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 167 institutions that hold shares in the stock, with a total of 7.33 Million shares, which have been reported (via 13F filing form) to have a value of $617 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
19,389
shares
|
$1.61 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
19,359
shares
|
$1.61 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
19,261
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 43.66%
|
|
|
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%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
17,563
shares
|
$1.46 Million
0.87% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
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%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
16,938
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
16,407
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
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%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
14,208
shares
|
$1.18 Million
1.0% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
13,328
shares
|
$1.11 Million
0.7% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
13,022
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2024
Reduced 98.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12,487
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
12,338
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Reduced 41.8%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,636
shares
|
$967,649
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
11,185
shares
|
$930,144
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
10,871
shares
|
$904,032
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,435
shares
|
$867,774
0.0% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,371
shares
|
$862,452
0.01% of portfolio
|
Q3 2024
Added 127.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$814,219
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
9,352
shares
|
$777,712
0.26% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
9,293
shares
|
$772,805
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,984
shares
|
$747,109
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
8,776
shares
|
$729,812
0.38% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$724,988
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|