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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
279
shares
|
$6,151
0.0% of portfolio
|
Q2 2025
Reduced 76.24%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
269
shares
|
$5,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
247
shares
|
$5,446
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
246
shares
|
$5,424
0.0% of portfolio
|
Q1 2025
Reduced 99.84%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
223
shares
|
$4,917
0.0% of portfolio
|
Q2 2025
Added 48.67%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
212
shares
|
$4,674
0.0% of portfolio
|
Q4 2023
Reduced 97.92%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
200
shares
|
$4,410
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
177
shares
|
$3,902
0.0% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
150
shares
|
$3,307
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
150
shares
|
$3,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
149
shares
|
$3,285
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
96
shares
|
$2,116
0.0% of portfolio
|
Q4 2024
Reduced 24.41%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
91
shares
|
$2,006
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
74
shares
|
$1,631
0.0% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
68
shares
|
$1,499
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$1,102
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
31
shares
|
$683
0.0% of portfolio
|
Q3 2020
Reduced 98.72%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
23
shares
|
$507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5
shares
|
$110
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
3
shares
|
$66
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|