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 05, 2024 Q2 2024 |
47,067
shares
|
$4.12 Million
2.24% of portfolio
|
Q2 2024
Added 7.14%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
42,826
shares
|
$3.75 Million
0.01% of portfolio
|
Q2 2024
Added 99.33%
|