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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
4,909
shares
|
$407,888
0.0% of portfolio
|
Q1 2025
Added 27.28%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
4,808
shares
|
$399,496
0.04% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
4,559
shares
|
$378,807
0.39% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
4,434
shares
|
$368,421
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
3,888
shares
|
$323,053
0.01% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,824
shares
|
$317,736
0.03% of portfolio
|
Q4 2024
Reduced 12.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,687
shares
|
$306,352
0.0% of portfolio
|
Q1 2025
Added 401.63%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,684
shares
|
$306,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,650
shares
|
$303,278
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
3,600
shares
|
$299,124
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
3,583
shares
|
$297,711
0.15% of portfolio
|
Q2 2023
Reduced 48.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,449
shares
|
$286,577
0.0% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
3,397
shares
|
$282,256
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,184
shares
|
$264,558
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
3,159
shares
|
$262,481
0.1% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
3,119
shares
|
$259,157
0.01% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
3,094
shares
|
$257,080
0.24% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
3,036
shares
|
$252,261
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
3,026
shares
|
$251,430
0.08% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
3,000
shares
|
$249,270
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
2,943
shares
|
$244,533
0.02% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
2,895
shares
|
$240,545
0.06% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,850
shares
|
$236,806
0.02% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$224,758
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,699
shares
|
$224,259
0.0% of portfolio
|
Q1 2025
New holding
|