iShares Mortgage Real EstateREMETF
13F holders, Q2 2024 (June 30)121holders −6
16new positions
20sold out
2famous investors
$22.17avg. 13F price*
At the end of Q2 2024, 121 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, down 6 from Q1 2024. 16 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($26.6M), WNY Asset Management, LLC ($18.8M) and Wells Fargo & Company ($17.1M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $25.3M |
| Exits | 20 | $35.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,578,833 shares bought and 1,431,421 shares sold, net +147,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Morgan Stanley | 0.00% | Reduce -2.8% | 1,200,657 | $26.6M |
| WNY Asset Management, LLC | 2.49% | New | 846,803 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 772,389 | $17.1M |
| Bank of America Corp. | 0.00% | Reduce -9.6% | 586,138 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 433,741 | $9.6M |
| Osaic Holdings, Inc. | 0.01% | Add +23.6% | 274,311 | $6.1M |
| Balefire, LLC | 1.74% | Reduce -8.2% | 220,630 | $4.9M |
| LPL Financial LLC | 0.00% | Reduce -10.8% | 198,348 | $4.4M |
| Mid-American Wealth Advisory Group, Inc. | 2.73% | Reduce -2.6% | 193,234 | $4.3M |
| UBS Group AG | 0.00% | Add +5.6% | 152,731 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Add +10.7% | 148,231 | $3.3M |
| Barry Investment Advisors, LLC | 1.05% | Reduce -0.3% | 140,378 | $3.1M |
| Trivium Point Advisory, LLC | 0.46% | New | 140,257 | $3.1M |
| Two Sigma Investments, LP | 0.01% | Add +1024.0% | 130,389 | $2.9M |
| Mount Lucas Management LP | 0.79% | Reduce -14.1% | 100,483 | $2.2M |
| Cynosure Group, LLC | 0.35% | Add +39.6% | 97,532 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -43.3% | 88,544 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -27.2% | 83,056 | $1.8M |
| Choreo, LLC | 0.03% | Reduce -1.1% | 81,146 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +8.9% | 79,315 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +1.8% | 70,259 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.3% | 69,548 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | New | 67,980 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.4% | 67,412 | $1.5M |
| Independent Financial Group, LLC | 0.06% | Add +11.9% | 64,542 | $1.4M |
| Raymond James & Associates | 0.00% | Add +486.7% | 64,529 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Reduce -0.2% | 51,644 | $1.1M |
| First Foundation Advisors | 0.04% | Reduce -4.8% | 50,677 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.7% | 47,363 | $1.1M |
| Bridges Investment Management Inc. | 0.02% | Add +21.1% | 47,005 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.2% | 41,721 | $925K |
| Captrust Financial Advisors | 0.00% | Reduce -2.3% | 41,195 | $913K |
| Brookstone Capital Management | 0.01% | Reduce -9.0% | 36,644 | $889K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.7% | 38,485 | $853K |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.6% | 37,408 | $829K |
| Mariner, LLC | 0.00% | Reduce -12.4% | 36,163 | $801K |
| Drive Wealth Management, LLC | 0.20% | Reduce -51.4% | 33,651 | $746K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -6.3% | 31,762 | $704K |
| Citigroup Inc. | 0.00% | Add +13.1% | 31,663 | $702K |
| Napa Wealth Management | 0.46% | New | 30,494 | $676K |
| Man Group plc | 0.00% | No change | 30,344 | $672K |
| AE Wealth Management LLC | 0.01% | Reduce -2.2% | 29,859 | $662K |
| Susquehanna International Group, LLP | 0.00% | Add +124.3% | 27,441 | $608K |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 27,251 | $604K |
| Park Avenue Securities LLC | 0.01% | Add +4.5% | 27,167 | $602K |
| BBR Partners, LLC | 0.05% | Add +66.7% | 25,000 | $554K |
| Invst, LLC | 0.06% | Reduce -22.7% | 24,869 | $545K |
| Simplex Trading, LLC | 0.02% | Add +249.1% | 21,986 | $487K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.8% | 20,300 | $479K |
| Private Advisor Group, LLC | 0.00% | Reduce -52.0% | 19,964 | $442K |
| Wealthfront Advisers LLC | 0.00% | Reduce -18.7% | 19,662 | $436K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 17,402 | $386K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.5% | 16,840 | $373K |
| Cascade Financial Partners, LLC | 0.05% | No change | 16,196 | $359K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 16,086 | $356K |
| Pathstone Holdings, LLC | 0.00% | Add +0.5% | 15,837 | $351K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.3% | 15,715 | $348K |
| Avantax Advisory Services, Inc. | 0.00% | Add +34.5% | 15,260 | $338K |
| AlphaCentric Advisors LLC | 0.23% | Reduce -11.1% | 14,181 | $314K |
| Clarity Financial LLC | 0.05% | Add +20.1% | 14,036 | $311K |
| Bright Futures Wealth Management, LLC. | 0.17% | Add +44.1% | 13,438 | $310K |
| Comerica Bank | 0.00% | Reduce -18.2% | 13,864 | $307K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Reduce -22.6% | 13,718 | $304K |
| CreativeOne Wealth, LLC | 0.02% | Add +8.7% | 13,503 | $299K |
| Symphony Financial, Ltd. Co. | 0.05% | Reduce -3.3% | 13,272 | $291K |
| Future Financial Wealth Managment LLC | 0.25% | Reduce -3.4% | 12,900 | $286K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 12,800 | $284K |
| Stifel Financial Corp. | 0.00% | No change | 12,676 | $281K |
| Lido Advisors, LLC | 0.00% | No change | 12,521 | $277K |
| IFP Advisors, Inc | 0.01% | Reduce -0.8% | 12,297 | $272K |
| Seaview Investment Managers LLC | 0.08% | Add +9.4% | 11,557 | $256K |
| Triumph Capital Management | 0.10% | Add +1.7% | 11,481 | $254K |
| Cerity Partners LLC | 0.00% | New | 11,145 | $247K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +13.0% | 10,730 | $238K |
| Cetera Investment Advisers | 0.00% | Reduce -8.3% | 10,165 | $225K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Add +114.9% | 9,986 | $221K |
| Harvest Investment Services, LLC | 0.09% | Reduce -8.1% | 9,796 | $217K |
| Wedbush Securities Inc. | 0.01% | Reduce -76.5% | 9,715 | $215K |
| HRT Financial LP | 0.00% | New | 9,569 | $212K |
| D. E. Shaw & Co. | 0.00% | Reduce -71.5% | 9,445 | $209K |
| Beacon Financial Advisory LLC | 0.08% | Add +3.4% | 9,413 | $209K |
| Lanark Financial, Inc. | 0.02% | Add +4.2% | 9,407 | $208K |
| RFG Advisory, LLC | 0.01% | New | 9,097 | $202K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7,551 | $167K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $143K |
| Cwm, LLC | 0.00% | Add +0.2% | 3,661 | $81K |
| Hollencrest Capital Management | 0.00% | No change | 3,500 | $78K |
| Principal Securities, Inc. | 0.00% | Add +74.9% | 1,784 | $40K |
| Mather Group, Llc. | 0.00% | New | 1,660 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 1,156 | $26K |
| FWL Investment Management, LLC | 0.01% | Reduce -79.8% | 1,110 | $25K |
| Element Wealth, LLC | 0.01% | Reduce -54.0% | 1,084 | $24K |
| Arlington Trust Co LLC | 0.01% | New | 1,000 | $22K |
| WealthShield Partners, LLC | 0.00% | No change | 1,000 | $22K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 820 | $18K |
| NewEdge Advisors, LLC | 0.00% | Add +0.6% | 719 | $16K |
| ORG Partners LLC | 0.00% | New | 589 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 576 | $13K |
| Global Retirement Partners, LLC | 0.00% | Add +0.9% | 448 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 395 | $9K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.