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 137 institutions that hold shares in the stock, with a total of 8.75 Million shares, which have been reported (via 13F filing form) to have a value of $193 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,634,381
shares
|
$36 Million
0.01% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
763,333
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
635,956
shares
|
$14 Million
0.0% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
540,992
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
389,844
shares
|
$8.58 Million
0.01% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
335,695
shares
|
$7.39 Million
0.19% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
287,850
shares
|
$6.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
256,785
shares
|
$5.65 Million
0.56% of portfolio
|
Q3 2025
Added 77.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
246,674
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
208,501
shares
|
$4.59 Million
0.97% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
167,253
shares
|
$3.68 Million
0.39% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
142,355
shares
|
$3.13 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
138,134
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.72%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
136,115
shares
|
$3 Million
0.58% of portfolio
|
Q3 2025
Added 21.57%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
134,969
shares
|
$2.97 Million
0.34% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
127,038
shares
|
$2.8 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
121,577
shares
|
$2.68 Million
0.03% of portfolio
|
Q3 2025
Added 84.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
120,171
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,171
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 78.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
108,973
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
97,449
shares
|
$2.15 Million
0.27% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
90,264
shares
|
$1.99 Million
0.05% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
88,994
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
85,359
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
81,123
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Added 49.6%
|
|