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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10,437
shares
|
$867,210
0.07% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,435
shares
|
$867,044
0.0% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
10,290
shares
|
$854,996
0.27% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$813,534
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$724,378
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$718,146
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
8,500
shares
|
$706,265
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,474
shares
|
$704,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,919
shares
|
$657,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
7,710
shares
|
$640,623
0.37% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,493
shares
|
$622,593
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
7,391
shares
|
$614,118
0.27% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,381
shares
|
$613,287
0.02% of portfolio
|
Q1 2025
Added 64.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
7,350
shares
|
$610,711
0.07% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
6,933
shares
|
$576,062
0.3% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,903
shares
|
$573,570
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
6,708
shares
|
$557,367
0.09% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
6,383
shares
|
$530,363
0.19% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,353
shares
|
$527,870
0.0% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,287
shares
|
$522,386
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$519,561
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,102
shares
|
$507,015
0.0% of portfolio
|
Q1 2025
Added 9.3%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,750
shares
|
$477,767
0.03% of portfolio
|
Q1 2025
Reduced 33.96%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
5,570
shares
|
$462,811
0.27% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
5,000
shares
|
$415,450
0.01% of portfolio
|
Q2 2021
New holding
|