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 $355 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fonville Wealth Management LLC
Richmond, VA |
Apr 26, 2024 Q1 2024 |
35,439
shares
|
$2.73 Million
1.13% of portfolio
|
Q1 2024
Added 8.56%
|
|
Kure Advisory, LLC
Plymouth, MN |
May 09, 2024 Q1 2024 |
33,697
shares
|
$2.59 Million
2.07% of portfolio
|
Q1 2024
Added 5.96%
|
|
Van Eck Associates Corp
|
Apr 30, 2024 Q1 2024 |
33,536
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 15, 2024 Q1 2024 |
32,866
shares
|
$2.53 Million
0.63% of portfolio
|
Q1 2024
Added 9.43%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
32,341
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2022
Added 64.66%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
32,329
shares
|
$2.49 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2024 Q1 2024 |
28,990
shares
|
$2.23 Million
0.08% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
28,990
shares
|
$2.23 Million
0.1% of portfolio
|
Q1 2024
New holding
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
26,434
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
26,298
shares
|
$2.02 Million
10.97% of portfolio
|
Q1 2022
Added 19525.37%
|
|
Boston Financial Mangement LLC
Boston, MA |
May 10, 2024 Q1 2024 |
25,700
shares
|
$1.98 Million
0.06% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
Pacific Sun Financial Corp
|
May 01, 2024 Q1 2024 |
25,626
shares
|
$1.97 Million
1.15% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
24,294
shares
|
$1.87 Million
0.27% of portfolio
|
Q1 2024
Added 6.92%
|
|
Arkansas Financial Group, Inc.
|
Apr 15, 2024 Q1 2024 |
22,510
shares
|
$1.73 Million
0.29% of portfolio
|
Q1 2024
Added 1.05%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
21,902
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 50.67%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
21,485
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.07%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
21,405
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2024
Reduced 54.51%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
20,403
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2024
Added 71.34%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
20,102
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
Cornerstone Management, Inc.
Duluth, GA |
May 03, 2024 Q1 2024 |
19,963
shares
|
$1.54 Million
0.32% of portfolio
|
Q2 2023
Added 1.65%
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
19,932
shares
|
$1.53 Million
0.32% of portfolio
|
Q1 2024
Added 1.7%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,188
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2020
Added 15.26%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
17,182
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.87%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
16,797
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,282
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.51%
|