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Get Institutions for : 
iShares FTSE NAREIT Resid Plus Cp Idx (REZ)  
$75.46 0.26 (0.34%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 131    12
Total shares held : 
4,847,654  
% of shares held : 
38.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -16  
Amount of shares held : 
108,690  
% of shares held change : 
  0.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$64.86  
Last Quarter's Ending Price : 
$73.52  
Last Quarter's Average Price
$67.20  
Change from last quarter's     
avg. price to the last closing  : 
8.26 (12.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 121,052
 2.5%
 
Increased Positions :
44
 305,162
 6.3%
 
Unchanged Positions :
27
 152,757
 3.15%
 
Decreased Positions :
48
-214,352
-4.42%
 
Closed Positions :
24
-103,172
-2.13%
 
Guru Positions :
1
7,616
 0.16%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 3698 - 2024-03-31 32,341 $2,331,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 148 - 2024-03-31 25,700 $1,852,000 0
   Cornerstone Management Inc. 26 - 2024-03-31 19,963 $1,439,000 0
   MENORA MIVTACHIM HOLDINGS LTD. 89 - 2023-12-31 5,000 $368,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 539 - 2024-03-31 5,000 $360,000 0
   COZAD ASSET MANAGEMENT INC 298 - 2024-03-31 4,722 $340,000 0
   FINANCIAL ARCHITECTS INC 280 - 2023-06-30 3,650 $267,000 0
   BOLTWOOD CAPITAL MANAGEMENT 155 - 2024-03-31 3,600 $259,000 0
   Disciplined Investments LLC 107 - 2024-03-31 3,583 $258,000 0
   ARK & TLK INVESTMENTS LLC 86 - 2024-03-31 3,397 $245,000 0
   Pacific Center for Financial Services 86 - 2023-12-31 2,455 $180,000 0
   DHJJ Financial Advisors Ltd. 167 - 2024-03-31 2,006 $145,000 0
   BLAIR WILLIAM & CO/IL 1500 - 2024-03-31 1,392 $100,000 0
   HANSON MCCLAIN, INC. 1550 - 2024-03-31 397 $29,000 0
   WHITTIER TRUST CO OF NEVADA INC 847 - 2024-03-31 287 $21,000 0
   HOLLENCREST SECURITIES LLC 640 - 2024-03-31 263 $19,000 0
   KISTLERTIFFANY COMPANIES, LLC 651 - 2023-06-30 225 $16,000 0
   Northwest Financial Advisors 474 - 2024-03-31 162 $12,000 0
   Spire Wealth Management 1690 - 2024-03-31 147 $11,000 0
   GHP INVESTMENT ADVISORS INC 662 - 2024-03-31 126 $9,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1933 - 2024-03-31 106 $8,000 0
   PRINCIPAL SECURITIES INC. 2416 - 2024-03-31 116 $8,000 0
   Sunbelt Securities Inc. 1283 - 2024-03-31 100 $7,000 0
   McIlrath & Eck LLC 694 - 2024-03-31 82 $6,000 0
   PNC FINANCIAL SERVICES GROUP INC 3878 - 2024-03-31 75 $5,000 0
   FTB Advisors Inc. 1843 - 2024-03-31 50 $4,000 0
   Colonial Trust Co / SC 832 - 2023-12-31 61 $4,000 0
   Investors Research Corp 846 - 2024-03-31 51 $4,000 0
   COMERICA BANK 3375 - 2023-12-31 44 $3,000 0
   CALDWELL SUTTER CAPITAL INC. 830 - 2024-03-31 11 $1,000 0
   Householder Group Estate & Retirement Specialist L 1099 - 2024-03-31 12 $1,000 0
   Founders Financial Alliance LLC 487 - 2023-12-31 15 $1,000 0
   PROEQUITIES INC. 6900 - 2024-03-31 0 $0 0
   IAG Wealth Partners LLC 476 *Closed 2024-03-31 0 $0 0

  34 Records found
  1    
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