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
MMH
1
Menora Mivtachim Holdings
Israel
$103M -$112M -1,303,861 -51%
AssetMark Inc
2
AssetMark Inc
California
$86.7M +$91.7M +1,069,789 New
FPTW
3
Franklin, Parlapiano, Turner & Welch
Texas
$37.7M -$883K -10,307 -2%
Morgan Stanley
4
Morgan Stanley
New York
$31.7M +$1.2M +13,960 +4%
AWM
5
Aprio Wealth Management
Georgia
$24.6M +$3.91M +45,685 +18%
TFA
6
Tobias Financial Advisors
Florida
$23.8M +$25.2M +294,129 New
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$933K +10,890 +6%
LPL Financial
8
LPL Financial
California
$14.6M +$8.48M +98,993 +121%
Ameriprise
9
Ameriprise
Minnesota
$13.4M -$819K -9,564 -5%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.4M +$9.86M +115,025 +230%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.7M +$2.15M +25,134 +19%
ECM
12
Evergreen Capital Management
Washington
$12.5M +$685K +7,995 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.4M -$5.79M -67,581 -31%
CPG
14
Cornerstone Planning Group
New Jersey
$11.7M +$464K +5,411 +4%
MHS
15
M Holdings Securities
Oregon
$8.68M +$9.18M +107,167 New
MFS
16
Madrid Financial Services
California
$8.65M +$9.15M +106,824 New
CCM
17
Consolidated Capital Management
California
$8.64M -$172K -2,002 -2%
CIM
18
Cambria Investment Management
California
$8.34M -$65.7K -767 -0.7%
Goldman Sachs
19
Goldman Sachs
New York
$7.75M +$6.45M +75,229 +367%
ACA
20
Ascension Capital Advisors
Texas
$7.22M +$185K +2,160 +2%
CAM
21
Cresset Asset Management
Illinois
$7.05M +$255K +2,980 +4%
VanEck Associates
22
VanEck Associates
New York
$6.48M +$1.35M +15,796 +25%
MML Investors Services
23
MML Investors Services
Massachusetts
$6.01M -$446K -5,206 -7%
Bank of America
24
Bank of America
North Carolina
$4.75M -$9.25K -108 -0.2%
KTA
25
Keeley-Teton Advisors
Illinois
$4.57M -$246K -2,872 -5%
1
2 3 4 5