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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,881
shares
|
$239,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,340
shares
|
$227,997
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
10,243
shares
|
$225,858
0.01% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
9,565
shares
|
$210,908
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
8,685
shares
|
$191,504
0.19% of portfolio
|
Q4 2024
Reduced 41.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,392
shares
|
$162,993
0.0% of portfolio
|
Q1 2025
Reduced 80.21%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
6,453
shares
|
$142,288
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
4,241
shares
|
$93,514
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,986
shares
|
$87,891
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
2,900
shares
|
$63,945
0.04% of portfolio
|
Q1 2025
Reduced 70.71%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,346
shares
|
$51,729
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,047
shares
|
$45,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,528
shares
|
$33,692
0.0% of portfolio
|
Q2 2025
Added 239.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$22,050
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
933
shares
|
$20,572
0.0% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
900
shares
|
$19,845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
820
shares
|
$18,081
0.01% of portfolio
|
Q1 2024
Reduced 33.87%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
783
shares
|
$17,265
0.0% of portfolio
|
Q2 2025
Added 347.43%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
589
shares
|
$12,987
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
576
shares
|
$12,700
0.0% of portfolio
|
Q3 2018
Reduced 19.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
533
shares
|
$11,752
0.0% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
422
shares
|
$9,305
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
410
shares
|
$9,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
402
shares
|
$8,864
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
375
shares
|
$8,268
0.0% of portfolio
|
Q2 2024
New holding
|