Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / RESIDENTIAL MULT
-
Total 13F shares
-
25,686
-
Share change
-
+894
-
Total reported value
-
$1,888,432
-
Price per share
-
$73.52
-
Number of holders
-
1
-
Value change
-
+$65,727
-
Number of buys
-
1
Institutional Holders of ISHARES TR - RESIDENTIAL MULT (REZ) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - RESIDENTIAL MULT (REZ) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
25,686 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, Franklin, Parlapiano, Turner & Welch, LLC, Capital Asset Advisory Services LLC, AXXCESS WEALTH MANAGEMENT, LLC, MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, ROYAL BANK OF CANADA, ENVESTNET ASSET MANAGEMENT INC, Procyon Advisors, LLC, and Cornerstone Planning Group LLC.
This page lists
134
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.