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Disclosery

REZ ISHARES TR

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RESIDENTIAL MULT (fund)

159 managers (161 13F filers) reported a position in REZ shares at 2025-06-30, 4,667,857 shares in all. 16 filers opened a position and 24 filers sold out during the quarter.

Managers
159
13F filers
161
New
16
Added
61
Reduced
47
Sold out
24
Shares held by filers
4,667,857

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY529,067$43.6M<0.01%+60,74313F-HRTimelineGroup
Franklin, Parlapiano, Turner & Welch, L…474,807$39.1M10.21%+3,00313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…293,202$24.1M0.02%+54,60713F-HRTimelineGroup
Aprio Wealth Management, LLC253,861$20.9M2.36%-46,89213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.179,376$14.8M2.53%-133,05113F-HRTimeline
Cornerstone Planning Group LLC167,757$13.9M2.83%+16,33713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC162,276$13.4M0.4%+12,67713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC154,487$12.7M<0.01%-6,02413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147,266$12.1M<0.01%-4,79713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,617$10M0.02%+28,45713F-HR/ATimelineGroup
LPL Financial LLC119,020$9.8M<0.01%+21,10413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP110,453$9.1M0.01%+27,79113F-HRTimelineGroup
Ascension Capital Advisors, Inc.94,756$7.8M3.26%+55713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding92,681$7.63M+2,367Timeline
Madrid Financial Services92,329$7.6M5.15%-99713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/73,113$6.02M<0.01%+15,60213F-HRTimelineGroup
AXS Investments LLC68,290$5.62M2.31%-38,73713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding67,699$5.57M+3,853Timeline
MML INVESTORS SERVICES, LLC67,076$5.52M0.02%+21,93113F-HRTimeline
Plan Group Financial, LLC66,102$5.44M1.79%-4,06213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC55,730$4.59M1.67%+2,76513F-HRTimeline
Fonville Wealth Management LLC51,136$4.21M1.07%+1,15213F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)50,468$4.16M0.04%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.49,216$4.05M0.84%+1,06613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,286$3.89M<0.01%+21,74413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC44,769$3.69M0.01%+3,15013F-HRTimelineGroup
Procyon Advisors, LLC42,083$3.47M0.33%-3,25813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,556$3.34M<0.01%-23,44213F-HRTimelineGroup
Kure Advisory, LLC38,515$3.17M2.1%+3,52813F-HR/ATimeline
Cetera Investment Advisers37,573$3.09M0.01%+3,05313F-HRTimeline
UBS Group AGin group UBS Group AG33,824$2.79M<0.01%-1,39713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.32,341$2.66M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,345$2.58M<0.01%-1,24713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.30,810$2.54M0.39%+1,92413F-HR/ATimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP28,990$2.39M0.1%-28,99013F-HRTimeline
Mission Hills Financial Advisory, LLC25,450$2.1M1.3%-91813F-HRTimeline
Continuum Advisory, LLC25,436$2.09M0.25%+34813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,744$2.04M<0.01%+1,61113F-HRTimelineGroup
Prosperitas Financial LLC24,430$2.01M0.95%+20913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,941$1.97M<0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp23,864$1.96M1.03%-57513F-HRTimeline
High Probability Advisors, LLC22,973$1.89M0.28%+3613F-HRTimeline
Cornerstone Management, Inc.19,821$1.63M0.28%013F-HRTimeline
Burns Matteson Capital Management, LLC18,891$1.56M0.75%+10913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC18,695$1.54M0.25%-4,60113F-HRTimeline
Anderson Financial Strategies, LLC18,021$1.48M0.95%-13913F-HRTimeline
Cambridge Investment Research Advisors,…15,374$1.27M<0.01%-58313F-HRTimeline
AE Wealth Management LLC14,740$1.21M0.01%-89413F-HRTimeline
One Wealth Map LLC14,398$1.2M0.66%+94313F-HRTimeline
Global Retirement Partners, LLC14,264$1.17M0.03%13F-HRTimeline
Sincerus Advisory, LLC13,991$1.17M1.1%-9313F-HRTimeline
Qube Research & Technologies Ltd13,731$1.13M<0.01%+41713F-HRTimeline
M Wealth Management, LLC13,672$1.13M1.04%+17313F-HRTimeline
Strategic Financial Concepts, LLC13,623$1.12M0.16%-17313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,658$1.04M<0.01%+12213F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV12,454$1.03M0.07%+2,01713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,384$1.02M0.05%+6,09713F-HRTimeline
Capital Asset Advisory Services LLC11,985$989K0.05%-6,39113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,477$945K<0.01%-12,14013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC11,249$926K<0.01%-40913F-HRTimelineGroup
Kendall Capital Management10,683$880K0.23%+39313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd10,176$837K0.01%-12,39613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,312$767K<0.01%+3,21013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.8,500$700K<0.01%013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,193$675K<0.01%+70013F-HRTimelineGroup
HighTower Advisors, LLC8,023$661K<0.01%-22,31313F-HRTimeline
CX Institutional8,019$660K0.02%-6,79113F-HR/ATimeline
Comprehensive Wealth Management, LLC7,899$650K0.52%new13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.7,839$646K0.31%+12913F-HRTimeline
BARD ASSOCIATES INC7,792$642K0.21%+40113F-HRTimeline
SeaCrest Wealth Management, LLC7,499$617K0.07%+14913F-HRTimeline
Everstar Asset Management, LLC7,458$614K0.37%new13F-HRTimeline
Atria Wealth Solutions, Inc.7,173$595K0.01%-4,70113F-HRTimeline
Beta Wealth Group, Inc.7,048$580K0.21%+11513F-HRTimeline
American Financial Advisors, LLC6,724$554K0.08%+1613F-HRTimeline
Valtrion Capital Management, LLC6,658$548K0.66%-43713F-HRTimeline
Orion Porfolio Solutions, LLC6,480$534K<0.01%-42313F-HR/ATimeline
Courage Miller Partners, LLC6,383$526K0.17%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,826$476K<0.01%+91413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,756$474K<0.01%+3,05713F-HRTimelineGroup
Connecticut Wealth Management, LLC5,750$473K0.02%013F-HRTimeline
NAPA WEALTH MANAGEMENT5,523$455K0.22%-4713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,000$412K0.01%013F-HRTimeline
Janney Montgomery Scott LLC4,912$404K<0.01%+313F-HRTimeline
COZAD ASSET MANAGEMENT INC4,808$396K0.03%013F-HR/ATimeline
Navis Wealth Advisors, LLC4,587$378K0.32%+2813F-HRTimeline
Castleview Partners, LLC4,201$346K0.22%+1,10713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,124$340K0.01%-6,39213F-HRTimeline
RVW Wealth, LLC3,942$325K0.03%+11813F-HRTimeline
Valmark Advisers, Inc.3,908$322K<0.01%+2013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,814$314K0.01%-3,56713F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC3,797$313K0.13%new13F-HRTimeline
Boltwood Capital Management3,600$296K0.08%013F-HRTimeline
Disciplined Investments, LLC3,583$295K0.12%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,524$290K0.01%+2013F-HRTimeline
&PARTNERS3,453$284K<0.01%+413F-HRTimeline
ARK & TLK INVESTMENTS, LLC3,397$280K0.09%013F-HRTimeline
SHUFRO ROSE & CO LLC3,000$259K0.02%013F-HRTimeline
RDA Financial Network3,035$250K0.07%+913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,943$242K0.01%-24113F-HRTimelineGroup
McAdam, LLC2,933$242K0.01%-1013F-HRTimeline
Dynamic Wealth Strategies, LLC2,832$233K0.17%+40213F-HRTimeline
HRT FINANCIAL LP2,764$227K<0.01%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…2,715$224K0.08%+12613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,712$223K<0.01%new13F-HRTimelineGroup
Proficio Capital Partners LLC2,670$220K0.01%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC2,635$217K0.05%-26013F-HR/ATimeline
Ausdal Financial Partners, Inc.2,545$210K0.01%new13F-HRTimeline
CHOREO, LLC2,545$210K<0.01%-49113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,493$205K<0.01%-1,19413F-HRTimelineGroup
Sound Income Strategies, LLC2,489$205K0.01%-36113F-HRTimeline
Pacific Center for Financial Services2,455$202K0.05%013F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…2,375$196K0.13%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …2,334$192K0.01%-2,10013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,047$169K0.06%013F-HRTimeline
FMR LLCin group FMR LLC1,530$126K<0.01%-34313F-HRTimelineGroup
COMERICA BANK1,518$125K<0.01%-4413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,200$98.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,047$86.2K<0.01%-1,14413F-HRTimeline
Main Street Group, LTD1,020$84K0.03%+33213F-HRTimeline
Steward Partners Investment Advisory, L…938$77.2K<0.01%+44213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/704$57.9K<0.01%-7113F-HR/ATimelineGroup
MAI Capital Management535$44.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC365$30.1K<0.01%-18513F-HRTimeline
Fairscale Capital, LLC339$27.5K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC287$23.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.267$22K<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT263$21.7K<0.01%013F-HRTimeline
Allworth Financial LP248$20.4K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.239$19.7K<0.01%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC236$19.4K<0.01%+23513F-HRTimeline
SIMPLEX TRADING, LLC218$17K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC200$16.5K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL180$14.8K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC162$13.3K<0.01%-17713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management135$11.1K<0.01%-27113F-HRTimelineGroup
Robinswood Financial LLC117$9.66K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.114$9.35K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC112$9.22K<0.01%-46013F-HRTimelineGroup
AMERIFLEX GROUP, INC.111$9.1K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.100$8.23K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.100$8.1K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC84$6.95K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75$6.18K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.66$5.43K<0.01%013F-HRTimelineGroup
Investors Research Corp56$4.61K<0.01%013F-HRTimeline
Dunhill Financial, LLC37$3.05K<0.01%new13F-HRTimeline
IFP Advisors, Inc36$2.93K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC31$2.55K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division29$2.39K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC19$2K<0.01%+513F-HRTimelineGroup
Legacy Investment Solutions, LLC21$1.73K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…21$1.73K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC20$1.65K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17$1.4K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC12$994<0.01%new13F-HRTimeline
Parallel Advisors, LLC12$988<0.01%new13F-HRTimeline
LRI Investments, LLC7$576<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.