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 135 institutions that hold shares in the stock, with a total of 7.84 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
74,117
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
74,015
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
66,284
shares
|
$1.51 Million
0.5% of portfolio
|
Q4 2024
Reduced 41.42%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
59,454
shares
|
$1.35 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
59,281
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
57,305
shares
|
$1.31 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
55,937
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
52,252
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
51,993
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
47,668
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
41,856
shares
|
$953,898
0.0% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
38,760
shares
|
$883,340
0.02% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
37,347
shares
|
$851,138
0.0% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
36,797
shares
|
$838,603
0.01% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
36,693
shares
|
$836,233
0.03% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
35,869
shares
|
$817,454
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
33,690
shares
|
$767,795
0.02% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
33,486
shares
|
$763,145
0.03% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
31,762
shares
|
$723,855
0.0% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
31,595
shares
|
$720,050
0.0% of portfolio
|
Q4 2024
Reduced 23.91%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
30,301
shares
|
$690,559
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
28,709
shares
|
$654,278
0.01% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
27,000
shares
|
$615,330
0.0% of portfolio
|
Q4 2024
Added 67.7%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
26,383
shares
|
$601,268
0.24% of portfolio
|
Q4 2024
Reduced 29.94%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
25,042
shares
|
$570,707
0.0% of portfolio
|
Q4 2024
Added 32.34%
|