iShares Mortgage Real EstateREMETF
13F holders, Q3 2025 (September 30)121holders +9
18new positions
8sold out
3famous investors
$22.01avg. 13F price*
At the end of Q3 2025, 121 institutions reported holding iShares Mortgage Real Estate (REM) in their 13F filings, up 9 from Q2 2025. 18 opened new positions and 8 sold out. The largest holders were Wells Fargo & Company ($35.9M), Morgan Stanley ($16.8M) and Envestnet Asset Management Inc. ($14.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $11.5M |
| Exits | 8 | $7.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,088,250 shares bought and 980,030 shares sold, net +108,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Wells Fargo & Company | 0.01% | Add +3.6% | 1,634,381 | $35.9M |
| Morgan Stanley | 0.00% | Add +2.9% | 763,333 | $16.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 635,956 | $14.0M |
| Bank of America Corp. | 0.00% | Add +3.2% | 540,992 | $11.9M |
| Osaic Holdings, Inc. | 0.01% | Add +2.7% | 389,844 | $8.9M |
| Evergreen Capital Management LLC | 0.18% | Add +4.3% | 335,695 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 287,850 | $6.3M |
| Clarity Financial LLC | 0.56% | Add +77.1% | 256,785 | $5.6M |
| LPL Financial LLC | 0.00% | Add +12.3% | 246,674 | $5.4M |
| Balefire, LLC | 0.91% | Add +2.5% | 208,501 | $4.6M |
| Trivium Point Advisory, LLC | 0.38% | Add +3.7% | 167,253 | $3.7M |
| Barry Investment Advisors, LLC | 0.72% | Reduce -1.7% | 142,355 | $3.1M |
| UBS Group AG | 0.00% | Reduce -19.7% | 138,134 | $3.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.58% | Add +21.6% | 136,115 | $3.0M |
| Cynosure Group, LLC | 0.32% | Reduce -16.4% | 134,969 | $3.0M |
| Independent Financial Group, LLC | 0.07% | Reduce -3.1% | 127,439 | $2.8M |
| Mount Lucas Management LP | 1.26% | New | 127,038 | $2.8M |
| Bridges Investment Management Inc. | 0.03% | Add +84.1% | 121,577 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 120,171 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -18.3% | 108,973 | $2.4M |
| Harbour Investments, Inc. | 0.04% | Add +6.3% | 90,264 | $2.0M |
| Soltis Investment Advisors LLC | 0.14% | New | 88,994 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -17.4% | 85,359 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +49.6% | 81,123 | $1.8M |
| Prelude Capital Management, LLC | 0.14% | New | 80,000 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +81.0% | 64,574 | $1.4M |
| IHT Wealth Management, LLC | 0.03% | Add +0.6% | 52,118 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -9.7% | 49,804 | $1.1M |
| Choreo, LLC | 0.01% | Reduce -9.6% | 49,292 | $1.1M |
| Tidal Investments LLC | 0.00% | Reduce -2.0% | 48,778 | $1.1M |
| Arlington Capital Management, Inc. | 0.67% | New | 47,931 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +330.6% | 46,853 | $1.0M |
| Invst, LLC | 0.12% | Add +75.8% | 46,450 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.8% | 44,414 | $976K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 39,585 | $870K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.0% | 39,499 | $868K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -9.5% | 35,754 | $786K |
| First Foundation Advisors | 0.03% | Add +16.6% | 35,066 | $770K |
| Glenmede Investment Management, LP | 0.00% | New | 34,561 | $759K |
| Citadel Advisors | 0.00% | Reduce -9.6% | 34,273 | $753K |
| Manning & Napier Advisors LLC | 0.01% | Reduce -0.4% | 33,670 | $740K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -1.2% | 33,360 | $733K |
| Strategic Financial Concepts, LLC | 0.11% | New | 33,251 | $731K |
| Captrust Financial Advisors | 0.00% | Add +4.7% | 33,027 | $726K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +22.9% | 30,600 | $672K |
| Wealthfront Advisers LLC | 0.00% | Add +5.1% | 30,444 | $669K |
| Quadrature Capital Ltd | 0.01% | New | 29,748 | $653K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.9% | 28,815 | $633K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -15.0% | 27,997 | $615K |
| Citigroup Inc. | 0.00% | Add +51.1% | 27,945 | $614K |
| Qube Research & Technologies Ltd | 0.00% | New | 26,240 | $576K |
| Thrivent Financial for Lutherans | 0.00% | Add +129.4% | 25,120 | $552K |
| AE Wealth Management LLC | 0.00% | Reduce -18.6% | 23,942 | $526K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.1% | 23,629 | $519K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.6% | 22,645 | $498K |
| Napa Wealth Management | 0.22% | Reduce -2.1% | 21,733 | $477K |
| D. E. Shaw & Co. | 0.00% | New | 21,573 | $474K |
| Mariner, LLC | 0.00% | Add +0.2% | 20,895 | $459K |
| Park Avenue Securities LLC | 0.00% | Reduce -18.7% | 20,485 | $450K |
| CreativeOne Wealth, LLC | 0.01% | Add +7.0% | 19,361 | $425K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 18,303 | $402K |
| Renaissance Technologies | 0.00% | New | 18,000 | $395K |
| Mutual Advisors, LLC | 0.01% | No change | 17,550 | $389K |
| Sumitomo Mitsui Financial Group, Inc. | 0.01% | Add +18.3% | 16,831 | $370K |
| Pathstone Holdings, LLC | 0.00% | Reduce -49.6% | 16,237 | $357K |
| Macquarie Group Ltd. | 0.00% | Reduce -54.8% | 15,927 | $350K |
| Comerica Bank | 0.00% | No change | 14,880 | $327K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -3.7% | 14,809 | $325K |
| Advyzon Investment Management, LLC | 0.06% | Add +0.1% | 14,653 | $322K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -17.2% | 14,450 | $317K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -16.4% | 12,635 | $278K |
| Lido Advisors, LLC | 0.00% | Reduce -0.5% | 12,579 | $276K |
| Brookstone Capital Management | 0.00% | Reduce -33.5% | 12,363 | $272K |
| Endowment Wealth Management, Inc. | 0.12% | Add +24.6% | 11,923 | $262K |
| Lanark Financial, Inc. | 0.02% | No change | 11,231 | $247K |
| FWL Investment Management, LLC | 0.06% | Reduce -20.9% | 11,116 | $244K |
| IFP Advisors, Inc | 0.01% | Reduce -1.9% | 10,043 | $221K |
| Jane Street Group, LLC | 0.00% | New | 10,000 | $220K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.7% | 9,956 | $219K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.9% | 9,889 | $217K |
| Fortitude Family Office, LLC | 0.05% | Add +3400.0% | 7,805 | $171K |
| MCF Advisors LLC | 0.01% | No change | 6,453 | $142K |
| JPMorgan Chase & Co. | 0.00% | Add +26.2% | 6,285 | $138K |
| Simplex Trading, LLC | 0.00% | New | 4,457 | $97K |
| Future Financial Wealth Managment LLC | 0.04% | No change | 2,900 | $64K |
| Advisory Services Network, LLC | 0.00% | New | 2,624 | $58K |
| Cwm, LLC | 0.00% | Reduce -17.4% | 1,939 | $43K |
| MAI Capital Management | 0.00% | No change | 1,822 | $40K |
| Global Retirement Partners, LLC | 0.00% | Add +64.6% | 1,289 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.7% | 1,029 | $23K |
| Principal Securities, Inc. | 0.00% | Add +10.2% | 1,028 | $23K |
| WealthShield Partners, LLC | 0.00% | No change | 1,000 | $22K |
| Allworth Financial LP | 0.00% | Add +1304.4% | 955 | $21K |
| Transce3nd, LLC | 0.16% | Reduce -98.8% | 811 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -16.7% | 750 | $16K |
| Strategic Advocates LLC | 0.00% | New | 598 | $13K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 589 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 576 | $13K |
| FMR LLC | 0.00% | Add +108.0% | 572 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 533 | $12K |
"% of holder's portfolio" is REM's weight in each manager's 13F, not the share of iShares Mortgage Real Estate the manager owns.