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Disclosery

REZ ISHARES TR

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RESIDENTIAL MULT (fund)

166 managers (168 13F filers) reported a position in REZ shares at 2025-03-31, 5,059,686 shares in all. 23 filers opened a position and 27 filers sold out during the quarter.

Managers
166
13F filers
168
New
23
Added
55
Reduced
52
Sold out
27
Shares held by filers
5,059,686

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Franklin, Parlapiano, Turner & Welch, L…471,804$40.8M11%+6,29313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY468,324$40.5M<0.01%+77,46613F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.312,427$27M5.24%+18,29813F-HRTimeline
Aprio Wealth Management, LLC300,753$26M3.26%-2,46113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…238,595$20.6M0.02%+43,11313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC160,511$13.9M<0.01%-5,25913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA152,063$13.1M<0.01%-1,34813F-HR/ATimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC149,599$12.9M0.43%-5,22513F-HRTimeline
Cornerstone Planning Group LLC151,420$12.5M2.99%+10,05813F-HRTimeline
M Holdings Securities, Inc.111,073$9.6M1.6%+3,90613F-HRTimeline
AXS Investments LLC107,027$9.25M2.56%new13F-HRTimeline
Cambria Investment Management, L.P.100,544$8.69M0.61%-2,42213F-HRTimeline
LPL Financial LLC97,916$8.46M<0.01%-82,89513F-HRTimeline
Ascension Capital Advisors, Inc.94,199$8.14M3.72%+5,10813F-HRTimeline
Madrid Financial Services93,326$8.07M5.87%-13,49813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,160$8.05M0.02%-71,82013F-HRTimelineGroup
Cresset Asset Management, LLC91,386$7.9M0.04%+4,42113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding90,314$7.8M-77,865Timeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP82,662$7.14M0.01%+2,63413F-HRTimelineGroup
Plan Group Financial, LLC70,164$6.06M2.16%+20,51213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,998$5.53M<0.01%+11,54613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding63,846$5.52M+6,175Timeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP57,980$5.01M0.08%+28,99013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,511$4.97M<0.01%-1,14813F-HRTimelineGroup
Keeley-Teton Advisors, LLC55,359$4.78M0.58%-1,01113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC52,965$4.58M1.79%+87313F-HRTimeline
Fonville Wealth Management LLC49,984$4.2M1.24%+2,89613F-HRTimeline
Sovereign Financial Group, Inc.48,150$4.16M0.96%+4,61713F-HRTimeline
Procyon Advisors, LLC45,341$3.92M0.24%-10,99613F-HRTimeline
MML INVESTORS SERVICES, LLC45,145$3.9M0.01%-29,07013F-HRTimeline
Mariner, LLCin group Mariner, LLC41,619$3.6M0.01%+1,19113F-HRTimelineGroup
UBS Group AGin group UBS Group AG35,221$3.04M<0.01%-15,69513F-HRTimelineGroup
Kure Advisory, LLC34,987$3.02M2.28%13F-HRTimeline
Cetera Investment Advisers34,520$2.98M0.01%-1,50313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,592$2.82M<0.01%+2,96513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.32,341$2.79M<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC30,336$2.62M<0.01%+22,13813F-HRTimeline
Fortis Group Advisors, LLC28,354$2.45M0.48%new13F-HRTimeline
Mission Hills Financial Advisory, LLC26,368$2.28M1.58%-58713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.28,886$2.27M0.39%-71213F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,542$2.21M<0.01%-7,52813F-HRTimelineGroup
Continuum Advisory, LLC25,088$2.17M0.28%+90913F-HRTimeline
Pacific Sun Financial Corp24,439$2.11M1.2%-73813F-HRTimeline
Prosperitas Financial LLC24,221$2.09M1.08%+3,98113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,617$2.04M<0.01%+18,33313F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC23,296$2.01M0.37%-10,21213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,133$2M<0.01%-74313F-HRTimelineGroup
High Probability Advisors, LLC22,937$1.98M0.33%+4,12913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd22,572$1.95M0.04%-29,54913F-HRTimelineGroup
Cornerstone Management, Inc.19,821$1.71M0.32%+813F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,286$1.67M0.07%new13F-HRTimeline
Burns Matteson Capital Management, LLC18,782$1.62M0.87%+1,10413F-HRTimeline
Capital Asset Advisory Services LLC18,376$1.59M0.08%-25,09313F-HRTimeline
Anderson Financial Strategies, LLC18,160$1.57M0.96%+42813F-HRTimeline
Cambridge Investment Research Advisors,…15,957$1.38M<0.01%-16,69813F-HRTimeline
AE Wealth Management LLC15,634$1.35M0.01%-85913F-HRTimeline
CX Institutional14,810$1.28M0.05%+1,63013F-HRTimeline
Sincerus Advisory, LLC14,084$1.22M1.28%+54613F-HRTimeline
Strategic Financial Concepts, LLC13,796$1.19M0.22%+73013F-HRTimeline
M Wealth Management, LLC13,499$1.17M1.09%-58713F-HRTimeline
Qube Research & Technologies Ltd13,314$1.15M<0.01%-1,51113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,267$1.15M<0.01%+3,79613F-HR/ATimelineGroup
One Wealth Map LLC13,455$1.09M0.72%-11413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,536$1.08M<0.01%new13F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.11,874$1.03M0.01%-7,93013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,658$1.01M<0.01%+5913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC10,516$909K0.02%-30,35213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,437$902K0.07%+72513F-HRTimeline
Kendall Capital Management10,290$889K0.26%+98513F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.8,500$735K<0.01%-1,265,72413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,474$732K<0.01%new13F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,919$684K<0.01%new13F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.7,710$666K0.35%-39913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.7,493$648K<0.01%+69413F-HRTimelineGroup
BARD ASSOCIATES INC7,391$639K0.24%+18813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,381$638K0.02%+2,88613F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,350$635K0.07%-1,50213F-HRTimeline
Valtrion Capital Management, LLC7,095$613K0.83%-1,56613F-HRTimeline
Beta Wealth Group, Inc.6,933$599K0.22%-1,17213F-HRTimeline
Orion Porfolio Solutions, LLC6,903$597K0.01%-15013F-HRTimeline
Orion Portfolio Solutions, LLC6,903$597K0.01%-15013F-HR/ATimeline
American Financial Advisors, LLC6,708$580K0.08%+2113F-HRTimeline
Courage Miller Partners, LLC6,383$552K0.19%-1613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,287$543K0.03%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,102$527K<0.01%+51913F-HRTimeline
Connecticut Wealth Management, LLC5,750$497K0.03%-2,95713F-HRTimeline
NAPA WEALTH MANAGEMENT5,570$481K0.27%-47113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,000$432K0.01%013F-HRTimeline
Janney Montgomery Scott LLC4,909$424K<0.01%+1,05213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,912$422K<0.01%-2913F-HR/ATimelineGroup
COZAD ASSET MANAGEMENT INC4,808$416K0.04%013F-HRTimeline
Navis Wealth Advisors, LLC4,559$394K0.39%+2013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …4,434$383K0.02%new13F-HRTimelineGroup
Valmark Advisers, Inc.3,888$336K0.01%-26513F-HRTimeline
RVW Wealth, LLC3,824$330K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,687$319K<0.01%+2,95213F-HRTimelineGroup
Boltwood Capital Management3,600$311K0.09%013F-HRTimeline
Disciplined Investments, LLC3,583$310K0.14%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,504$303K0.01%new13F-HRTimeline
&PARTNERS3,449$296K<0.01%+39613F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,397$294K0.1%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,184$275K0.01%+1213F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC3,159$273K0.1%+1313F-HRTimeline
MGO ONE SEVEN LLC3,119$270K0.01%-1,05313F-HRTimeline
Castleview Partners, LLC3,094$267K0.18%+39213F-HRTimeline
CHOREO, LLC3,036$262K<0.01%+213F-HRTimeline
RDA Financial Network3,026$262K0.08%-4413F-HRTimeline
SHUFRO ROSE & CO LLC3,000$259K0.02%013F-HRTimeline
McAdam, LLC2,943$254K0.02%-64313F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,895$250K0.06%+36613F-HR/ATimeline
Sound Income Strategies, LLC2,850$246K0.01%+5113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,699$233K<0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC2,670$231K0.02%-9,85513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,589$224K0.11%new13F-HRTimelineGroup
Pacific Center for Financial Services2,455$212K0.06%013F-HRTimeline
Dynamic Wealth Strategies, LLC2,430$210K0.17%new13F-HRTimeline
Landing Point Financial Group, LLC2,409$208K0.16%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,384$206K<0.01%new13F-HRTimelineGroup
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,375$205K0.15%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,191$189K0.01%+17113F-HRTimeline
DHJJ Financial Advisors, Ltd.2,047$177K0.07%013F-HRTimeline
FMR LLCin group FMR LLC1,873$162K<0.01%+75813F-HRTimelineGroup
COMERICA BANK1,562$135K<0.01%-11713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,200$104K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/775$66.9K<0.01%+18513F-HRTimelineGroup
Main Street Group, LTD688$59.4K0.02%013F-HRTimeline
MONTAG A & ASSOCIATES INC652$56.3K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC572$49.4K<0.01%-1,069,21713F-HRTimelineGroup
Blue Trust, Inc.561$48.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC550$47.5K0.01%013F-HR/ATimeline
MAI Capital Management535$46.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…496$42.9K<0.01%+1613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management406$35.1K<0.01%+5013F-HRTimelineGroup
Fairscale Capital, LLC339$29.3K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC339$27.5K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc329$26.6K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC287$24.8K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT263$22.7K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.237$20.5K<0.01%+113F-HRTimeline
Allworth Financial LP248$20.5K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC200$17.3K<0.01%-20013F-HR/ATimelineGroup
Inlight Wealth Management, LLC200$17.3K0.01%new13F-HRTimeline
Key Financial Inc167$14.4K<0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC152$13.1K<0.01%new13F-HRTimelineGroup
Robinswood Financial LLC117$10.1K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.113$9.75K<0.01%+113F-HRTimeline
AMERIFLEX GROUP, INC.110$9.55K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.100$8.64K<0.01%013F-HRTimeline
McIlrath & Eck, LLC84$7.25K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.66$5.03K<0.01%-15313F-HRTimelineGroup
Investors Research Corp56$4.84K<0.01%013F-HRTimeline
NewEdge Advisors, LLC40$3.46K<0.01%013F-HRTimeline
Bellwether Advisors, LLC31$2.68K<0.01%013F-HRTimeline
Copia Wealth Management31$2.68K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division29$2.51K<0.01%013F-HRTimeline
Painted Porch Advisors LLC29$2.48K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.81K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC20$1.73K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17$1.47K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC15$1.3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC15$1.3K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC14$1K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.11$951<0.01%013F-HRTimeline
LRI Investments, LLC7$605<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$86<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.