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 2.7M $144M 57% Mar 2024
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Charles Schwab Investment Advisory 2.6M $140M -3% Mar 2024
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Us Bancorp 2.3M $126M -1% Mar 2024
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Northwestern Mutual Wealth Management Company 1.0M $56M 31% Mar 2024
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Morgan Stanley 843k $45M 23% Mar 2024
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Heritage Financial Services 664k $36M 50% Mar 2024
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CI Private Wealth 656k $35M -12% Mar 2024
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Rsm Us Wealth Management 562k $30M -5% Mar 2024
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Mission Wealth Management 522k $28M 14% Mar 2024
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Wealth Enhancement Advisory Services 518k $28M -25% Mar 2024
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Thrivent Financial for Lutherans 493k $27M -23% Mar 2024
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Charles Schwab Trust 452k $24M 9% Mar 2024
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Rockbridge Investment Management, LCC 443k $24M 8% Mar 2024
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Blueprint Investment Partners 412k $22M 372% Mar 2024
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Financial & Tax Architects 334k $18M 0% Mar 2024
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Stephens 310k $17M -4% Mar 2024
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Jpmorgan Chase & Co 307k $17M 19% Mar 2024
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S. R. Schill & Associates 303k $16M 1% Mar 2024
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Advisor Group Holdings 289k $16M 75% Mar 2024
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Envestnet Asset Management 285k $15M -53% Mar 2024
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Glenmede Trust Company 283k $15M 6936% Mar 2024
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UBS Group 282k $15M 0% Mar 2024
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BKD Wealth Advisors 271k $15M 0% Mar 2024
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Legacy Financial Group 254k $14M 2020% Mar 2024
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MBE Wealth Management 242k $13M 2% Mar 2024
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Ellenbecker Investment Group 229k $12M -3% Mar 2024
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Sumitomo Life Insurance 225k $12M 130% Mar 2024
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Phillips Financial Management 219k $12M 2% Mar 2024
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Glenview Trust 212k $11M 1% Mar 2024
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Halbert Hargrove Global Advisors 208k $11M -9% Mar 2024
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Schroder Investment Management Group 205k $11M -24% Mar 2024
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Rodgers & Associates 202k $11M 6% Mar 2024
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Agincourt Capital Management 200k $11M 1% Mar 2024
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LPL Financial 198k $11M 38% Mar 2024
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Pure Financial Advisors 194k $11M 4% Mar 2024
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Tectonic Advisors 183k $9.9M 3% Mar 2024
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DiMeo Schneider & Associates 178k $9.6M -78% Mar 2024
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HPM Partners 170k $9.1M -50% Mar 2024
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TPG Financial Advisors 169k $9.2M -14% Dec 2023
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ERn Financial 169k $9.1M 1% Mar 2024
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Green Harvest Asset Management 166k $8.9M 55% Mar 2024
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Cornerstone Management 139k $7.5M 11% Mar 2024
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Ameriprise Financial 138k $7.4M 1721% Mar 2024
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Bank of America Corporation 124k $6.7M -82% Mar 2024
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Commonwealth Equity Services 121k $6.5M 5% Mar 2024
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Lido Advisors 116k $6.3M -1% Mar 2024
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Spartan Planning & Wealth Management 113k $6.1M 332% Dec 2023
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SMI Advisory Services 113k $6.0M 100% Mar 2024
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Fund Evaluation Group 107k $5.8M -35% Mar 2024
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Marshall Financial Group 103k $5.6M 3% Mar 2024
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Raymond James & Associates 102k $5.5M 5% Mar 2024
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CIC Wealth 101k $5.5M -2% Mar 2024
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Krueger & Catalano Capital Partners 100k $5.4M 5% Mar 2024
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Modern Wealth Management 100k $5.2M 100% Mar 2024
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Biltmore Wealth Management 99k $5.4M 0% Mar 2024
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Creative Planning 98k $5.3M -5% Mar 2024
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Cornerstone Partners Capital Management 97k $5.2M 0% Mar 2024
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Peak Financial Management 90k $4.8M 5% Mar 2024
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Congress Wealth Management LLC / DE / 88k $4.7M -3% Mar 2024
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Vantage Financial Partners 85k $4.6M 100% Mar 2024
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Petix & Botte 84k $4.5M 100% Mar 2024
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Topel & Distasi Wealth Management 84k $4.5M 1% Mar 2024
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CoreCap Advisors 83k $4.5M 149% Dec 2023
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Cambridge Associates 80k $4.3M 0% Mar 2024
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Congress Asset Management 77k $4.1M -4% Mar 2024
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Royal Bank of Canada 77k $4.1M -55% Mar 2024
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Mercer Global Advisors 76k $4.1M 2% Mar 2024
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Bank of Nova Scotia 76k $4.1M -26% Mar 2024
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Rockefeller Capital Management 75k $4.1M 1% Mar 2024
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Clark Capital Management Group 75k $4.0M 111% Mar 2024
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Goldman Sachs Group 74k $4.0M -47% Mar 2024
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Presilium Private Wealth 72k $3.9M -4% Mar 2024
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Mariner Wealth Advisors 71k $3.8M 470% Mar 2024
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Strategic Financial 70k $3.8M -5% Dec 2023
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Visionary Wealth Advisors 70k $3.8M -2% Mar 2024
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Warren Averett Asset Management 68k $3.7M 100% Mar 2024
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Honkamp Krueger Financial Services 65k $3.5M 100% Mar 2024
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Prosperity Planning 62k $3.4M 3% Mar 2024
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U.S. Capital Wealth Advisors 62k $3.3M -16% Mar 2024
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First Hawaiian Bank 61k $3.3M 0% Mar 2024
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O'shaughnessy Asset Management 61k $3.3M 17% Mar 2024
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Moneta Group Investment Advisors 60k $3.3M -13% Dec 2023
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Bellwether Advisors 57k $3.1M -6% Mar 2024
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Wells Fargo & Company 56k $3.0M -20% Mar 2024
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Cetera Investment Advisers 55k $3.0M 1064% Mar 2024
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Windsor Capital Management 55k $3.0M 3% Mar 2024
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State Street Corporation 54k $2.9M 18% Mar 2024
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Raymond James Financial Services Advisors 46k $2.5M -17% Mar 2024
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Coco Enterprises 45k $2.3M -10% Mar 2024
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Moody National Bank Trust Division 45k $2.4M 0% Mar 2024
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Atomi Financial Group 44k $2.4M 14% Mar 2024
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Kohmann Bosshard Financial Services 43k $2.3M 0% Mar 2024
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Flow Traders US 43k $2.3M 100% Mar 2024
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Independent Wealth Network 42k $2.3M -2% Mar 2024
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Advantus Capital Management 41k $2.2M 3% Mar 2024
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Blue Edge Capital 41k $2.2M -10% Mar 2024
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RDA Financial Network 40k $2.1M -4% Mar 2024
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Advisory Alpha 39k $2.1M -90% Mar 2024
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Charles Schwab Investment Management 39k $2.1M -6% Mar 2024
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Simplicity Wealth 37k $2.0M 100% Mar 2024
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AlphaStar Capital Management 37k $2.0M 100% Mar 2024
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CarsonAllaria Wealth Management 35k $1.9M -2% Mar 2024
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Gunma Bank 35k $1.9M 0% Mar 2024
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Moisand Fitzgerald Tamayo 34k $1.8M -36% Mar 2024
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Cascade Wealth Advisors 32k $1.7M 100% Mar 2024
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Equitable Holdings 32k $1.7M 17% Mar 2024
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SigFig Wealth Management 32k $1.6M -8% Mar 2024
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Zurcher Kantonalbank 31k $1.7M 0% Mar 2024
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Burns Wealth Management 31k $1.7M -1% Mar 2024
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Telemus Capital 30k $1.6M -8% Dec 2023
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Roble, Belko & Company 28k $1.5M -1% Mar 2024
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Eqis Capital Management 28k $1.5M -22% Mar 2024
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TD Waterhouse Canada 27k $1.4M 0% Mar 2024
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Goodwin Investment Advisory 27k $1.5M 9% Mar 2024
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RTD Financial Advisors 26k $1.4M 0% Mar 2024
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Brown Financial Advisory 26k $1.4M -1% Mar 2024
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Awm Capital 26k $1.4M 0% Mar 2024
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Source Financial Advisors 25k $1.4M 15% Mar 2024
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Stamos Capital Partners 23k $1.3M -12% Mar 2024
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Colony 22k $1.2M 67% Mar 2024
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Sharper & Granite 22k $1.1M -5% Mar 2024
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McMahon Financial Advisors 22k $1.2M 1% Mar 2024
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AE Wealth Management 22k $1.2M -41% Mar 2024
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Naviter Wealth 21k $1.2M -86% Mar 2024
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Cowa 21k $1.1M 469% Mar 2024
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SageView Advisory Group 21k $11M 351% Mar 2024
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Peterson Wealth Advisors 21k $1.1M 2% Mar 2024
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RVW Wealth 20k $1.1M -2% Mar 2024
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Orion Portfolio Solutions 20k $1.1M -12% Mar 2024
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Hanson McClain Advisors 20k $1.0M 6% Mar 2024
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Garrett Investment Advisors 18k $978k 1% Mar 2024
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Global Strategic Investment Solutions 18k $973k 0% Mar 2024
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Vise Technologies 18k $969k 5% Mar 2024
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Fi3 FINANCIAL ADVISORS 18k $915k -35% Mar 2024
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Strategic Financial Planning 18k $958k -2% Mar 2024
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Renaissance Technologies 17k $931k 80% Mar 2024
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Helen Stephens Group 17k $927k -14% Mar 2024
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HBW Advisory Services 17k $923k 0% Mar 2024
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Northern Oak Capital Management 17k $905k 0% Mar 2024
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Fil 17k $889k 100% Mar 2024
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Prudential Financial 17k $887k 61% Mar 2024
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Integrated Investment Consultants 16k $882k 0% Mar 2024
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MAI Wealth Advisors 16k $870k 4% Mar 2024
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Apollon Wealth Management 16k $858k -2% Mar 2024
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Walter & Keenan Financial Consulting 16k $850k -33% Mar 2024
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Daiwa Securities Group 16k $841k 58% Mar 2024
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Citadel Advisors 15k $791k 29% Mar 2024
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Mitsubishi UFJ Asset Management 15k $785k -15% Mar 2024
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Range Financial Group 15k $782k 5% Mar 2024
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Atria Wealth Solutions 14k $775k 20% Mar 2024
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Mml Investors Services 13k $706k -15% Mar 2024
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Envestnet Portfolio Solutions 12k $668k -18% Mar 2024
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Branch Banking & Trust Company 12k $658k -56% Mar 2024
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RFG Advisory 12k $655k -56% Mar 2024
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Mutual Advisors 11k $585k -30% Mar 2024
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EP Wealth Advisors 7.9k $426k -53% Mar 2024
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Advisory Services Network 7.5k $405k -73% Mar 2024
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H D Vest Advisory Services 5.4k $293k -85% Mar 2024
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Sequoia Financial Advisors 4.5k $241k -72% Mar 2024
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Albion Financial Group 310.00 $17k -98% Mar 2024
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Horizon Financial Services 246.00 $13k -99% Mar 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
HighTower Advisors Dec 2023 405k $22M
Northern Trust Sep 2023 20k $946k