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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
12,521
shares
|
$285,353
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
12,404
shares
|
$282,687
0.01% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,166
shares
|
$277,263
0.04% of portfolio
|
Q4 2024
Added 41.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
11,895
shares
|
$271,087
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,366
shares
|
$259,031
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,135
shares
|
$253,766
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,093
shares
|
$230,019
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
9,900
shares
|
$225,621
0.16% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
9,793
shares
|
$223,182
0.06% of portfolio
|
Q4 2024
Reduced 20.68%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
9,792
shares
|
$223,159
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
9,445
shares
|
$215,251
0.0% of portfolio
|
Q4 2024
Reduced 53.36%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
8,685
shares
|
$197,931
0.19% of portfolio
|
Q4 2024
Reduced 41.81%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6,453
shares
|
$147,063
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,986
shares
|
$90,840
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,114
shares
|
$48,178
0.0% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,047
shares
|
$46,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,686
shares
|
$38,423
0.0% of portfolio
|
Q4 2024
Added 179.6%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
1,183
shares
|
$26,960
0.0% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,173
shares
|
$26,732
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,154
shares
|
$26,299
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$22,790
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
933
shares
|
$21,263
0.0% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
820
shares
|
$18,687
0.01% of portfolio
|
Q1 2024
Reduced 33.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
674
shares
|
$15,360
0.0% of portfolio
|
Q4 2024
Reduced 44.3%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
589
shares
|
$13,423
0.01% of portfolio
|
Q3 2024
New holding
|