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 164 institutions that hold shares in the stock, with a total of 5.83 Million shares, which have been reported (via 13F filing form) to have a value of $504 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beirne Wealth Consulting Services, LLC
|
Aug 12, 2024 Q2 2024 |
3,104
shares
|
$271,258
0.1% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
3,052
shares
|
$266,714
0.09% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
3,000
shares
|
$262,170
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
2,905
shares
|
$253,867
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$236,389
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,663
shares
|
$232,719
0.16% of portfolio
|
Q3 2024
Reduced 51.2%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
2,455
shares
|
$214,542
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
2,446
shares
|
$213,755
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
2,389
shares
|
$208,774
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
2,375
shares
|
$207,551
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2,357
shares
|
$205,978
0.0% of portfolio
|
Q2 2024
Added 126.85%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
2,350
shares
|
$205,366
0.16% of portfolio
|
Q2 2024
Added 3.8%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
2,260
shares
|
$197,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
2,045
shares
|
$178,712
0.0% of portfolio
|
Q2 2024
Reduced 90.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,006
shares
|
$175,304
0.08% of portfolio
|
Q4 2023
Reduced 5.56%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,392
shares
|
$121,646
0.0% of portfolio
|
Q3 2023
Reduced 22.32%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,200
shares
|
$104,868
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
782
shares
|
$68,338
0.0% of portfolio
|
Q1 2024
Added 5.82%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
723
shares
|
$63,182
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
687
shares
|
$60,036
0.02% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
596
shares
|
$52,084
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
506
shares
|
$44,219
0.0% of portfolio
|
Q2 2024
Reduced 76.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
480
shares
|
$41,947
0.0% of portfolio
|
Q4 2023
Reduced 46.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
456
shares
|
$39,849
0.01% of portfolio
|
Q2 2024
Added 47.57%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
398
shares
|
$34,781
0.0% of portfolio
|
Q2 2024
Added 0.25%
|