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
Charles Schwab Investment Advisory 1.5M $98M -1% Mar 2022
Envestnet Asset Management 1.0M $66M -14% Mar 2022
McCutchen 785k $51M 6% Mar 2022
Rsm Us Wealth Management 620k $40M -2% Mar 2022
Us Bancorp 615k $40M 10% Mar 2022
Thrivent Financial for Lutherans 601k $39M -59% Mar 2022
Ellenbecker Investment Group 522k $34M -7% Mar 2022
Parallel Advisors 511k $34M 0% Mar 2022
Morgan Stanley 507k $32M 100% Mar 2022
Advisory Alpha 497k $32M -7% Mar 2022
Victory Capital Management 489k $30M -45% Mar 2022

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SBK Financial 379k $25M -27% Mar 2022
Agincourt Capital Management 376k $24M 2% Mar 2022
Mission Wealth Management 351k $23M -1% Mar 2022
Highland Private Wealth Management 339k $22M -1% Mar 2022
Cornerstone Partners Capital Management 305k $20M 0% Mar 2022
Halbert Hargrove Global Advisors 294k $19M 3% Mar 2022
The Allstate Corporation 259k $17M 100% Mar 2022
S. R. Schill & Associates 258k $17M -3% Mar 2022
Northwestern Mutual Wealth Management Company 212k $14M 7% Mar 2022
CoreCap Advisors 202k $13M 100% Mar 2022
Barber Financial 184k $12M -6% Mar 2022
Coldstream Capital Management 175k $11M -2% Mar 2022
U.S. Capital Wealth Advisors 172k $11M -6% Mar 2022
Charles Schwab Trust 160k $10M 4% Mar 2022
Biltmore Wealth Management 158k $10M 0% Mar 2022
Lido Advisors 152k $9.9M 18% Mar 2022
ERn Financial 150k $9.7M -6% Mar 2022
Congress Asset Management 150k $9.7M 4% Mar 2022
TPG Financial Advisors 148k $9.6M -5% Mar 2022
Phillips Financial Management 146k $9.4M 11% Mar 2022
MBE Wealth Management 142k $9.2M -22% Mar 2022
Tectonic Advisors 139k $9.0M 0% Mar 2022
Pure Financial Advisors 134k $8.6M 0% Mar 2022
Frank. Day 129k $8.3M 100% Mar 2022
Legacy Financial Group 128k $8.2M 27% Mar 2022
Advisor Group Holdings 125k $8.1M 15% Mar 2022
Merriman Wealth Management 121k $7.8M 100% Mar 2022
Moneta Group Investment Advisors 121k $7.8M -1% Mar 2022
DiMeo Schneider & Associates 120k $7.8M -86% Mar 2022
Marvin & Palmer Associates 118k $7.6M -3% Mar 2022
Goldman Sachs Group 109k $7.0M 62% Mar 2022
Spartan Planning & Wealth Management 94k $6.1M 100% Mar 2022
Commonwealth Equity Services 90k $5.8M 8% Mar 2022
BKD Wealth Advisors 89k $5.7M 1903% Mar 2022
Belpointe Asset Management 88k $5.7M -55% Mar 2022
Peninsula Asset Management 88k $5.7M 0% Mar 2022
Cambridge Associates 80k $5.2M 100% Mar 2022
Visionary Wealth Advisors 74k $4.8M 100% Mar 2022
Strategic Financial 74k $4.8M -1% Mar 2022
Rodgers & Associates 71k $4.6M -2% Mar 2022
Mercer Global Advisors 67k $4.3M -11% Mar 2022
Cowa 67k $4.3M 7% Mar 2022
Phoenix Holdings 64k $4.1M 100% Mar 2022
Executive Wealth Management 64k $4.1M -2% Mar 2022
Relative Value Partners 62k $4.0M 7% Mar 2022
First Hawaiian Bank 61k $4.0M 0% Mar 2022
Topel & Distasi Wealth Management 61k $4.0M -3% Mar 2022
Kohmann Bosshard Financial Services 61k $3.9M 10% Mar 2022
RDA Financial Network 60k $3.9M 1% Mar 2022
Moisand Fitzgerald Tamayo 53k $3.4M -34% Mar 2022
Gunma Bank 50k $3.2M -7% Mar 2022
Raymond James & Associates 50k $3.2M 1019% Mar 2022
SigFig Wealth Management 47k $2.9M -12% Mar 2022
Marshall Financial Group 46k $3.0M 9% Mar 2022
Horizon Financial Services 45k $2.9M 12% Mar 2022
Brown Financial Advisory 42k $2.7M -3% Mar 2022
Peterson Wealth Advisors 42k $2.7M -3% Mar 2022
Prudential Financial 42k $2.7M 100% Mar 2022
Coco Enterprises 41k $2.7M 4% Mar 2022
Bowling Portfolio Management 40k $2.6M 10% Mar 2022
CarsonAllaria Wealth Management 39k $2.5M 100% Mar 2022
HPM Partners 35k $2.2M 100% Mar 2022
Simplicity Wealth 35k $2.2M -53% Mar 2022
Mid-American Wealth Advisory Group 34k $2.2M 100% Mar 2022
Independent Wealth Network 33k $2.1M 2% Mar 2022
MAI Wealth Advisors 32k $2.1M 0% Mar 2022
Equitable Holdings 28k $1.8M -6% Mar 2022
Nomura Asset Management 28k $1.8M -48% Mar 2022
HAP Trading 27k $1.7M 100% Mar 2022
Mitsubishi UFJ Asset Management 26k $1.7M -58% Mar 2022
Fi3 FINANCIAL ADVISORS 26k $1.7M -83% Mar 2022
Hanson McClain Advisors 24k $1.6M -12% Mar 2022
Northern Oak Capital Management 24k $1.5M 0% Mar 2022
J2 Capital Management 24k $1.5M -5% Mar 2022
Branch Banking & Trust Company 23k $1.5M 93% Mar 2022
Raymond James Financial Services Advisors 23k $1.5M -9% Mar 2022
RVW Wealth 23k $1.5M 0% Mar 2022
AlphaStar Capital Management 21k $1.4M 100% Mar 2022
J.w. Cole Advisors 21k $1.3M 5% Mar 2022
MAS Advisors 20k $1.3M 27% Mar 2022
RTD Financial Advisors 18k $1.2M -2% Mar 2022
Brian McDonald 17k $1.1M -53% Mar 2022
Cordasco Financial Network 15k $997k -22% Mar 2022
Monument Capital Management 15k $982k -49% Mar 2022
Navalign 15k $967k 19% Mar 2022
Mutual Advisors 14k $903k -11% Mar 2022
BEAM Asset Management 14k $903k 3% Mar 2022
Roble, Belko & Company 14k $892k 816% Mar 2022
Range Financial Group 14k $883k 100% Mar 2022
55i 13k $866k 5% Mar 2022
H D Vest Advisory Services 13k $852k -25% Mar 2022
Comprehensive Portfolio Management 13k $842k -5% Mar 2022
Mml Investors Services 13k $810k 41% Mar 2022
Dorsey & Whitney Trust Company 12k $790k -3% Mar 2022
Garrett Investment Advisors 12k $781k 3% Mar 2022
Cary Street Partner Investment Advisory 12k $767k 8% Mar 2022
FourThought Financial 12k $751k 157% Mar 2022
Captrust Financial Advisors 12k $748k 68% Mar 2022
Insight Advisors, LLC/ PA 11k $703k -10% Mar 2022
IndexIQ Advisors 11k $682k 1831% Mar 2022
Advisory Services Network 10k $669k 5% Mar 2022
National Asset Management 10k $665k -13% Mar 2022
Aveo Capital Partners 9.6k $620k -3% Mar 2022
FineMark National Bank & Trust 9.6k $618k 100% Mar 2022
Quad-Cities Investment Group 9.4k $607k 6% Mar 2022
Ellis Investment Partners 9.2k $596k 0% Mar 2022
Sigma Planning 9.1k $587k -8% Mar 2022
Fingerlakes Wealth Management 8.9k $577k 9% Mar 2022
Edmond De Rothschild Holding 8.7k $564k 0% Mar 2022
Citadel Advisors 8.1k $522k 100% Mar 2022
Townsquare Capital 8.0k $518k 0% Mar 2022
Garde Capital 7.7k $500k 0% Mar 2022
Institutional & Family Asset Management 7.3k $472k -68% Mar 2022
Daiwa Securities Group 7.3k $471k 71% Mar 2022
SVB Wealth Advisory 7.2k $466k 0% Mar 2022
Peninsula Wealth 6.9k $446k 0% Mar 2022
Signature Securities Group Corporation 6.8k $440k 0% Mar 2022
Garrett Wealth Advisory Group 6.5k $420k -11% Mar 2022
Old Mission Capital 6.4k $413k 100% Mar 2022
Karp Capital Management 5.4k $346k -34% Mar 2022
Creative Financial Designs 5.2k $335k -36% Mar 2022

Who sold out of iShares FTSE NAREIT Real Est 50 Ind?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Sep 2021 669k $42M
Pnc Financial Services Sep 2021 606k $36M
Bank of America Corporation Dec 2021 379k $26M
Blueprint Investment Partners Sep 2021 239k $14M
Creative Planning Sep 2021 134k $7.9M
Colony Group Sep 2021 129k $7.6M
Sumitomo Mitsui Trust Holdings Dec 2021 119k $8.0M
HighTower Advisors Sep 2021 115k $6.8M
Procyon Private Wealth Partners Sep 2021 106k $6.2M
Wells Fargo & Company Sep 2021 81k $4.7M
CWM Advisors Dec 2021 80k $5.4M
Inspire Advisors Dec 2021 80k $5.4M
Parametric Portfolio Associates Sep 2021 76k $4.5M
Veracity Capital Sep 2021 74k $4.3M
Foresight Wealth Management Sep 2021 61k $3.6M
Davidson Investment Advisors Sep 2021 46k $2.7M
Prosperity Planning Sep 2021 45k $2.7M
Windsor Capital Management Sep 2021 41k $2.4M
AE Wealth Management Sep 2021 29k $1.7M
Apollon Wealth Management Sep 2021 28k $1.6M
Brookstone Capital Management Dec 2021 26k $1.7M
IAG Wealth Partners Sep 2021 24k $1.4M
Renaissance Technologies Dec 2021 21k $1.4M
HBW Advisory Services Sep 2021 16k $922k
Bank Of Montreal Sep 2021 11k $656k
Blooom Dec 2021 11k $11k
CLS Investments Sep 2021 9.1k $533k
Cambridge Investment Research Advisors Sep 2021 7.3k $428k
True North Advisors Sep 2021 6.4k $377k