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iShares Residential and Multisector Real Estate ETF
REZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 18.9 M +USD 4.9 M +79,308 +38%
Franklin, Parlapiano, Turner & Welch
2
Franklin, Parlapiano, Turner & Welch
Texas
USD 15.6 M +USD 901 k +14,575 +7%
Brown Advisory
3
Brown Advisory
Maryland
USD 11.9 M -USD 325 k -5,258 -3%
Wells Fargo
4
Wells Fargo
California
USD 11.4 M +USD 3.58 M +57,969 +51%
Morgan Stanley
5
Morgan Stanley
New York
USD 11.3 M +USD 4.79 M +77,503 +82%
Raymond James & Associates
6
Raymond James & Associates
Florida
USD 7.36 M +USD 225 k +3,643 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
USD 6.28 M +USD 318 k +5,144 +6%
Confluence Investment Management
8
Confluence Investment Management
Missouri
USD 5.92 M -USD 885 k -14,322 -14%
UBS Group
9
UBS Group
Switzerland
USD 5.52 M +USD 2.51 M +40,567 +94%
Benjamin F. Edwards & Company
10
Benjamin F. Edwards & Company
Missouri
USD 4.19 M -USD 570 k -9,224 -13%
Stringer Asset Management
11
Stringer Asset Management
Tennessee
USD 4.12 M +USD 32.7 k +530 +0.9%
Goldman Sachs
12
Goldman Sachs
New York
USD 4 M -USD 741 -12 -0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 3.69 M +USD 2.02 M +32,766 +141%
Bank of America
14
Bank of America
North Carolina
USD 3.49 M -USD 1.05 M -17,022 -24%
TRUE Private Wealth Advisors
15
TRUE Private Wealth Advisors
Oregon
USD 3.49 M +USD 3.27 M +52,953 Nuevas
Financial Management Professionals
16
Financial Management Professionals
Texas
USD 3.32 M +USD 3.11 M +50,261 Nuevas
WBG
17
Wharton Business Group
Pennsylvania
USD 3.21 M +USD 1.95 M +31,555 +185%
Interactive Financial Advisors
18
Interactive Financial Advisors
Illinois
USD 3.01 M +USD 29.8 k +483 +1%
Barometer Capital Management
19
Barometer Capital Management
Ontario, Canada
USD 2.49 M +USD 2.34 M +37,800 Nuevas
Courage Miller Partners
20
Courage Miller Partners
Virginia
USD 2.48 M -USD 162 k -2,621 -7%
Quantitative Advantage
21
Quantitative Advantage
Minnesota
USD 2.14 M -USD 25 k -405 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 2.04 M +USD 36.9 k +598 +2%
B. Riley Wealth Advisors
23
B. Riley Wealth Advisors
Florida
USD 1.98 M -USD 39.7 k -643 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 1.7 M +USD 369 k +5,973 +30%
Financial Architects (New Jersey)
25
Financial Architects (New Jersey)
New Jersey
USD 1.57 M +USD 103 k +1,673 +8%
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