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 |
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,670
shares
|
$218,352
0.0% of portfolio
|
Q1 2025
Reduced 78.68%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,489
shares
|
$203,550
0.01% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,455
shares
|
$200,769
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
2,430
shares
|
$198,725
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
2,430
shares
|
$198,725
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
2,409
shares
|
$197,008
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
2,375
shares
|
$194,227
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,047
shares
|
$167,403
0.07% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,562
shares
|
$127,740
0.0% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,200
shares
|
$98,136
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,053
shares
|
$86,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,047
shares
|
$85,623
0.0% of portfolio
|
Q2 2025
Reduced 52.21%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,020
shares
|
$83,415
0.03% of portfolio
|
Q2 2025
Added 48.26%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
775
shares
|
$63,379
0.0% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
535
shares
|
$43,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
496
shares
|
$40,562
0.0% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
365
shares
|
$29,849
0.0% of portfolio
|
Q2 2025
Reduced 33.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
339
shares
|
$27,723
0.0% of portfolio
|
Q4 2024
Added 1514.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
339
shares
|
$27,723
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
287
shares
|
$23,470
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
263
shares
|
$21,508
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
248
shares
|
$20,281
0.0% of portfolio
|
Q4 2024
Reduced 37.69%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
239
shares
|
$19,545
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
225
shares
|
$18,400
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
218
shares
|
$17,828
0.0% of portfolio
|
Q2 2025
New holding
|