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 126 institutions that hold shares in the stock, with a total of 7.87 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,200,657
shares
|
$27.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
846,803
shares
|
$19.1 Million
2.59% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
772,389
shares
|
$17.4 Million
0.0% of portfolio
|
Q2 2024
Added 7.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
586,138
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
433,741
shares
|
$9.79 Million
0.0% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
274,311
shares
|
$6.19 Million
0.01% of portfolio
|
Q2 2024
Added 23.57%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
222,712
shares
|
$5.03 Million
1.92% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
198,348
shares
|
$4.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.75%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
179,484
shares
|
$4.05 Million
2.67% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
152,731
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
148,231
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2024
Added 10.74%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
141,491
shares
|
$3.19 Million
1.04% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
140,257
shares
|
$3.17 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
130,389
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2024
Added 1024.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,171
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2024
Added 78.48%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 06, 2024 Q2 2024 |
100,483
shares
|
$2.27 Million
0.65% of portfolio
|
Q2 2024
Reduced 14.13%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
97,532
shares
|
$2.2 Million
0.35% of portfolio
|
Q2 2024
Added 39.61%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
97,449
shares
|
$2.2 Million
0.27% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
88,544
shares
|
$2 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
83,056
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 27.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
81,146
shares
|
$1.83 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,957
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 408.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
79,315
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2024
Added 8.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
70,259
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
68,970
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.83%
|