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 126 institutions that hold shares in the stock, with a total of 7.87 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
11,290
shares
|
$257,863
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
11,145
shares
|
$254,551
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
10,730
shares
|
$245,073
0.0% of portfolio
|
Q2 2024
Added 12.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
10,165
shares
|
$232,168
0.0% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
9,986
shares
|
$228,080
0.01% of portfolio
|
Q2 2024
Added 114.94%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
9,796
shares
|
$223,740
0.09% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
9,715
shares
|
$221,890
0.01% of portfolio
|
Q2 2024
Reduced 76.53%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
9,569
shares
|
$218,555
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
9,445
shares
|
$215,723
0.0% of portfolio
|
Q2 2024
Reduced 71.5%
|
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
9,413
shares
|
$214,992
0.08% of portfolio
|
Q2 2024
Added 3.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
7,551
shares
|
$172,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
6,453
shares
|
$147,386
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,986
shares
|
$91,040
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Hollencrest Capital Management
|
Aug 12, 2024 Q2 2024 |
3,500
shares
|
$79,940
0.0% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,644
shares
|
$60,388
0.0% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
1,500
shares
|
$34,260
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,210
shares
|
$27,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
1,156
shares
|
$26,403
0.0% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,110
shares
|
$25,352
0.01% of portfolio
|
Q2 2024
Reduced 79.79%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,109
shares
|
$25,329
0.01% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
1,000
shares
|
$22,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
877
shares
|
$20,030
0.0% of portfolio
|
Q3 2024
Reduced 50.84%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Aug 08, 2024 Q2 2024 |
820
shares
|
$18,728
0.01% of portfolio
|
Q1 2024
Reduced 33.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
719
shares
|
$16,421
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
589
shares
|
$13,452
0.0% of portfolio
|
Q3 2024
New holding
|