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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
11,175
shares
|
$945,181
0.0% of portfolio
|
Q4 2024
Added 144.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,435
shares
|
$882,592
0.0% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
9,791
shares
|
$828,122
0.0% of portfolio
|
Q3 2023
Reduced 29.59%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
9,712
shares
|
$821,440
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,471
shares
|
$801,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
9,305
shares
|
$787,016
0.23% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
8,852
shares
|
$748,702
0.08% of portfolio
|
Q4 2024
Reduced 23.93%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,718
shares
|
$737,368
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
8,707
shares
|
$736,438
0.03% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
8,643
shares
|
$731,024
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
8,299
shares
|
$701,929
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
8,198
shares
|
$693,386
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
8,109
shares
|
$685,859
0.36% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
8,105
shares
|
$685,520
0.32% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
7,203
shares
|
$609,229
0.23% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
7,053
shares
|
$596,542
0.01% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,931
shares
|
$586,223
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
6,799
shares
|
$575,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,687
shares
|
$565,586
0.08% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
6,399
shares
|
$541,227
0.18% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
6,253
shares
|
$528,878
0.01% of portfolio
|
Q4 2023
Added 22.13%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,192
shares
|
$523,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
6,041
shares
|
$510,947
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,583
shares
|
$472,210
0.0% of portfolio
|
Q4 2024
Reduced 73.18%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
5,524
shares
|
$467,219
0.12% of portfolio
|
Q4 2024
New holding
|