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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
29
shares
|
$2,411
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
21
shares
|
$1,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21
shares
|
$1,746
0.0% of portfolio
|
Q3 2024
Reduced 80.37%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
21
shares
|
$1,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
18
shares
|
$1,496
0.0% of portfolio
|
Q2 2024
Reduced 41.94%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
15
shares
|
$1,247
0.0% of portfolio
|
Q3 2022
Reduced 95.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
15
shares
|
$1,247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14
shares
|
$1,164
0.0% of portfolio
|
Q1 2024
Reduced 99.56%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
12
shares
|
$997
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
11
shares
|
$914
0.0% of portfolio
|
Q4 2023
Added 22.22%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
11
shares
|
$914
0.0% of portfolio
|
Q3 2022
Reduced 97.26%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7
shares
|
$582
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|