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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,034
shares
|
$256,615
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
3,000
shares
|
$253,740
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,799
shares
|
$236,739
0.02% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,740
shares
|
$231,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,705
shares
|
$228,788
0.03% of portfolio
|
Q1 2022
Reduced 26.99%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
2,702
shares
|
$228,535
0.14% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
2,529
shares
|
$213,902
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
2,455
shares
|
$207,643
0.06% of portfolio
|
Q1 2023
Reduced 42.29%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
2,375
shares
|
$200,877
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,047
shares
|
$173,135
0.07% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,020
shares
|
$170,851
0.01% of portfolio
|
Q4 2024
Added 880.58%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,679
shares
|
$142,009
0.0% of portfolio
|
Q3 2024
Added 3715.91%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,626
shares
|
$137,527
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$101,496
0.0% of portfolio
|
Q2 2024
Reduced 12.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
735
shares
|
$62,166
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
688
shares
|
$58,191
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
652
shares
|
$55,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
596
shares
|
$50,409
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
590
shares
|
$49,902
0.0% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
561
shares
|
$47,449
0.0% of portfolio
|
Q4 2024
Added 461.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
550
shares
|
$46,519
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
535
shares
|
$45,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
480
shares
|
$40,598
0.0% of portfolio
|
Q4 2023
Reduced 46.67%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
400
shares
|
$33,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
356
shares
|
$30,110
0.0% of portfolio
|
Q4 2024
Added 58.93%
|