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 |
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
200
shares
|
$16,356
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
200
shares
|
$16,356
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
180
shares
|
$14,720
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
135
shares
|
$11,040
0.0% of portfolio
|
Q2 2025
Reduced 66.75%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$9,568
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
113
shares
|
$9,241
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
112
shares
|
$9,159
0.0% of portfolio
|
Q2 2025
Reduced 80.42%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
111
shares
|
$9,077
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
100
shares
|
$8,178
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
84
shares
|
$6,869
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
75
shares
|
$6,133
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
66
shares
|
$5,397
0.0% of portfolio
|
Q1 2025
Reduced 69.86%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
56
shares
|
$4,579
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
40
shares
|
$3,271
0.0% of portfolio
|
Q1 2024
Reduced 97.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
37
shares
|
$3,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$2,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
31
shares
|
$2,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
29
shares
|
$2,371
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
20
shares
|
$1,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
19
shares
|
$1,553
0.0% of portfolio
|
Q2 2025
Added 35.71%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
17
shares
|
$1,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
15
shares
|
$1,226
0.0% of portfolio
|
Q3 2022
Reduced 95.24%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
12
shares
|
$981
0.0% of portfolio
|
Q3 2024
New holding
|