Who owns iShares FTSE NAREIT Resi Plus Capp?
- Ticker: REZ
- CUSIP Number: 464288562
Tip: Access positions for across all investors
Analyze quarterly positions in iShares FTSE NAREIT Resi Plus Capp with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares FTSE NAREIT Resi Plus Capp stock
Who bought or sold iShares FTSE NAREIT Resi Plus Capp this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Capital Asset Advisory Services | 463k | $33M | 5% | Mar 2024 |
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| Franklin, Parlapiano, Turner & Welch | 459k | $33M | 4% | Mar 2024 |
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| Axxcess Wealth Management | 431k | $32M | -3% | Dec 2023 |
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| Morgan Stanley | 363k | $26M | -9% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 184k | $13M | 48% | Mar 2024 |
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| Royal Bank of Canada | 157k | $11M | -4% | Mar 2024 |
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| Ameriprise Financial | 151k | $11M | -73% | Mar 2024 |
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| Envestnet Asset Management | 146k | $11M | -9% | Mar 2024 |
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| Procyon Private Wealth Partners | 139k | $10M | 7% | Mar 2024 |
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| Cornerstone Planning Group | 120k | $8.6M | 12% | Mar 2024 |
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| Frank. Day | 98k | $7.0M | 7% | Mar 2024 |
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| Ascension Capital Advisors | 75k | $5.4M | 5% | Mar 2024 |
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| Susquehanna International | 74k | $5.3M | -12% | Mar 2024 |
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| LPL Financial | 72k | $5.2M | -31% | Mar 2024 |
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| Bank of America Corporation | 69k | $4.9M | -14% | Mar 2024 |
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| UBS Group | 61k | $4.4M | 0% | Mar 2024 |
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| Wells Fargo & Company | 52k | $3.7M | -34% | Mar 2024 |
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| Castle Wealth Management | 47k | $3.4M | 34% | Mar 2024 |
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| Goldman Sachs Group | 46k | $3.3M | -27% | Mar 2024 |
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| Plan Group Financial | 44k | $3.2M | 17% | Mar 2024 |
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| Mariner Wealth Advisors | 40k | $2.9M | 1% | Mar 2024 |
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| Fonville Wealth Management | 35k | $2.6M | 9% | Mar 2024 |
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| Kure Advisory | 34k | $2.4M | 6% | Mar 2024 |
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| Van Eck Associates Corp. | 34k | $2.4M | 100% | Mar 2024 |
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| Sovereign Financial Group | 33k | $2.4M | 9% | Mar 2024 |
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| BlackRock | 32k | $2.3M | 0% | Mar 2024 |
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| SageView Advisory Group | 32k | $5.3M | 100% | Mar 2024 |
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| Citadel Advisors | 30k | $2.2M | -46% | Mar 2024 |
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| Partners Capital Investment Group | 29k | $2.1M | -50% | Mar 2024 |
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| Colony | 27k | $1.9M | 61% | Mar 2024 |
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| Buckingham Strategic Partners | 26k | $1.9M | 100% | Mar 2024 |
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| Boston Financial Mangement | 26k | $1.9M | 0% | Mar 2024 |
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| Pacific Sun Financial Corp | 26k | $1.8M | -1% | Mar 2024 |
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| Continuum Advisory | 24k | $1.8M | 7% | Mar 2024 |
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| Arkansas Financial | 23k | $1.6M | 1% | Mar 2024 |
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| Raymond James & Associates | 22k | $1.6M | -51% | Mar 2024 |
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| Advisor Group Holdings | 22k | $1.6M | -28% | Mar 2024 |
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| CX Institutional | 20k | $1.5M | 71% | Mar 2024 |
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| Commonwealth Equity Services | 20k | $1.4M | -7% | Mar 2024 |
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| Cornerstone Management | 20k | $1.4M | 0% | Mar 2024 |
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| TAP Consulting | 20k | $1.4M | 2% | Mar 2024 |
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| AE Wealth Management | 17k | $1.2M | -3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 14k | $1.0M | -1% | Mar 2024 |
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| Strategic Financial Concepts | 14k | $1.0M | 100% | Mar 2024 |
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| H&H Retirement Design & Management | 13k | $918k | -10% | Mar 2024 |
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| Saxony Capital Management | 12k | $890k | 11% | Mar 2024 |
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| Raymond James Financial Services Advisors | 12k | $854k | -13% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 11k | $809k | 0% | Mar 2024 |
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| Lincoln National | 11k | $805k | 100% | Mar 2024 |
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| Kendall Capital Management | 11k | $774k | 2% | Mar 2024 |
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| Global Retirement Partners | 10k | $736k | 2% | Mar 2024 |
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| Arete Wealth Advisors | 10k | $728k | -28% | Mar 2024 |
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| Buckingham Asset Management | 8.8k | $632k | -3% | Mar 2024 |
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| Interactive Financial Advisors | 8.8k | $631k | 25% | Mar 2024 |
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| HighTower Advisors | 8.7k | $627k | 5% | Mar 2024 |
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| Connecticut Wealth Management | 8.7k | $628k | 0% | Mar 2024 |
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| Navis Wealth Advisors | 8.0k | $577k | 0% | Mar 2024 |
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| Strategies Wealth Advisors | 7.7k | $557k | 0% | Mar 2024 |
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| Courage Miller Partners | 7.6k | $547k | 0% | Mar 2024 |
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| Beta Wealth | 7.2k | $532k | -28% | Dec 2023 |
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| D. E. Shaw & Co | 7.0k | $501k | 100% | Mar 2024 |
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| American Financial Advisors | 6.8k | $493k | 0% | Mar 2024 |
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| GW & Wade | 6.3k | $460k | 22% | Dec 2023 |
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| Two Sigma Advisers | 6.0k | $432k | 100% | Mar 2024 |
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| National Asset Management | 5.8k | $387k | -33% | Mar 2024 |
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| RVW Wealth | 5.4k | $386k | -7% | Mar 2024 |
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| Cutler | 5.2k | $0 | -5% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 5.0k | $360k | 0% | Mar 2024 |
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| Menora Mivtachim Holdings | 5.0k | $360k | 0% | Mar 2024 |
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| Atria Wealth Solutions | 4.8k | $349k | 0% | Mar 2024 |
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| Cozad Asset Management | 4.7k | $340k | 0% | Mar 2024 |
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| H D Vest Advisory Services | 4.6k | $335k | -2% | Mar 2024 |
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| Millennium Management | 4.6k | $334k | 100% | Mar 2024 |
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| Kestra Advisory Services | 4.3k | $319k | -9% | Dec 2023 |
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| McAdam | 4.3k | $308k | -36% | Mar 2024 |
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| We Are One Seven | 4.2k | $307k | -19% | Dec 2023 |
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| LexAurum Advisors | 4.1k | $299k | -35% | Dec 2023 |
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| ValMark Advisers | 4.0k | $285k | 7% | Mar 2024 |
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| Creative Planning | 4.0k | $285k | 38% | Mar 2024 |
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| Sound Income Strategies | 3.8k | $271k | -8% | Mar 2024 |
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| Boltwood Capital Management | 3.6k | $260k | 0% | Mar 2024 |
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| Disciplined Investments | 3.6k | $258k | 0% | Mar 2024 |
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| Bard Associates | 3.5k | $249k | 12% | Mar 2024 |
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| Ark & Tlk Investments | 3.4k | $245k | 0% | Mar 2024 |
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| RDA Financial Network | 3.1k | $226k | 0% | Mar 2024 |
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| Beirne Wealth Consulting Services | 3.1k | $223k | 0% | Mar 2024 |
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| Sigma Planning | 3.0k | $216k | -23% | Mar 2024 |
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| Shufro Rose & Co | 3.0k | $216k | 100% | Mar 2024 |
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| Ameritas Advisory Services | 3.0k | $219k | 100% | Dec 2023 |
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| Pacific Center for Financial Services | 2.5k | $181k | 0% | Dec 2023 |
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| Dynamic Wealth Strategies | 2.3k | $163k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 2.1k | $153k | -8% | Mar 2024 |
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| DHJJ Financial Advisors | 2.0k | $145k | 0% | Mar 2024 |
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| EP Wealth Advisors | 1.5k | $110k | 100% | Dec 2023 |
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| William Blair $ Company | 1.4k | $100k | 0% | Mar 2024 |
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| Bank Of Montreal | 1.4k | $99k | -74% | Mar 2024 |
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| Castleview Partners | 1.3k | $93k | 100% | Mar 2024 |
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| Tower Research Capital | 1.0k | $75k | -48% | Mar 2024 |
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| National Bank Of Canada /fi/ | 739.00 | $55k | 0% | Dec 2023 |
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| Main Street Group | 635.00 | $47k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 480.00 | $35k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 397.00 | $29k | 0% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 309.00 | $22k | 0% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 287.00 | $21k | 0% | Mar 2024 |
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| Hollencrest Securities | 263.00 | $19k | 0% | Mar 2024 |
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| Harbour Investments | 232.00 | $17k | -62% | Dec 2023 |
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| Geneos Wealth Management | 225.00 | $16k | -20% | Mar 2024 |
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| FMR | 203.00 | $15k | -27% | Mar 2024 |
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| Northwest Financial Advisors | 162.00 | $12k | 0% | Mar 2024 |
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| Spire Wealth Management | 147.00 | $11k | 0% | Mar 2024 |
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| GHP Investment Advisors | 126.00 | $9.1k | 0% | Mar 2024 |
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| Principal Securities | 116.00 | $8.4k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 113.00 | $8.1k | 0% | Mar 2024 |
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| Cape Investment Advisory | 110.00 | $8.1k | -95% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 106.00 | $7.7k | 0% | Mar 2024 |
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| Sunbelt Securities | 100.00 | $7.2k | 0% | Mar 2024 |
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| McIlrath & Eck | 82.00 | $5.9k | 0% | Mar 2024 |
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| Pnc Financial Services | 75.00 | $5.4k | 0% | Mar 2024 |
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| Atlantic Trust | 66.00 | $4.7k | 100% | Mar 2024 |
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| Simplex Trading | 52.00 | $3.0k | 100% | Mar 2024 |
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| Investors Research Corp | 51.00 | $3.7k | 0% | Mar 2024 |
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| FTB Advisors | 50.00 | $3.6k | 0% | Mar 2024 |
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| Brian McDonald | 44.00 | $3.2k | 0% | Mar 2024 |
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| Goss Wealth Management | 40.00 | $2.9k | -99% | Mar 2024 |
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| ICA Group Wealth Management | 30.00 | $2.2k | 0% | Mar 2024 |
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| Central Pacific Bank - Trust Division | 29.00 | $2.1k | 100% | Mar 2024 |
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| Founders Financial Alliance | 15.00 | $1.1k | 0% | Mar 2024 |
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| CWM | 14.00 | $1.0k | -100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 12.00 | $864.999600 | 0% | Mar 2024 |
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| Caldwell Sutter Capital | 11.00 | $792.999900 | 0% | Mar 2024 |
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Who sold out of iShares FTSE NAREIT Resi Plus Capp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Acorn Financial Advisory Services | Dec 2023 | 30k | $2.2M |
| Meitav Dash Investments | Dec 2023 | 7.1k | $525k |
| Thrivent Financial for Lutherans | Sep 2023 | 7.1k | $468k |
| Eqis Capital Management | Sep 2023 | 3.4k | $226k |
| Mercer Global Advisors | Dec 2023 | 3.4k | $250k |
| Dagco | Dec 2023 | 3.2k | $232k |
| GSA Capital Partners | Dec 2023 | 2.9k | $210k |
| Advisory Services Network | Dec 2023 | 850.00 | $63k |
| Summit X | Dec 2023 | 698.00 | $272k |
| Assetmark | Dec 2023 | 151.00 | $11k |
| Running Point Capital Advisors | Sep 2023 | 150.00 | $9.9k |
| GPS Wealth Strategies Group | Dec 2023 | 54.00 | $4.0k |