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 |
---|---|---|---|---|---|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$208,014
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 20, 2024 Q1 2024 |
2,455
shares
|
$188,789
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 15, 2024 Q1 2024 |
2,264
shares
|
$174,101
0.14% of portfolio
|
Q1 2024
Reduced 28.31%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,128
shares
|
$163,643
0.0% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2,006
shares
|
$154,261
0.07% of portfolio
|
Q4 2023
Reduced 5.56%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
1,392
shares
|
$107,044
0.0% of portfolio
|
Q3 2023
Reduced 22.32%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,371
shares
|
$105,429
0.0% of portfolio
|
Q1 2023
Added 340.7%
|
|
Castleview Partners, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
1,293
shares
|
$99,431
0.06% of portfolio
|
Q1 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
1,039
shares
|
$79,899
0.0% of portfolio
|
Q1 2024
Reduced 22.98%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
782
shares
|
$60,135
0.0% of portfolio
|
Q1 2024
Added 5.82%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
686
shares
|
$52,753
0.02% of portfolio
|
Q1 2024
Added 8.03%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
480
shares
|
$36,912
0.0% of portfolio
|
Q4 2023
Reduced 46.67%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
397
shares
|
$30,529
0.0% of portfolio
|
Q4 2023
New holding
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
309
shares
|
$23,762
0.01% of portfolio
|
Q1 2024
Added 0.32%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
287
shares
|
$22,070
0.0% of portfolio
|
Q2 2022
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
263
shares
|
$20,224
0.0% of portfolio
|
Q4 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
232
shares
|
$17,840
0.0% of portfolio
|
Q4 2023
Reduced 61.72%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
225
shares
|
$17,302
0.0% of portfolio
|
Q1 2024
Reduced 20.49%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
225
shares
|
$17,302
0.0% of portfolio
|
Q2 2022
New holding
|
|
Northwest Financial Advisors
Herndon, VA |
May 09, 2024 Q1 2024 |
162
shares
|
$12,457
0.01% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
147
shares
|
$11,304
0.0% of portfolio
|
Q1 2023
Reduced 44.74%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
126
shares
|
$9,689
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$8,997
0.01% of portfolio
|
Q1 2022
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
116
shares
|
$8,920
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
113
shares
|
$8,689
0.0% of portfolio
|
Q4 2023
Reduced 50.87%
|