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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
14,390
shares
|
$301,182
0.11% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
14,223
shares
|
$297,687
0.01% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,229
shares
|
$276,882
0.0% of portfolio
|
Q1 2025
Reduced 25.89%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
12,521
shares
|
$262,064
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,521
shares
|
$262,064
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
11,519
shares
|
$241,092
0.01% of portfolio
|
Q1 2025
Added 583.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,231
shares
|
$235,064
0.02% of portfolio
|
Q1 2025
Added 102000.0%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
11,135
shares
|
$233,055
0.0% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
10,956
shares
|
$229,309
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
10,227
shares
|
$214,051
0.0% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
8,943
shares
|
$187,176
0.05% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
8,826
shares
|
$184,728
0.0% of portfolio
|
Q1 2025
Reduced 60.37%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
8,685
shares
|
$181,777
0.19% of portfolio
|
Q4 2024
Reduced 41.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,392
shares
|
$154,714
0.0% of portfolio
|
Q1 2025
Reduced 80.21%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
6,453
shares
|
$135,061
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,986
shares
|
$83,426
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,900
shares
|
$60,697
0.05% of portfolio
|
Q1 2025
Reduced 70.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,340
shares
|
$48,976
0.0% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,287
shares
|
$47,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,047
shares
|
$42,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,174
shares
|
$24,571
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,000
shares
|
$20,930
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
933
shares
|
$19,527
0.0% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
820
shares
|
$17,162
0.01% of portfolio
|
Q1 2024
Reduced 33.87%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
589
shares
|
$12,327
0.01% of portfolio
|
Q3 2024
New holding
|