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 | $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 | 227k | $19M | 5% | Mar 2026 |
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| Aprio Wealth Management | 207k | $17M | 11% | Mar 2026 |
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| Cornerstone Planning Group | 201k | $18M | 15% | Mar 2026 |
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| Ameriprise Financial | 160k | $13M | 1% | Mar 2026 |
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| Bard Associates | 146k | $12M | 0% | Mar 2026 |
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| Royal Bank of Canada | 144k | $12M | -6% | Mar 2026 |
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| LPL Financial | 143k | $12M | -1% | Mar 2026 |
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| Van Eck Associates Corp. | 139k | $12M | 4% | Dec 2025 |
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| Ascension Capital Advisors | 120k | $10M | 14% | Mar 2026 |
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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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| Bank of America Corporation | 97k | $8.1M | 100% | Mar 2026 |
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| Wells Fargo & Company | 73k | $6.1M | 93% | Mar 2026 |
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| Two Sigma Investments | 73k | $6.0M | -10% | Mar 2026 |
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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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| Envestnet Asset Management | 62k | $5.2M | 33% | Mar 2026 |
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| Castle Wealth Management | 61k | $5.0M | 6% | Mar 2026 |
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| Fonville Wealth Management | 57k | $4.7M | 3% | Mar 2026 |
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| AXS Investments | 48k | $4.0M | -1% | Mar 2026 |
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| Cetera Investment Advisers | 47k | $3.9M | 3% | Mar 2026 |
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| Mml Investors Services | 46k | $3.9M | -25% | Mar 2026 |
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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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| Arkansas Financial | 40k | $3.5M | 11% | Mar 2026 |
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| Mariner Wealth Advisors | 38k | $3.2M | -2% | Mar 2026 |
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| Summit Financial | 36k | $3.0M | 736% | Mar 2026 |
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| Procyon Private Wealth Partners | 35k | $2.9M | -6% | Mar 2026 |
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| Colony | 31k | $2.5M | -2% | Dec 2025 |
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| UBS Group | 30k | $2.5M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 30k | $2.5M | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 29k | $2.4M | -40% | Mar 2026 |
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| Partners Capital Investment Group | 29k | $2.4M | 0% | Mar 2026 |
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| Mission Hills Financial Advisory | 27k | $2.3M | 2% | Mar 2026 |
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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 | -1% | Mar 2026 |
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| Winter & Associates | 22k | $1.9M | 100% | Mar 2026 |
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| Leavell Investment Management | 22k | $1.8M | 6% | Mar 2026 |
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| Alliance Wealth Advisors | 21k | $1.7M | 62% | Mar 2026 |
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| Sincerus Advisory | 18k | $1.5M | 5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 16k | $1.3M | 3% | Mar 2026 |
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| Integrity Alliance | 16k | $1.3M | 7% | Mar 2026 |
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| Creative Financial Designs | 16k | $1.3M | 6% | Mar 2026 |
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| H&H Retirement Design & Management | 15k | $1.4M | -1% | Mar 2026 |
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| CX Institutional | 15k | $1.2M | -4% | Mar 2026 |
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| Burns Matteson Capital Management | 15k | $1.2M | -35% | Mar 2026 |
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| M Wealth Management | 15k | $1.2M | 1% | Mar 2026 |
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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 | 14k | $1.1M | 2% | Mar 2026 |
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| Comprehensive Wealth Management | 14k | $1.1M | 7% | Mar 2026 |
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| Strategic Financial Concepts | 13k | $1.1M | 100% | Mar 2026 |
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| Real Talk Capital | 13k | $1.1M | 57% | Mar 2026 |
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| Kendall Capital Management | 13k | $1.0M | 5% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 11k | $936k | 0% | Mar 2026 |
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| Main Street Financial Solutions | 11k | $910k | 100% | Dec 2025 |
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| Leucadia National Corporation | 10k | $832k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 10k | $829k | 1% | Mar 2026 |
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| Capital Asset Advisory Services | 9.9k | $891k | -8% | Mar 2026 |
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| Qube Research & Technologies | 9.5k | $784k | -36% | Dec 2025 |
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| Menora Mivtachim Holdings | 8.5k | $707k | 0% | Mar 2026 |
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| Global Retirement Partners | 8.3k | $686k | -11% | Dec 2025 |
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| Susquehanna International | 8.0k | $664k | -60% | Dec 2025 |
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| Beta Wealth | 8.0k | $664k | 16% | Mar 2026 |
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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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| HighTower Advisors | 7.2k | $601k | -7% | Mar 2026 |
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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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| AE Wealth Management | 6.5k | $543k | -5% | Mar 2026 |
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| Courage Miller Partners | 6.3k | $525k | 0% | Mar 2026 |
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| American Financial Advisors | 6.1k | $511k | 0% | Mar 2026 |
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| Interactive Financial Advisors | 5.8k | $482k | -4% | Mar 2026 |
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| Connecticut Wealth Management | 5.8k | $479k | 0% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 5.6k | $464k | 0% | Mar 2026 |
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| Farther Finance Advisors | 4.9k | $411k | -24% | Mar 2026 |
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| Navis Wealth Advisors | 4.7k | $388k | 0% | Mar 2026 |
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| D. E. Shaw & Co | 4.7k | $387k | 35% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 4.4k | $363k | 100% | Mar 2026 |
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| Cozad Asset Management | 4.3k | $359k | 0% | Mar 2026 |
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| McAdam | 4.3k | $354k | 21% | Mar 2026 |
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| FLP Wealth Management | 4.0k | $331k | 100% | Mar 2026 |
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| ValMark Advisers | 3.9k | $327k | 12% | Mar 2026 |
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| Kestra Advisory Services | 3.8k | $314k | 126% | Mar 2026 |
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| Boltwood Capital Management | 3.6k | $300k | 0% | Mar 2026 |
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| Disciplined Investments | 3.6k | $298k | 0% | Mar 2026 |
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| RVW Wealth | 3.5k | $292k | 0% | Mar 2026 |
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| Ark & Tlk Investments | 3.4k | $283k | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 3.3k | $270k | -6% | Dec 2025 |
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| Buck Wealth Strategies | 3.2k | $270k | -35% | Mar 2026 |
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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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| Gladstone Institutional Advisory | 3.0k | $247k | 100% | Mar 2026 |
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| RDA Financial Network | 2.6k | $216k | -1% | Mar 2026 |
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| Claudia M.p. Batlle, Crp | 2.6k | $215k | 0% | Mar 2026 |
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| Creative Planning | 2.6k | $214k | -4% | Mar 2026 |
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| Rsm Us Wealth Management | 2.6k | $213k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 2.5k | $211k | 374% | Mar 2026 |
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| Pacific Center for Financial Services | 2.5k | $204k | 0% | Mar 2026 |
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| Lynx Investment Advisory | 2.4k | $201k | 100% | Mar 2026 |
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| Sound Income Strategies | 2.2k | $186k | -5% | Mar 2026 |
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| Harbour Investments | 1.6k | $136k | 3% | Mar 2026 |
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| Fifth Third Bancorp | 1.6k | $134k | 100% | Mar 2026 |
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| Brian McDonald | 1.6k | $133k | 1% | 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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| Bank Of Montreal | 1.2k | $100k | 100% | Mar 2026 |
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| Red Reef Advisors | 1.2k | $97k | 0% | Mar 2026 |
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| Huntington National Bank | 1.1k | $87k | 0% | Dec 2025 |
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| Main Street Group | 1.0k | $85k | 100% | Mar 2026 |
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| RWM Asset Management | 994.00 | $83k | 100% | Mar 2026 |
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| National Bank Of Canada /fi/ | 864.00 | $71k | 14% | Dec 2025 |
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| Steward Partners Investment Advisory | 601.00 | $50k | -65% | Mar 2026 |
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| Dynamic Wealth Strategies | 588.00 | $49k | 0% | Mar 2026 |
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| BlackRock | 504.00 | $42k | 0% | Mar 2026 |
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| Tucker Asset Management | 416.00 | $34k | 100% | Dec 2025 |
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| Western Wealth Management | 404.00 | $34k | 100% | Mar 2026 |
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| Golden State Wealth Management | 365.00 | $30k | 0% | Mar 2026 |
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| Citigroup | 359.00 | $30k | 100% | Mar 2026 |
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| Fairscale Capital | 339.00 | $28k | 0% | Mar 2026 |
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| Mosley Wealth Management | 336.00 | $29k | 100% | Mar 2026 |
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| Monetary Solutions | 315.00 | $26k | 0% | Mar 2026 |
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| Advisors Preferred | 291.00 | $24k | 100% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 287.00 | $24k | 0% | Mar 2026 |
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| Horizon Investments | 272.00 | $23k | 100% | Dec 2025 |
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| Strategic Wealth Partners | 269.00 | $22k | 0% | Mar 2026 |
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| Hollencrest Securities | 263.00 | $22k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 248.00 | $21k | 0% | Dec 2025 |
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| Keating Financial Advisory Services | 240.00 | $20k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 235.00 | $20k | 0% | Mar 2026 |
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| Purpose Un | 209.00 | $17k | 100% | Mar 2026 |
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| Russell Investments | 150.00 | $13k | 689% | Mar 2026 |
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| TD Waterhouse Canada | 150.00 | $13k | 100% | Mar 2026 |
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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% | Mar 2026 |
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| Mather Group | 95.00 | $7.9k | 100% | Mar 2026 |
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| McIlrath & Eck | 86.00 | $7.1k | 0% | Mar 2026 |
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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% | Mar 2026 |
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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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Who sold out of iShares FTSE NAREIT Resi Plus Capp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 42k | $3.5M |
| Anderson Financial Strategies | Sep 2025 | 20k | $1.7M |
| Jpmorgan Chase & Co | Sep 2025 | 17k | $1.4M |
| Goldman Sachs Group | Dec 2025 | 15k | $1.2M |
| Prosperitas Financial | Dec 2025 | 13k | $1.1M |
| Savant Capital Management | Dec 2025 | 12k | $971k |
| Envestnet Portfolio Solutions | Dec 2025 | 8.8k | $729k |
| CLS Investments | Dec 2025 | 8.1k | $668k |
| Triad Wealth Partners | Dec 2025 | 5.5k | $453k |
| Hrt Financial | Dec 2025 | 5.2k | $431k |
| National Asset Management | Dec 2025 | 4.0k | $330k |
| Axxcess Wealth Management | Dec 2025 | 2.9k | $242k |
| Tobias Financial Advisors | Dec 2025 | 2.9k | $238k |
| Janney Montgomery Scott | Dec 2025 | 2.8k | $235k |
| Proficio Capital Partners | Dec 2025 | 2.7k | $221k |
| Castleview Partners | Dec 2025 | 2.7k | $219k |
| Advisory Services Network | Sep 2025 | 1.2k | $98k |
| Simplex Trading | Sep 2025 | 326.00 | $27k |
| Inlight Wealth Management | Dec 2025 | 200.00 | $17k |