ISHARES TR - RESIDENTIAL MULT (REZ)

CUSIP: 464288562

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / RESIDENTIAL MULT
Total 13F shares
4,932,993
Share change
+117,635
Total reported value
$362,491,547
Put/Call ratio
338%
Price per share
$73.52
Number of holders
134
Value change
+$9,319,311
Number of buys
58
Number of sells
69

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 Q4 2023

As of 31 Dec 2023, ISHARES TR - RESIDENTIAL MULT (REZ) was held by 134 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,932,993 shares. The largest 10 holders included AMERIPRISE FINANCIAL INC, Franklin, Parlapiano, Turner & Welch, LLC, Capital Asset Advisory Services LLC, AXXCESS WEALTH MANAGEMENT, LLC, MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, ROYAL BANK OF CANADA, ENVESTNET ASSET MANAGEMENT INC, Procyon Advisors, LLC, and Cornerstone Planning Group LLC. This page lists 134 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
137
Q4 2023 holders
134
Holder diff
-3
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 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.
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