iShares Mortgage Real EstateREMETF
13F holders, Q1 2024 (March 31)127holders
2famous investors
$24.88avg. 13F price*
At the end of Q1 2024, 127 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings. The largest holders were Morgan Stanley ($28.7M), SageView Advisory Group, LLC ($18.5M) and Wells Fargo & Company ($16.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Mortgage Real Estate
- CUSIP
- 46435G342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $23.2M |
| Exits | 19 | $8.7M |
Ownership 127 holders
| Morgan Stanley | 0.00% | Add +10.6% | 1,235,269 | $28.7M |
| SageView Advisory Group, LLC | 0.93% | New | 205,802 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +103.7% | 721,609 | $16.8M |
| Bank of America Corp. | 0.00% | Reduce -7.1% | 648,500 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 418,170 | $9.7M |
| BlackRock Inc. | 0.00% | Reduce -50.3% | 270,121 | $6.3M |
| BNP Paribas Financial Markets | 0.01% | Add +4108233.3% | 246,500 | $5.7M |
| Balefire, LLC | 2.01% | Reduce -22.3% | 240,304 | $5.6M |
| LPL Financial LLC | 0.00% | Reduce -52.8% | 222,236 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +21.3% | 221,988 | $5.2M |
| Mid-American Wealth Advisory Group, Inc. | 3.11% | Add +13.3% | 198,373 | $4.6M |
| Citadel Advisors | 0.00% | Add +2.1% | 156,040 | $3.6M |
| UBS Group AG | 0.00% | Reduce -7.8% | 144,683 | $3.4M |
| Barry Investment Advisors, LLC | 1.09% | Add +0.8% | 140,802 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.0% | 133,856 | $3.1M |
| Mount Lucas Management LP | 0.91% | Add +6.3% | 117,013 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +27.9% | 114,020 | $2.6M |
| Qube Research & Technologies Ltd | 0.00% | No change | 89,192 | $2.1M |
| Choreo, LLC | 0.05% | Reduce -10.1% | 82,055 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +12.5% | 72,848 | $1.7M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -1.8% | 70,432 | $1.6M |
| Cynosure Group, LLC | 0.29% | Add +6.3% | 69,858 | $1.6M |
| Drive Wealth Management, LLC | 0.45% | New | 69,257 | $1.6M |
| Harbour Investments, Inc. | 0.06% | Add +13.7% | 68,995 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.6% | 68,395 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -8.4% | 57,684 | $1.3M |
| First Foundation Advisors | 0.05% | Reduce -29.8% | 53,204 | $1.2M |
| IHT Wealth Management, LLC | 0.05% | Reduce -8.7% | 51,749 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +23.6% | 44,816 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 44,003 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -3.9% | 42,166 | $980K |
| Private Advisor Group, LLC | 0.01% | Add +7.2% | 41,586 | $966K |
| Wedbush Securities Inc. | 0.04% | Reduce -2.0% | 41,390 | $962K |
| Mariner, LLC | 0.00% | Add +46.8% | 41,263 | $959K |
| Brookstone Capital Management | 0.02% | Reduce -6.6% | 40,250 | $935K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +14.8% | 39,550 | $919K |
| Bridges Investment Management Inc. | 0.03% | Add +20.6% | 38,817 | $902K |
| Evergreen Capital Management LLC | 0.03% | Reduce -8.1% | 37,618 | $874K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.7% | 33,900 | $788K |
| D. E. Shaw & Co. | 0.00% | Add +187.6% | 33,141 | $770K |
| Invst, LLC | 0.09% | Reduce -19.5% | 32,166 | $737K |
| AE Wealth Management LLC | 0.01% | Reduce -87.7% | 30,537 | $710K |
| Man Group plc | 0.00% | New | 30,344 | $705K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -78.7% | 29,809 | $693K |
| Citigroup Inc. | 0.00% | Reduce -60.0% | 27,995 | $650K |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 26,595 | $618K |
| Park Avenue Securities LLC | 0.01% | Reduce -43.3% | 26,004 | $604K |
| Bayview Asset Management, LLC | 0.23% | New | 25,000 | $581K |
| AXS Investments LLC | 0.14% | Reduce -28.6% | 25,000 | $581K |
| Wealthfront Advisers LLC | 0.00% | Reduce -3.6% | 24,185 | $562K |
| Mutual Advisors, LLC | 0.02% | No change | 20,675 | $480K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.4% | 18,285 | $425K |
| Safeguard Investment Advisory Group, LLC | 0.14% | Reduce -25.8% | 17,712 | $412K |
| Transcend Capital Advisors, LLC | 0.03% | Add +1.4% | 17,213 | $400K |
| Comerica Bank | 0.00% | Add +41.7% | 16,957 | $394K |
| AlphaCentric Advisors LLC | 0.22% | Add +1.1% | 15,954 | $371K |
| Pathstone Holdings, LLC | 0.00% | Add +0.1% | 15,760 | $366K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.2% | 15,361 | $357K |
| Cascade Financial Partners, LLC | 0.05% | — | 16,196 | $352K |
| BBR Partners, LLC | 0.03% | New | 15,000 | $349K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.0% | 14,987 | $348K |
| TRUE Private Wealth Advisors | 0.04% | Add +0.5% | 14,146 | $329K |
| Symphony Financial, Ltd. Co. | 0.07% | Add +0.0% | 13,727 | $319K |
| Future Financial Wealth Managment LLC | 0.24% | No change | 13,350 | $310K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.1% | 12,907 | $300K |
| Stifel Financial Corp. | 0.00% | No change | 12,676 | $295K |
| Lido Advisors, LLC | 0.00% | No change | 12,521 | $291K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.8% | 12,422 | $289K |
| IFP Advisors, Inc | 0.01% | Reduce -0.7% | 12,391 | $288K |
| Susquehanna International Group, LLP | 0.00% | New | 12,236 | $284K |
| Clarity Financial LLC | 0.04% | Reduce -10.4% | 11,689 | $272K |
| Two Sigma Investments, LP | 0.00% | New | 11,600 | $270K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,343 | $264K |
| Triumph Capital Management | 0.11% | New | 11,290 | $259K |
| Cetera Investment Advisers | 0.00% | New | 11,090 | $258K |
| Raymond James & Associates | 0.00% | Reduce -9.2% | 10,998 | $256K |
| Harvest Investment Services, LLC | 0.10% | Reduce -5.0% | 10,664 | $248K |
| Seaview Investment Managers LLC | 0.07% | Reduce -20.6% | 10,566 | $246K |
| Novare Capital Management LLC | 0.02% | No change | 10,000 | $232K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.3% | 9,498 | $221K |
| Lanark Financial, Inc. | 0.02% | Add +20.7% | 9,032 | $219K |
| Joseph P. Lucia & Associates, LLC | 0.12% | No change | 9,267 | $215K |
| Beacon Financial Advisory LLC | 0.10% | Reduce -8.3% | 9,105 | $212K |
| Bright Futures Wealth Management, LLC. | 0.11% | — | 9,328 | $205K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $150K |
| Simplex Trading, LLC | 0.00% | Reduce -43.4% | 6,298 | $146K |
| FWL Investment Management, LLC | 0.07% | Reduce -96.6% | 5,492 | $128K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 4,646 | $108K |
| BTS Asset Management, Inc. | 0.07% | New | 3,772 | $88K |
| Cwm, LLC | 0.00% | Add +0.7% | 3,655 | $85K |
| Hollencrest Capital Management | 0.00% | No change | 3,500 | $81K |
| Element Wealth, LLC | 0.03% | Reduce -1.5% | 2,355 | $55K |
| Bfsg, LLC | 0.00% | New | 1,414 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,150 | $27K |
| Principal Securities, Inc. | 0.00% | Reduce -8.9% | 1,020 | $24K |
| WealthShield Partners, LLC | 0.00% | New | 1,000 | $23K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | Reduce -33.9% | 820 | $19K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 715 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 576 | $13K |
| Global Retirement Partners, LLC | 0.00% | Reduce -27.4% | 444 | $10K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.