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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AXXCESS WEALTH MANAGEMENT LLC 19 - 2023-12-31 431,308 $31,710,000 -12,002
   MORGAN STANLEY 2367 - 2023-12-31 364,634 $26,808,000 -35,085
   ENVESTNET ASSET MANAGEMENT INC 1352 - 2023-12-31 154,954 $11,392,000 -5,539
   BANK OF AMERICA CORP /DE/ 2776 - 2023-12-31 79,773 $5,865,000 -15,821
   LPL FINANCIAL CORP 1739 - 2024-03-31 71,737 $5,170,000 -7,809
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 997 - 2024-03-31 68,251 $4,919,000 -26,209
   Keeley-Teton Advisors LLC 45 - 2023-12-31 61,203 $4,500,000 -912
   WELLS FARGO & CO/MN 2154 - 2024-03-31 51,580 $3,717,000 -26,152
   PACIFIC SUN FINANCIAL CORP 22 - 2024-03-31 25,626 $1,847,000 -190
   RAYMOND JAMES & ASSOCIATES 2292 - 2024-03-31 21,902 $1,578,000 -22,499
   Advisor Group Holdings Inc. 1888 - 2024-03-31 21,485 $1,549,000 -8,383
   COMMONWEALTH EQUITY SERVICES LLC. 1971 - 2024-03-31 20,102 $1,449,000 -1,421
   AE Wealth Management LLC 1069 - 2023-12-31 17,690 $1,240,000 -2,142
   COLONY GROUP LLC 415 - 2023-09-30 16,282 $1,074,000 -84
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1697 - 2024-03-31 14,402 $1,038,000 -133
   Momentum Advisors LLC 24 - 2022-12-31 14,208 $971,000 -572
   H&H Retirement Design & Management INC 35 - 2024-03-31 13,199 $918,000 -1,491
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2147 - 2024-03-31 11,852 $854,000 -1,774
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1139 - 2023-09-30 9,791 $646,000 -4,114
   BUCKINGHAM ASSET MANAGEMENT, LLC 414 - 2024-03-31 8,772 $632,000 -298
   MULTIFINANCIAL SECURITIES CORP 1044 - 2023-12-31 7,775 $572,000 -420
   COURAGE MILLER PARTNERS, LLC 53 - 2024-03-31 7,588 $547,000 -6
   Beta Wealth Group Inc. 56 - 2023-12-31 7,234 $532,000 -2,845
   American Financial Advisors LLC 84 - 2024-03-31 6,836 $493,000 -34
   FINANCIAL NETWORK 1886 - 2023-12-31 6,694 $492,000 -9,708
   RVW Wealth LLC 101 - 2024-03-31 5,355 $386,000 -417
   H D Vest Advisory Services 1234 - 2024-03-31 4,649 $335,000 -81
   Kestra Advisory Services LLC 1790 - 2023-12-31 4,341 $319,000 -407
   McAdam LLC 225 - 2024-03-31 4,279 $308,000 -2,372
   We Are One Seven LLC 694 - 2023-12-31 4,172 $307,000 -989
   Sound Income Strategies LLC 186 - 2024-03-31 3,755 $271,000 -315
   Cetera Investment Advisers 1835 - 2023-12-31 3,668 $270,000 -953
   Sigma Planning Corp 1095 - 2024-03-31 3,003 $216,000 -912
   J P MORGAN CHASE & CO 4305 - 2024-03-31 2,128 $153,000 -185
   Goss Wealth Management LLC 1835 - 2023-12-31 1,828 $134,000 -3,239
   TOWER RESEARCH CAPITAL LLC 2646 - 2023-12-31 1,349 $99,000 -666
   Steward Partners Investment Advisory LLC 2121 - 2023-12-31 480 $35,000 -420
   HARBOUR INVESTMENTS INC. 1932 - 2023-12-31 232 $17,000 -374
   Geneos Wealth Management Inc. 1430 - 2024-03-31 225 $16,000 -58
   Tyler-Stone Wealth Management 649 - 2023-12-31 113 $8,000 -117
   Cape Investment Advisory Inc. 712 - 2023-12-31 110 $8,000 -1,935
   CWM LLC 4204 - 2024-03-31 14 $1,000 -3,138
  42 Records found
  1    
  Page 1 of 1
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