Who owns iShares FTSE NAREIT Real Est 50 Ind?

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Analyze quarterly positions in iShares FTSE NAREIT Real Est 50 Ind with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares FTSE NAREIT Real Est 50 Ind stock

Who bought or sold iShares FTSE NAREIT Real Est 50 Ind this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
BlackRock 2.9M $157M 9% Jun 2024
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Us Bancorp 2.7M $166M 1% Sep 2024
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BlackRock 2.4M $146M 100% Sep 2024
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Glenmede Trust Company 1.6M $98M 464% Sep 2024
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Northwestern Mutual Wealth Management Company 1.2M $75M 11% Sep 2024
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Trust Co of Tennessee 1.1M $70M 0% Sep 2024
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Morgan Stanley 860k $46M 2% Jun 2024
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Envestnet Asset Management 782k $48M 202% Sep 2024
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Heritage Financial Services 734k $45M 3% Sep 2024
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CI Private Wealth 668k $6.4M 1% Sep 2024
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Thrivent Financial for Lutherans 616k $38M 25% Sep 2024
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Rsm Us Wealth Management 566k $35M -1% Sep 2024
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Wealth Enhancement Advisory Services 528k $28M 2% Jun 2024
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Mission Wealth Management 502k $31M 0% Sep 2024
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HighTower Advisors 402k $22M 100% Jun 2024
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Charles Schwab Trust 391k $24M -16% Sep 2024
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Prime Capital Investment Advisors 382k $24M -2% Sep 2024
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Blueprint Investment Partners 381k $23M 101% Sep 2024
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S. R. Schill & Associates 377k $20M 24% Jun 2024
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Advisor Group Holdings 358k $22M 24% Sep 2024
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Green Harvest Asset Management 352k $19M 113% Jun 2024
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Rockbridge Investment Management, LCC 312k $19M -31% Sep 2024
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Stephens 311k $19M -3% Sep 2024
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Jpmorgan Chase & Co 299k $18M 1% Sep 2024
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Financial & Tax Architects 292k $18M 100% Sep 2024
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DiMeo Schneider & Associates 273k $17M 15% Sep 2024
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MBE Wealth Management 259k $16M 0% Sep 2024
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HPM Partners 256k $16M 29% Sep 2024
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Rodgers & Associates 239k $15M 7% Sep 2024
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Bank of America Corporation 236k $13M 90% Jun 2024
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LPL Financial 219k $14M 13% Sep 2024
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Phillips Financial Management 218k $13M -3% Sep 2024
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Glenview Trust 217k $13M 0% Sep 2024
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Pure Financial Advisors 202k $12M -1% Sep 2024
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Vantage Financial Partners 196k $11M 131% Jun 2024
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Tectonic Advisors 195k $12M 4% Sep 2024
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Biltmore Wealth Management 194k $12M 25% Sep 2024
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ERn Financial 182k $11M 1% Sep 2024
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Ellenbecker Investment Group 179k $11M -13% Sep 2024
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Cannon Financial Strategists 178k $11M 1% Sep 2024
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Schroder Investment Management Group 175k $9.4M -15% Jun 2024
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BKD Wealth Advisors 172k $9.2M -37% Jun 2024
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O'shaughnessy Asset Management 164k $9.9M 17% Sep 2024
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Raymond James Financial Services Advisors 139k $8.5M 213% Sep 2024
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Cornerstone Management 137k $8.5M -10% Sep 2024
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Atomi Financial Group 133k $8.2M 21% Sep 2024
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SMI Advisory Services 132k $8.0M 227% Sep 2024
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Bnp Paribas Arbitrage, Snc 123k $7.5M 84% Sep 2024
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Legacy Financial Group 122k $7.5M -1% Sep 2024
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Raymond James & Associates 122k $7.5M 2% Sep 2024
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Krueger & Catalano Capital Partners 115k $6.2M 15% Jun 2024
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Commonwealth Equity Services 113k $7.0M 0% Sep 2024
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School Employees Retirement Board Of Ohio 113k $6.9M 100% Sep 2024
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Marshall Financial Group 112k $6.9M 1% Sep 2024
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Lido Advisors 111k $5.9M -5% Jun 2024
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Merriman Wealth Management 109k $6.7M -3% Sep 2024
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CIC Wealth 108k $6.7M 3% Sep 2024
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Cornerstone Partners Capital Management 97k $6.0M 0% Sep 2024
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Cetera Investment Advisers 97k $5.2M 75% Jun 2024
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Mariner Wealth Advisors 96k $5.9M -1% Sep 2024
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Modern Wealth Management 95k $5.9M -5% Sep 2024
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Creative Planning 93k $5.7M -5% Sep 2024
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TPG Financial Advisors 93k $5.7M -50% Sep 2024
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Peak Financial Management 91k $5.6M 0% Sep 2024
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Fund Evaluation Group 88k $5.4M 0% Sep 2024
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Topel & Distasi Wealth Management 81k $5.0M -5% Sep 2024
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Cambridge Associates 80k $4.3M 0% Jun 2024
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Mercer Global Advisors 76k $4.0M 0% Jun 2024
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Congress Wealth Management LLC / DE / 76k $4.7M -13% Sep 2024
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Rockefeller Capital Management 76k $4.1M 1% Jun 2024
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Visionary Wealth Advisors 72k $4.5M -1% Sep 2024
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Prosperity Planning 66k $4.0M 2% Sep 2024
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Congress Asset Management 64k $4.0M -10% Sep 2024
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Presilium Private Wealth 64k $3.9M -2% Sep 2024
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Wells Fargo & Company 62k $3.8M 9% Sep 2024
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First Hawaiian Bank 61k $3.8M 0% Sep 2024
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Bank of Nova Scotia 61k $3.7M -20% Sep 2024
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Windsor Capital Management 59k $3.6M -1% Sep 2024
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CoreCap Advisors 56k $3.5M 100% Sep 2024
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Royal Bank of Canada 54k $2.9M -30% Jun 2024
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Moody National Bank Trust Division 49k $3.0M -1% Sep 2024
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U.S. Capital Wealth Advisors 48k $2.9M -4% Sep 2024
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AlphaStar Capital Management 47k $2.9M 8% Sep 2024
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Colony 47k $2.5M 111% Jun 2024
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Coco Enterprises 45k $2.3M 0% Jun 2024
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Goldman Sachs Group 42k $2.3M -43% Jun 2024
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Moneta Group Investment Advisors 42k $2.6M -14% Sep 2024
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Independent Wealth Network 42k $2.6M 3% Sep 2024
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Advantus Capital Management 41k $2.2M 0% Jun 2024
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Blue Edge Capital 41k $2.2M 0% Jun 2024
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Sumitomo Life Insurance 39k $2.4M -87% Sep 2024
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Cascade Wealth Advisors 39k $2.4M 1% Sep 2024
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Kohmann Bosshard Financial Services 36k $2.2M 1% Sep 2024
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CarsonAllaria Wealth Management 33k $2.0M -4% Sep 2024
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State Street Corporation 33k $1.8M -39% Jun 2024
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Equitable Holdings 32k $1.7M 0% Jun 2024
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Zurcher Kantonalbank 31k $1.9M -3% Sep 2024
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SigFig Wealth Management 31k $1.6M -5% Jun 2024
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D. E. Shaw & Co 31k $1.6M 145% Jun 2024
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Sanctuary Advisors 30k $1.5M 100% Jun 2024
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Roble, Belko & Company 28k $1.7M 1% Sep 2024
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TD Waterhouse Canada 27k $1.7M 0% Sep 2024
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Miracle Mile Advisors 27k $1.7M 7% Sep 2024
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Source Financial Advisors 27k $1.6M 0% Sep 2024
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Goodwin Investment Advisory 27k $1.6M -2% Sep 2024
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Eqis Capital Management 26k $1.6M -6% Sep 2024
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Awm Capital 26k $1.4M -1% Jun 2024
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Citadel Advisors 25k $1.4M 72% Jun 2024
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Pathstone Holdings 25k $1.5M 88% Sep 2024
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Cowa 24k $1.5M 16% Sep 2024
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Burns Wealth Management 24k $1.5M -9% Sep 2024
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Sharper & Granite 24k $1.5M -2% Sep 2024
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Halbert Hargrove Global Advisors 23k $1.4M 0% Sep 2024
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AE Wealth Management 23k $1.2M 7% Jun 2024
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Vise Technologies 23k $1.2M 29% Jun 2024
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B&D White Capital Company 23k $1.4M 100% Sep 2024
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Shum Financial Group 22k $1.4M 100% Sep 2024
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Jones Financial Companies, L.L 22k $1.4M 232% Sep 2024
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McMahon Financial Advisors 22k $1.4M -5% Sep 2024
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RTD Financial Advisors 22k $1.3M -5% Sep 2024
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Hanson McClain Advisors 21k $1.3M 3% Sep 2024
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Stamos Capital Partners 20k $1.2M -15% Sep 2024
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RDA Financial Network 20k $1.2M -19% Sep 2024
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Integrated Wealth Concepts 20k $1.1M 83% Jun 2024
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Simplicity Wealth 19k $1.2M 78% Sep 2024
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Honkamp Krueger Financial Services 19k $1.0M -71% Jun 2024
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Redhawk Wealth Advisors 19k $1.1M 100% Sep 2024
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HBW Advisory Services 19k $1.1M -1% Sep 2024
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Susquehanna International 18k $975k 100% Jun 2024
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Aptus Capital Advisors 18k $1.1M 1% Sep 2024
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Global Strategic Investment Solutions 18k $1.1M 0% Sep 2024
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Peterson Wealth Advisors 18k $1.1M -5% Sep 2024
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Strategic Financial Planning 18k $1.1M -2% Sep 2024
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Moisand Fitzgerald Tamayo 18k $1.1M -3% Sep 2024
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Trademark Financial Management 17k $1.0M 100% Sep 2024
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Walter & Keenan Financial Consulting 17k $1.0M 12% Sep 2024
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Cambridge Investment Research Advisors 16k $1.0M 43% Sep 2024
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Integrated Investment Consultants 16k $983k -3% Sep 2024
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Private Client Services 16k $978k 15% Sep 2024
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Mitsubishi UFJ Asset Management 16k $973k 8% Sep 2024
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Wealthgarden F.s 16k $961k 100% Sep 2024
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Nwam 16k $961k 100% Sep 2024
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MAI Wealth Advisors 16k $954k -5% Sep 2024
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Fi3 FINANCIAL ADVISORS 15k $937k -15% Sep 2024
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Stratos Wealth Partners 15k $930k 100% Sep 2024
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Apollon Wealth Management 15k $925k -1% Sep 2024
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Sumitomo Mitsui Trust Holdings 15k $921k 100% Sep 2024
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Northern Oak Capital Management 15k $916k 0% Sep 2024
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Millington Financial Advisors 15k $893k 11% Sep 2024
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Garrett Investment Advisors 13k $783k -17% Sep 2024
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Naviter Wealth 10k $636k -76% Sep 2024
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Advisory Alpha 5.9k $365k -84% Sep 2024
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Who sold out of iShares FTSE NAREIT Real Est 50 Ind?

Fund or Company Name Date Sold Shares Held Valued At
Charles Schwab Investment Management Jun 2024 2.6M $137M
Agincourt Capital Management Jun 2024 202k $11M
Bellwether Advisors Jun 2024 57k $3.1M
Napa Wealth Management Jun 2024 44k $2.4M
Flow Traders US Mar 2024 43k $2.3M
SageView Advisory Group Mar 2024 21k $11M
Range Financial Group Jun 2024 15k $795k