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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
576
shares
|
$13,155
0.0% of portfolio
|
Q3 2018
Reduced 19.23%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
451
shares
|
$10,300
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
410
shares
|
$9,364
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
404
shares
|
$9,227
0.0% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
325
shares
|
$7,423
0.0% of portfolio
|
Q4 2023
Reduced 23.53%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
252
shares
|
$5,755
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
247
shares
|
$5,641
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
212
shares
|
$4,842
0.0% of portfolio
|
Q4 2023
Reduced 97.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
200
shares
|
$4,568
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
200
shares
|
$4,568
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
165
shares
|
$3,768
0.0% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
158
shares
|
$3,608
0.0% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
150
shares
|
$3,426
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
150
shares
|
$3,426
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
127
shares
|
$2,900
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
91
shares
|
$2,078
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
50
shares
|
$1,142
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
31
shares
|
$708
0.0% of portfolio
|
Q3 2020
Reduced 98.72%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
26
shares
|
$593
0.0% of portfolio
|
Q2 2024
Reduced 90.08%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2024 Q2 2024 |
5
shares
|
$114
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|