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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
339
shares
|
$28,672
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
339
shares
|
$28,672
0.0% of portfolio
|
Q4 2024
Added 1514.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
329
shares
|
$27,826
0.01% of portfolio
|
Q4 2024
Reduced 28.17%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
287
shares
|
$24,274
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
263
shares
|
$22,244
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
248
shares
|
$20,975
0.0% of portfolio
|
Q4 2024
Reduced 37.69%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
236
shares
|
$19,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
235
shares
|
$19,876
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
225
shares
|
$19,030
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
219
shares
|
$18,523
0.0% of portfolio
|
Q4 2024
Added 231.82%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
203
shares
|
$17,169
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
127
shares
|
$10,741
0.0% of portfolio
|
Q4 2024
Added 130.91%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
117
shares
|
$9,895
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
112
shares
|
$9,472
0.0% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
110
shares
|
$9,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
108
shares
|
$9,134
0.0% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$8,458
0.0% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
100
shares
|
$8,458
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
84
shares
|
$7,104
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
56
shares
|
$4,736
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
40
shares
|
$3,383
0.0% of portfolio
|
Q1 2024
Reduced 97.81%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
33
shares
|
$2,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
31
shares
|
$2,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
29
shares
|
$2,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
27
shares
|
$2,283
0.0% of portfolio
|
Q4 2024
New holding
|