ISHARES TR - RESIDENTIAL MULT (REZ)

CUSIP: 464288562

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / RESIDENTIAL MULT
Total 13F shares
4,771,168
Share change
+455,976
Total reported value
$315,425,873
Put/Call ratio
151%
Price per share
$65.95
Number of holders
137
Value change
+$29,786,016
Number of buys
52
Number of sells
54

Quarterly Holders Quick Answers

What is CUSIP 464288562?
CUSIP 464288562 identifies REZ - ISHARES TR - RESIDENTIAL MULT in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of REZ - ISHARES TR - RESIDENTIAL MULT (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of ISHARES TR - RESIDENTIAL MULT (REZ) as of Q3 2023

As of 30 Sep 2023, ISHARES TR - RESIDENTIAL MULT (REZ) was held by 137 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,771,168 shares. The largest 10 holders included AMERIPRISE FINANCIAL INC, Capital Asset Advisory Services LLC, AXXCESS WEALTH MANAGEMENT, LLC, Franklin, Parlapiano, Turner & Welch, LLC, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, Royal Bank of Canada, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Procyon Advisors, LLC, and LPL Financial LLC. This page lists 137 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
139
Q3 2023 holders
137
Holder diff
-2
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .