Who owns iShares Cohen & Steers Realty Maj.?

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Analyze quarterly positions in iShares Cohen & Steers Realty Maj. with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Cohen & Steers Realty Maj. stock

Who bought or sold iShares Cohen & Steers Realty Maj. this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
BlackRock 2.2M $111M 8% Sep 2023
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Northwestern Mutual Wealth Management Company 2.0M $101M -5% Sep 2023
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Jpmorgan Chase & Co 1.5M $90M 55% Dec 2023
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Morgan Stanley 1.5M $74M -8% Sep 2023
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Bank of America Corporation 1.0M $60M -5% Dec 2023
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Cullen Frost Bankers 599k $35M 4% Dec 2023
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M^T Bank Corporation 598k $35M 6% Dec 2023
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Kestra Advisory Services 514k $30M 5% Dec 2023
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Envestnet Asset Management 501k $25M -23% Sep 2023
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Raymond James Financial Services Advisors 421k $25M -4% Dec 2023
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Creative Planning 378k $22M -1% Dec 2023
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Ameriprise Financial 371k $19M 0% Sep 2023
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Wells Fargo & Company 365k $21M -10% Dec 2023
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Royal Bank of Canada 355k $21M 0% Dec 2023
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LBMC Investment Advisors 345k $20M -1% Dec 2023
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Connecticut Wealth Management 343k $20M -7% Dec 2023
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Amg National Trust Bank 321k $19M -9% Dec 2023
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Foundations Investment Advisors 317k $18M 23% Dec 2023
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Advisor Group Holdings 284k $17M -2% Dec 2023
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Gyl Financial Synergies 278k $16M 1380% Dec 2023
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LPL Financial 267k $13M 5% Sep 2023
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Fifth Third Bancorp 249k $15M -6% Dec 2023
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Pathstone Family Office 245k $12M 100% Sep 2023
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Pathstone Holdings 233k $14M 100% Dec 2023
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National Bank Of Canada /fi/ 228k $14M 17775% Dec 2023
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Keybank National Association 210k $11M -7% Sep 2023
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Cetera Investment Advisers 210k $11M 7% Sep 2023
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IFG Advisors 198k $12M 6% Dec 2023
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Tiaa Trust, National Association 188k $11M -6% Dec 2023
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Pnc Financial Services 176k $10M -5% Dec 2023
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Fukoku Mutual Life Insurance 174k $10M 0% Dec 2023
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Intergy Private Wealth 172k $10M 3% Dec 2023
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Garde Capital 164k $9.6M 84% Dec 2023
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HPM Partners 156k $9.2M 719% Dec 2023
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UBS Group 155k $9.1M -6% Dec 2023
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Us Bancorp 151k $8.9M -6% Dec 2023
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Mariner Wealth Advisors 143k $8.4M 6% Dec 2023
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Awm Capital 142k $8.4M -33% Dec 2023
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HighTower Advisors 141k $8.3M -3% Dec 2023
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Brewster Financial Planning 137k $8.0M 2% Dec 2023
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Ballentine Partners 135k $7.9M 1% Dec 2023
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CI Private Wealth 133k $7.8M -5% Dec 2023
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Bank of New York Mellon 119k $7.0M -8% Dec 2023
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Capital Analysts 119k $7.0M 2% Dec 2023
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Koss-Olinger Consulting 116k $5.8M 0% Sep 2023
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Commonwealth Equity Services 114k $6.7M -3% Dec 2023
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Northern Trust 111k $5.6M 0% Sep 2023
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Moneta Group Investment Advisors 109k $6.4M -1% Dec 2023
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McNaughton Wealth Management 109k $6.4M 6% Dec 2023
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Financial Network Investment Corporation 104k $5.2M 341% Sep 2023
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Asset Managment 102k $5.1M -1% Sep 2023
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Kfg Wealth Management 98k $5.7M 100% Dec 2023
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Cresset Asset Management 98k $4.9M -9% Sep 2023
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Sutton Wealth Advisors 93k $4.7M 4% Sep 2023
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Ifrah Financial Services 86k $5.0M 3% Dec 2023
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Baird Financial 85k $5.0M 7% Dec 2023
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Atria Wealth Solutions 80k $4.7M 1% Dec 2023
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Fiduciary Trust Company 76k $4.5M -4% Dec 2023
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Transcendent Capital Group 72k $4.2M 100% Dec 2023
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Lincoln National 69k $4.0M 5% Dec 2023
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Family Firm 67k $4.0M 3% Dec 2023
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Citadel Advisors 59k $3.4M 705% Dec 2023
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Proathlete Wealth Management 58k $3.4M 100% Dec 2023
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Wealth Enhancement Advisory Services 56k $3.3M -5% Dec 2023
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Belpointe Asset Management 53k $2.6M 5% Sep 2023
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Per Stirling Capital Management 50k $2.5M 3% Sep 2023
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Goldman Sachs Group 50k $2.9M -44% Dec 2023
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Bank of Stockton Trust & Investment 47k $2.7M -14% Dec 2023
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Multi-Financial Securities 45k $2.2M 6% Sep 2023
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H D Vest Advisory Services 45k $2.6M -35% Dec 2023
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Streettalk Advisors 44k $2.6M -32% Dec 2023
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Windham Capital Management 44k $2.6M 2% Dec 2023
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Equitable Holdings 43k $2.2M 26% Sep 2023
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D.A. Davidson & Co. 43k $2.5M -3% Dec 2023
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Arbor Trust Wealth Advisors 43k $2.5M -7% Dec 2023
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Mine & Arao Wealth Creation & Management 43k $2.5M 0% Dec 2023
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Brian McDonald 42k $2.1M 100% Sep 2023
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Captrust Financial Advisors 42k $2.4M -2% Dec 2023
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Cambridge Investment Research Advisors 41k $2.4M -7% Dec 2023
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Cassaday & Co Wealth Management 40k $2.4M -97% Dec 2023
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Regis Management Company 38k $1.9M 0% Sep 2023
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Susquehanna International 37k $1.9M 165% Sep 2023
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Raymond James & Associates 37k $2.2M -36% Dec 2023
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Harbor Investment Advisory 37k $2.2M 0% Dec 2023
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Janney Montgomery Scott 36k $2.1M 9% Dec 2023
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Kayne Anderson Rudnick Investment Management 36k $1.8M 0% Sep 2023
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Envestnet Portfolio Solutions 34k $2.0M 100% Dec 2023
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Spire Wealth Management 33k $1.9M 154% Dec 2023
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Gunma Bank 32k $1.9M -50% Dec 2023
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Jmac Enterprises 32k $1.9M 0% Dec 2023
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Capital Investment Advisors 32k $1.9M -2% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 31k $1.8M 0% Dec 2023
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Trustmark National Bank - Trust Department 31k $1.6M 0% Sep 2023
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Frank, Rimerman Advisors 31k $1.5M 3% Sep 2023
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First Republic Investment Management 31k $1.5M -10% Sep 2023
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Buckingham Asset Management 30k $1.8M 237% Dec 2023
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First National Corp 29k $1.7M 6% Dec 2023
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Goss Wealth Management 27k $1.3M -68% Sep 2023
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Stifel Financial 27k $1.6M 17% Dec 2023
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IHT Wealth Management 26k $1.3M -2% Sep 2023
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Bailard 26k $1.5M -7% Dec 2023
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Lake Street Advisors Group 26k $1.3M 0% Sep 2023
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SOA Wealth Advisors 25k $1.5M 17% Dec 2023
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Mutual Advisors 25k $1.5M -1% Dec 2023
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Trust Company of Virginia 25k $1.4M 0% Dec 2023
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Principal Securities 24k $1.4M 100% Dec 2023
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jvl associates 22k $1.3M 0% Dec 2023
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James J. Burns & Company 22k $1.1M 5% Sep 2023
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Bridgeworth 22k $1.3M 0% Dec 2023
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White Lighthouse Investment Management 21k $1.2M 1% Dec 2023
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Commerce Bank N A 21k $1.2M -5% Dec 2023
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Fortress Wealth Management 21k $1.2M -60% Dec 2023
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Modera Wealth Management 20k $1.2M -2% Dec 2023
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Briggs Advisory Group 20k $1.0M 0% Sep 2023
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Taylor, Cottrill, Erickson & Associates 20k $1.2M 30% Dec 2023
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Horizons Wealth Management 20k $979k 21% Sep 2023
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Citigroup 20k $1.1M -19% Dec 2023
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Clayton Financial Group 19k $1.1M 100% Dec 2023
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Capital Planning Advisors 19k $1.1M 0% Dec 2023
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Mount Yale Investment Advisors 18k $909k 0% Sep 2023
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One Capital Management 18k $1.1M -24% Dec 2023
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Ark & Tlk Investments 18k $1.0M 100% Dec 2023
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Parkside Financial Bank & Trust 18k $1.0M 4% Dec 2023
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Cetera Trust Company 17k $1.0M 100% Dec 2023
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Mml Investors Services 17k $858k -19% Sep 2023
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Cobblestone Capital Advisors 17k $988k 0% Dec 2023
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Northern Oak Capital Management 17k $982k 0% Dec 2023
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Peddock Capital Advisors 17k $976k -5% Dec 2023
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Sonata Capital 16k $963k 2% Dec 2023
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Sigma Investment Counselors 16k $951k -2% Dec 2023
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Wealthstream Advisors 16k $939k 10% Dec 2023
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HB Wealth Management 16k $913k 0% Dec 2023
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Wambolt & Associates 15k $899k -23% Dec 2023
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Mercer Global Advisors 15k $884k -73% Dec 2023
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Evanson Asset Management 15k $869k 0% Dec 2023
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BTC Capital Management 15k $739k 0% Sep 2023
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Eudaimonia Advisors 14k $846k -13% Dec 2023
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Prudential Financial 14k $713k -7% Sep 2023
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Change Path 14k $804k -3% Dec 2023
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J.w. Cole Advisors 13k $778k 2% Dec 2023
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Beacon Pointe Advisors 13k $774k -3% Dec 2023
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SJS Investment Consulting 13k $768k 0% Dec 2023
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Thrivent Financial for Lutherans 13k $649k 0% Sep 2023
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Sowa Financial Group 13k $761k -25% Dec 2023
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VERITY Wealth Advisors 13k $751k 32% Dec 2023
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Audent Global Asset Management 13k $744k 13% Dec 2023
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BKD Wealth Advisors 13k $735k 8% Dec 2023
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Eudaimonia Partners 12k $718k -13% Dec 2023
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Fort Washington Investment Advisors 12k $716k -3% Dec 2023
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Hsbc Holdings 12k $705k -8% Dec 2023
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White Knight Strategic Wealth Advisors 12k $598k -2% Sep 2023
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Private Advisor 12k $698k -64% Dec 2023
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Affinity Capital Advisors 12k $684k -4% Dec 2023
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Branch Banking & Trust Company 11k $638k -20% Dec 2023
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EP Wealth Advisors 11k $637k -12% Dec 2023
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Acropolis Investment Management 10k $606k -32% Dec 2023
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Fifth Third Securities 10k $521k -19% Sep 2023
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Tower Research Capital 9.9k $497k -48% Sep 2023
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Waldron 9.8k $574k -21% Dec 2023
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Oakmont Partners 7.4k $432k -43% Dec 2023
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Who sold out of iShares Cohen & Steers Realty Maj.?

Fund or Company Name Date Sold Shares Held Valued At
Veritable Jun 2023 245k $14M
Bridge Advisory Sep 2023 19k $963k
Innova Wealth Partners Sep 2023 18k $920k
Sowell Financial Services Sep 2023 13k $676k