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 |
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$712,958
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$706,824
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
8,500
shares
|
$695,130
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
8,474
shares
|
$693,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
8,019
shares
|
$655,793
0.02% of portfolio
|
Q2 2025
Reduced 45.85%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
7,919
shares
|
$647,615
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
7,839
shares
|
$641,073
0.33% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
7,792
shares
|
$637,229
0.24% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,499
shares
|
$613,268
0.07% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
7,493
shares
|
$612,777
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,381
shares
|
$603,618
0.02% of portfolio
|
Q1 2025
Added 64.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,221
shares
|
$590,533
0.0% of portfolio
|
Q2 2025
Added 13.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,173
shares
|
$586,607
0.01% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
7,095
shares
|
$580,229
0.83% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
6,933
shares
|
$566,980
0.3% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
6,903
shares
|
$564,527
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,903
shares
|
$564,527
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
6,724
shares
|
$549,888
0.08% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,383
shares
|
$522,001
0.17% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$511,370
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,750
shares
|
$470,235
0.03% of portfolio
|
Q1 2025
Reduced 33.96%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
5,570
shares
|
$455,514
0.27% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
5,000
shares
|
$408,900
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
4,912
shares
|
$401,703
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,912
shares
|
$401,703
0.0% of portfolio
|
Q1 2025
Reduced 98.55%
|