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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services | 463k | $33M | 5% | Mar 2024 |
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| Franklin, Parlapiano, Turner & Welch | 443k | $33M | 3% | Dec 2023 |
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| Axxcess Wealth Management | 431k | $32M | -3% | Dec 2023 |
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| Royal Bank of Canada | 164k | $12M | 4% | Dec 2023 |
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| Procyon Private Wealth Partners | 139k | $10M | 7% | Mar 2024 |
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| Cornerstone Planning Group | 107k | $7.9M | 21% | Dec 2023 |
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| Frank. Day | 91k | $6.7M | 2% | Dec 2023 |
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| Bank of America Corporation | 80k | $5.9M | -17% | Dec 2023 |
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| Wells Fargo & Company | 78k | $5.7M | -16% | Dec 2023 |
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| Ascension Capital Advisors | 72k | $5.3M | -1% | Dec 2023 |
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| Goldman Sachs Group | 63k | $4.6M | 647% | Dec 2023 |
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| UBS Group | 61k | $4.5M | 34% | Dec 2023 |
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| Partners Capital Investment Group | 58k | $4.3M | 2% | Dec 2023 |
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| Citadel Advisors | 55k | $4.1M | 5% | Dec 2023 |
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| Raymond James & Associates | 44k | $3.3M | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 40k | $2.9M | 158% | Dec 2023 |
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| Plan Group Financial | 38k | $2.8M | -24% | Dec 2023 |
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| Castle Wealth Management | 35k | $2.6M | -25% | Dec 2023 |
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| Sovereign Financial Group | 33k | $2.4M | 9% | Mar 2024 |
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| Fonville Wealth Management | 33k | $2.4M | 100% | Dec 2023 |
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| Kure Advisory | 32k | $2.3M | 16% | Dec 2023 |
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| Acorn Financial Advisory Services | 30k | $2.2M | -10% | Dec 2023 |
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| Advisor Group Holdings | 30k | $2.2M | 1% | Dec 2023 |
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| Pacific Sun Financial Corp | 26k | $1.9M | -5% | Dec 2023 |
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| Continuum Advisory | 23k | $1.7M | 1% | Dec 2023 |
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| Arkansas Financial | 23k | $1.6M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 22k | $1.6M | -16% | Dec 2023 |
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| CX Institutional | 20k | $1.5M | 71% | Mar 2024 |
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| Cornerstone Management | 20k | $1.5M | 0% | Dec 2023 |
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| TAP Consulting | 20k | $1.4M | -18% | Dec 2023 |
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| AE Wealth Management | 18k | $1.2M | -11% | Dec 2023 |
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| Colony | 17k | $1.2M | 100% | Dec 2023 |
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| H&H Retirement Design & Management | 15k | $1.0M | -27% | Dec 2023 |
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| Cambridge Investment Research Advisors | 15k | $1.1M | -7% | Dec 2023 |
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| Arete Wealth Advisors | 14k | $1.0M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 14k | $1.0M | -26% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 11k | $825k | -6% | Dec 2023 |
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| Saxony Capital Management | 11k | $818k | 100% | Dec 2023 |
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| Kendall Capital Management | 11k | $774k | -2% | Dec 2023 |
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| Global Retirement Partners | 10k | $723k | 7% | Dec 2023 |
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| Buckingham Asset Management | 9.1k | $667k | -9% | Dec 2023 |
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| National Asset Management | 8.7k | $641k | 50% | Dec 2023 |
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| Connecticut Wealth Management | 8.7k | $639k | 100% | Dec 2023 |
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| HighTower Advisors | 8.3k | $610k | 4% | Dec 2023 |
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| Navis Wealth Advisors | 8.0k | $586k | 2% | Dec 2023 |
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| Strategies Wealth Advisors | 7.7k | $566k | 2% | Dec 2023 |
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| Courage Miller Partners | 7.6k | $547k | 0% | Mar 2024 |
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| Beta Wealth | 7.2k | $532k | -28% | Dec 2023 |
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| Meitav Dash Investments | 7.1k | $525k | 0% | Dec 2023 |
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| Interactive Financial Advisors | 7.0k | $2.9M | -6% | Dec 2023 |
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| American Financial Advisors | 6.9k | $505k | -1% | Dec 2023 |
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| McAdam | 6.7k | $489k | -27% | Dec 2023 |
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| GW & Wade | 6.3k | $460k | 22% | Dec 2023 |
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| Cutler | 5.5k | $385k | -27% | Dec 2023 |
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| Bank Of Montreal | 5.4k | $400k | 76% | Dec 2023 |
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| RVW Wealth | 5.4k | $386k | -7% | Mar 2024 |
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| Atria Wealth Solutions | 4.8k | $355k | 2% | Dec 2023 |
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| H D Vest Advisory Services | 4.7k | $348k | 7% | Dec 2023 |
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| Cozad Asset Management | 4.7k | $347k | -27% | Dec 2023 |
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| Kestra Advisory Services | 4.3k | $319k | -9% | Dec 2023 |
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| We Are One Seven | 4.2k | $307k | -19% | Dec 2023 |
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| LexAurum Advisors | 4.1k | $299k | -35% | Dec 2023 |
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| Sigma Planning | 3.9k | $288k | -52% | Dec 2023 |
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| Sound Income Strategies | 3.8k | $271k | -8% | Mar 2024 |
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| ValMark Advisers | 3.7k | $273k | -18% | Dec 2023 |
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| Boltwood Capital Management | 3.6k | $260k | 0% | Mar 2024 |
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| Disciplined Investments | 3.6k | $258k | 0% | Mar 2024 |
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| Ark & Tlk Investments | 3.4k | $250k | 100% | Dec 2023 |
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| Mercer Global Advisors | 3.4k | $250k | 1% | Dec 2023 |
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| Dagco | 3.2k | $232k | 100% | Dec 2023 |
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| RDA Financial Network | 3.1k | $226k | 0% | Mar 2024 |
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| Beirne Wealth Consulting Services | 3.1k | $226k | 2% | Dec 2023 |
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| Ameritas Advisory Services | 3.0k | $219k | 100% | Dec 2023 |
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| Creative Planning | 2.9k | $210k | 1172% | Dec 2023 |
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| GSA Capital Partners | 2.9k | $210k | 100% | Dec 2023 |
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| Pacific Center for Financial Services | 2.5k | $181k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.3k | $170k | -38% | Dec 2023 |
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| DHJJ Financial Advisors | 2.0k | $145k | 0% | Mar 2024 |
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| EP Wealth Advisors | 1.5k | $110k | 100% | Dec 2023 |
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| William Blair $ Company | 1.4k | $102k | 0% | Dec 2023 |
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| Advisory Services Network | 850.00 | $63k | 100% | Dec 2023 |
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| National Bank Of Canada /fi/ | 739.00 | $55k | 0% | Dec 2023 |
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| Summit X | 698.00 | $272k | 100% | Dec 2023 |
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| Main Street Group | 635.00 | $47k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 480.00 | $35k | -47% | Dec 2023 |
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| Hanson McClain Advisors | 397.00 | $29k | 100% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 308.00 | $23k | 2% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 287.00 | $21k | 0% | Dec 2023 |
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| Geneos Wealth Management | 283.00 | $21k | 26% | Dec 2023 |
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| Hollencrest Securities | 263.00 | $19k | 0% | Dec 2023 |
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| Harbour Investments | 232.00 | $17k | -62% | Dec 2023 |
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| Northwest Financial Advisors | 162.00 | $12k | 100% | Dec 2023 |
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| Assetmark | 151.00 | $11k | -93% | Dec 2023 |
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| Spire Wealth Management | 147.00 | $11k | 0% | Dec 2023 |
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| GHP Investment Advisors | 126.00 | $9.3k | 100% | Dec 2023 |
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| Principal Securities | 116.00 | $8.5k | 100% | Dec 2023 |
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| Tyler-Stone Wealth Management | 113.00 | $8.3k | -51% | Dec 2023 |
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| Cape Investment Advisory | 110.00 | $8.1k | -95% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 106.00 | $7.8k | 2% | Dec 2023 |
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| Sunbelt Securities | 100.00 | $7.2k | 0% | Mar 2024 |
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| McIlrath & Eck | 82.00 | $6.0k | 2% | Dec 2023 |
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| Pnc Financial Services | 75.00 | $5.5k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 54.00 | $4.0k | 0% | Dec 2023 |
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| Investors Research Corp | 51.00 | $3.7k | 21% | Dec 2023 |
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| FTB Advisors | 50.00 | $3.7k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 30.00 | $2.2k | 100% | Dec 2023 |
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| Founders Financial Alliance | 15.00 | $1.1k | 0% | Dec 2023 |
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| CWM | 14.00 | $1.0k | -100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 12.00 | $0 | 100% | Dec 2023 |
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| Caldwell Sutter Capital | 11.00 | $809.000500 | 22% | Dec 2023 |
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Who sold out of iShares FTSE NAREIT Resi Plus Capp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Strategic Financial Concepts | Sep 2023 | 13k | $829k |
| Regions Bank | Sep 2023 | 7.8k | $515k |
| PFG Advisors | Sep 2023 | 6.3k | $417k |
| Rsm Us Wealth Management | Sep 2023 | 3.9k | $262k |
| JB Capital | Sep 2023 | 3.4k | $226k |
| Orion Portfolio Solutions | Sep 2023 | 3.4k | $225k |
| Tudor Investment Corporation | Sep 2023 | 3.2k | $213k |
| LGT Financial Advisors | Sep 2023 | 544.00 | $36k |
| FNY Investment Advisers | Sep 2023 | 200.00 | $13k |
| Authentikos Wealth Advisory | Sep 2023 | 142.00 | $9.4k |
| Ancora Advisors | Sep 2023 | 120.00 | $7.9k |
| Us Bancorp | Sep 2023 | 75.00 | $4.9k |
| Capital Investment Advisory Services | Sep 2023 | 65.00 | $4.3k |
| Integrity Financial Corp | Sep 2023 | 43.00 | $2.8k |
| PSI Advisors | Sep 2023 | 24.00 | $1.6k |