We are live on ! Find out more
REZ icon

iShares Residential and Multisector Real Estate ETF
REZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47M +$235K +2,609 +0.5%
FPTW
2
Franklin, Parlapiano, Turner & Welch
Texas
$45.2M -$44K -490 -0.1%
ECM
3
Evergreen Capital Management
Washington
$28.3M +$2.92M +32,471 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$22.8M +$1.28M +14,272 +6%
CPG
5
Cornerstone Planning Group
New Jersey
$20.4M +$708K +7,881 +4%
AWM
6
Aprio Wealth Management
Georgia
$18.1M -$1.45M -16,143 -8%
Raymond James Financial
7
Raymond James Financial
Florida
$15.8M +$3.46M +38,538 +30%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$15.3M +$1.53M +16,987 +12%
Ameriprise
9
Ameriprise
Minnesota
$15M -$171K -1,903 -1%
BA
10
Bard Associates
Illinois
$13.9M +$85K +946 +0.6%
LPL Financial
11
LPL Financial
California
$13.6M +$117K +1,302 +0.9%
VanEck Associates
12
VanEck Associates
New York
$11.9M -$10.3M -114,176 -48%
ACA
13
Ascension Capital Advisors
Texas
$11.4M +$57.5K +640 +0.5%
Bank of America
14
Bank of America
North Carolina
$9.32M +$117K +1,298 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$7.33M +$1.01M +11,253 +17%
PGF
16
Plan Group Financial
Oklahoma
$7.03M +$520K +5,785 +8%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$6.95M +$3.96M +44,060 +150%
SFG
18
Sovereign Financial Group
Connecticut
$6.88M +$358K +3,979 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.91M +$38K +423 +0.7%
CWM
20
Castle Wealth Management
Florida
$5.88M +$139K +1,550 +3%
FWM
21
Fonville Wealth Management
Virginia
$5.31M -$39.8K -443 -0.8%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.94M +$524K +5,831 +13%
KA
23
Kure Advisory
Minnesota
$4.62M +$287K +3,195 +7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$4.6M +$98.2K +1,092 +2%
JP Morgan Chase
25
JP Morgan Chase
New York
$4.26M -$955K -10,620 -19%
1
2 3 4 5