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Ishares Mortgage Real Estate (REM)

CUSIP: 46435G342 | NYSE | 606 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Evergreen Capital Management LLC682,115
0.2% of portfolio›$12.4M
Bank of New York Mellon Corp620,976
0.0% of portfolio›$11.3M
AdvisorNet Financial, Inc367,238
0.3% of portfolio›$6.3M
Independent Financial Group, LLC213,246
0.1% of portfolio›$3.9M
Balefire, LLC181,427
0.5% of portfolio›$3.3M
Point Nemo Capital, LLC130,221
1.1% of portfolio›$2.4M
Truist Financial Corp54,252
0.0% of portfolio›$987.9K
Cambridge Investment Research Advisors, Inc.35,575
0.0% of portfolio›$648
Allspring Global Investments Holdings, LLC34,200
0.0% of portfolio›$622.8K
Park Avenue Securities LLC33,419
0.0% of portfolio›$609
Simplicity Wealth,LLC31,871
0.0% of portfolio›$580.4K
Thrivent Financial for Lutherans30,923
0.0% of portfolio›$563.0K
Capital Investment Advisors, LLC29,818
0.0% of portfolio›$543.0K
Choreo, LLC29,558
0.0% of portfolio›$538.2K
Ascentis Independent Advisors27,717
0.0% of portfolio›$504.7K
Kestra Advisory Services, LLC26,884
0.0% of portfolio›$489.6K
Sumitomo Mitsui Trust Group, Inc.26,547
0.0% of portfolio›$483.4K
Kestra Private Wealth Services, LLC25,162
0.0% of portfolio›$458.2K
Citigroup Inc18,651
0.0% of portfolio›$339.6K
Wealthcare Advisory Partners LLC18,584
0.0% of portfolio›$338.4K
Antonelli Financial Advisors, LLC18,394
0.2% of portfolio›$335.0K
Endowment Wealth Management, Inc.15,748
0.1% of portfolio›$286.8K
Lanark Financial, Inc.15,098
0.0% of portfolio›$274.9K
Fifth Third Bancorp13,031
0.0% of portfolio›$237.3K
Fortitude Family Office, LLC11,692
0.0% of portfolio›$212.9K
J.W. Cole Advisors, Inc.11,549
0.0% of portfolio›$210.3K
IFP Advisors, Inc10,210
0.0% of portfolio›$185.9K
US Bancorp \de\6,975
0.0% of portfolio›$127.0K
Triumph Capital Management5,534
0.0% of portfolio›$100.8K
Simplex Trading, LLC4,926
0.0% of portfolio›$89.7K
Ashton Thomas Securities, LLC2,000
0.0% of portfolio›$36.4K
Miller Global Investments, LLC1,082
0.0% of portfolio›$19.7K
Mather Group, Llc.786
0.0% of portfolio›$14.3K
Transce3nd, LLC695
0.0% of portfolio›$11.9K
Ascentis Wealth Management, LLC589
0.0% of portfolio›$10.7K
Farther Finance Advisors, LLC488
0.0% of portfolio›$8.9K
CX Institutional400
0.0% of portfolio›$7
Wilmington Savings Fund Society, FSB375
0.0% of portfolio›$6.8K
Silver Grove Financial Group, Inc.269
0.0% of portfolio›$4.9K
Salomon & Ludwin, LLC247
0.0% of portfolio›$4.5K
Investors Research Corp178
0.0% of portfolio›$3.2K
Golden State Wealth Management, LLC167
0.0% of portfolio›$3.0K
Private Trust Co NA150
0.0% of portfolio›$2.7K
Spire Wealth Management96
0.0% of portfolio›$1.7K
Parallel Advisors, LLC91
0.0% of portfolio›$1.7K
SBI Securities Co., Ltd.86
0.0% of portfolio›$1.6K
Dhjj Financial Advisors, Ltd.50
0.0% of portfolio›$911
Beacon Investment Advisory Services, Inc.0
0.0% of portfolio›$2
StyleTurnoverLocationFiled
Evergreen Capital Management LLC
682,115$12.4M0.2%GARPMediumBellevue, WA2026-10-23
Bank of New York Mellon Corp
620,976$11.3M0.0%CoreLowNew York, NY2026-11-05
AdvisorNet Financial, Inc
367,238$6.3M0.3%ETFLowMinnetonka, MN2026-10-15
Independent Financial Group, LLC
213,246$3.9M0.1%GrowthLowSan Diego, CA2026-10-13
Balefire, LLC
181,427$3.3M0.5%ETFMediumDallas, TX2026-10-09
Point Nemo Capital, LLC
130,221$2.4M1.1%GARPVery HighDripping Springs, TX2026-11-03
Truist Financial Corp
54,252$987.9K0.0%CoreLowCharlotte, NC2026-10-30
Cambridge Investment Research Advisors, Inc.
35,575$6480.0%ETFLowFairfield, IA2026-11-02
Allspring Global Investments Holdings, LLC
34,200$622.8K0.0%CoreMediumCharlotte, NC2026-11-04
Park Avenue Securities LLC
33,419$6090.0%ETFMediumNew York, NY2026-10-26
Simplicity Wealth,LLC
31,871$580.4K0.0%ETFLowSummit, NJ2026-10-23
Thrivent Financial for Lutherans
30,923$563.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Capital Investment Advisors, LLC
29,818$543.0K0.0%CoreLowAtlanta, GA2026-10-22
Choreo, LLC
29,558$538.2K0.0%IndexLowRockford, IL2026-10-28
Ascentis Independent Advisors
27,717$504.7K0.0%ETFLowDallas, TX2026-11-03
Kestra Advisory Services, LLC
26,884$489.6K0.0%CoreLowAustin, TX2026-11-02
Sumitomo Mitsui Trust Group, Inc.
26,547$483.4K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Kestra Private Wealth Services, LLC
25,162$458.2K0.0%GrowthLowAustin, TX2026-10-30
Citigroup Inc
18,651$339.6K0.0%CoreMediumNew York, NY2026-11-04
Wealthcare Advisory Partners LLC
18,584$338.4K0.0%ETFLowWest Chester, PA2026-10-21
Antonelli Financial Advisors, LLC
18,394$335.0K0.2%ETFLowGrosse Pointe, MI2026-10-13
Endowment Wealth Management, Inc.
15,748$286.8K0.1%ETFMediumAppleton, WI2026-11-03
Lanark Financial, Inc.
15,098$274.9K0.0%CoreMediumBirmingham, AL2026-10-26
Fifth Third Bancorp
13,031$237.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Fortitude Family Office, LLC
11,692$212.9K0.0%ETFMediumScottsdale, AZ2026-10-14
J.W. Cole Advisors, Inc.
11,549$210.3K0.0%IndexLowTampa, FL2026-11-05
IFP Advisors, Inc
10,210$185.9K0.0%GrowthLowTampa, FL2026-10-16
US Bancorp \de\
6,975$127.0K0.0%IndexLowMinneapolis, MN2026-11-05
Triumph Capital Management
5,534$100.8K0.0%ETFMediumDenver, CO2026-10-14
Simplex Trading, LLC
4,926$89.7K0.0%CoreVery HighChicago, IL2026-11-04
Ashton Thomas Securities, LLC
2,000$36.4K0.0%ETFMediumRochester, NY2026-10-26
Miller Global Investments, LLC
1,082$19.7K0.0%ValueMediumDallas, TX2026-10-02
Mather Group, Llc.
786$14.3K0.0%ETFMediumChicago, IL2026-10-14
Transce3nd, LLC
695$11.9K0.0%GrowthLowBuda, TX2026-10-26
Ascentis Wealth Management, LLC
589$10.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Farther Finance Advisors, LLC
488$8.9K0.0%IndexLowSan Francisco, CA2026-10-08
CX Institutional
400$70.0%CoreMediumAuburn, IN2026-10-02
Wilmington Savings Fund Society, FSB
375$6.8K0.0%CoreLowWilmington, DE2026-10-23
Silver Grove Financial Group, Inc.
269$4.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Salomon & Ludwin, LLC
247$4.5K0.0%ETFVery LowRichmond, VA2026-10-29
Investors Research Corp
178$3.2K0.0%ETFLowAtlanta, GA2026-10-07
Golden State Wealth Management, LLC
167$3.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Private Trust Co NA
150$2.7K0.0%CoreLowCleveland, OH2026-10-20
Spire Wealth Management
96$1.7K0.0%GrowthMediumMclean, VA2026-10-30
Parallel Advisors, LLC
91$1.7K0.0%IndexLowSan Francisco, CA2026-11-03
SBI Securities Co., Ltd.
86$1.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Dhjj Financial Advisors, Ltd.
50$9110.0%ETFVery LowNaperville, IL2026-10-23
Beacon Investment Advisory Services, Inc.
0$20.0%GrowthLowMorristown, NJ2026-10-13