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 190 institutions that hold shares in the stock, with a total of 8.73 Million shares, which have been reported (via 13F filing form) to have a value of $738 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
56,337
shares
|
$4.8 Million
0.3% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
52,452
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
52,121
shares
|
$4.44 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
52,092
shares
|
$4.43 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
50,916
shares
|
$4.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.53%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
49,652
shares
|
$4.23 Million
2.15% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
47,088
shares
|
$4.01 Million
1.26% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
46,793
shares
|
$3.98 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
43,533
shares
|
$3.71 Million
0.83% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
43,469
shares
|
$3.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
40,868
shares
|
$3.48 Million
0.08% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,428
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
36,023
shares
|
$3.07 Million
0.01% of portfolio
|
Q4 2024
Added 87.03%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
35,152
shares
|
$2.99 Million
2.8% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
33,508
shares
|
$2.85 Million
0.71% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
33,070
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
32,655
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 47.68%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
32,341
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2022
Added 64.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
29,627
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Added 44.85%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
29,598
shares
|
$2.52 Million
0.39% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
28,990
shares
|
$2.47 Million
0.07% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
26,955
shares
|
$2.29 Million
1.69% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
26,298
shares
|
$2.24 Million
10.97% of portfolio
|
Q1 2022
Added 19525.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
25,912
shares
|
$2.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
25,700
shares
|
$2.19 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.02%
|