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 9.5 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,261,382
shares
|
$27.3 Million
0.01% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
738,672
shares
|
$16 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
584,158
shares
|
$12.6 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
554,028
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
514,314
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
376,009
shares
|
$8.14 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
332,851
shares
|
$7.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
323,558
shares
|
$7 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.57%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
303,446
shares
|
$6.57 Million
0.25% of portfolio
|
Q1 2025
Added 726.99%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
240,936
shares
|
$5.21 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
216,758
shares
|
$4.69 Million
0.0% of portfolio
|
Q1 2025
Added 66.1%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
203,395
shares
|
$4.4 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
198,103
shares
|
$4.29 Million
0.0% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
168,671
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
161,240
shares
|
$3.49 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
156,717
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
149,599
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.3%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
145,019
shares
|
$3.14 Million
0.33% of portfolio
|
Q2 2025
Reduced 40.8%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
144,845
shares
|
$3.13 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
128,263
shares
|
$2.78 Million
0.41% of portfolio
|
Q1 2025
Added 29.25%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
115,606
shares
|
$2.5 Million
0.86% of portfolio
|
Q1 2025
Added 74.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
115,171
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 78.48%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
113,510
shares
|
$2.46 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
108,920
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
97,754
shares
|
$2.12 Million
0.58% of portfolio
|
Q1 2025
Added 70.59%
|