REZ Institutional Ownership
iShares Residential and Multisector Real Estate ETF
1W: -1.7%
1M: -6.1%
3M: -9.0%
YTD: +6.1%
1Y: +4.2%
3Y: +42.6%
5Y: +13.0%
$87.70
+0.02 (+0.02%)
Weekly Expected Move ±1.3%
$85
$87
$88
$89
$90
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — REZ
182
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
458M
Total Invested
22
New Positions
64
Increased
55
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (200 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 496,441 | $44M | +2,609 | +0.5% | 60Q | SEC ↗ |
| 2 | Franklin, Parlapiano, Turner & Welch, | 477,843 | $42M | -490 | -0.1% | 55Q | SEC ↗ |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | 299,314 | $26M | +32,471 | +12.2% | 11Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 240,874 | $21M | +14,272 | +6.3% | 37Q | SEC ↗ |
| 5 | Cornerstone Planning Group LLC | 208,847 | $18M | +7,881 | +3.9% | 13Q | SEC ↗ |
| 6 | Aprio Wealth Management, LLC | 190,724 | $17M | -16,143 | -7.8% | 8Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 167,046 | $15M | +38,538 | +30.0% | 7Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 161,436 | $14M | +16,987 | +11.8% | 67Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 158,504 | $14M | -1,903 | -1.2% | 16Q | SEC ↗ |
| 10 | BARD ASSOCIATES INC | 147,066 | $13M | +946 | +0.6% | 19Q | SEC ↗ |
| 11 | LPL Financial LLC | 143,866 | $13M | +1,302 | +0.9% | 53Q | SEC ↗ |
| 12 | VAN ECK ASSOCIATES CORP | 125,647 | $11M | -114,176 | -47.6% | 10Q | SEC ↗ |
| 13 | Ascension Capital Advisors, Inc. | 120,288 | $11M | +640 | +0.5% | 27Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 98,424 | $9M | +1,298 | +1.3% | 15Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 77,357 | $7M | +11,253 | +17.0% | 26Q | SEC ↗ |
| 16 | Plan Group Financial, LLC | 74,274 | $7M | +5,785 | +8.4% | 13Q | SEC ↗ |
| 17 | Focus Partners Advisor Solutions, LLC | 73,360 | $6M | +44,060 | +150.4% | 10Q | SEC ↗ |
| 18 | Sovereign Financial Group, Inc. | 72,683 | $6M | +3,979 | +5.8% | 20Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 62,370 | $5M | +423 | +0.7% | 31Q | SEC ↗ |
| 20 | CASTLE WEALTH MANAGEMENT LLC | 62,096 | $5M | +1,550 | +2.6% | 17Q | SEC ↗ |
| 21 | Fonville Wealth Management LLC | 56,083 | $5M | -443 | -0.8% | 11Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 52,165 | $5M | +5,831 | +12.6% | 37Q | SEC ↗ |
| 23 | Kure Advisory, LLC | 48,828 | $4M | +3,195 | +7.0% | 6Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 48,533 | $4M | +1,092 | +2.3% | 23Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 44,699 | $4M | -10,620 | -19.2% | 42Q | SEC ↗ |
| 26 | ARKANSAS FINANCIAL GROUP, INC. | 42,293 | $4M | +2,187 | +5.5% | 15Q | SEC ↗ |
| 27 | Sanctuary Advisors, LLC NEW | 40,712 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Winter & Associates, Inc. | 39,799 | $3M | +17,767 | +80.6% | 3Q | SEC ↗ |
| 29 | Summit Financial, LLC | 38,501 | $3M | +2,106 | +5.8% | 4Q | SEC ↗ |
| 30 | Mariner, LLC | 37,995 | $3M | -214 | -0.6% | 15Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 34,367 | $3M | -39,056 | -53.2% | 71Q | SEC ↗ |
| 32 | Procyon Advisors, LLC | 33,144 | $3M | -1,712 | -4.9% | 12Q | SEC ↗ |
| 33 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 28,990 | $3M | — | +0.0% | 16Q | SEC ↗ |
| 34 | Focus Partners Wealth | 27,231 | $2M | -222 | -0.8% | 11Q | SEC ↗ |
| 35 | Continuum Advisory, LLC | 26,077 | $2M | +1,110 | +4.4% | 26Q | SEC ↗ |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,366 | $2M | -12,256 | -32.6% | 29Q | SEC ↗ |
| 37 | UBS Group AG | 25,259 | $2M | -5,010 | -16.6% | 47Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 25,095 | $2M | -5,021 | -16.7% | 35Q | SEC ↗ |
| 39 | CITIGROUP INC | 24,150 | $2M | +23,791 | +6627.0% | 2Q | SEC ↗ |
| 40 | Financial Management, Inc. | 23,904 | $2M | +557 | +2.4% | 3Q | SEC ↗ |
| 41 | High Probability Advisors, LLC | 23,102 | $2M | +33 | +0.1% | 21Q | SEC ↗ |
| 42 | Pacific Sun Financial Corp | 22,710 | $2M | -10 | -0.0% | 13Q | SEC ↗ |
| 43 | LEAVELL INVESTMENT MANAGEMENT, INC. | 22,513 | $2M | +1,027 | +4.8% | 6Q | SEC ↗ |
| 44 | Sincerus Advisory, LLC | 18,764 | $2M | +384 | +2.1% | 7Q | SEC ↗ |
| 45 | INTEGRITY ALLIANCE, LLC. | 17,065 | $1M | +1,357 | +8.6% | 4Q | SEC ↗ |
| 46 | M Wealth Management, LLC | 16,842 | $1M | +2,347 | +16.2% | 7Q | SEC ↗ |
| 47 | LongView Wealth Management | 16,532 | $1M | +2,676 | +19.3% | 3Q | SEC ↗ |
| 48 | CREATIVE FINANCIAL DESIGNS INC /ADV | 16,340 | $1M | +801 | +5.2% | 7Q | SEC ↗ |
| 49 | One Wealth Map LLC | 15,932 | $1M | +626 | +4.1% | 14Q | SEC ↗ |
| 50 | Cambridge Investment Research Advisors | 15,367 | $1M | -803 | -5.0% | 58Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sanctuary Advisors, LLC | 40,712 | $4M |
| Global Retirement Partners, LLC | 12,918 | $1M |
| IEQ CAPITAL, LLC | 11,043 | $968K |
| Freestone Capital Holdings, LLC | 9,809 | $860K |
| INSIGNEO ADVISORY SERVICES, LLC | 9,259 | $812K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 5,076 | $445K |
| Stratos Wealth Partners, LTD. | 4,681 | $411K |
| JANE STREET GROUP, LLC | 4,544 | $399K |
| XTX Topco Ltd | 3,040 | $267K |
| Janney Montgomery Scott LLC | 2,838 | $249K |
| Integrated Wealth Concepts LLC | 2,777 | $244K |
| Ameritas Advisory Services, LLC | 2,768 | $243K |
| Belpointe Asset Management LLC | 2,715 | $238K |
| Fortis Capital Advisors, LLC | 2,715 | $238K |
| VectorGlobal IAG, Inc. | 2,587 | $227K |
| Beacon Pointe Advisors, LLC | 2,329 | $204K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,309 | $202K |
| PRINCIPAL SECURITIES, INC. | 2,243 | $197K |
| JB Capital LLC | 2,205 | $193K |
| Tower Research Capital LLC (TRC) | 1,907 | $167K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 72,600 | $6M |
| AXS Investments LLC | 47,850 | $4M |
| GAMCO INVESTORS, INC. ET AL | 42,458 | $4M |
| CITADEL ADVISORS LLC | 42,364 | $4M |
| Alliance Wealth Advisors, LLC /UT | 20,575 | $2M |
| GOLDMAN SACHS GROUP INC | 15,115 | $1M |
| Prosperitas Financial LLC | 13,023 | $1M |
| Savant Capital, LLC | 11,744 | $1M |
| Envestnet Portfolio Solutions, Inc. | 8,826 | $774K |
| Orion Porfolio Solutions, LLC | 8,086 | $709K |
| Ocean Park Asset Management, LLC | 7,548 | $662K |
| SeaCrest Wealth Management, LLC | 7,029 | $616K |
| Triad Wealth Partners, LLC | 5,476 | $480K |
| HRT FINANCIAL LP | 5,221 | $458K |
| Avior Wealth Management, LLC | 4,364 | $383K |
| B. Riley Wealth Advisors, Inc. | 3,996 | $350K |
| AXXCESS WEALTH MANAGEMENT, LLC | 2,932 | $257K |
| TOBIAS FINANCIAL ADVISORS, INC. | 2,884 | $253K |
| Proficio Capital Partners LLC | 2,670 | $234K |
| Castleview Partners, LLC | 2,651 | $232K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Advisor Solutions, L | +44,060 | +150.4% | 73,360 |
| RAYMOND JAMES FINANCIAL INC | +38,538 | +30.0% | 167,046 |
| EVERGREEN CAPITAL MANAGEMENT LLC | +32,471 | +12.2% | 299,314 |
| CITIGROUP INC | +23,791 | +6627.0% | 24,150 |
| Winter & Associates, Inc. | +17,767 | +80.6% | 39,799 |
| ROYAL BANK OF CANADA | +16,987 | +11.8% | 161,436 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +14,272 | +6.3% | 240,874 |
| OSAIC HOLDINGS, INC. | +11,253 | +17.0% | 77,357 |
| Cornerstone Planning Group LLC | +7,881 | +3.9% | 208,847 |
| MML INVESTORS SERVICES, LLC | +5,831 | +12.6% | 52,165 |
| Plan Group Financial, LLC | +5,785 | +8.4% | 74,274 |
| Advisory Services Network, LLC | +4,300 | +368.8% | 5,466 |
| Sovereign Financial Group, Inc. | +3,979 | +5.8% | 72,683 |
| Qube Research & Technologies Ltd | +3,819 | +84.2% | 8,356 |
| Kure Advisory, LLC | +3,195 | +7.0% | 48,828 |
| LongView Wealth Management | +2,676 | +19.3% | 16,532 |
| MORGAN STANLEY | +2,609 | +0.5% | 496,441 |
| M Wealth Management, LLC | +2,347 | +16.2% | 16,842 |
| ARKANSAS FINANCIAL GROUP, INC. | +2,187 | +5.5% | 42,293 |
| Creative Planning | +2,157 | +84.0% | 4,724 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VAN ECK ASSOCIATES CORP | -114,176 | -47.6% | 125,647 |
| WELLS FARGO & COMPANY/MN | -39,056 | -53.2% | 34,367 |
| Aprio Wealth Management, LLC | -16,143 | -7.8% | 190,724 |
| Mission Hills Financial Advisory, L | -12,376 | -45.6% | 14,763 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -12,256 | -32.6% | 25,366 |
| JPMORGAN CHASE & CO | -10,620 | -19.2% | 44,699 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,021 | -16.7% | 25,095 |
| UBS Group AG | -5,010 | -16.6% | 25,259 |
| AMERIPRISE FINANCIAL INC | -1,903 | -1.2% | 158,504 |
| Beta Wealth Group, Inc. | -1,737 | -21.8% | 6,245 |
| Procyon Advisors, LLC | -1,712 | -4.9% | 33,144 |
| D. E. Shaw & Co., Inc. | -1,200 | -25.8% | 3,456 |
| CX Institutional | -1,172 | -8.0% | 13,531 |
| Kestra Advisory Services, LLC | -823 | -21.8% | 2,950 |
| Cambridge Investment Research Advis | -803 | -5.0% | 15,367 |
| Focus Financial Network, Inc. | -756 | -24.2% | 2,371 |
| Jefferies Financial Group Inc. | -562 | -5.6% | 9,438 |
| Go Invest LLC | -504 | -14.0% | 3,088 |
| Franklin, Parlapiano, Turner & Welc | -490 | -0.1% | 477,843 |
| Fonville Wealth Management LLC | -443 | -0.8% | 56,083 |