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 131 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,200,657
shares
|
$28.4 Million
0.0% of portfolio
|
Q1 2024
Added 10.55%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
846,803
shares
|
$20 Million
2.59% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
772,389
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2024
Added 7.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
586,138
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.62%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
433,741
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2024
Added 3.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
274,311
shares
|
$6.49 Million
0.01% of portfolio
|
Q2 2024
Added 23.57%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
220,630
shares
|
$5.22 Million
1.83% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
198,348
shares
|
$4.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.75%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 10, 2024 Q2 2024 |
193,234
shares
|
$4.57 Million
2.73% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
152,731
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
148,231
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2024
Added 10.74%
|
|
|
Barry Investment Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
140,378
shares
|
$3.32 Million
1.06% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
140,257
shares
|
$3.32 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
130,389
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2024
Added 1024.04%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 06, 2024 Q2 2024 |
100,483
shares
|
$2.38 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
|
$2.31 Million
0.35% of portfolio
|
Q2 2024
Added 39.61%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
97,449
shares
|
$2.31 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
|
$2.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
83,056
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2024
Reduced 27.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
81,146
shares
|
$1.92 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
79,315
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2024
Added 8.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
70,259
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
69,548
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
67,980
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
67,412
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|