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 | 478k | $42M | 1% | Mar 2026 |
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| Evergreen Capital Management | 230k | $19M | 37% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 217k | $18M | -14% | Dec 2025 |
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| Aprio Wealth Management | 186k | $15M | 4% | Dec 2025 |
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| Cornerstone Planning Group | 175k | $14M | 1% | Dec 2025 |
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| Ameriprise Financial | 159k | $13M | 2% | Dec 2025 |
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| Bard Associates | 146k | $12M | 87% | Dec 2025 |
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| LPL Financial | 145k | $12M | 23% | Dec 2025 |
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| Van Eck Associates Corp. | 139k | $12M | 4% | Dec 2025 |
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| Raymond James Financial | 117k | $9.7M | -1% | Dec 2025 |
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| Advisor Group Holdings | 109k | $9.0M | -17% | Dec 2025 |
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| Ascension Capital Advisors | 105k | $8.7M | 11% | Dec 2025 |
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| Two Sigma Investments | 81k | $6.7M | 100% | Dec 2025 |
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| Sovereign Financial Group | 69k | $5.7M | 22% | Mar 2026 |
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| Plan Group Financial | 69k | $5.7M | 2% | Mar 2026 |
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| Mml Investors Services | 62k | $5.1M | 1% | Dec 2025 |
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| Castle Wealth Management | 57k | $4.7M | -1% | Dec 2025 |
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| Fonville Wealth Management | 57k | $4.7M | 3% | Mar 2026 |
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| Buckingham Strategic Partners | 49k | $4.0M | -41% | Dec 2025 |
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| AXS Investments | 48k | $4.0M | -34% | Dec 2025 |
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| Envestnet Asset Management | 47k | $3.8M | -42% | Dec 2025 |
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| Cetera Investment Advisers | 46k | $3.8M | -4% | Dec 2025 |
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| GAMCO Asset Management | 46k | $3.8M | -2% | Dec 2025 |
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| Kure Advisory | 46k | $3.8M | 6% | Mar 2026 |
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| Citadel Advisors | 42k | $3.5M | 132% | Dec 2025 |
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| Arkansas Financial | 40k | $3.5M | 11% | Mar 2026 |
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| Mariner Wealth Advisors | 39k | $3.2M | -4% | Dec 2025 |
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| Wells Fargo & Company | 38k | $3.1M | -7% | Dec 2025 |
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| Procyon Private Wealth Partners | 37k | $3.1M | -6% | Dec 2025 |
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| Colony | 31k | $2.5M | -2% | Dec 2025 |
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| Commonwealth Equity Services | 30k | $2.5M | -8% | Dec 2025 |
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| UBS Group | 29k | $2.4M | -13% | Dec 2025 |
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| Partners Capital Investment Group | 29k | $2.4M | 0% | Dec 2025 |
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| Mission Hills Financial Advisory | 27k | $2.2M | 4% | Dec 2025 |
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| Continuum Advisory | 25k | $2.1M | 0% | Mar 2026 |
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| High Probability Advisors | 23k | $1.9M | 0% | Mar 2026 |
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| Pacific Sun Financial Corp | 23k | $1.9M | -4% | Dec 2025 |
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| Burns Matteson Capital Management | 22k | $1.9M | -3% | Dec 2025 |
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| Winter & Associates | 22k | $1.9M | 100% | Mar 2026 |
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| Leavell Investment Management | 20k | $1.7M | 17% | Dec 2025 |
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| Sincerus Advisory | 18k | $1.5M | 5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 16k | $1.3M | 1% | Dec 2025 |
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| Creative Financial Designs | 16k | $1.3M | 6% | Mar 2026 |
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| H&H Retirement Design & Management | 15k | $1.3M | 8% | Dec 2025 |
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| Goldman Sachs Group | 15k | $1.2M | -10% | Dec 2025 |
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| Integrity Alliance | 15k | $1.2M | 5% | Dec 2025 |
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| CX Institutional | 15k | $1.2M | -4% | Mar 2026 |
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| M Wealth Management | 14k | $1.2M | 3% | Dec 2025 |
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| LongView Wealth Management | 14k | $1.2M | 87% | Mar 2026 |
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| Cornerstone Management | 14k | $1.1M | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 13k | $1.1M | 3% | Dec 2025 |
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| Prosperitas Financial | 13k | $1.1M | -48% | Dec 2025 |
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| Alliance Wealth Advisors | 13k | $1.1M | 100% | Dec 2025 |
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| Comprehensive Wealth Management | 13k | $1.0M | 16% | Dec 2025 |
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| Kendall Capital Management | 13k | $1.0M | 5% | Mar 2026 |
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| Savant Capital Management | 12k | $971k | 100% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 11k | $930k | 0% | Dec 2025 |
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| Main Street Financial Solutions | 11k | $910k | 100% | Dec 2025 |
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| Capital Asset Advisory Services | 9.9k | $891k | -8% | Mar 2026 |
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| Rockefeller Capital Management | 9.9k | $815k | 9% | Dec 2025 |
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| Qube Research & Technologies | 9.5k | $784k | -36% | Dec 2025 |
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| Envestnet Portfolio Solutions | 8.8k | $729k | 0% | Dec 2025 |
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| Real Talk Capital | 8.5k | $704k | 12% | Dec 2025 |
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| Menora Mivtachim Holdings | 8.5k | $702k | 0% | Dec 2025 |
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| Global Retirement Partners | 8.3k | $686k | -11% | Dec 2025 |
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| CLS Investments | 8.1k | $668k | 13% | Dec 2025 |
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| Susquehanna International | 8.0k | $664k | -60% | Dec 2025 |
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| HighTower Advisors | 7.8k | $642k | 0% | Dec 2025 |
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| Family Wealth Partners | 7.5k | $628k | 27% | Mar 2026 |
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| Tower Research Capital | 7.4k | $615k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 7.4k | $609k | 10% | Dec 2025 |
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| SeaCrest Wealth Management | 7.0k | $585k | 0% | Mar 2026 |
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| Lederer & Associates Investment Counsel | 6.9k | $575k | 0% | Mar 2026 |
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| Beta Wealth | 6.9k | $570k | -5% | Dec 2025 |
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| AE Wealth Management | 6.9k | $568k | 1% | Dec 2025 |
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| Courage Miller Partners | 6.3k | $523k | -1% | Dec 2025 |
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| American Financial Advisors | 6.2k | $510k | 1% | Dec 2025 |
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| Interactive Financial Advisors | 6.0k | $496k | -17% | Dec 2025 |
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| Connecticut Wealth Management | 5.8k | $475k | 0% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 5.6k | $454k | 0% | Dec 2025 |
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| Hrt Financial | 5.2k | $431k | 100% | Dec 2025 |
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| Buck Wealth Strategies | 5.0k | $412k | -50% | Dec 2025 |
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| Farther Finance Advisors | 4.9k | $411k | -24% | Mar 2026 |
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| Navis Wealth Advisors | 4.7k | $386k | 1% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 4.4k | $363k | 100% | Mar 2026 |
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| Summit Financial | 4.4k | $360k | 27% | Dec 2025 |
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| Cozad Asset Management | 4.3k | $357k | 0% | Dec 2025 |
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| National Asset Management | 4.0k | $330k | 15% | Dec 2025 |
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| Boltwood Capital Management | 3.6k | $300k | 0% | Mar 2026 |
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| Disciplined Investments | 3.6k | $296k | 0% | Dec 2025 |
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| McAdam | 3.5k | $291k | 23% | Dec 2025 |
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| ValMark Advisers | 3.5k | $290k | -7% | Dec 2025 |
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| RVW Wealth | 3.5k | $292k | 0% | Mar 2026 |
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| D. E. Shaw & Co | 3.4k | $284k | 31% | Dec 2025 |
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| Ark & Tlk Investments | 3.4k | $281k | 0% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 3.3k | $270k | -6% | Dec 2025 |
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| Central Trust & Investment | 3.2k | $265k | 0% | Mar 2026 |
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| Focus Financial Network | 3.1k | $260k | -6% | Mar 2026 |
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| Prosperity Wealth Management | 3.0k | $245k | 4% | Dec 2025 |
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| Axxcess Wealth Management | 2.9k | $242k | -14% | Dec 2025 |
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| Tobias Financial Advisors | 2.9k | $238k | -98% | Dec 2025 |
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| Creative Planning | 2.7k | $221k | 10% | Dec 2025 |
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| Proficio Capital Partners | 2.7k | $221k | 0% | Dec 2025 |
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| Castleview Partners | 2.7k | $219k | -55% | Dec 2025 |
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| RDA Financial Network | 2.6k | $216k | -1% | Mar 2026 |
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| Claudia M.p. Batlle, Crp | 2.6k | $214k | -13% | Dec 2025 |
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| Rsm Us Wealth Management | 2.6k | $213k | 0% | Dec 2025 |
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| Pacific Center for Financial Services | 2.5k | $209k | 0% | Dec 2025 |
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| Lynx Investment Advisory | 2.4k | $201k | 100% | Mar 2026 |
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| Sound Income Strategies | 2.3k | $201k | 19% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.7k | $142k | 36% | Dec 2025 |
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| Kestra Advisory Services | 1.7k | $138k | 100% | Dec 2025 |
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| Brian McDonald | 1.6k | $133k | 1% | Dec 2025 |
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| Harbour Investments | 1.6k | $132k | 8% | Dec 2025 |
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| DHJJ Financial Advisors | 1.5k | $129k | 0% | Mar 2026 |
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| FMR | 1.3k | $109k | -19% | Dec 2025 |
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| FLP Wealth Management | 1.2k | $331k | 100% | Mar 2026 |
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| Red Reef Advisors | 1.2k | $97k | 100% | Dec 2025 |
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| Huntington National Bank | 1.1k | $87k | 0% | Dec 2025 |
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| National Bank Of Canada /fi/ | 864.00 | $71k | 14% | Dec 2025 |
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| Dynamic Wealth Strategies | 588.00 | $49k | -92% | Dec 2025 |
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| MAI Wealth Advisors | 535.00 | $44k | 0% | Dec 2025 |
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| BlackRock | 504.00 | $42k | 0% | Dec 2025 |
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| Tucker Asset Management | 416.00 | $34k | 100% | Dec 2025 |
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| Golden State Wealth Management | 365.00 | $30k | 0% | Dec 2025 |
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| Fairscale Capital | 339.00 | $28k | 0% | Dec 2025 |
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| Monetary Solutions | 315.00 | $26k | 100% | Dec 2025 |
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| Whittier Trust Co. of Nevada | 287.00 | $24k | 0% | Dec 2025 |
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| Horizon Investments | 272.00 | $23k | 100% | Dec 2025 |
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| Hollencrest Securities | 263.00 | $22k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 248.00 | $21k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 236.00 | $20k | 0% | Dec 2025 |
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| Inlight Wealth Management | 200.00 | $17k | 0% | Dec 2025 |
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| Cape Investment Advisory | 115.00 | $9.5k | 100% | Dec 2025 |
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| CoreCap Advisors | 101.00 | $8.4k | 100% | Mar 2026 |
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| Geneos Wealth Management | 100.00 | $8.3k | 0% | Dec 2025 |
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| Mather Group | 95.00 | $7.9k | 100% | Mar 2026 |
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| McIlrath & Eck | 86.00 | $7.1k | 1% | Dec 2025 |
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| SageView Advisory Group | 77.00 | $6.4k | 100% | Dec 2025 |
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| Atlantic Trust | 66.00 | $5.5k | 0% | Dec 2025 |
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| Coastal Investment Advisors | 61.00 | $5.1k | 27% | Mar 2026 |
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| Strategic Advocates | 61.00 | $5.1k | 0% | Dec 2025 |
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| Investors Research Corp | 57.00 | $4.7k | 0% | Mar 2026 |
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| IFP Advisors | 56.00 | $4.7k | 0% | Mar 2026 |
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| Ameriflex Group | 56.00 | $4.6k | -50% | Dec 2025 |
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| Assetmark | 42.00 | $3.5k | -60% | Dec 2025 |
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| Dunhill Financial | 37.00 | $3.1k | 0% | Dec 2025 |
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| Central Pacific Bank - Trust Division | 29.00 | $2.4k | 0% | Mar 2026 |
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| Legacy Wealth Managment | 21.00 | $1.7k | 0% | Dec 2025 |
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| Anchor Investment Management | 20.00 | $1.7k | 0% | Dec 2025 |
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| Russell Investments | 19.00 | $1.6k | 0% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 19.00 | $1.6k | 100% | Dec 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 |
|---|---|---|---|
| Anderson Financial Strategies | Sep 2025 | 20k | $1.7M |
| Strategic Financial Concepts | Sep 2025 | 13k | $1.1M |
| Triad Wealth Partners | Dec 2025 | 5.5k | $453k |
| Kesler, Norman & Wride | Sep 2025 | 4.5k | $363k |
| Shufro Rose & Co | Sep 2025 | 3.0k | $259k |
| Janney Montgomery Scott | Dec 2025 | 2.8k | $235k |
| JB Capital | Sep 2025 | 2.4k | $202k |
| Advisory Services Network | Sep 2025 | 1.2k | $98k |
| Main Street Group | Sep 2025 | 1.0k | $87k |
| Simplex Trading | Sep 2025 | 326.00 | $27k |
| Principal Securities | Sep 2025 | 296.00 | $25k |
| Advisors Preferred | Sep 2025 | 254.00 | $22k |
| William Blair $ Company | Sep 2025 | 151.00 | $13k |
| Sontag Advisory | Sep 2025 | 97.00 | $8.2k |
| Rossmore Private Capital | Sep 2025 | 57.00 | $4.8k |