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 139 institutions that hold shares in the stock, with a total of 9 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
12,521
shares
|
$275,712
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
11,923
shares
|
$262,544
0.14% of portfolio
|
Q3 2025
Added 24.65%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
11,696
shares
|
$257,545
0.0% of portfolio
|
Q4 2025
Reduced 5.4%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
11,275
shares
|
$248,275
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
11,231
shares
|
$247,306
0.02% of portfolio
|
Q1 2025
Added 102000.0%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
11,116
shares
|
$244,774
0.07% of portfolio
|
Q3 2025
Reduced 20.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
11,010
shares
|
$242,440
0.02% of portfolio
|
Q4 2025
Reduced 25.65%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
10,043
shares
|
$221,146
0.01% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$220,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,956
shares
|
$219,231
0.0% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
9,889
shares
|
$217,755
0.0% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
8,685
shares
|
$191,243
0.19% of portfolio
|
Q4 2024
Reduced 41.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
8,235
shares
|
$181,334
0.04% of portfolio
|
Q4 2025
Added 5.51%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
6,453
shares
|
$142,095
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
6,285
shares
|
$138,395
0.0% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
4,457
shares
|
$98,143
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,986
shares
|
$87,771
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,624
shares
|
$57,780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,939
shares
|
$42,696
0.0% of portfolio
|
Q3 2025
Reduced 17.35%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,822
shares
|
$40,120
0.0% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
1,600
shares
|
$35,232
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,289
shares
|
$28,383
0.0% of portfolio
|
Q3 2025
Added 64.62%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
1,161
shares
|
$25,565
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,030
shares
|
$22,680
0.0% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,028
shares
|
$22,636
0.0% of portfolio
|
Q3 2025
Added 10.18%
|
|