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 141 institutions that hold shares in the stock, with a total of 9.4 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,210
shares
|
$26,063
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,162
shares
|
$25,029
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,154
shares
|
$24,857
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,109
shares
|
$23,887
0.01% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$21,540
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
877
shares
|
$18,890
0.0% of portfolio
|
Q3 2024
Reduced 50.84%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
820
shares
|
$17,662
0.01% of portfolio
|
Q1 2024
Reduced 33.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
724
shares
|
$15,594
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
589
shares
|
$12,687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
576
shares
|
$12,407
0.0% of portfolio
|
Q3 2018
Reduced 19.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
520
shares
|
$11,200
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
451
shares
|
$9,714
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
410
shares
|
$8,831
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
404
shares
|
$8,702
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
375
shares
|
$8,077
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
375
shares
|
$8,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
252
shares
|
$5,428
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
247
shares
|
$5,320
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
212
shares
|
$4,566
0.0% of portfolio
|
Q4 2023
Reduced 97.92%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
201
shares
|
$4,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$4,308
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
200
shares
|
$4,308
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
164
shares
|
$3,532
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$3,231
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
150
shares
|
$3,231
0.0% of portfolio
|
Q3 2024
New holding
|