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Get Institutions for : 
iShares FTSE NAREIT Resid Plus Cp Idx (REZ)  
$73.26 0.07 (0.1%) as of 4:30 Fri 5/24


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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  : 
6.06 (9.02%)  




 
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
   Laurel Wealth Advisors Inc. 643 *Closed 2022-12-31 0 $0 -50,985
   MEITAV DASH INVESTMENTS LTD 267 *Closed 2024-03-31 0 $0 -7,143
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1940 *Closed 2024-03-31 0 $0 -151
   LexAurum Advisors LLC 308 *Closed 2024-03-31 0 $0 -4,063
   GSA CAPITAL PARTNERS LLP 1859 *Closed 2024-03-31 0 $0 -2,861
   GPS Wealth Strategies Group LLC 1228 *Closed 2024-03-31 0 $0 -54
   Cetera Investment Advisers 1908 *Closed 2024-03-31 0 $0 -3,668
   ADVISORY SERVICES NETWORK, LLC 3233 *Closed 2024-03-31 0 $0 -850
   NEW ENGLAND GUILD WEALTH ADVISORS INC. 70 *Closed 2022-12-31 0 $0 -3,391
   TACONIC CAPITAL ADVISORS LP 108 *Closed 2024-03-31 0 $0 -18,000
   Summit X LLC 213 *Closed 2024-03-31 0 $0 -698
   IAG Wealth Partners LLC 476 *Closed 2024-03-31 0 $0 0
   Cutler Group LP 1481 *Closed 2024-03-31 0 $0 -100
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 235 *Closed 2024-03-31 0 $0 -30,184
   EP WEALTH ADVISORS, INC. 867 *Closed 2024-03-31 0 $0 -1,490
   MERCER GLOBAL ADVISORS INC /ADV 2171 *Closed 2024-03-31 0 $0 -3,396
   DAGCO INC. 286 *Closed 2024-03-31 0 $0 -3,158
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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