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 7.97 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
68,970
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
67,980
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
67,412
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
52,497
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
51,644
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
50,677
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
48,869
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 144.79%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
47,005
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Added 21.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
42,268
shares
|
$941,731
0.0% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
41,195
shares
|
$917,824
0.0% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
40,028
shares
|
$891,823
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
38,485
shares
|
$857,445
0.03% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
37,408
shares
|
$833,450
0.03% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
36,163
shares
|
$805,711
0.0% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
33,651
shares
|
$749,744
0.2% of portfolio
|
Q2 2024
Reduced 51.41%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
32,093
shares
|
$715,032
0.01% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 19, 2024 Q2 2024 |
31,762
shares
|
$707,657
0.0% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
31,663
shares
|
$705,451
0.0% of portfolio
|
Q2 2024
Added 13.1%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2024 Q2 2024 |
30,494
shares
|
$679,406
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
30,344
shares
|
$676,064
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
29,859
shares
|
$665,258
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
27,464
shares
|
$611,897
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
27,441
shares
|
$611,385
0.0% of portfolio
|
Q2 2024
Added 124.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
27,251
shares
|
$607,152
0.0% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
25,000
shares
|
$557,000
0.05% of portfolio
|
Q2 2024
Added 66.67%
|