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 185 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $404 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 |
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$726,184
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
8,500
shares
|
$714,170
0.0% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
8,193
shares
|
$688,375
0.0% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Bard Associates Inc
Chicago, IL |
Aug 05, 2025 Q2 2025 |
7,792
shares
|
$654,683
0.24% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
7,777
shares
|
$653,423
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
7,636
shares
|
$641,576
0.37% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
7,580
shares
|
$636,871
0.07% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
7,272
shares
|
$610,993
0.42% of portfolio
|
Q3 2025
Added 156.78%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
7,227
shares
|
$607,212
0.34% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
7,227
shares
|
$607,212
0.33% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,184
shares
|
$603,599
0.01% of portfolio
|
Q3 2025
Added 10.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,173
shares
|
$602,675
0.01% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,903
shares
|
$579,990
0.01% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,816
shares
|
$572,680
0.0% of portfolio
|
Q3 2025
Reduced 53.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,700
shares
|
$562,934
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
6,658
shares
|
$559,405
0.66% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,374
shares
|
$535,543
0.16% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$525,377
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,125
shares
|
$514,622
0.07% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
5,831
shares
|
$489,920
0.39% of portfolio
|
Q3 2025
Added 38.8%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
5,789
shares
|
$486,391
0.18% of portfolio
|
Q3 2025
Added 52.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
5,756
shares
|
$483,619
0.0% of portfolio
|
Q2 2025
Added 113.26%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,750
shares
|
$483,115
0.02% of portfolio
|
Q1 2025
Reduced 33.96%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$420,100
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,812
shares
|
$404,304
0.0% of portfolio
|
Q3 2025
Reduced 2.04%
|