ISHARES TR - RESIDENTIAL MULT (REZ)

CUSIP: 464288562

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / RESIDENTIAL MULT
Total 13F shares
4,023,084
Share change
-505,715
Total reported value
$310,180,709
Put/Call ratio
45%
Price per share
$76.99
Number of holders
132
Value change
-$38,081,417
Number of buys
54
Number of sells
55

Quarterly Holders Quick Answers

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

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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 Q2 2024

As of 30 Jun 2024, ISHARES TR - RESIDENTIAL MULT (REZ) was held by 132 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,023,084 shares. The largest 10 holders included Franklin, Parlapiano, Turner & Welch, LLC, AXXCESS WEALTH MANAGEMENT, LLC, MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Royal Bank of Canada, AMERIPRISE FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, Cornerstone Planning Group LLC, EVERGREEN CAPITAL MANAGEMENT LLC, and Procyon Advisors, LLC. This page lists 132 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
136
Q2 2024 holders
132
Holder diff
-4
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 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.