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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
8,707
shares
|
$724,074
0.04% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
8,635
shares
|
$718,086
0.41% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,142
shares
|
$677,088
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
8,105
shares
|
$674,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
8,089
shares
|
$672,681
0.79% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
7,732
shares
|
$642,993
0.09% of portfolio
|
Q1 2024
Added 0.44%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,703
shares
|
$557,421
0.08% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
6,608
shares
|
$549,521
0.22% of portfolio
|
Q3 2024
Added 85.67%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
6,404
shares
|
$532,556
0.19% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$519,999
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
5,000
shares
|
$415,800
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
4,737
shares
|
$393,928
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,563
shares
|
$379,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,495
shares
|
$373,804
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,389
shares
|
$364,989
0.04% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,187
shares
|
$348,190
0.01% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,172
shares
|
$346,943
0.02% of portfolio
|
Q4 2023
Reduced 19.16%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,070
shares
|
$338,461
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,861
shares
|
$321,080
0.31% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,650
shares
|
$303,534
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
3,600
shares
|
$299,376
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,583
shares
|
$297,962
0.16% of portfolio
|
Q2 2023
Reduced 48.67%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,517
shares
|
$292,473
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
3,445
shares
|
$286,486
0.02% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
3,397
shares
|
$282,494
0.11% of portfolio
|
Q4 2023
New holding
|