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 169 institutions that hold shares in the stock, with a total of 8.24 Million shares, which have been reported (via 13F filing form) to have a value of $664 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
3,397
shares
|
$278,214
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,172
shares
|
$259,786
0.01% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,146
shares
|
$257,657
0.09% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
3,078
shares
|
$252,088
0.03% of portfolio
|
Q4 2024
Added 28.84%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
3,070
shares
|
$251,433
0.07% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,034
shares
|
$248,484
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$245,700
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,913
shares
|
$238,574
0.0% of portfolio
|
Q3 2024
Reduced 31.84%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,799
shares
|
$229,238
0.02% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$221,539
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,702
shares
|
$221,293
0.14% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,455
shares
|
$201,064
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
2,375
shares
|
$194,512
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
2,366
shares
|
$193,775
0.17% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,260
shares
|
$185,094
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,047
shares
|
$167,649
0.07% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,679
shares
|
$137,510
0.0% of portfolio
|
Q3 2024
Added 3715.91%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,626
shares
|
$133,169
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,509
shares
|
$123,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,237
shares
|
$101,310
0.0% of portfolio
|
Q3 2024
Reduced 47.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$98,280
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
730
shares
|
$59,787
0.0% of portfolio
|
Q3 2024
Added 44.27%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
694
shares
|
$56,838
0.0% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
687
shares
|
$56,265
0.03% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
652
shares
|
$53,398
0.0% of portfolio
|
Q3 2024
New holding
|