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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
263
shares
|
$21,852
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
248
shares
|
$20,606
0.0% of portfolio
|
Q4 2024
Reduced 37.69%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
237
shares
|
$19,692
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
225
shares
|
$18,695
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
200
shares
|
$16,618
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
200
shares
|
$16,618
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
167
shares
|
$13,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
152
shares
|
$12,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$9,721
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
113
shares
|
$9,389
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
110
shares
|
$9,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$8,309
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
84
shares
|
$6,979
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
66
shares
|
$5,483
0.0% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
56
shares
|
$4,653
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
40
shares
|
$3,323
0.0% of portfolio
|
Q1 2024
Reduced 97.81%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
31
shares
|
$2,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
31
shares
|
$2,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
29
shares
|
$2,409
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
21
shares
|
$1,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
21
shares
|
$1,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
20
shares
|
$1,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
17
shares
|
$1,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
15
shares
|
$1,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
15
shares
|
$1,246
0.0% of portfolio
|
Q3 2022
Reduced 95.24%
|