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 8.8 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,577,216
shares
|
$34.8 Million
0.01% of portfolio
|
Q2 2025
Added 25.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
738,672
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
600,405
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
523,995
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
328,042
shares
|
$7.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
321,751
shares
|
$7.09 Million
0.22% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
296,604
shares
|
$6.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
219,571
shares
|
$4.84 Million
0.0% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
203,395
shares
|
$4.48 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
172,058
shares
|
$3.79 Million
0.0% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
161,494
shares
|
$3.56 Million
0.4% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
161,240
shares
|
$3.56 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
145,019
shares
|
$3.2 Million
0.33% of portfolio
|
Q2 2025
Reduced 40.8%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
144,845
shares
|
$3.19 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
142,151
shares
|
$3.13 Million
0.69% of portfolio
|
Q2 2025
Added 388.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,171
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 78.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
114,073
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
103,293
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.35%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
97,754
shares
|
$2.16 Million
0.58% of portfolio
|
Q1 2025
Added 70.59%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
97,449
shares
|
$2.15 Million
0.27% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
84,876
shares
|
$1.87 Million
0.05% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,957
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 408.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
71,974
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 200.93%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
66,184
shares
|
$1.46 Million
0.6% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
66,044
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 38.99%
|