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 |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
49,984
shares
|
$4.15 Million
1.24% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
48,150
shares
|
$4 Million
0.97% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
45,341
shares
|
$3.77 Million
0.24% of portfolio
|
Q1 2025
Reduced 19.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
45,145
shares
|
$3.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.17%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
41,619
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
35,221
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
34,987
shares
|
$2.91 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
34,520
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,592
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,341
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2022
Added 64.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
32,321
shares
|
$2.69 Million
0.05% of portfolio
|
Q1 2025
Added 24.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
30,336
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Added 270.04%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
28,886
shares
|
$2.4 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
28,354
shares
|
$2.36 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
26,368
shares
|
$2.19 Million
1.58% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
26,298
shares
|
$2.19 Million
10.97% of portfolio
|
Q1 2022
Added 19525.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
25,700
shares
|
$2.14 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
25,542
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
25,088
shares
|
$2.08 Million
0.3% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
24,439
shares
|
$2.03 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
24,221
shares
|
$2.01 Million
1.08% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
23,617
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Added 346.95%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
23,296
shares
|
$1.94 Million
0.51% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
23,133
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
22,937
shares
|
$1.91 Million
0.33% of portfolio
|
Q1 2025
Added 21.95%
|