Institutional Ownership Ishares Tr Mtg Real Estate ETF (REM)
This table provides information about the institutional ownership of Ishares Tr Mtg Real Estate ETF (REM). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 8.71 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,088,306
shares
|
$25.3 Million
0.01% of portfolio
|
Q4 2024
Added 30.59%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
829,979
shares
|
$19.3 Million
2.38% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
758,867
shares
|
$17.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
509,149
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
478,667
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
423,349
shares
|
$9.85 Million
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
243,385
shares
|
$5.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
211,587
shares
|
$4.92 Million
0.0% of portfolio
|
Q4 2024
Added 48.91%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
209,292
shares
|
$4.87 Million
0.53% of portfolio
|
Q4 2024
Added 90.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
207,153
shares
|
$4.82 Million
0.0% of portfolio
|
Q4 2024
Added 44.91%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
201,344
shares
|
$4.69 Million
1.63% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
189,521
shares
|
$4.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
188,607
shares
|
$4.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
172,918
shares
|
$4.02 Million
2.17% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
160,162
shares
|
$3.73 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
142,732
shares
|
$3.32 Million
1.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
130,495
shares
|
$3.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,171
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Added 78.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
102,249
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
99,396
shares
|
$2.31 Million
0.55% of portfolio
|
Q4 2024
Added 135.57%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
99,233
shares
|
$2.31 Million
0.33% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
97,449
shares
|
$2.27 Million
0.27% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
80,798
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,957
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 408.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
78,981
shares
|
$1.84 Million
0.03% of portfolio
|
Q4 2024
Added 300.05%
|