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 185 institutions that hold shares in the stock, with a total of 6.29 Million shares, which have been reported (via 13F filing form) to have a value of $525 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
1,274,224
shares
|
$106 Million
0.65% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
471,804
shares
|
$39.4 Million
11.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
390,858
shares
|
$32.7 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
303,214
shares
|
$25.3 Million
3.9% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
294,129
shares
|
$24.6 Million
4.93% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
195,482
shares
|
$16.3 Million
0.01% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
165,770
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
154,824
shares
|
$12.9 Million
0.44% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
153,411
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.58%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
151,420
shares
|
$12.7 Million
2.99% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
134,769
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Added 169.78%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
107,167
shares
|
$8.95 Million
1.4% of portfolio
|
Q4 2024
Added 1134.22%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
102,966
shares
|
$8.6 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
97,916
shares
|
$8.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
95,705
shares
|
$8 Million
0.0% of portfolio
|
Q4 2024
Added 367.4%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
94,199
shares
|
$7.87 Million
4.38% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
86,965
shares
|
$7.27 Million
0.04% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
83,961
shares
|
$7.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.52%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
80,028
shares
|
$6.69 Million
0.01% of portfolio
|
Q4 2024
Added 24.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
74,215
shares
|
$6.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
58,659
shares
|
$4.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
56,370
shares
|
$4.71 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
52,965
shares
|
$4.43 Million
2.58% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
52,452
shares
|
$4.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
52,121
shares
|
$4.35 Million
0.08% of portfolio
|
Q4 2024
New holding
|