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 $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
14,037
shares
|
$297,584
0.01% of portfolio
|
Q3 2024
Reduced 36.15%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
13,272
shares
|
$281,366
0.05% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,150
shares
|
$278,780
0.01% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
12,921
shares
|
$273,925
0.01% of portfolio
|
Q3 2024
Added 33.0%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
12,900
shares
|
$273,480
0.22% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
12,521
shares
|
$265,445
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
12,521
shares
|
$265,445
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
12,346
shares
|
$261,735
0.08% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
12,297
shares
|
$260,696
0.01% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
12,042
shares
|
$255,290
0.01% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,042
shares
|
$255,290
0.01% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
11,792
shares
|
$249,990
0.02% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,495
shares
|
$243,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
11,290
shares
|
$239,348
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,145
shares
|
$236,274
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,205
shares
|
$216,346
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
9,774
shares
|
$207,208
0.08% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
9,187
shares
|
$194,764
0.08% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
8,974
shares
|
$190,248
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,626
shares
|
$182,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
6,453
shares
|
$136,803
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,986
shares
|
$84,503
0.0% of portfolio
|
Q2 2020
Added 0.02%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
3,500
shares
|
$74,200
0.0% of portfolio
|
Q3 2023
Reduced 1.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,644
shares
|
$56,052
0.0% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
1,500
shares
|
$31,800
0.02% of portfolio
|
Q3 2024
New holding
|