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 164 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $504 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
1,111,635
shares
|
$97.1 Million
0.01% of portfolio
|
Q2 2024
Added 7803.55%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
475,818
shares
|
$41.6 Million
10.92% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
469,295
shares
|
$41 Million
1.0% of portfolio
|
Q2 2024
Added 3.62%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
313,875
shares
|
$27.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.41%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
257,529
shares
|
$22.5 Million
3.96% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
208,968
shares
|
$18.3 Million
0.02% of portfolio
|
Q2 2024
Added 13.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
157,265
shares
|
$13.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
147,540
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
146,620
shares
|
$12.8 Million
5.35% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
136,521
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
129,319
shares
|
$11.3 Million
2.96% of portfolio
|
Q2 2024
Added 8.04%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
121,892
shares
|
$10.7 Million
0.36% of portfolio
|
Q2 2024
Added 17.86%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115,114
shares
|
$10.1 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
108,699
shares
|
$9.5 Million
4.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
83,965
shares
|
$7.34 Million
0.03% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
80,120
shares
|
$7 Million
0.02% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
75,424
shares
|
$6.59 Million
3.57% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
64,838
shares
|
$5.67 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
64,232
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
62,413
shares
|
$5.45 Million
0.02% of portfolio
|
Q3 2024
Added 331.89%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
59,186
shares
|
$5.17 Million
0.6% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
59,135
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
57,980
shares
|
$5.07 Million
0.08% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
56,793
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
55,672
shares
|
$4.87 Million
0.25% of portfolio
|
Q3 2024
Reduced 35.18%
|