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 8.76 Million shares, which have been reported (via 13F filing form) to have a value of $741 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
25,700
shares
|
$2.17 Million
0.07% of portfolio
|
Q1 2023
Reduced 0.02%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
25,177
shares
|
$2.13 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
24,179
shares
|
$2.05 Million
0.26% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
23,876
shares
|
$2.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
21,584
shares
|
$1.83 Million
0.37% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
20,719
shares
|
$1.75 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
20,240
shares
|
$1.71 Million
0.83% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
19,813
shares
|
$1.68 Million
0.31% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
19,804
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 90.96%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
18,808
shares
|
$1.59 Million
0.27% of portfolio
|
Q4 2024
Reduced 27.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,521
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
17,732
shares
|
$1.5 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
17,678
shares
|
$1.5 Million
0.8% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,188
shares
|
$1.45 Million
0.05% of portfolio
|
Q2 2020
Added 15.26%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
16,493
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
16,282
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,067
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
14,825
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
14,208
shares
|
$1.2 Million
1.0% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
14,086
shares
|
$1.19 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Feb 24, 2025 Q4 2024 |
13,569
shares
|
$1.15 Million
0.69% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
13,538
shares
|
$1.15 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
13,180
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
12,525
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
11,599
shares
|
$981,043
0.0% of portfolio
|
Q4 2024
Added 3.7%
|