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 $210 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
820
shares
|
$18,089
0.01% of portfolio
|
Q1 2024
Reduced 33.87%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
589
shares
|
$12,993
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
576
shares
|
$12,706
0.0% of portfolio
|
Q3 2018
Reduced 19.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
533
shares
|
$11,757
0.0% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
422
shares
|
$9,309
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
410
shares
|
$9,044
0.0% of portfolio
|
Q1 2025
Reduced 46.61%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
410
shares
|
$9,044
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
402
shares
|
$8,868
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
375
shares
|
$8,272
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
375
shares
|
$8,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
268
shares
|
$5,912
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
247
shares
|
$5,448
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
246
shares
|
$5,426
0.0% of portfolio
|
Q1 2025
Reduced 99.84%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
223
shares
|
$4,919
0.0% of portfolio
|
Q2 2025
Added 48.67%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
212
shares
|
$4,676
0.0% of portfolio
|
Q4 2023
Reduced 97.92%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
200
shares
|
$4,412
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
177
shares
|
$3,904
0.0% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
175
shares
|
$3,860
0.0% of portfolio
|
Q4 2024
Reduced 61.2%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
150
shares
|
$3,309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
150
shares
|
$3,309
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
145
shares
|
$3,198
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
97
shares
|
$2,139
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
96
shares
|
$2,117
0.0% of portfolio
|
Q4 2024
Reduced 24.41%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
91
shares
|
$2,007
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
66
shares
|
$1,455
0.0% of portfolio
|
Q4 2024
Reduced 73.81%
|