iShares Mortgage Real EstateREMETF
13F holders, Q2 2025 (June 30)112holders −10
9new positions
20sold out
1famous investor
$21.38avg. 13F price*
At the end of Q2 2025, 112 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, down 10 from Q1 2025. 9 opened new positions and 20 sold out. The largest holders were Wells Fargo & Company ($33.7M), Morgan Stanley ($15.9M) and Envestnet Asset Management Inc. ($12.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Mortgage Real Estate
- CUSIP
- 46435G342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.1M |
| Exits | 20 | $39.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,467,730 shares bought and 2,305,405 shares sold, net −837,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Wells Fargo & Company | 0.01% | Add +25.0% | 1,577,216 | $33.7M |
| Morgan Stanley | 0.00% | Add +0.4% | 741,903 | $15.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.4% | 600,405 | $12.8M |
| Bank of America Corp. | 0.00% | Add +1.9% | 523,995 | $11.2M |
| BNP Paribas Financial Markets | 0.01% | Add +4415611.1% | 397,414 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Add +14.1% | 379,671 | $8.1M |
| Evergreen Capital Management LLC | 0.21% | Add +6.0% | 321,751 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.3% | 296,604 | $6.3M |
| LPL Financial LLC | 0.00% | Add +10.8% | 219,571 | $4.7M |
| Balefire, LLC | 0.95% | Reduce -3.5% | 203,395 | $4.3M |
| UBS Group AG | 0.00% | Add +15.0% | 172,058 | $3.7M |
| Cynosure Group, LLC | 0.39% | Add +25.9% | 161,494 | $3.5M |
| Trivium Point Advisory, LLC | 0.37% | Reduce -0.1% | 161,240 | $3.4M |
| Aster Capital Management (DIFC) Ltd | 0.72% | New | 148,992 | $3.2M |
| Clarity Financial LLC | 0.33% | Reduce -40.8% | 145,019 | $3.1M |
| Barry Investment Advisors, LLC | 0.77% | Reduce -0.5% | 144,845 | $3.1M |
| Drive Wealth Management, LLC | 0.67% | Add +388.9% | 142,151 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +85.3% | 133,338 | $2.9M |
| Independent Financial Group, LLC | 0.08% | Add +3.9% | 131,499 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +4.7% | 114,073 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.54% | Add +14.5% | 111,968 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -52.4% | 103,293 | $2.2M |
| Harbour Investments, Inc. | 0.05% | Add +10.5% | 84,876 | $1.8M |
| Transce3nd, LLC | 0.60% | Add +5.8% | 66,184 | $1.4M |
| Bridges Investment Management Inc. | 0.02% | Add +39.0% | 66,044 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -14.3% | 55,151 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -14.6% | 54,552 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.8% | 54,226 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +0.1% | 51,797 | $1.1M |
| Tidal Investments LLC | 0.01% | Reduce -9.4% | 49,767 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 40,100 | $857K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -44.0% | 39,509 | $845K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -11.9% | 39,499 | $844K |
| Citadel Advisors | 0.00% | Reduce -77.5% | 37,897 | $810K |
| Cetera Investment Advisers | 0.00% | Add +17.7% | 35,672 | $763K |
| Macquarie Group Ltd. | 0.00% | Add +11766.3% | 35,243 | $753K |
| Manning & Napier Advisors LLC | 0.01% | Add +0.2% | 33,803 | $723K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.1% | 33,758 | $722K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -41.3% | 32,954 | $705K |
| Pathstone Holdings, LLC | 0.00% | Add +100.5% | 32,214 | $701K |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 31,547 | $674K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +5.9% | 31,279 | $669K |
| First Foundation Advisors | 0.02% | Reduce -9.3% | 30,064 | $643K |
| AE Wealth Management LLC | 0.00% | Add +2.9% | 29,425 | $629K |
| Robinson Capital Management, LLC | 0.26% | Add +18.4% | 29,420 | $629K |
| Wealthfront Advisers LLC | 0.00% | Add +19.6% | 28,970 | $619K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.0% | 26,576 | $568K |
| Invst, LLC | 0.07% | Add +1.9% | 26,427 | $565K |
| Park Avenue Securities LLC | 0.00% | New | 25,183 | $538K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -12.9% | 24,900 | $532K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -22.7% | 24,691 | $528K |
| Quantessence Capital LLC | 0.15% | New | 23,470 | $502K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.8% | 22,287 | $477K |
| Napa Wealth Management | 0.23% | Add +4.0% | 22,193 | $474K |
| Mariner, LLC | 0.00% | Reduce -32.6% | 20,854 | $446K |
| Private Advisor Group, LLC | 0.00% | Reduce -64.6% | 18,788 | $402K |
| Brookstone Capital Management | 0.01% | Reduce -17.4% | 18,578 | $397K |
| Citigroup Inc. | 0.00% | Add +0.3% | 18,497 | $395K |
| Mutual Advisors, LLC | 0.01% | Reduce -11.4% | 17,550 | $392K |
| CreativeOne Wealth, LLC | 0.01% | Add +12.2% | 18,098 | $387K |
| Cascade Financial Partners, LLC | 0.04% | No change | 17,450 | $373K |
| Silver Oak Securities, Incorporated | 0.03% | Add +3.0% | 15,384 | $329K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 15,104 | $323K |
| Comerica Bank | 0.00% | Add +12.5% | 14,880 | $318K |
| Advyzon Investment Management, LLC | 0.07% | Add +1.8% | 14,646 | $313K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | No change | 14,223 | $304K |
| FWL Investment Management, LLC | 0.09% | Reduce -25.6% | 14,061 | $301K |
| Lido Advisors, LLC | 0.00% | Add +0.9% | 12,637 | $270K |
| Lanark Financial, Inc. | 0.02% | No change | 11,231 | $240K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -28.4% | 11,225 | $240K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -57.1% | 10,950 | $234K |
| Stifel Financial Corp. | 0.00% | New | 10,881 | $233K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.1% | 10,340 | $221K |
| IFP Advisors, Inc | 0.01% | Reduce -11.1% | 10,243 | $219K |
| Endowment Wealth Management, Inc. | 0.11% | New | 9,565 | $205K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $138K |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.6% | 4,980 | $106K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 4,241 | $94K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 2,900 | $62K |
| Cwm, LLC | 0.00% | Add +0.3% | 2,346 | $50K |
| MAI Capital Management | 0.00% | Reduce -11.0% | 1,822 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Add +239.6% | 1,528 | $33K |
| WealthShield Partners, LLC | 0.00% | No change | 1,000 | $21K |
| Principal Securities, Inc. | 0.00% | No change | 933 | $20K |
| Smartleaf Asset Management LLC | 0.00% | New | 900 | $19K |
| Global Retirement Partners, LLC | 0.00% | — | 783 | $17K |
| 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% | No change | 533 | $11K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 422 | $9K |
| CX Institutional | 0.00% | Add +1.3% | 402 | $9K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 375 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 375 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -76.2% | 279 | $6K |
| FMR LLC | 0.00% | Reduce -25.7% | 275 | $6K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 269 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 247 | $5K |
| Jones Financial Companies LLLP | 0.00% | No change | 246 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +48.7% | 223 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 212 | $5K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.