Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / RESIDENTIAL MULT
-
Number of holders
-
132
-
Total 13F shares, excl. options
-
4,023,084
-
Shares change
-
-505,715
-
Total reported value, excl. options
-
$310,180,709
-
Value change
-
-$38,081,417
-
Put/Call ratio
-
45%
-
Number of buys
-
54
-
Number of sells
-
-55
-
Price
-
$76.99
Significant Holders of ISHARES TR - RESIDENTIAL MULT (REZ) as of Q2 2024
149 filings reported holding REZ - ISHARES TR - RESIDENTIAL MULT as of Q2 2024.
ISHARES TR - RESIDENTIAL MULT (REZ) has 132 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,023,084 shares
.
Largest 10 shareholders include Franklin, Parlapiano, Turner & Welch, LLC (479,582 shares), AXXCESS WEALTH MANAGEMENT, LLC (469,295 shares), MORGAN STANLEY (313,874 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (208,968 shares), Royal Bank of Canada (157,265 shares), AMERIPRISE FINANCIAL INC (147,540 shares), ENVESTNET ASSET MANAGEMENT INC (136,521 shares), Cornerstone Planning Group LLC (129,319 shares), EVERGREEN CAPITAL MANAGEMENT LLC (121,892 shares), and Procyon Advisors, LLC (117,633 shares).
This table shows the top 132 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.