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 129 institutions that hold shares in the stock, with a total of 8.02 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
24,691
shares
|
$544,436
0.0% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
23,517
shares
|
$518,549
0.0% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,470
shares
|
$517,513
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
22,287
shares
|
$491,428
0.0% of portfolio
|
Q2 2025
Added 39.77%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
22,193
shares
|
$489,355
0.23% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
20,854
shares
|
$459,830
0.0% of portfolio
|
Q2 2025
Reduced 32.59%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
18,788
shares
|
$414,275
0.0% of portfolio
|
Q2 2025
Reduced 64.64%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
18,578
shares
|
$409,644
0.01% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
18,497
shares
|
$407,858
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
18,098
shares
|
$399,060
0.01% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
17,550
shares
|
$386,977
0.01% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
17,450
shares
|
$384,772
0.04% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,538
shares
|
$342,612
0.0% of portfolio
|
Q4 2022
Added 30.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
15,384
shares
|
$339,217
0.03% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
15,104
shares
|
$333,043
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
14,880
shares
|
$328,104
0.0% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
14,646
shares
|
$322,944
0.07% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
14,223
shares
|
$313,617
0.01% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,061
shares
|
$310,045
0.09% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
12,637
shares
|
$278,645
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
12,521
shares
|
$276,088
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,231
shares
|
$247,643
0.02% of portfolio
|
Q1 2025
Added 102000.0%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
11,225
shares
|
$247,511
0.0% of portfolio
|
Q2 2025
Reduced 28.38%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
10,950
shares
|
$241,447
0.0% of portfolio
|
Q2 2025
Reduced 57.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,881
shares
|
$239,926
0.0% of portfolio
|
Q2 2025
New holding
|