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 4.62 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
5,805
shares
|
$446,404
0.01% of portfolio
|
Q1 2024
Reduced 33.42%
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
5,355
shares
|
$411,799
0.04% of portfolio
|
Q1 2024
Reduced 7.22%
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2024 Q1 2024 |
5,000
shares
|
$384,500
0.0% of portfolio
|
Q2 2023
Reduced 28.57%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
5,000
shares
|
$384,500
0.01% of portfolio
|
Q2 2021
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
4,843
shares
|
$372,426
0.0% of portfolio
|
Q1 2024
Added 0.33%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
4,722
shares
|
$363,121
0.04% of portfolio
|
Q4 2023
Reduced 27.21%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
4,649
shares
|
$357,508
0.0% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
4,633
shares
|
$356,277
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
4,279
shares
|
$329,055
0.02% of portfolio
|
Q1 2024
Reduced 35.66%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
4,172
shares
|
$320,826
0.02% of portfolio
|
Q4 2023
Reduced 19.16%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
4,053
shares
|
$311,675
0.0% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
3,957
shares
|
$304,293
0.0% of portfolio
|
Q1 2024
Added 6.51%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
3,955
shares
|
$304,139
0.0% of portfolio
|
Q1 2024
Added 38.24%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
3,755
shares
|
$288,759
0.02% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,650
shares
|
$280,685
0.04% of portfolio
|
Q3 2022
New holding
|
|
Boltwood Capital Management
|
Apr 04, 2024 Q1 2024 |
3,600
shares
|
$276,840
0.08% of portfolio
|
Q2 2020
New holding
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 15, 2024 Q1 2024 |
3,583
shares
|
$275,532
0.14% of portfolio
|
Q2 2023
Reduced 48.67%
|
|
Bard Associates Inc
Chicago, IL |
May 13, 2024 Q1 2024 |
3,459
shares
|
$265,997
0.1% of portfolio
|
Q4 2023
Added 11.62%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
3,397
shares
|
$261,229
0.1% of portfolio
|
Q4 2023
New holding
|
|
Rda Financial Network
|
Apr 11, 2024 Q1 2024 |
3,136
shares
|
$241,158
0.08% of portfolio
|
Q1 2024
Added 0.19%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
3,092
shares
|
$237,774
0.01% of portfolio
|
Q1 2024
Added 3.62%
|
|
Beirne Wealth Consulting Services, LLC
|
May 13, 2024 Q1 2024 |
3,088
shares
|
$237,467
0.09% of portfolio
|
Q1 2024
Added 0.46%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
3,076
shares
|
$236,544
0.0% of portfolio
|
Q1 2024
Added 0.46%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
3,003
shares
|
$230,930
0.01% of portfolio
|
Q1 2024
Reduced 23.3%
|
|
Shufro Rose & CO LLC
|
May 08, 2024 Q1 2024 |
3,000
shares
|
$230,700
0.02% of portfolio
|
Q1 2024
New holding
|