Institutional Ownership Ishares Global Reit ETF (REET)
This table provides information about the institutional ownership of Ishares Global Reit ETF (REET). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 74.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,378,028
shares
|
$130 Million
0.0% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,351,446
shares
|
$129 Million
2.25% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,805,286
shares
|
$116 Million
0.11% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,201,021
shares
|
$101 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
3,961,328
shares
|
$95.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,533,170
shares
|
$85.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,846,622
shares
|
$68.6 Million
0.04% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,543,260
shares
|
$61.3 Million
4.31% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,387,324
shares
|
$57.5 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,291,594
shares
|
$55.2 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,916,714
shares
|
$46.2 Million
2.6% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,524,479
shares
|
$36.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,510,328
shares
|
$36.4 Million
7.72% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,283,394
shares
|
$30.9 Million
3.11% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,237,250
shares
|
$29.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
1,149,567
shares
|
$27.7 Million
0.92% of portfolio
|
Q1 2024
Added 48.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,048,946
shares
|
$25.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 17, 2024 Q3 2024 |
968,082
shares
|
$23.3 Million
0.28% of portfolio
|
Q3 2024
Added 71.47%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
946,460
shares
|
$22.8 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
849,699
shares
|
$20.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
847,980
shares
|
$20.4 Million
1.39% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
799,697
shares
|
$19.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
749,674
shares
|
$18.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
716,691
shares
|
$17.3 Million
2.29% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
713,700
shares
|
$17.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|