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 136 institutions that hold shares in the stock, with a total of 8.74 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
811
shares
|
$17,858
0.16% of portfolio
|
Q3 2025
Reduced 98.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
750
shares
|
$16,515
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
598
shares
|
$13,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
589
shares
|
$12,969
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
576
shares
|
$12,683
0.0% of portfolio
|
Q3 2018
Reduced 19.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
533
shares
|
$11,736
0.0% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
422
shares
|
$9,292
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
410
shares
|
$9,028
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
394
shares
|
$8,675
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
375
shares
|
$8,257
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
375
shares
|
$8,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
285
shares
|
$6,275
0.0% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
247
shares
|
$5,438
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
246
shares
|
$5,416
0.0% of portfolio
|
Q1 2025
Reduced 99.84%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
212
shares
|
$4,668
0.0% of portfolio
|
Q4 2023
Reduced 97.92%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
200
shares
|
$4,404
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
178
shares
|
$3,919
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
152
shares
|
$3,347
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
150
shares
|
$3,303
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
96
shares
|
$2,113
0.0% of portfolio
|
Q4 2024
Reduced 24.41%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
91
shares
|
$2,003
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
74
shares
|
$1,629
0.0% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
63
shares
|
$1,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
50
shares
|
$1,101
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
40
shares
|
$880
0.0% of portfolio
|
Q3 2025
New holding
|
|