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Public ownership evidence

iShares Residential and Multisector Real Estate ETF (REZ) Ownership Disclosures

Read REZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,504$302,779None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,536$145,442None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,044$86,871None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-202,309$218,661None
Madrid Financial Services2025-09-302026-08-1982,131$6,978,645None
Madrid Financial Services2025-06-302026-08-1992,329$7,602,340None
Madrid Financial Services2025-03-312026-08-1993,326$8,065,215None
Madrid Financial Services2024-12-312026-08-19106,824$8,654,890None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,329$220,503None
JDM Financial Group LLC2026-06-302026-08-1912$1,169None
Jefferies Financial Group Inc.2026-06-302026-08-189,438$893,672None
Steelhead Wealth Management LLC2026-06-302026-08-1510,127$958,000None
Valtrion Capital Management, LLC2026-06-302026-08-1515,262$1,445,107None
AMERIFLEX GROUP, INC.2026-06-302026-08-1556$5,303None
Mission Hills Financial Advisory, LLC2026-06-302026-08-1514,763$1,397,905None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-154,610$436,515None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-154,649$440,208None
Navis Wealth Advisors, LLC2026-06-302026-08-154,691$444,169None
Capital Asset Advisory Services LLC2026-06-302026-08-159,725$920,810None
Ameritas Advisory Services, LLC2026-06-302026-08-152,768$262,082None
XTX Topco Ltd2026-06-302026-08-153,040$287,854None
Qube Research & Technologies Ltd2026-06-302026-08-158,356$791,219None
OSAIC HOLDINGS, INC.2026-06-302026-08-1532$3,030None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,031$476,396None
OSAIC HOLDINGS, INC.2026-06-302026-08-1572,294$6,850,368None
JANE STREET GROUP, LLC2026-06-302026-08-154,544$430,265None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,566$1,189,858None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,800$1,212,015None
BROWN ADVISORY INC2026-06-302026-08-1511,249$1,065,153None
&PARTNERS2026-06-302026-08-152,739$259,372None
Thrivent Financial for Lutherans2026-06-302026-08-1513,622$1,290,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-157,499$713,125None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15158,504$15,008,488None
MAI Capital Management2026-06-302026-08-152,535$240,036None
ROYAL BANK OF CANADA2026-06-302026-08-152,397$227,000None
ROYAL BANK OF CANADA2026-06-302026-08-15159,039$15,059,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-153,456$327,244None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-155,000$473,000None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-15550$52,000None
VAN ECK ASSOCIATES CORP2026-06-302026-08-15125,509$11,884,447None
VAN ECK ASSOCIATES CORP2026-06-302026-08-15138$13,067None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15156,768$14,844,175None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,278$973,210None
COZAD ASSET MANAGEMENT INC2026-06-302026-08-154,318$408,866None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1513,192$1,249,087None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1521,175$2,004,993None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1517,480$1,655,164None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1580,944$7,664,447None
Strategic Advocates LLC2026-06-302026-08-1461$5,776None
Sanctuary Advisors, LLC2026-06-302026-08-1440,712$3,855,000None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Madrid Financial Services ↗Beacon Pointe Advisors, LLC ↗JDM Financial Group LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.