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Disclosery

REM ISHARES TR

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SHS (fund)

124 managers (125 13F filers) reported a position in REM shares at 2024-12-31, 7,816,032 shares in all. 9 filers opened a position and 17 filers sold out during the quarter.

Managers
124
13F filers
125
New
9
Added
41
Reduced
48
Sold out
17
Shares held by filers
7,816,032

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,088,306$23.2M0.01%+254,91413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY758,867$16.2M<0.01%-513,48513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/509,149$10.9M<0.01%-104,42213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC478,667$10.2M<0.01%+24,46013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC423,349$9.04M<0.01%+131,83513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.324,440$6.93M0.02%+71,54413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG211,587$4.52M<0.01%+69,49913F-HRTimelineGroup
Clarity Financial LLC209,292$4.47M0.53%+99,69913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC207,153$4.42M<0.01%+64,19613F-HRTimelineGroup
Balefire, LLC201,344$4.32M1.48%-21,36813F-HRTimeline
Man Group plcin group Man Group plc189,521$4.05M0.01%-29,30113F-HRTimelineGroup
LPL Financial LLC188,607$4.03M<0.01%-3,29013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.172,918$3.69M2.17%-6,56613F-HRTimeline
Trivium Point Advisory, LLC160,162$3.42M0.43%-1,70413F-HRTimeline
Barry Investment Advisors, LLC142,732$3.05M0.98%+1,24113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA130,495$2.79M<0.01%-9,96813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS108,000$2.31M<0.01%-147,00013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC102,249$2.18M0.01%+14,15213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC99,396$2.12M0.52%+57,20213F-HRTimeline
Cynosure Group, LLC99,233$2.12M0.32%+1,28613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC93,020$1.99M0.07%+12,54713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…80,798$1.73M<0.01%-15,34713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…78,981$1.69M0.03%+59,23813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…74,117$1.61M<0.01%-9,60713F-HRTimelineGroup
CHOREO, LLC74,445$1.59M0.02%-25113F-HRTimeline
HARBOUR INVESTMENTS, INC.74,015$1.58M0.05%+1,62013F-HRTimeline
Mount Lucas Management LP66,284$1.42M0.49%-46,87613F-HRTimeline
Transce3nd, LLC59,454$1.27M0.43%13F-HRTimeline
Janney Montgomery Scott LLC59,281$1.27M<0.01%+6,78413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC57,305$1.22M0.35%new13F-HRTimeline
Capital Investment Advisors, LLC55,937$1.19M0.02%-13,03313F-HRTimeline
Private Advisor Group, LLC52,252$1.12M0.01%+3,38313F-HRTimeline
IHT Wealth Management, LLC51,993$1.11M0.04%+2,28713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC47,668$1.02M0.01%+66313F-HRTimeline
Cambridge Investment Research Advisors,…41,856$894K<0.01%-41213F-HRTimeline
Baker Avenue Asset Management, LP38,760$828K0.03%+50813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,347$797K<0.01%+6,03613F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC36,797$786K0.01%-3,23113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC36,693$783K0.03%-43013F-HRTimeline
Mariner, LLCin group Mariner, LLC35,869$766K<0.01%+34913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding34,234$731K-2,308Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,690$719K0.02%-4,45613F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS33,486$715K0.03%-33813F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …31,762$678K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS31,595$675K<0.01%-9,92913F-HRTimeline
AE Wealth Management LLC30,301$647K0.01%+21913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,709$613K0.01%-3,38413F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …27,000$576K<0.01%+10,90013F-HRTimelineGroup
NAPA WEALTH MANAGEMENT26,383$563K0.24%-11,27313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,042$535K<0.01%+6,12013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC24,837$531K0.21%+5,00013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,962$512K<0.01%-12,08713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,917$511K<0.01%13F-HR/ATimelineGroup
Schonfeld Strategic Advisors LLC23,310$498K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC22,271$475K0.01%+8,23413F-HRTimeline
Cetera Investment Advisers21,358$456K<0.01%-2,37713F-HRTimeline
Mutual Advisors, LLC20,300$442K0.01%013F-HRTimeline
Invst, LLC19,409$414K0.05%-2,53913F-HRTimeline
Cascade Financial Partners, LLC19,250$411K0.05%+4,09513F-HRTimeline
COMERICA BANK17,850$381K<0.01%+63913F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,868$381K<0.01%-9,59613F-HRTimelineGroup
Alpine Global Management, LLC17,445$372K0.11%new13F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC16,296$348K<0.01%-85813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,053$343K<0.01%+14013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,658$334K<0.01%-93113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,934$319K<0.01%-2,33813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,865$312K0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,490$309K0.01%+1,34013F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…14,223$304K<0.01%+2,18113F-HRTimelineGroup
Wealthfront Advisers LLC14,205$303K<0.01%-6,70013F-HR/ATimeline
Advyzon Investment Management, LLC13,796$295K0.11%13F-HRTimeline
Symphony Financial, Ltd. Co.12,715$280K0.04%-55713F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC13,062$279K0.1%+11,90813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,521$267K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC12,404$265K0.01%-51713F-HRTimeline
TWO SIGMA SECURITIES, LLC12,166$260K0.05%+3,54013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,366$243K<0.01%-12913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,135$238K<0.01%-1013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.10,093$215K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC9,900$211K0.15%-3,00013F-HRTimeline
SFI Advisors, LLC9,792$209K0.15%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC9,793$209K0.06%-2,55313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,445$202K<0.01%-10,80413F-HRTimelineGroup
AlphaCentric Advisors LLC8,685$185K0.19%-6,24113F-HRTimeline
MCF Advisors LLC6,453$138K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,114$45K<0.01%-53013F-HRTimelineGroup
MAI Capital Management2,047$43.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,686$36K<0.01%+1,08313F-HRTimeline
Steward Partners Investment Advisory, L…1,173$25K<0.01%+1113F-HRTimeline
Element Wealth, LLC1,154$24.6K0.01%+4513F-HRTimeline
WealthShield Partners, LLC1,000$21.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC933$19.9K<0.01%+5613F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.820$17.5K0.01%013F-HRTimeline
GROUP ONE TRADING LLC768$16.4K<0.01%new13F-HR/ATimeline
Farther Finance Advisors, LLC674$14.4K<0.01%-53613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…589$12.6K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…576$12.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC533$11.4K<0.01%-19113F-HRTimeline
FMR LLCin group FMR LLC508$10.8K<0.01%+17013F-HRTimelineGroup
FAS Wealth Partners, Inc.420$8.97K<0.01%+1613F-HRTimeline
Wilmington Savings Fund Society, FSB375$8.01K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.375$8.01K<0.01%013F-HRTimeline
Synergy Investment Management, LLC267$5.68K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC247$5.27K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…212$4.53K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP201$4.29K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC200$4.27K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200$4.27K<0.01%013F-HRTimelineGroup
Investors Research Corp177$3.78K<0.01%+1313F-HRTimeline
Global Retirement Partners, LLC175$3.74K<0.01%-27613F-HRTimeline
PRIVATE TRUST CO NA150$3.2K<0.01%013F-HRTimeline
Fortitude Family Office, LLC150$3.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC145$3.1K<0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.142$3.04K<0.01%+513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\125$2.67K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management96$2.05K<0.01%-3113F-HRTimelineGroup
Parallel Advisors, LLC91$1.94K<0.01%013F-HRTimeline
Allworth Financial LP66$1.43K<0.01%-18613F-HRTimeline
DHJJ Financial Advisors, Ltd.50$1.07K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26$555<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.11$2460.02%-11,78113F-HRTimeline
NATIXISin group Natixis Investment Managers5$107<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,183$25-103,57613F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.