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 |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
22,572
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.69%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
21,584
shares
|
$1.79 Million
0.37% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
19,821
shares
|
$1.65 Million
0.32% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
19,286
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
18,782
shares
|
$1.56 Million
0.87% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,521
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
18,376
shares
|
$1.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 57.73%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
17,732
shares
|
$1.47 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,188
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2020
Added 15.26%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,282
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,957
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.13%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
15,634
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,067
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
14,810
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
14,208
shares
|
$1.18 Million
1.0% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
14,084
shares
|
$1.17 Million
1.28% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
13,796
shares
|
$1.15 Million
0.22% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
13,499
shares
|
$1.12 Million
1.09% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
13,455
shares
|
$1.12 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
13,314
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,267
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
12,536
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,874
shares
|
$986,610
0.01% of portfolio
|
Q1 2025
Reduced 40.04%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
11,658
shares
|
$968,663
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
10,516
shares
|
$873,774
0.03% of portfolio
|
Q1 2025
Reduced 74.27%
|