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 |
---|---|---|---|---|---|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
110
shares
|
$8,459
0.0% of portfolio
|
Q4 2023
Reduced 94.62%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
106
shares
|
$8,151
0.0% of portfolio
|
Q4 2023
Added 1.92%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
100
shares
|
$7,690
0.0% of portfolio
|
Q1 2023
New holding
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
82
shares
|
$6,305
0.0% of portfolio
|
Q4 2023
Added 2.5%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
75
shares
|
$5,767
0.0% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
66
shares
|
$5,075
0.0% of portfolio
|
Q1 2024
New holding
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
52
shares
|
$3,998
0.0% of portfolio
|
Q1 2024
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
51
shares
|
$3,921
0.0% of portfolio
|
Q4 2023
Added 21.43%
|
|
First Horizon Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
50
shares
|
$3,845
0.0% of portfolio
|
Q2 2023
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
44
shares
|
$3,383
0.0% of portfolio
|
Q3 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
40
shares
|
$3,076
0.0% of portfolio
|
Q1 2024
Reduced 97.81%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
31
shares
|
$2,383
0.0% of portfolio
|
Q1 2024
Reduced 49.18%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
30
shares
|
$2,307
0.0% of portfolio
|
Q4 2023
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
May 02, 2024 Q1 2024 |
29
shares
|
$2,230
0.0% of portfolio
|
Q1 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
15
shares
|
$1,153
0.0% of portfolio
|
Q3 2022
Reduced 95.24%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
14
shares
|
$1,076
0.0% of portfolio
|
Q1 2024
Reduced 99.56%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
12
shares
|
$922
0.0% of portfolio
|
Q4 2023
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
11
shares
|
$845
0.0% of portfolio
|
Q3 2022
Reduced 97.26%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
11
shares
|
$845
0.0% of portfolio
|
Q4 2023
Added 22.22%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
7
shares
|
$538
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|