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 191 institutions that hold shares in the stock, with a total of 8.77 Million shares, which have been reported (via 13F filing form) to have a value of $743 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
1,274,224
shares
|
$107 Million
0.65% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,069,789
shares
|
$90.1 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
1,058,607
shares
|
$89.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 98.77%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
465,511
shares
|
$39.2 Million
10.21% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
390,858
shares
|
$32.9 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
303,214
shares
|
$25.5 Million
3.9% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
294,129
shares
|
$24.8 Million
4.93% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
195,482
shares
|
$16.5 Million
0.01% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
180,811
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
Added 120.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
165,770
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
157,004
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
154,824
shares
|
$13 Million
0.44% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
153,411
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.58%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
141,362
shares
|
$11.9 Million
2.88% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
134,769
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Added 169.78%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
107,167
shares
|
$9.02 Million
1.4% of portfolio
|
Q4 2024
Added 1134.22%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
106,697
shares
|
$8.98 Million
3.87% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
102,966
shares
|
$8.67 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
95,705
shares
|
$8.06 Million
0.0% of portfolio
|
Q4 2024
Added 367.4%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
89,091
shares
|
$7.5 Million
3.64% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
86,965
shares
|
$7.32 Million
0.04% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
80,028
shares
|
$6.74 Million
0.01% of portfolio
|
Q4 2024
Added 24.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
74,215
shares
|
$6.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
58,659
shares
|
$4.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
56,370
shares
|
$4.75 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.85%
|