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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
3,201
shares
|
$266,195
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
3,172
shares
|
$263,783
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
3,121
shares
|
$259,542
0.1% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
3,052
shares
|
$253,804
0.09% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
3,031
shares
|
$252,057
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$249,480
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,913
shares
|
$242,245
0.0% of portfolio
|
Q3 2024
Reduced 31.84%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
2,905
shares
|
$241,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$224,947
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,663
shares
|
$221,455
0.16% of portfolio
|
Q3 2024
Reduced 51.2%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,455
shares
|
$204,157
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
2,446
shares
|
$203,409
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
2,389
shares
|
$198,669
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
2,375
shares
|
$197,505
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
2,366
shares
|
$196,756
0.17% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
2,344
shares
|
$194,927
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,260
shares
|
$187,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,006
shares
|
$166,818
0.08% of portfolio
|
Q4 2023
Reduced 5.56%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,679
shares
|
$139,625
0.0% of portfolio
|
Q3 2024
Added 3715.91%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,626
shares
|
$135,218
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,509
shares
|
$125,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,237
shares
|
$102,868
0.0% of portfolio
|
Q3 2024
Reduced 47.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$99,792
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
730
shares
|
$60,706
0.0% of portfolio
|
Q3 2024
Added 44.27%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
694
shares
|
$57,713
0.0% of portfolio
|
Q3 2024
Reduced 11.25%
|