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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
21,986
shares
|
$496,443
0.02% of portfolio
|
Q2 2024
Added 249.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,300
shares
|
$458,373
0.01% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
19,662
shares
|
$443,967
0.0% of portfolio
|
Q2 2024
Reduced 18.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,154
shares
|
$387,337
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
16,840
shares
|
$380,247
0.0% of portfolio
|
Q2 2024
Added 30.47%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
16,100
shares
|
$363,538
0.0% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
16,086
shares
|
$363,221
0.0% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
15,837
shares
|
$357,599
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,538
shares
|
$350,848
0.0% of portfolio
|
Q4 2022
Added 30.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
15,260
shares
|
$344,570
0.0% of portfolio
|
Q2 2024
Added 34.53%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
15,155
shares
|
$342,199
0.04% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
14,926
shares
|
$337,029
0.3% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Clarity Financial LLC
|
Jul 30, 2024 Q2 2024 |
14,036
shares
|
$316,932
0.05% of portfolio
|
Q2 2024
Added 20.08%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
13,864
shares
|
$313,049
0.0% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 09, 2024 Q2 2024 |
13,718
shares
|
$309,752
0.09% of portfolio
|
Q2 2024
Reduced 22.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
13,503
shares
|
$304,897
0.02% of portfolio
|
Q2 2024
Added 8.7%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
13,438
shares
|
$303,430
0.14% of portfolio
|
Q2 2024
Added 44.06%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
13,272
shares
|
$299,681
0.05% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
12,900
shares
|
$291,282
0.22% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
12,676
shares
|
$286,224
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
12,521
shares
|
$282,724
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
12,521
shares
|
$282,724
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
12,297
shares
|
$277,666
0.01% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
11,792
shares
|
$266,263
0.02% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Seaview Investment Managers LLC
|
Aug 07, 2024 Q2 2024 |
11,557
shares
|
$260,957
0.08% of portfolio
|
Q2 2024
Added 9.38%
|