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 186 institutions that hold shares in the stock, with a total of 4.9 Million shares, which have been reported (via 13F filing form) to have a value of $414 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
491,850
shares
|
$41.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
469,127
shares
|
$39.6 Million
10.07% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
250,869
shares
|
$21.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
181,105
shares
|
$15.3 Million
2.42% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
177,814
shares
|
$15 Million
1.68% of portfolio
|
Q3 2025
Reduced 29.96%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
172,308
shares
|
$14.5 Million
2.26% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
167,653
shares
|
$14.1 Million
0.36% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
156,623
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
153,769
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
134,348
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2025
Added 21.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
130,307
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
118,489
shares
|
$9.99 Million
0.0% of portfolio
|
Q3 2025
Added 378.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
117,675
shares
|
$9.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
94,848
shares
|
$8 Million
3.88% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
81,891
shares
|
$6.91 Million
0.08% of portfolio
|
Q3 2025
Added 128.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
80,451
shares
|
$6.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
78,266
shares
|
$6.6 Million
2.03% of portfolio
|
Q3 2025
Added 904.44%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
72,489
shares
|
$6.11 Million
2.83% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
67,368
shares
|
$5.68 Million
1.61% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
66,213
shares
|
$5.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
61,293
shares
|
$5.17 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
57,393
shares
|
$4.84 Million
2.28% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
55,359
shares
|
$4.67 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
52,769
shares
|
$4.45 Million
0.87% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
51,749
shares
|
$4.37 Million
0.99% of portfolio
|
Q3 2025
Added 1.2%
|
|