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 138 institutions that hold shares in the stock, with a total of 9.62 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
97,449
shares
|
$2.04 Million
0.27% of portfolio
|
Q2 2023
Reduced 3.55%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
84,966
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 7082.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
79,957
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 408.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
76,803
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
71,974
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 200.93%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
70,507
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 18.94%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
64,318
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
63,902
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
62,574
shares
|
$1.31 Million
0.63% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
58,792
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
56,161
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Added 372.14%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
54,909
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
53,139
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
51,760
shares
|
$1.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
47,518
shares
|
$994,551
0.02% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
44,859
shares
|
$938,898
0.02% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
40,445
shares
|
$846,513
0.0% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
39,924
shares
|
$835,609
0.03% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
33,749
shares
|
$706,366
0.01% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
33,408
shares
|
$699,229
0.02% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
33,143
shares
|
$693,682
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
31,987
shares
|
$669,487
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
31,938
shares
|
$668,462
0.0% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,935
shares
|
$647,469
0.0% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
30,310
shares
|
$634,388
0.0% of portfolio
|
Q1 2025
Added 41.91%
|