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 5.09 Million shares, which have been reported (via 13F filing form) to have a value of $416 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 |
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
18,891
shares
|
$1.54 Million
0.75% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
18,695
shares
|
$1.53 Million
0.35% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,521
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
18,160
shares
|
$1.49 Million
0.96% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,188
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2020
Added 15.26%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,282
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,374
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,067
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,740
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
14,398
shares
|
$1.18 Million
0.66% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
14,208
shares
|
$1.16 Million
1.0% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
13,991
shares
|
$1.14 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
13,623
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
13,499
shares
|
$1.1 Million
1.09% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
13,314
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,267
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
12,536
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
12,454
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Added 19.33%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,384
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Added 96.98%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
11,985
shares
|
$980,133
0.05% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
11,658
shares
|
$953,391
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
10,683
shares
|
$873,655
0.24% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,435
shares
|
$853,374
0.0% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$800,707
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,312
shares
|
$761,535
0.0% of portfolio
|
Q2 2025
Added 52.61%
|