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Disclosery

REZ ISHARES TR

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RESIDENTIAL MULT (fund)

175 managers (177 13F filers) reported a position in REZ shares at 2024-12-31, 7,703,900 shares in all. 33 filers opened a position and 17 filers sold out during the quarter.

Managers
175
13F filers
177
New
33
Added
57
Reduced
42
Sold out
17
Shares held by filers
7,703,900

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.1,274,224$103M0.65%-1,303,86113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,069,789$86.7M0.24%new13F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…465,511$37.7M10.21%-10,30713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY390,858$31.7M<0.01%+13,96013F-HR/ATimelineGroup
Aprio Wealth Management, LLC303,214$24.6M3.58%+45,68513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.294,129$23.8M4.79%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…195,482$15.8M0.01%+10,89013F-HRTimelineGroup
LPL Financial LLC180,811$14.6M0.01%+98,99313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding168,179$13.6M+31,746Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC165,770$13.4M<0.01%-9,56413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.164,980$13.4M0.03%+115,02513F-HR/ATimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC154,824$12.5M0.41%+7,99513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153,411$12.4M<0.01%-67,58113F-HRTimelineGroup
Cornerstone Planning Group LLC141,362$11.7M2.88%+5,41113F-HRTimeline
M Holdings Securities, Inc.107,167$8.68M1.4%new13F-HR/ATimeline
Madrid Financial Services106,824$8.65M6.87%13F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC106,697$8.64M3.77%-2,00213F-HRTimeline
Cambria Investment Management, L.P.102,966$8.34M0.51%-76713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC95,705$7.75M<0.01%+75,22913F-HRTimelineGroup
Ascension Capital Advisors, Inc.89,091$7.22M3.15%+2,16013F-HRTimeline
Cresset Asset Management, LLC86,965$7.05M0.03%+2,98013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP80,028$6.48M0.01%+15,79613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC74,215$6.01M0.02%-5,20613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,659$4.75M<0.01%-10813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding57,671$4.67M+7,020Timeline
Keeley-Teton Advisors, LLC56,370$4.57M0.53%-2,87213F-HRTimeline
Procyon Advisors, LLC56,337$4.56M0.29%-58,77713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52,452$4.25M<0.01%-6,23113F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd52,121$4.23M0.08%new13F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC52,092$4.22M1.66%-53313F-HRTimeline
UBS Group AGin group UBS Group AG50,916$4.13M<0.01%-36,15913F-HRTimelineGroup
Plan Group Financial, LLC49,652$4.02M2.12%+10013F-HRTimeline
Fonville Wealth Management LLC47,088$3.82M1.26%+2,40213F-HRTimeline
Aveo Capital Partners, LLC46,793$3.79M0.42%new13F-HRTimeline
Capital Asset Advisory Services LLC43,469$3.53M0.17%-12,20313F-HRTimeline
Sovereign Financial Group, Inc.43,533$3.53M0.81%+14513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC40,868$3.31M0.08%-8,45713F-HRTimeline
Mariner, LLCin group Mariner, LLC40,428$3.28M0.01%-12,97913F-HRTimelineGroup
Cetera Investment Advisers36,023$2.92M0.01%+16,76213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC33,508$2.71M0.51%-6,75513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,070$2.68M<0.01%+5,28113F-HRTimelineGroup
Cambridge Investment Research Advisors,…32,655$2.65M0.01%-29,75813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,341$2.62M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,627$2.4M<0.01%+9,17313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.29,598$2.4M0.39%+2,39113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP28,990$2.35M0.06%-28,99013F-HRTimeline
Mission Hills Financial Advisory, LLC26,955$2.18M1.69%+3,59413F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC25,700$2.08M0.06%013F-HRTimeline
Pacific Sun Financial Corp25,177$2.04M1.11%-8013F-HRTimeline
Continuum Advisory, LLC24,179$1.96M0.25%+29613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,876$1.93M<0.01%13F-HR/ATimelineGroup
TAP Consulting, LLC21,584$1.75M0.36%+2,19513F-HRTimeline
Csenge Advisory Group20,719$1.68M0.09%new13F-HRTimeline
Prosperitas Financial LLC20,240$1.64M0.83%+88113F-HRTimeline
Cornerstone Management, Inc.19,813$1.61M0.31%+10813F-HRTimeline
Atria Wealth Solutions, Inc.19,804$1.6M0.02%+9,43313F-HRTimeline
High Probability Advisors, LLC18,808$1.52M0.27%-6,96213F-HRTimeline
Anderson Financial Strategies, LLC17,732$1.44M0.87%13F-HRTimeline
Burns Matteson Capital Management, LLC17,678$1.43M0.8%+11513F-HRTimeline
AE Wealth Management LLC16,493$1.34M0.01%-44513F-HRTimeline
Global Retirement Partners, LLC15,067$1.22M0.03%+2,58013F-HRTimeline
Qube Research & Technologies Ltd14,825$1.2M<0.01%new13F-HRTimeline
One Wealth Map LLC13,569$1.14M0.69%+24113F-HRTimeline
M Wealth Management, LLC14,086$1.14M1.04%13F-HRTimeline
Sincerus Advisory, LLC13,538$1.1M1.18%13F-HRTimeline
CX Institutional13,180$1.07M0.04%+84213F-HRTimeline
Strategic Financial Concepts, LLC13,066$1.06M0.2%+4413F-HR/ATimeline
Proficio Capital Partners LLC12,525$1.01M0.08%new13F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,599$940K<0.01%+41413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV9,712$787K0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,471$767K<0.01%new13F-HRTimelineGroup
Kendall Capital Management9,305$754K0.22%-4713F-HRTimeline
SeaCrest Wealth Management, LLC8,852$717K0.08%-2,78413F-HRTimeline
Connecticut Wealth Management, LLC8,707$705K0.03%013F-HRTimeline
Valtrion Capital Management, LLC8,661$702K0.92%13F-HRTimeline
Merriman Wealth Management, LLC8,643$700K0.03%-34113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,299$672K0.05%new13F-HRTimelineGroup
HighTower Advisors, LLC8,198$664K<0.01%+5613F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.8,109$657K0.34%-52613F-HRTimeline
Beta Wealth Group, Inc.8,105$657K0.29%-67113F-HRTimeline
BARD ASSOCIATES INC7,203$584K0.2%+59513F-HRTimeline
Orion Porfolio Solutions, LLC7,053$571K0.01%-1,05213F-HRTimeline
Orion Portfolio Solutions, LLC7,053$571K0.01%-1,05213F-HRTimeline
Algorithmic Investment Models, LLC6,931$562K0.43%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,799$551K<0.01%new13F-HRTimelineGroup
American Financial Advisors, LLC6,687$542K0.08%-1613F-HRTimeline
Courage Miller Partners, LLC6,399$518K0.18%-513F-HRTimeline
Schonfeld Strategic Advisors LLC6,192$502K<0.01%new13F-HRTimeline
NAPA WEALTH MANAGEMENT6,041$489K0.21%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,583$452K<0.01%-15,23013F-HRTimeline
VestGen Investment Management5,524$448K0.12%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,284$428K<0.01%-11,12313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP5,000$405K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,941$400K<0.01%+1,42413F-HRTimelineGroup
Advisory Services Network, LLC4,823$391K0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC4,808$390K0.04%+7113F-HRTimeline
Navis Wealth Advisors, LLC4,539$368K0.4%-3,55013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,495$364K0.01%+3,25813F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,479$363K0.08%new13F-HRTimeline
MGO ONE SEVEN LLC4,172$338K0.01%013F-HRTimeline
Valmark Advisers, Inc.4,153$336K0.01%-3413F-HRTimeline
Janney Montgomery Scott LLC3,857$313K<0.01%+95213F-HRTimeline
RVW Wealth, LLC3,824$310K0.03%-56513F-HRTimeline
Sanctuary Advisors, LLC3,684$301K<0.01%new13F-HRTimeline
Prostatis Group LLC3,712$301K0.09%new13F-HRTimeline
Boltwood Capital Management3,600$292K0.09%013F-HRTimeline
McAdam, LLC3,586$291K0.02%+14113F-HRTimeline
Disciplined Investments, LLC3,583$290K0.14%013F-HRTimeline
Ignite Planners, LLC3,573$290K0.06%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,397$275K0.1%013F-HRTimeline
Atria Investments, Inc3,397$275K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,172$257K0.01%-2913F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC3,146$255K0.09%+2513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.3,078$249K0.03%+68913F-HRTimeline
RDA Financial Network3,070$249K0.07%+1813F-HRTimeline
&PARTNERS3,053$248K<0.01%new13F-HRTimeline
CHOREO, LLC3,034$246K<0.01%+313F-HRTimeline
SHUFRO ROSE & CO LLC3,000$243K0.02%013F-HRTimeline
Sound Income Strategies, LLC2,799$227K0.01%-37313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,740$222K<0.01%new13F-HRTimeline
Castleview Partners, LLC2,702$217K0.12%+3913F-HR/ATimeline
SEAVIEW INVESTMENT MANAGERS LLC2,529$205K0.06%new13F-HRTimeline
Pacific Center for Financial Services2,455$199K0.05%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,375$192K0.13%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,047$166K0.06%+4113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,020$164K<0.01%+1,81413F-HRTimeline
COMERICA BANK1,679$136K<0.01%013F-HR/ATimeline
Crewe Advisors LLC1,626$132K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,200$97.2K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,115$90.4K<0.01%+81513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO735$59.6K<0.01%+513F-HRTimelineGroup
Main Street Group, LTD688$55.7K0.02%+113F-HRTimeline
MONTAG A & ASSOCIATES INC652$52.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC596$48.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/590$47.8K<0.01%-10413F-HRTimelineGroup
Blue Trust, Inc.561$45.5K<0.01%new13F-HR/ATimeline
Golden State Wealth Management, LLC550$44.6K0.01%13F-HRTimeline
MAI Capital Management535$43.3K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…480$38.9K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC400$32.4K<0.01%new13F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management356$28.8K<0.01%+13213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC339$27.5K<0.01%+31813F-HRTimelineGroup
Fairscale Capital, LLC339$27.5K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc329$26.6K0.01%-12913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC287$23.3K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT263$21.3K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC235$20.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP248$19.9K<0.01%-15013F-HRTimeline
Physician Wealth Advisors, Inc.236$19.1K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.219$17.4K<0.01%+15313F-HRTimelineGroup
Wingate Wealth Advisors, Inc.203$16.5K0.02%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\127$10.3K<0.01%+7213F-HRTimelineGroup
Cape Investment Advisory, Inc.112$9.11K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.110$9.03K<0.01%13F-HRTimeline
Avior Wealth Management, LLC108$8.82K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$8.1K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.100$8.01K<0.01%013F-HRTimeline
McIlrath & Eck, LLC84$6.77K<0.01%+113F-HRTimeline
Investors Research Corp56$4.54K<0.01%+313F-HRTimeline
NewEdge Advisors, LLC40$3.24K<0.01%013F-HRTimeline
Transce3nd, LLC33$2.67K<0.01%13F-HRTimeline
Bellwether Advisors, LLC31$2.51K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division29$2.35K<0.01%013F-HRTimeline
Denver PWM, LLC27$2.19K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC21$1.75K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.75K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors18$1.43K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC18$1.42K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC15$1.22K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC15$1.22K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC14$1K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.11$891<0.01%013F-HRTimeline
LRI Investments, LLC7$567<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…12$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.