iShares Mortgage Real EstateREMETF
13F holders, Q4 2024 (December 31)124holders −4
9new positions
17sold out
2famous investors
$21.35avg. 13F price*
At the end of Q4 2024, 124 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, down 4 from Q3 2024. 9 opened new positions and 17 sold out. The largest holders were Wells Fargo & Company ($23.2M), Morgan Stanley ($16.2M) and Bank of America Corp. ($10.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Mortgage Real Estate
- CUSIP
- 46435G342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.9M |
| Exits | 17 | $38.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,074,908 shares bought and 2,732,540 shares sold, net −1,657,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Wells Fargo & Company | 0.01% | Add +30.6% | 1,088,306 | $23.2M |
| Morgan Stanley | 0.00% | Reduce -40.4% | 758,867 | $16.2M |
| Bank of America Corp. | 0.00% | Reduce -17.0% | 509,149 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.4% | 478,667 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +45.2% | 423,349 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Add +28.3% | 324,440 | $6.9M |
| UBS Group AG | 0.00% | Add +48.9% | 211,587 | $4.5M |
| Clarity Financial LLC | 0.53% | Add +91.0% | 209,292 | $4.5M |
| Citadel Advisors | 0.00% | Add +44.9% | 207,153 | $4.4M |
| Balefire, LLC | 1.48% | Reduce -9.6% | 201,344 | $4.3M |
| Man Group plc | 0.01% | Reduce -13.4% | 189,521 | $4.0M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 188,607 | $4.0M |
| Mid-American Wealth Advisory Group, Inc. | 2.17% | Reduce -3.7% | 172,918 | $3.7M |
| Trivium Point Advisory, LLC | 0.43% | Reduce -1.1% | 160,162 | $3.4M |
| Barry Investment Advisors, LLC | 0.98% | Add +0.9% | 142,732 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -7.1% | 130,495 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -57.6% | 108,000 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +16.1% | 102,249 | $2.2M |
| Drive Wealth Management, LLC | 0.52% | Add +135.6% | 99,396 | $2.1M |
| Cynosure Group, LLC | 0.32% | Add +1.3% | 99,233 | $2.1M |
| Independent Financial Group, LLC | 0.07% | Add +15.6% | 93,020 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.0% | 80,798 | $1.7M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +300.1% | 78,981 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -11.5% | 74,117 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -0.3% | 74,445 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +2.2% | 74,015 | $1.6M |
| Mount Lucas Management LP | 0.49% | Reduce -41.4% | 66,284 | $1.4M |
| Transce3nd, LLC | 0.43% | — | 59,454 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +12.9% | 59,281 | $1.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.35% | New | 57,305 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -18.9% | 55,937 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +6.9% | 52,252 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +4.6% | 51,993 | $1.1M |
| Bridges Investment Management Inc. | 0.01% | Add +1.4% | 47,668 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 41,856 | $894K |
| Baker Avenue Asset Management, LP | 0.03% | Add +1.3% | 38,760 | $828K |
| JPMorgan Chase & Co. | 0.00% | Add +19.3% | 37,347 | $797K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -8.1% | 36,797 | $786K |
| Evergreen Capital Management LLC | 0.03% | Reduce -1.2% | 36,693 | $783K |
| Mariner, LLC | 0.00% | Add +1.0% | 35,869 | $766K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -11.7% | 33,690 | $719K |
| First Foundation Advisors | 0.03% | Reduce -1.0% | 33,486 | $715K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 31,762 | $678K |
| Captrust Financial Advisors | 0.00% | Reduce -23.9% | 31,595 | $675K |
| AE Wealth Management LLC | 0.01% | Add +0.7% | 30,301 | $647K |
| Brookstone Capital Management | 0.01% | Reduce -10.5% | 28,709 | $613K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +67.7% | 27,000 | $576K |
| Napa Wealth Management | 0.24% | Reduce -29.9% | 26,383 | $563K |
| Avantax Advisory Services, Inc. | 0.00% | Add +32.3% | 25,042 | $535K |
| Robinson Capital Management, LLC | 0.21% | Add +25.2% | 24,837 | $531K |
| Citigroup Inc. | 0.00% | Reduce -33.5% | 23,962 | $512K |
| Raymond James Financial Inc. | 0.00% | — | 23,917 | $511K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 23,310 | $498K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.8% | 22,339 | $477K |
| Simplex Trading, LLC | 0.01% | Add +58.7% | 22,271 | $475K |
| Cetera Investment Advisers | 0.00% | Reduce -10.0% | 21,358 | $456K |
| Mutual Advisors, LLC | 0.01% | No change | 20,300 | $442K |
| Invst, LLC | 0.05% | Reduce -11.6% | 19,409 | $414K |
| Cascade Financial Partners, LLC | 0.05% | Add +27.0% | 19,250 | $411K |
| Comerica Bank | 0.00% | Add +3.7% | 17,850 | $381K |
| Park Avenue Securities LLC | 0.00% | Reduce -34.9% | 17,868 | $381K |
| Alpine Global Management, LLC | 0.13% | New | 17,445 | $372K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.0% | 16,296 | $348K |
| Pathstone Holdings, LLC | 0.00% | Add +0.9% | 16,053 | $343K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.6% | 15,658 | $334K |
| Millennium Management | 0.00% | Reduce -13.5% | 14,934 | $319K |
| Silver Oak Securities, Incorporated | 0.03% | New | 14,865 | $312K |
| CreativeOne Wealth, LLC | 0.01% | Add +10.2% | 14,490 | $309K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | Add +18.1% | 14,223 | $304K |
| Wealthfront Advisers LLC | 0.00% | Reduce -32.0% | 14,205 | $303K |
| Advyzon Investment Management, LLC | 0.11% | — | 13,796 | $295K |
| Symphony Financial, Ltd. Co. | 0.04% | Reduce -4.2% | 12,715 | $280K |
| FWL Investment Management, LLC | 0.10% | Add +1031.9% | 13,062 | $279K |
| Lido Advisors, LLC | 0.00% | No change | 12,521 | $267K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.0% | 12,404 | $265K |
| Two Sigma Securities, LLC | 0.05% | Add +41.0% | 12,166 | $260K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.2% | 11,895 | $254K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.1% | 11,366 | $243K |
| Cerity Partners LLC | 0.00% | Reduce -0.1% | 11,135 | $238K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,093 | $215K |
| Future Financial Wealth Managment LLC | 0.15% | Reduce -23.3% | 9,900 | $211K |
| SFI Advisors, LLC | 0.15% | New | 9,792 | $209K |
| Safeguard Investment Advisory Group, LLC | 0.06% | Reduce -20.7% | 9,793 | $209K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.4% | 9,445 | $202K |
| AlphaCentric Advisors LLC | 0.18% | Reduce -41.8% | 8,685 | $185K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $138K |
| Cwm, LLC | 0.00% | Reduce -20.1% | 2,114 | $45K |
| MAI Capital Management | 0.00% | New | 2,047 | $44K |
| IFP Advisors, Inc | 0.00% | Add +179.6% | 1,686 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.9% | 1,173 | $25K |
| Element Wealth, LLC | 0.01% | Add +4.1% | 1,154 | $25K |
| WealthShield Partners, LLC | 0.00% | No change | 1,000 | $21K |
| Principal Securities, Inc. | 0.00% | Add +6.4% | 933 | $20K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 820 | $18K |
| Group One Trading LLC | 0.00% | New | 768 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.3% | 674 | $14K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 589 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 576 | $12K |
| NewEdge Advisors, LLC | 0.00% | Reduce -26.4% | 533 | $11K |
| FMR LLC | 0.00% | Add +50.3% | 508 | $11K |
| FAS Wealth Partners, Inc. | 0.00% | Add +4.0% | 420 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 375 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 375 | $8K |
| Synergy Investment Management, LLC | 0.00% | — | 267 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 247 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 212 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 201 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 200 | $4K |
| Investors Research Corp | 0.00% | Add +7.9% | 177 | $4K |
| Global Retirement Partners, LLC | 0.00% | Reduce -61.2% | 175 | $4K |
| Fortitude Family Office, LLC | 0.00% | No change | 150 | $3K |
| Private Trust Co. NA | 0.00% | No change | 150 | $3K |
| Golden State Wealth Management, LLC | 0.00% | — | 145 | $3K |
| Oarsman Capital, Inc. | 0.00% | Add +3.6% | 142 | $3K |
| US Bancorp \de | 0.00% | New | 125 | $3K |
| Spire Wealth Management | 0.00% | Reduce -24.4% | 96 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 91 | $2K |
| Allworth Financial LP | 0.00% | Reduce -73.8% | 66 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 50 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 26 | $555 |
| Lanark Financial, Inc. | 0.02% | — | 11 | $246 |
| Natixis | 0.00% | No change | 5 | $107 |
| Macquarie Group Ltd. | 0.00% | Reduce -98.9% | 1,183 | $25 |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.