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 | 494k | $41M | -3% | Mar 2026 |
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| Franklin, Parlapiano, Turner & Welch | 478k | $45M | 0% | Jun 2026 |
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| Evergreen Capital Management | 299k | $28M | 12% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 241k | $23M | 6% | Jun 2026 |
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| Cornerstone Planning Group | 209k | $20M | 4% | Jun 2026 |
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| Aprio Wealth Management | 191k | $18M | -8% | Jun 2026 |
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| Raymond James Financial | 167k | $16M | 30% | Jun 2026 |
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| Royal Bank of Canada | 161k | $15M | 12% | Jun 2026 |
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| Ameriprise Financial | 159k | $15M | -1% | Jun 2026 |
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| Bard Associates | 147k | $14M | 1% | Jun 2026 |
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| LPL Financial | 144k | $14M | 1% | Jun 2026 |
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| Van Eck Associates Corp. | 126k | $12M | -48% | Jun 2026 |
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| Ascension Capital Advisors | 120k | $11M | 1% | Jun 2026 |
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| Bank of America Corporation | 98k | $9.3M | 1% | Jun 2026 |
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| Advisor Group Holdings | 77k | $7.3M | 17% | Jun 2026 |
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| Plan Group Financial | 74k | $7.0M | 8% | Jun 2026 |
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| Buckingham Strategic Partners | 73k | $6.9M | 150% | Jun 2026 |
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| Sovereign Financial Group | 73k | $6.9M | 6% | Jun 2026 |
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| Envestnet Asset Management | 62k | $5.9M | 1% | Jun 2026 |
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| Castle Wealth Management | 62k | $5.9M | 3% | Jun 2026 |
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| Fonville Wealth Management | 56k | $5.3M | -1% | Jun 2026 |
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| Mml Investors Services | 52k | $4.9M | 13% | Jun 2026 |
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| Kure Advisory | 49k | $4.6M | 7% | Jun 2026 |
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| Cetera Investment Advisers | 49k | $4.6M | 2% | Jun 2026 |
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| Jpmorgan Chase & Co | 45k | $4.3M | 100% | Jun 2026 |
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| Arkansas Financial | 42k | $4.0M | 5% | Jun 2026 |
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| Sanctuary Advisors | 41k | $3.9M | 100% | Jun 2026 |
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| Winter & Associates | 40k | $3.8M | 81% | Jun 2026 |
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| Summit Financial | 39k | $3.6M | 6% | Jun 2026 |
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| Mariner Wealth Advisors | 38k | $3.6M | -1% | Jun 2026 |
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| Wells Fargo & Company | 34k | $3.3M | -53% | Jun 2026 |
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| Procyon Private Wealth Partners | 33k | $3.1M | -5% | Jun 2026 |
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| Partners Capital Investment Group | 29k | $2.7M | 0% | Jun 2026 |
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| Colony | 27k | $2.6M | -1% | Jun 2026 |
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| Continuum Advisory | 26k | $2.5M | 4% | Jun 2026 |
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| Susquehanna International | 25k | $2.4M | -33% | Jun 2026 |
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| UBS Group | 25k | $2.4M | -17% | Jun 2026 |
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| Commonwealth Equity Services | 25k | $2.4M | -17% | Jun 2026 |
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| Financial Management | 24k | $2.3M | 2% | Jun 2026 |
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| High Probability Advisors | 23k | $2.2M | 0% | Jun 2026 |
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| Pacific Sun Financial Corp | 23k | $2.2M | 0% | Jun 2026 |
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| Leavell Investment Management | 23k | $2.1M | 5% | Jun 2026 |
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| Sincerus Advisory | 19k | $1.8M | 2% | Jun 2026 |
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| Integrity Alliance | 17k | $1.6M | 9% | Jun 2026 |
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| M Wealth Management | 17k | $1.6M | 16% | Jun 2026 |
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| LongView Wealth Management | 17k | $1.6M | 19% | Jun 2026 |
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| Creative Financial Designs | 16k | $1.5M | 5% | Jun 2026 |
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| H&H Retirement Design & Management | 16k | $1.6M | 4% | Jun 2026 |
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| Cambridge Investment Research Advisors | 15k | $1.5M | -5% | Jun 2026 |
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| Real Talk Capital | 15k | $1.4M | 14% | Jun 2026 |
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| Mission Hills Financial Advisory | 15k | $1.4M | -46% | Jun 2026 |
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| Strategic Financial Concepts | 15k | $1.4M | 8% | Jun 2026 |
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| Comprehensive Wealth Management | 14k | $1.4M | 7% | Jun 2026 |
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| Kendall Capital Management | 14k | $1.4M | 15% | Jun 2026 |
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| Burns Matteson Capital Management | 14k | $1.3M | -2% | Jun 2026 |
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| Cornerstone Management | 14k | $1.3M | 0% | Jun 2026 |
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| Thrivent Financial for Lutherans | 14k | $1.3M | 0% | Jun 2026 |
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| CX Institutional | 14k | $1.3M | -8% | Jun 2026 |
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| Global Retirement Partners | 13k | $1.2M | 56% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 11k | $1.1M | 0% | Jun 2026 |
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| Ieq Capital | 11k | $1.0M | 100% | Jun 2026 |
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| Steelhead Wealth Management | 10k | $958k | 15% | Jun 2026 |
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| Rockefeller Capital Management | 9.9k | $940k | 0% | Jun 2026 |
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| Freestone Capital Holdings | 9.8k | $929k | 100% | Jun 2026 |
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| Capital Asset Advisory Services | 9.7k | $921k | -2% | Jun 2026 |
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| Leucadia National Corporation | 9.4k | $894k | -6% | Jun 2026 |
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| Insigneo Advisory Services | 9.3k | $877k | 100% | Jun 2026 |
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| Main Street Financial Solutions | 9.1k | $862k | 6% | Jun 2026 |
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| Menora Mivtachim Holdings | 8.5k | $805k | 0% | Jun 2026 |
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| Qube Research & Technologies | 8.4k | $791k | 84% | Jun 2026 |
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| Family Wealth Partners | 8.1k | $763k | 7% | Jun 2026 |
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| AE Wealth Management | 7.8k | $736k | 19% | Jun 2026 |
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| Jones Financial Companies, L.L | 7.5k | $713k | 10% | Jun 2026 |
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| HighTower Advisors | 7.2k | $685k | 0% | Jun 2026 |
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| Lederer & Associates Investment Counsel | 6.9k | $654k | 0% | Jun 2026 |
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| Courage Miller Partners | 6.3k | $596k | 0% | Jun 2026 |
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| Interactive Financial Advisors | 6.3k | $548k | 8% | Jun 2026 |
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| Beta Wealth | 6.2k | $591k | -22% | Jun 2026 |
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| American Financial Advisors | 6.2k | $584k | 0% | Jun 2026 |
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| Farther Finance Advisors | 6.1k | $582k | 25% | Jun 2026 |
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| Connecticut Wealth Management | 5.8k | $545k | 0% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 5.6k | $525k | 0% | Jun 2026 |
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| Advisory Services Network | 5.5k | $518k | 369% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 5.1k | $482k | 100% | Jun 2026 |
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| McAdam | 5.0k | $469k | 16% | Jun 2026 |
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| Creative Planning | 4.7k | $447k | 84% | Jun 2026 |
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| Navis Wealth Advisors | 4.7k | $444k | 1% | Jun 2026 |
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| Stratos Wealth Partners | 4.7k | $443k | 100% | Jun 2026 |
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| Claudia M.p. Batlle, Crp | 4.6k | $437k | 78% | Jun 2026 |
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| Jane Street | 4.5k | $430k | 100% | Jun 2026 |
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| Cozad Asset Management | 4.3k | $409k | 0% | Jun 2026 |
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| FLP Wealth Management | 4.0k | $380k | 1% | Jun 2026 |
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| Boltwood Capital Management | 3.6k | $341k | 0% | Jun 2026 |
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| Disciplined Investments | 3.6k | $339k | 0% | Jun 2026 |
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| ValMark Advisers | 3.5k | $335k | -10% | Jun 2026 |
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| D. E. Shaw & Co | 3.5k | $327k | -26% | Jun 2026 |
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| RVW Wealth | 3.4k | $325k | -2% | Jun 2026 |
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| Ark & Tlk Investments | 3.4k | $322k | 0% | Jun 2026 |
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| Buck Wealth Strategies | 3.2k | $304k | -1% | Jun 2026 |
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| Central Trust & Investment | 3.2k | $301k | 0% | Jun 2026 |
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| Gladstone Institutional Advisory | 3.1k | $296k | 6% | Jun 2026 |
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| Go Invest | 3.1k | $292k | -14% | Jun 2026 |
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| XTX Topco | 3.0k | $288k | 100% | Jun 2026 |
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| Kestra Advisory Services | 3.0k | $279k | -22% | Jun 2026 |
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| Janney Montgomery Scott | 2.8k | $269k | 100% | Jun 2026 |
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| Ameritas Advisory Services | 2.8k | $262k | 100% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 2.7k | $259k | -12% | Jun 2026 |
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| Belpointe Asset Management | 2.7k | $257k | 100% | Jun 2026 |
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| Fortis Capital Advisors | 2.7k | $257k | 100% | Jun 2026 |
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| Lynx Investment Advisory | 2.7k | $255k | 11% | Jun 2026 |
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| VectorGlobal I | 2.6k | $215k | 100% | Mar 2026 |
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| RDA Financial Network | 2.6k | $245k | 0% | Jun 2026 |
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| Rsm Us Wealth Management | 2.6k | $242k | 0% | Jun 2026 |
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| MAI Wealth Advisors | 2.5k | $240k | 0% | Jun 2026 |
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| Pacific Center for Financial Services | 2.5k | $233k | 0% | Jun 2026 |
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| Focus Financial Network | 2.4k | $225k | -24% | Jun 2026 |
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| Beacon Pointe Advisors | 2.3k | $221k | 100% | Jun 2026 |
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| Mercer Global Advisors | 2.3k | $219k | 100% | Jun 2026 |
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| Principal Securities | 2.2k | $212k | 100% | Jun 2026 |
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| JB Capital | 2.2k | $209k | 100% | Jun 2026 |
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| Sound Income Strategies | 2.1k | $201k | -4% | Jun 2026 |
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| Tower Research Capital | 1.9k | $181k | 100% | Jun 2026 |
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| FMR | 1.9k | $178k | 101% | Jun 2026 |
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| Harbour Investments | 1.7k | $157k | 1% | Jun 2026 |
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| Fifth Third Bancorp | 1.6k | $149k | -2% | Jun 2026 |
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| DHJJ Financial Advisors | 1.5k | $147k | 0% | Jun 2026 |
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| Tucker Asset Management | 1.5k | $145k | 47% | Jun 2026 |
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| Bank Of Montreal | 1.2k | $100k | 100% | Mar 2026 |
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| Red Reef Advisors | 1.2k | $111k | 1% | Jun 2026 |
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| Huntington National Bank | 1.1k | $100k | 0% | Jun 2026 |
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| National Bank Of Canada /fi/ | 1.0k | $99k | 6% | Jun 2026 |
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| Main Street Group | 1.0k | $97k | 0% | Jun 2026 |
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| BlackRock | 504.00 | $48k | 0% | Jun 2026 |
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| Golden State Wealth Management | 365.00 | $35k | 0% | Jun 2026 |
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| Citigroup | 359.00 | $30k | 100% | Mar 2026 |
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| Fairscale Capital | 339.00 | $32k | 0% | Jun 2026 |
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| Monetary Solutions | 315.00 | $30k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 298.00 | $28k | 20% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 287.00 | $28k | 0% | Jun 2026 |
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| Keating Financial Advisory Services | 240.00 | $23k | 0% | Jun 2026 |
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| O'shaughnessy Asset Management | 235.00 | $22k | 0% | Jun 2026 |
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| Horizon Investments | 234.00 | $22k | -50% | Jun 2026 |
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| Mosley Wealth Management | 223.00 | $21k | -34% | Jun 2026 |
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| Purpose Un | 209.00 | $20k | 0% | Jun 2026 |
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| Dynamic Wealth Strategies | 153.00 | $15k | -74% | Jun 2026 |
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| Strategic Wealth Partners | 139.00 | $13k | -48% | Jun 2026 |
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| Russell Investments | 133.00 | $13k | -11% | Jun 2026 |
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| Robinswood Financial | 117.00 | $11k | 0% | Jun 2026 |
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| Cape Investment Advisory | 116.00 | $11k | 100% | Jun 2026 |
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| CoreCap Advisors | 101.00 | $9.6k | 0% | Jun 2026 |
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Who sold out of iShares FTSE NAREIT Resi Plus Capp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Investments | Mar 2026 | 73k | $6.0M |
| AXS Investments | Mar 2026 | 48k | $4.0M |
| GAMCO Asset Management | Mar 2026 | 43k | $3.5M |
| Alliance Wealth Advisors | Mar 2026 | 21k | $1.7M |
| SeaCrest Wealth Management | Mar 2026 | 7.0k | $585k |
| Nelson, Van Denburg & Campbell Wealth Management | Mar 2026 | 4.4k | $363k |
| RWM Asset Management | Mar 2026 | 994.00 | $83k |
| Steward Partners Investment Advisory | Mar 2026 | 601.00 | $50k |
| Advisors Preferred | Mar 2026 | 291.00 | $24k |
| Hollencrest Securities | Mar 2026 | 263.00 | $22k |
| TD Waterhouse Canada | Mar 2026 | 150.00 | $13k |