Who owns iShares FTSE NAREIT Resi Plus Capp?
- Ticker: REZ
- CUSIP Number: 464288562
Tip: Access positions for across all investors
Analyze quarterly positions in iShares FTSE NAREIT Resi Plus Capp with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares FTSE NAREIT Resi Plus Capp stock
Who bought or sold iShares FTSE NAREIT Resi Plus Capp this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Franklin, Parlapiano, Turner & Welch | 476k | $42M | -1% | Sep 2024 |
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| Morgan Stanley | 314k | $24M | -13% | Jun 2024 |
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| Aprio Wealth Management | 258k | $23M | 100% | Sep 2024 |
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| Royal Bank of Canada | 221k | $20M | 41% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 185k | $16M | -12% | Sep 2024 |
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| Christopher J. Hasenberg | 147k | $13M | 100% | Sep 2024 |
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| Cornerstone Planning Group | 136k | $12M | 14% | Sep 2024 |
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| Envestnet Asset Management | 132k | $12M | -3% | Sep 2024 |
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| Procyon Private Wealth Partners | 115k | $10M | -2% | Sep 2024 |
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| California Capital Advisors | 109k | $9.7M | 100% | Sep 2024 |
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| Ascension Capital Advisors | 87k | $7.7M | 16% | Sep 2024 |
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| LPL Financial | 82k | $7.3M | 44% | Sep 2024 |
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| Mml Investors Services | 79k | $7.1M | -1% | Sep 2024 |
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| Van Eck Associates Corp. | 64k | $5.7M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 62k | $5.5M | 332% | Sep 2024 |
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| Keeley-Teton Advisors | 59k | $5.3M | 0% | Sep 2024 |
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| Bank of America Corporation | 59k | $5.2M | -9% | Sep 2024 |
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| Wells Fargo & Company | 59k | $5.2M | 9% | Sep 2024 |
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| Partners Capital Investment Group | 58k | $5.1M | 0% | Sep 2024 |
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| Capital Asset Advisory Services | 56k | $4.8M | -35% | Sep 2024 |
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| Mariner Wealth Advisors | 53k | $4.7M | 34% | Sep 2024 |
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| Castle Wealth Management | 53k | $4.7M | 5% | Sep 2024 |
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| Advisor Group Holdings | 50k | $4.4M | 133% | Sep 2024 |
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| Plan Group Financial | 50k | $4.4M | 5% | Sep 2024 |
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| Axxcess Wealth Management | 49k | $4.4M | -89% | Sep 2024 |
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| Fonville Wealth Management | 45k | $4.0M | 9% | Sep 2024 |
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| Sovereign Financial Group | 43k | $3.9M | 10% | Sep 2024 |
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| Kfg Wealth Management | 40k | $3.6M | 100% | Sep 2024 |
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| Citadel Advisors | 36k | $3.2M | 280% | Sep 2024 |
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| Kure Advisory | 35k | $3.1M | 0% | Sep 2024 |
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| BlackRock | 32k | $2.9M | 100% | Sep 2024 |
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| BlackRock | 32k | $2.5M | 0% | Jun 2024 |
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| Buckingham Strategic Partners | 28k | $2.5M | 5% | Sep 2024 |
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| Arkansas Financial | 27k | $2.4M | 15% | Sep 2024 |
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| High Probability Advisors | 26k | $2.3M | 100% | Sep 2024 |
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| Boston Financial Mangement | 26k | $2.3M | 0% | Sep 2024 |
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| Pacific Sun Financial Corp | 25k | $2.2M | 0% | Sep 2024 |
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| Continuum Advisory | 24k | $2.1M | -1% | Sep 2024 |
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| Mission Hills Financial Advisory | 23k | $2.0M | 100% | Sep 2024 |
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| Colony | 23k | $2.0M | -57% | Sep 2024 |
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| Susquehanna International | 21k | $1.8M | -33% | Sep 2024 |
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| Commonwealth Equity Services | 21k | $1.8M | 4% | Sep 2024 |
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| Goldman Sachs Group | 20k | $1.5M | -57% | Jun 2024 |
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| Cornerstone Management | 20k | $1.8M | -1% | Sep 2024 |
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| TAP Consulting | 19k | $1.7M | -9% | Sep 2024 |
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| Prosperitas Financial | 19k | $1.7M | 100% | Sep 2024 |
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| Raymond James & Associates | 19k | $1.6M | 14% | Sep 2024 |
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| Burns Matteson Capital Management | 18k | $1.6M | 31% | Sep 2024 |
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| AE Wealth Management | 17k | $1.5M | -1% | Sep 2024 |
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| Cetera Investment Advisers | 13k | $1.0M | -20% | Jun 2024 |
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| H&H Retirement Design & Management | 13k | $1.2M | 0% | Sep 2024 |
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| H D Vest Advisory Services | 13k | $1.0M | 186% | Jun 2024 |
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| Strategic Financial Concepts | 13k | $1.2M | -99% | Sep 2024 |
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| Global Retirement Partners | 13k | $1.1M | -4% | Sep 2024 |
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| CX Institutional | 12k | $1.1M | -42% | Sep 2024 |
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| SeaCrest Wealth Management | 12k | $1.0M | 100% | Sep 2024 |
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| Brown Advisory Holdings Incorporated | 11k | $860k | 0% | Jun 2024 |
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| Financial Advocates Investment Management | 11k | $966k | 100% | Sep 2024 |
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| Raymond James Financial Services Advisors | 10k | $927k | 40% | Sep 2024 |
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| Atria Wealth Solutions | 10k | $921k | 128% | Sep 2024 |
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| Kendall Capital Management | 9.4k | $831k | -2% | Sep 2024 |
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| Ferguson Shapiro | 9.3k | $825k | 100% | Sep 2024 |
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| Merriman Wealth Management | 9.0k | $798k | 100% | Sep 2024 |
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| Beta Wealth | 8.8k | $780k | -5% | Sep 2024 |
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| Buckingham Asset Management | 8.7k | $671k | -1% | Jun 2024 |
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| Connecticut Wealth Management | 8.7k | $773k | 0% | Sep 2024 |
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| Interactive Financial Advisors | 8.6k | $767k | 0% | Sep 2024 |
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| Orion Portfolio Solutions | 8.1k | $720k | 100% | Sep 2024 |
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| Navis Wealth Advisors | 8.1k | $718k | 1% | Sep 2024 |
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| HighTower Advisors | 8.0k | $616k | -8% | Jun 2024 |
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| Strategies Wealth Advisors | 7.7k | $687k | 0% | Sep 2024 |
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| American Financial Advisors | 6.7k | $595k | -2% | Sep 2024 |
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| Bard Associates | 6.6k | $587k | 86% | Sep 2024 |
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| Courage Miller Partners | 6.4k | $569k | -10% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 5.0k | $444k | 0% | Sep 2024 |
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| Cozad Asset Management | 4.7k | $421k | 0% | Sep 2024 |
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| Envestnet Portfolio Solutions | 4.6k | $405k | 100% | Sep 2024 |
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| National Asset Management | 4.5k | $394k | 1% | Sep 2024 |
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| RVW Wealth | 4.4k | $390k | -17% | Sep 2024 |
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| ValMark Advisers | 4.2k | $372k | -1% | Sep 2024 |
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| We Are One Seven | 4.2k | $371k | 0% | Sep 2024 |
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| Brookstone Capital Management | 4.1k | $362k | 100% | Sep 2024 |
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| Saxony Capital Management | 3.9k | $343k | -22% | Sep 2024 |
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| Boltwood Capital Management | 3.6k | $320k | 0% | Sep 2024 |
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| Disciplined Investments | 3.6k | $318k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 3.5k | $310k | 14% | Sep 2024 |
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| McAdam | 3.4k | $306k | -13% | Sep 2024 |
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| Ark & Tlk Investments | 3.4k | $302k | 0% | Sep 2024 |
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| Ameritas Advisory Services | 3.2k | $284k | -1% | Sep 2024 |
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| Sound Income Strategies | 3.2k | $282k | -8% | Sep 2024 |
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| Beirne Wealth Consulting Services | 3.1k | $277k | 1% | Sep 2024 |
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| RDA Financial Network | 3.1k | $271k | -5% | Sep 2024 |
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| Rsm Us Wealth Management | 3.0k | $267k | -4% | Sep 2024 |
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| Shufro Rose & Co | 3.0k | $231k | 0% | Sep 2024 |
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| Kestra Advisory Services | 2.9k | $259k | -32% | Sep 2024 |
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| Janney Montgomery Scott | 2.9k | $258k | 100% | Sep 2024 |
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| Castleview Partners | 2.7k | $237k | -51% | Sep 2024 |
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| Pacific Center for Financial Services | 2.5k | $218k | 0% | Sep 2024 |
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| Advisors Preferred | 2.4k | $215k | 100% | Sep 2024 |
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| James Investment Research | 2.4k | $212k | 100% | Sep 2024 |
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| Lederer & Associates Investment Counsel | 2.4k | $211k | 100% | Sep 2024 |
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| Tower Research Capital | 2.4k | $182k | 127% | Jun 2024 |
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| Dynamic Wealth Strategies | 2.4k | $181k | 4% | Jun 2024 |
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| Creative Planning | 2.3k | $201k | 100% | Sep 2024 |
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| DHJJ Financial Advisors | 2.0k | $178k | 0% | Sep 2024 |
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| Brian McDonald | 1.7k | $149k | 3716% | Sep 2024 |
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| Crewe Advisors | 1.6k | $144k | 100% | Sep 2024 |
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| Citigroup | 1.5k | $134k | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 730.00 | $65k | 44% | Sep 2024 |
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| National Bank Of Canada /fi/ | 694.00 | $62k | -11% | Sep 2024 |
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| Main Street Group | 687.00 | $61k | 0% | Sep 2024 |
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| A. Montag and Associates | 652.00 | $58k | 100% | Sep 2024 |
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| Hartland & Co | 596.00 | $53k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 480.00 | $37k | 0% | Jun 2024 |
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| Glass Jacobson Investment Advisors | 458.00 | $41k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 398.00 | $35k | 0% | Sep 2024 |
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| Fairscale Capital | 339.00 | $30k | 0% | Sep 2024 |
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| Whittier Trust Co. of Nevada | 287.00 | $26k | 0% | Sep 2024 |
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| Hollencrest Securities | 263.00 | $23k | 0% | Sep 2024 |
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| Spire Wealth Management | 224.00 | $20k | 4% | Sep 2024 |
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| Harbour Investments | 206.00 | $18k | 0% | Sep 2024 |
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| Cape Investment Advisory | 111.00 | $8.5k | 1% | Jun 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 108.00 | $9.6k | 1% | Sep 2024 |
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| Coppell Advisory Solutions | 106.00 | $9.3k | 0% | Sep 2024 |
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| Sunbelt Securities | 100.00 | $8.9k | 0% | Sep 2024 |
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| Geneos Wealth Management | 100.00 | $7.7k | -56% | Jun 2024 |
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| McIlrath & Eck | 83.00 | $7.4k | 1% | Sep 2024 |
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| Pnc Financial Services | 75.00 | $6.7k | 0% | Sep 2024 |
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| Atlantic Trust | 66.00 | $5.9k | 0% | Sep 2024 |
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| Us Bancorp | 55.00 | $4.9k | 100% | Sep 2024 |
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| Investors Research Corp | 53.00 | $4.7k | 2% | Sep 2024 |
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| Goss Wealth Management | 40.00 | $3.1k | 0% | Jun 2024 |
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| Central Pacific Bank - Trust Division | 29.00 | $2.6k | 0% | Sep 2024 |
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| Principal Securities | 21.00 | $1.9k | -80% | Sep 2024 |
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| Legacy Investment Solutions | 21.00 | $1.8k | 100% | Sep 2024 |
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| Legacy Wealth Managment | 21.00 | $1.8k | 100% | Sep 2024 |
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| Colonial Trust Co / SC | 18.00 | $1.6k | -42% | Sep 2024 |
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| Signature | 15.00 | $1.3k | 100% | Sep 2024 |
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| Founders Financial Alliance | 15.00 | $1.3k | 0% | Sep 2024 |
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| CWM | 14.00 | $1.0k | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 12.00 | $999.999600 | 100% | Sep 2024 |
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| Caldwell Sutter Capital | 11.00 | $977.000200 | 0% | Sep 2024 |
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| LRI Investments | 7.00 | $603.000300 | 0% | Sep 2024 |
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Who sold out of iShares FTSE NAREIT Resi Plus Capp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Belvedere Trading | Jun 2024 | 12k | $893k |
| Arete Wealth Advisors | Mar 2024 | 10k | $728k |
| Two Sigma Advisers | Mar 2024 | 6.0k | $432k |
| D. E. Shaw & Co | Jun 2024 | 5.9k | $456k |
| GSA Capital Partners | Jun 2024 | 3.7k | $282k |
| William Blair $ Company | Jun 2024 | 1.4k | $107k |
| Lynx Investment Advisory | Jun 2024 | 723.00 | $56k |
| GHP Investment Advisors | Jun 2024 | 126.00 | $9.7k |
| Tyler-Stone Wealth Management | Jun 2024 | 113.00 | $8.7k |
| VisionPoint Advisory Group | Jun 2024 | 84.00 | $6.5k |
| ICA Group Wealth Management | Mar 2024 | 30.00 | $2.2k |
| International Assets Investment Management | Jun 2024 | 15.00 | $1.2k |