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 $454 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
13,282
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Added 185.7%
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2024 Q2 2024 |
13,273
shares
|
$1.17 Million
0.65% of portfolio
|
Q2 2024
Added 0.56%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
12,985
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2024
Added 27.18%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
11,175
shares
|
$983,511
0.0% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$861,705
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
Kendall Capital Management
|
Aug 12, 2024 Q2 2024 |
9,576
shares
|
$842,783
0.25% of portfolio
|
Q2 2024
Reduced 10.83%
|
|
Beta Wealth Group, Inc.
|
Aug 12, 2024 Q2 2024 |
9,241
shares
|
$813,300
0.37% of portfolio
|
Q2 2024
Reduced 30.95%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$767,271
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
8,707
shares
|
$766,303
0.03% of portfolio
|
Q1 2024
Added 0.14%
|
|
Interactive Financial Advisors
Chicago, IL |
Aug 02, 2024 Q2 2024 |
8,630
shares
|
$759,526
0.38% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 02, 2024 Q2 2024 |
8,044
shares
|
$707,952
0.71% of portfolio
|
Q2 2024
Added 0.52%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
8,020
shares
|
$705,840
0.0% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Jul 29, 2024 Q2 2024 |
7,732
shares
|
$680,493
0.09% of portfolio
|
Q1 2024
Added 0.44%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
7,467
shares
|
$657,170
0.0% of portfolio
|
Q2 2024
Reduced 37.0%
|
|
Courage Miller Partners, LLC
|
Jul 25, 2024 Q2 2024 |
7,130
shares
|
$627,511
0.2% of portfolio
|
Q2 2024
Reduced 6.04%
|
|
American Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
6,843
shares
|
$602,252
0.08% of portfolio
|
Q2 2024
Added 0.1%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$550,326
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,920
shares
|
$521,019
0.0% of portfolio
|
Q2 2024
Reduced 14.91%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,507
shares
|
$484,671
0.03% of portfolio
|
Q2 2024
Reduced 45.5%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
5,457
shares
|
$480,270
0.3% of portfolio
|
Q2 2024
Added 322.04%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
5,264
shares
|
$463,284
0.04% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
Menora Mivtachim Holdings Ltd.
|
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$440,050
0.0% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$440,050
0.01% of portfolio
|
Q2 2021
New holding
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jul 26, 2024 Q2 2024 |
4,972
shares
|
$437,585
0.42% of portfolio
|
Q2 2024
Reduced 59.73%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
4,722
shares
|
$415,583
0.04% of portfolio
|
Q4 2023
Reduced 27.21%
|