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Disclosery

REM ISHARES TR

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SHS (fund)

112 managers (113 13F filers) reported a position in REM shares at 2025-06-30, 8,490,753 shares in all. 9 filers opened a position and 20 filers sold out during the quarter.

Managers
112
13F filers
113
New
9
Added
45
Reduced
32
Sold out
20
Shares held by filers
8,490,753

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/MN1,577,216$33.7M0.01%+315,83413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY741,903$15.9M<0.01%+3,23113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC600,405$12.8M<0.01%+46,37713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/523,995$11.2M<0.01%+9,68113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS397,414$8.5M0.01%+397,40513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.379,671$8.12M0.01%+46,82013F-HR/ATimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC321,751$6.88M0.21%+18,30513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC296,604$6.34M<0.01%-26,95413F-HRTimelineGroup
LPL Financial LLC219,571$4.69M<0.01%+21,46813F-HRTimeline
Balefire, LLC203,395$4.35M0.95%-7,27513F-HRTimeline
UBS Group AGin group UBS Group AG172,058$3.68M<0.01%+22,45913F-HRTimelineGroup
Cynosure Group, LLC161,494$3.45M0.39%+33,23113F-HRTimeline
Trivium Point Advisory, LLC161,240$3.45M0.37%-12813F-HRTimeline
Aster Capital Management (DIFC) Ltd148,992$3.19M0.72%new13F-HRTimeline
Clarity Financial LLC145,019$3.1M0.33%-99,92813F-HRTimeline
Barry Investment Advisors, LLC144,845$3.1M0.77%-78813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC142,151$3.04M0.67%+113,07813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC133,338$2.85M<0.01%+61,36413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC131,499$2.81M0.08%+4,96213F-HRTimeline
MML INVESTORS SERVICES, LLC114,073$2.44M0.01%+5,15313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC111,968$2.39M0.54%+14,21413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,293$2.21M<0.01%-113,46513F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.84,876$1.81M0.05%+8,07313F-HRTimeline
Transce3nd, LLC66,184$1.42M0.6%+3,61013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC66,044$1.41M0.02%+18,52613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding59,530$1.27M-20,148Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…55,151$1.18M0.03%-9,16713F-HRTimelineGroup
CHOREO, LLC54,552$1.17M0.02%-9,35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,226$1.16M<0.01%-4,56613F-HRTimelineGroup
IHT Wealth Management, LLC51,797$1.11M0.03%+3713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC49,767$1.06M0.01%-5,14213F-HRTimelineGroup
Cambridge Investment Research Advisors,…40,100$857K<0.01%-34513F-HRTimeline
Janney Montgomery Scott LLC39,509$845K<0.01%-30,99813F-HRTimeline
Capital Investment Advisors, LLC39,499$844K0.02%-5,36013F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,897$810K<0.01%-130,77413F-HRTimelineGroup
Cetera Investment Advisers35,672$763K<0.01%+5,36213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD35,243$753K<0.01%+34,94613F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC33,803$723K0.01%+5413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,758$722K0.02%+35013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC32,214$701K<0.01%+16,14413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS31,547$674K<0.01%-44013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …31,279$669K<0.01%+1,73813F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS30,064$643K0.02%-3,07913F-HRTimelineGroup
AE Wealth Management LLC29,425$629K<0.01%+84013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC29,420$629K0.26%+4,58313F-HRTimeline
Wealthfront Advisers LLC28,970$619K<0.01%+4,75313F-HRTimeline
Invst, LLC26,427$565K0.07%+50313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,183$538K<0.01%new13F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …24,900$532K<0.01%-3,70013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.24,691$528K<0.01%-7,24713F-HRTimeline
Quantessence Capital LLC23,470$502K0.15%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,287$476K<0.01%+6,34213F-HRTimelineGroup
NAPA WEALTH MANAGEMENT22,193$474K0.23%+84713F-HRTimeline
Mariner, LLCin group Mariner, LLC20,854$446K<0.01%-10,08113F-HRTimelineGroup
Private Advisor Group, LLC18,788$402K<0.01%-34,35113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,578$397K0.01%-3,90013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC18,497$395K<0.01%+6013F-HRTimelineGroup
Mutual Advisors, LLC17,550$392K0.01%-2,25013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,098$387K0.01%+1,96813F-HRTimelineGroup
Cascade Financial Partners, LLC17,450$373K0.04%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,384$329K0.03%+44413F-HRTimeline
J.W. COLE ADVISORS, INC.15,104$323K0.01%new13F-HRTimeline
COMERICA BANK14,880$318K<0.01%+1,65113F-HRTimeline
Advyzon Investment Management, LLC14,646$313K0.07%+25613F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…14,223$304K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC14,061$301K0.09%-4,83013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,637$270K<0.01%+11613F-HRTimelineGroup
LANARK FINANCIAL, INC.11,231$240K0.02%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,225$240K<0.01%-4,44813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,950$234K<0.01%-14,60313F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,881$233K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,340$221K<0.01%+11313F-HR/ATimelineGroup
IFP Advisors, Inc10,243$219K0.01%-1,27613F-HRTimeline
Endowment Wealth Management, Inc.9,565$205K0.11%new13F-HRTimeline
MCF Advisors LLC6,453$138K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,980$106K<0.01%-2,41213F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC4,241$93.9K0.03%new13F-HRTimeline
Future Financial Wealth Managment LLC2,900$62K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC2,346$50K<0.01%+613F-HRTimelineGroup
MAI Capital Management1,822$39K<0.01%-22513F-HRTimeline
Farther Finance Advisors, LLC1,528$32.7K<0.01%+1,07813F-HRTimeline
WealthShield Partners, LLC1,000$21.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC933$19.9K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC900$19.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC783$16.7K<0.01%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…589$12.7K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…576$12.3K<0.01%013F-HRTimeline
NewEdge Advisors, LLC533$11.4K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.422$9.03K<0.01%013F-HRTimeline
CX Institutional402$9K<0.01%+513F-HR/ATimeline
Wilmington Savings Fund Society, FSB375$8.02K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.375$8.01K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…279$5.95K<0.01%-89513F-HRTimeline
FMR LLCin group FMR LLC275$5.89K<0.01%-9513F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.269$5.75K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC247$5.42K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP246$5.22K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC223$4.77K<0.01%+7313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…212$4.53K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC200$4.28K<0.01%013F-HRTimeline
Investors Research Corp177$3.78K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA150$3.21K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC149$3.2K<0.01%+413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96$2.05K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC91$1.95K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…74$1.58K<0.01%-2313F-HRTimelineGroup
Allworth Financial LP68$1.45K<0.01%+213F-HRTimeline
DHJJ Financial Advisors, Ltd.50$1.07K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…23$492<0.01%013F-HR/ATimelineGroup
NATIXISin group Natixis Investment Managers5$107<0.01%013F-HRTimelineGroup
Arax Advisory Partners3$65<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.