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 |
|---|---|---|---|---|---|
| Morgan Stanley | 529k | $44M | 100% | Jun 2025 |
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| Franklin, Parlapiano, Turner & Welch | 469k | $40M | -1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 251k | $21M | -14% | Sep 2025 |
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| Tobias Financial Advisors | 181k | $15M | 1% | Sep 2025 |
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| Aprio Wealth Management | 178k | $15M | -30% | Sep 2025 |
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| Cornerstone Planning Group | 172k | $14M | 3% | Sep 2025 |
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| Evergreen Capital Management | 168k | $14M | 3% | Sep 2025 |
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| Ameriprise Financial | 157k | $13M | 1% | Sep 2025 |
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| Royal Bank of Canada | 154k | $13M | 4% | Sep 2025 |
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| Van Eck Associates Corp. | 134k | $11M | 22% | Sep 2025 |
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| Advisor Group Holdings | 130k | $11M | 7% | Sep 2025 |
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| Raymond James Financial | 119k | $10M | 379% | Sep 2025 |
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| LPL Financial | 118k | $10M | -1% | Sep 2025 |
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| Ascension Capital Advisors | 95k | $8.1M | 0% | Sep 2025 |
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| Buckingham Strategic Partners | 82k | $6.9M | 129% | Sep 2025 |
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| Envestnet Asset Management | 81k | $6.8M | -6% | Sep 2025 |
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| Bard Associates | 78k | $6.7M | 904% | Sep 2025 |
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| AXS Investments | 73k | $6.2M | 6% | Sep 2025 |
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| Plan Group Financial | 67k | $5.7M | 2% | Sep 2025 |
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| Mml Investors Services | 61k | $5.2M | -9% | Sep 2025 |
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| Castle Wealth Management | 57k | $4.9M | 3% | Sep 2025 |
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| Sovereign Financial Group | 53k | $4.5M | 7% | Sep 2025 |
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| Fonville Wealth Management | 52k | $4.4M | 1% | Sep 2025 |
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| Cetera Investment Advisers | 48k | $4.1M | 28% | Sep 2025 |
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| GAMCO Asset Management | 47k | $4.0M | -8% | Sep 2025 |
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| Wells Fargo & Company | 41k | $3.5M | 1% | Sep 2025 |
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| Mariner Wealth Advisors | 41k | $3.5M | -9% | Sep 2025 |
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| Kure Advisory | 40k | $3.4M | 4% | Sep 2025 |
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| Procyon Private Wealth Partners | 39k | $3.4M | -6% | Sep 2025 |
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| UBS Group | 34k | $2.9M | 0% | Sep 2025 |
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| Arkansas Financial | 33k | $2.8M | 5% | Sep 2025 |
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| Commonwealth Equity Services | 33k | $2.8M | 5% | Sep 2025 |
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| Colony | 31k | $2.7M | -2% | Sep 2025 |
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| Partners Capital Investment Group | 29k | $2.5M | 0% | Sep 2025 |
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| Continuum Advisory | 26k | $2.2M | 4% | Sep 2025 |
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| Mission Hills Financial Advisory | 26k | $2.2M | 0% | Sep 2025 |
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| Prosperitas Financial | 25k | $2.1M | 2% | Sep 2025 |
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| Pacific Sun Financial Corp | 24k | $2.0M | 0% | Sep 2025 |
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| Burns Matteson Capital Management | 23k | $2.0M | 23% | Sep 2025 |
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| High Probability Advisors | 23k | $2.0M | 0% | Sep 2025 |
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| Susquehanna International | 20k | $1.7M | 75% | Sep 2025 |
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| Cornerstone Management | 20k | $1.7M | 0% | Sep 2025 |
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| Anderson Financial Strategies | 20k | $1.7M | 10% | Sep 2025 |
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| Citadel Advisors | 18k | $1.5M | -64% | Sep 2025 |
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| Leavell Investment Management | 17k | $1.5M | 40% | Sep 2025 |
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| Goldman Sachs Group | 17k | $1.4M | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 17k | $1.4M | 353% | Sep 2025 |
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| CX Institutional | 16k | $1.3M | 96% | Sep 2025 |
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| Cambridge Investment Research Advisors | 16k | $1.3M | 1% | Sep 2025 |
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| Sincerus Advisory | 15k | $1.3M | 7% | Sep 2025 |
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| Qube Research & Technologies | 15k | $1.3M | 9% | Sep 2025 |
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| H&H Retirement Design & Management | 14k | $1.2M | -1% | Sep 2025 |
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| Integrity Alliance | 14k | $1.2M | 100% | Sep 2025 |
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| M Wealth Management | 14k | $1.2M | 2% | Sep 2025 |
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| Creative Financial Designs | 14k | $1.2M | 10% | Sep 2025 |
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| Thrivent Financial for Lutherans | 13k | $1.1M | 2% | Sep 2025 |
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| Strategic Financial Concepts | 13k | $1.1M | -7% | Sep 2025 |
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| Capital Asset Advisory Services | 11k | $959k | -6% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 11k | $956k | 0% | Sep 2025 |
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| Kendall Capital Management | 11k | $920k | 1% | Sep 2025 |
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| Comprehensive Wealth Management | 11k | $920k | 37% | Sep 2025 |
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| Buck Wealth Strategies | 10k | $848k | 100% | Sep 2025 |
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| H D Vest Advisory Services | 9.3k | $767k | 53% | Jun 2025 |
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| Global Retirement Partners | 9.3k | $789k | -35% | Sep 2025 |
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| Rockefeller Capital Management | 9.0k | $769k | 100% | Sep 2025 |
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| Envestnet Portfolio Solutions | 8.8k | $751k | 22% | Sep 2025 |
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| Menora Mivtachim Holdings | 8.5k | $722k | 0% | Sep 2025 |
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| HighTower Advisors | 7.8k | $661k | -3% | Sep 2025 |
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| Everstar Asset Management | 7.6k | $649k | 2% | Sep 2025 |
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| Real Talk Capital | 7.6k | $644k | 14% | Sep 2025 |
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| SeaCrest Wealth Management | 7.6k | $626k | 1% | Sep 2025 |
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| Dynamic Wealth Strategies | 7.3k | $618k | 157% | Sep 2025 |
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| Beta Wealth | 7.2k | $614k | 3% | Sep 2025 |
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| Interactive Financial Advisors | 7.2k | $614k | -8% | Sep 2025 |
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| CLS Investments | 7.2k | $610k | 11% | Sep 2025 |
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| Atria Wealth Solutions | 7.2k | $595k | -40% | Jun 2025 |
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| AE Wealth Management | 6.8k | $579k | -54% | Sep 2025 |
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| Jones Financial Companies, L.L | 6.7k | $563k | 15% | Sep 2025 |
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| Courage Miller Partners | 6.4k | $542k | 0% | Sep 2025 |
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| American Financial Advisors | 6.1k | $521k | -9% | Sep 2025 |
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| Castleview Partners | 5.8k | $496k | 39% | Sep 2025 |
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| Family Wealth Partners | 5.8k | $492k | 52% | Sep 2025 |
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| Connecticut Wealth Management | 5.8k | $489k | 0% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 5.6k | $472k | 11% | Sep 2025 |
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| Janney Montgomery Scott | 4.8k | $409k | -2% | Sep 2025 |
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| Navis Wealth Advisors | 4.6k | $392k | 1% | Sep 2025 |
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| Kesler, Norman & Wride | 4.5k | $363k | 100% | Sep 2025 |
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| Cozad Asset Management | 4.3k | $367k | -10% | Sep 2025 |
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| ValMark Advisers | 3.8k | $321k | -3% | Sep 2025 |
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| Tower Research Capital | 3.7k | $316k | -3% | Sep 2025 |
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| RVW Wealth | 3.7k | $314k | -6% | Sep 2025 |
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| Boltwood Capital Management | 3.6k | $306k | 0% | Sep 2025 |
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| Disciplined Investments | 3.6k | $304k | 0% | Sep 2025 |
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| National Asset Management | 3.5k | $296k | -1% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 3.5k | $294k | 0% | Sep 2025 |
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| Summit Financial | 3.4k | $291k | 100% | Sep 2025 |
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| Axxcess Wealth Management | 3.4k | $291k | -17% | Sep 2025 |
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| Ark & Tlk Investments | 3.4k | $289k | 0% | Sep 2025 |
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| Focus Financial Network | 3.4k | $289k | 100% | Sep 2025 |
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| Central Trust & Investment | 3.2k | $270k | 100% | Sep 2025 |
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| Park Avenue Securities | 3.1k | $263k | 14% | Sep 2025 |
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| Shufro Rose & Co | 3.0k | $259k | 0% | Sep 2025 |
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| Claudia M.p. Batlle, Crp | 3.0k | $253k | 13% | Sep 2025 |
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| McAdam | 2.9k | $243k | -2% | Sep 2025 |
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| Prosperity Wealth Management | 2.9k | $243k | 5% | Sep 2025 |
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| Proficio Capital Partners | 2.7k | $227k | 0% | Sep 2025 |
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| D. E. Shaw & Co | 2.6k | $223k | -68% | Sep 2025 |
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| RDA Financial Network | 2.6k | $221k | -14% | Sep 2025 |
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| Rsm Us Wealth Management | 2.6k | $218k | 1% | Sep 2025 |
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| Pacific Center for Financial Services | 2.5k | $209k | 0% | Sep 2025 |
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| Creative Planning | 2.4k | $206k | 100% | Sep 2025 |
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| JB Capital | 2.4k | $202k | 100% | Sep 2025 |
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| Lederer & Associates Investment Counsel | 2.4k | $202k | 0% | Sep 2025 |
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| Sound Income Strategies | 2.0k | $160k | -21% | Sep 2025 |
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| FMR | 1.6k | $139k | 7% | Sep 2025 |
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| Brian McDonald | 1.6k | $135k | 5% | Sep 2025 |
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| DHJJ Financial Advisors | 1.5k | $131k | -24% | Sep 2025 |
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| Harbour Investments | 1.5k | $126k | 41% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.3k | $108k | 35% | Sep 2025 |
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| Bank Of Montreal | 1.2k | $99k | 100% | Jun 2025 |
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| Advisory Services Network | 1.2k | $98k | 100% | Sep 2025 |
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| Huntington National Bank | 1.1k | $90k | 0% | Sep 2025 |
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| Main Street Group | 1.0k | $87k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 761.00 | $65k | 8% | Sep 2025 |
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| MAI Wealth Advisors | 535.00 | $46k | 0% | Sep 2025 |
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| BlackRock | 504.00 | $43k | -98% | Sep 2025 |
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| Golden State Wealth Management | 365.00 | $31k | 0% | Sep 2025 |
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| Fairscale Capital | 339.00 | $29k | 0% | Sep 2025 |
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| Simplex Trading | 326.00 | $27k | 50% | Sep 2025 |
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| Principal Securities | 296.00 | $25k | 83% | Sep 2025 |
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| Whittier Trust Co. of Nevada | 287.00 | $24k | 0% | Sep 2025 |
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| Strategic Wealth Partners | 268.00 | $23k | 0% | Sep 2025 |
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| Hollencrest Securities | 263.00 | $22k | 0% | Sep 2025 |
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| Advisors Preferred | 254.00 | $22k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 248.00 | $21k | 0% | Sep 2025 |
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| UMA Financial Services | 240.00 | $20k | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 236.00 | $20k | 0% | Sep 2025 |
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| Inlight Wealth Management | 200.00 | $17k | 0% | Sep 2025 |
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| William Blair $ Company | 151.00 | $13k | -16% | Sep 2025 |
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| Spire Wealth Management | 135.00 | $12k | 0% | Sep 2025 |
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| Cape Investment Advisory | 114.00 | $9.4k | 1% | Jun 2025 |
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| Ameriflex Group | 112.00 | $9.5k | 1% | Sep 2025 |
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| Assetmark | 106.00 | $9.0k | -5% | Sep 2025 |
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| Geneos Wealth Management | 100.00 | $8.5k | 0% | Sep 2025 |
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| Sontag Advisory | 97.00 | $8.2k | 100% | Sep 2025 |
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| McIlrath & Eck | 85.00 | $7.2k | 1% | Sep 2025 |
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| Atlantic Trust | 66.00 | $5.6k | 0% | Sep 2025 |
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| Strategic Advocates | 61.00 | $5.2k | 100% | Sep 2025 |
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| Investors Research Corp | 57.00 | $4.8k | 2% | Sep 2025 |
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| Rossmore Private Capital | 57.00 | $4.8k | 100% | Sep 2025 |
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| IFP Advisors | 57.00 | $4.8k | 58% | Sep 2025 |
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Who sold out of iShares FTSE NAREIT Resi Plus Capp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kfg Wealth Management | Jun 2025 | 19k | $1.5M |
| Kestra Advisory Services | Jun 2025 | 5.8k | $474k |
| Napa Wealth Management | Jun 2025 | 5.5k | $455k |
| Jane Street | Jun 2025 | 3.1k | $255k |
| Ameritas Advisory Services | Jun 2025 | 2.9k | $242k |
| Hrt Financial | Jun 2025 | 2.8k | $227k |
| Ausdal Financial Partners | Jun 2025 | 2.5k | $210k |
| Harvest Fund Management | Jun 2025 | 2.3k | $192k |
| Sunbelt Securities | Jun 2025 | 100.00 | $8.1k |
| Pnc Financial Services | Jun 2025 | 75.00 | $6.2k |