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 |
|---|---|---|---|---|---|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,670
shares
|
$221,850
0.02% of portfolio
|
Q1 2025
Reduced 78.68%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
2,589
shares
|
$215,120
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,455
shares
|
$203,985
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
2,430
shares
|
$201,908
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
2,430
shares
|
$201,908
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
2,409
shares
|
$200,163
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
2,384
shares
|
$198,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Apr 02, 2025 Q1 2025 |
2,375
shares
|
$197,338
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,191
shares
|
$182,050
0.01% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2,047
shares
|
$170,085
0.08% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,562
shares
|
$129,786
0.0% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,200
shares
|
$99,708
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
775
shares
|
$64,394
0.0% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
688
shares
|
$57,165
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
652
shares
|
$54,174
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
572
shares
|
$47,527
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
561
shares
|
$46,613
0.0% of portfolio
|
Q4 2024
Added 461.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
550
shares
|
$45,699
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
535
shares
|
$44,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
496
shares
|
$41,212
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
406
shares
|
$33,734
0.0% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
339
shares
|
$28,167
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
339
shares
|
$28,167
0.0% of portfolio
|
Q4 2024
Added 1514.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
329
shares
|
$27,336
0.01% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
287
shares
|
$23,846
0.0% of portfolio
|
Q2 2022
New holding
|