Skip to content
Disclosery

REM ISHARES TR

Follow

SHS (fund)

120 managers (121 13F filers) reported a position in REM shares at 2025-09-30, 8,574,282 shares in all. 18 filers opened a position and 8 filers sold out during the quarter.

Managers
120
13F filers
121
New
18
Added
40
Reduced
40
Sold out
8
Shares held by filers
8,574,282

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN1,634,381$35.9M0.01%+57,16513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY763,333$16.8M<0.01%+21,43013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC635,956$14M<0.01%+35,55113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/540,992$11.9M<0.01%+16,99713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.389,844$8.88M0.01%+10,17313F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC335,695$7.38M0.18%+13,94413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC287,850$6.33M<0.01%-8,75413F-HRTimelineGroup
Clarity Financial LLC256,785$5.64M0.56%+111,76613F-HRTimeline
LPL Financial LLC246,674$5.42M<0.01%+27,10313F-HRTimeline
Balefire, LLC208,501$4.58M0.91%+5,10613F-HRTimeline
Trivium Point Advisory, LLC167,253$3.67M0.38%+6,01313F-HRTimeline
Barry Investment Advisors, LLC142,355$3.13M0.72%-2,49013F-HRTimeline
UBS Group AGin group UBS Group AG138,134$3.03M<0.01%-33,92413F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC136,115$2.99M0.58%+24,14713F-HRTimeline
Cynosure Group, LLC134,969$2.97M0.32%-26,52513F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC127,439$2.8M0.07%-4,06013F-HRTimeline
Mount Lucas Management LP127,038$2.79M1.26%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC121,577$2.67M0.03%+55,53313F-HRTimeline
MML INVESTORS SERVICES, LLC120,171$2.64M0.01%+6,09813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,973$2.39M<0.01%-24,36513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.90,264$1.98M0.04%+5,38813F-HRTimeline
Soltis Investment Advisors LLC88,994$1.96M0.14%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA85,359$1.88M<0.01%-17,93413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…81,123$1.78M<0.01%+26,89713F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC80,000$1.76M0.14%new13F-HRTimeline
Cetera Investment Advisers64,574$1.42M<0.01%+28,90213F-HRTimeline
IHT Wealth Management, LLC52,118$1.15M0.03%+32113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding51,626$1.13M-7,904Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…49,804$1.09M0.03%-5,34713F-HRTimelineGroup
CHOREO, LLC49,292$1.08M0.01%-5,26013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC48,778$1.07M<0.01%-98913F-HRTimelineGroup
Arlington Capital Management, Inc.47,931$1.05M0.67%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,853$1.03M<0.01%+35,97213F-HRTimelineGroup
Invst, LLC46,450$1.02M0.12%+20,02313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS44,414$976K<0.01%-353,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…39,585$870K<0.01%-51513F-HRTimeline
Janney Montgomery Scott LLC39,499$868K<0.01%-1013F-HRTimeline
Capital Investment Advisors, LLC35,754$786K0.01%-3,74513F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS35,066$770K0.03%+5,00213F-HRTimelineGroup
Glenmede Investment Management, LP34,561$759K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,273$753K<0.01%-3,62413F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC33,670$740K0.01%-13313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …33,360$733K0.02%-39813F-HRTimelineGroup
Strategic Financial Concepts, LLC33,251$731K0.11%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,027$726K<0.01%+1,48013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …30,600$672K<0.01%+5,70013F-HRTimelineGroup
Wealthfront Advisers LLC30,444$669K<0.01%+1,47413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,748$653K0.01%new13F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …28,815$633K<0.01%-2,46413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC27,945$614K<0.01%+9,44813F-HRTimelineGroup
Qube Research & Technologies Ltd26,240$576K<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,120$552K<0.01%+14,17013F-HRTimelineGroup
AE Wealth Management LLC23,942$526K<0.01%-5,48313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,645$498K<0.01%+35813F-HRTimelineGroup
NAPA WEALTH MANAGEMENT21,733$477K0.22%-46013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.21,573$474K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC20,895$459K<0.01%+4113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,485$450K<0.01%-4,69813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,361$425K0.01%+1,26313F-HRTimelineGroup
Private Advisor Group, LLC18,303$402K<0.01%-48513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,000$395K<0.01%new13F-HRTimeline
Mutual Advisors, LLC17,550$389K0.01%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…16,831$370K0.01%+2,60813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,237$357K<0.01%-15,97713F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD15,927$350K<0.01%-19,31613F-HRTimelineGroup
COMERICA BANK14,880$327K<0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,809$325K0.02%-57513F-HRTimeline
Advyzon Investment Management, LLC14,653$322K0.06%+713F-HRTimeline
Cascade Financial Partners, LLC14,450$317K0.04%-3,00013F-HRTimeline
J.W. COLE ADVISORS, INC.12,635$278K0.01%-2,46913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,579$276K<0.01%-5813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management12,363$272K<0.01%-6,21513F-HRTimelineGroup
Endowment Wealth Management, Inc.11,923$262K0.12%+2,35813F-HRTimeline
LANARK FINANCIAL, INC.11,231$247K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC11,116$244K0.06%-2,94513F-HRTimeline
IFP Advisors, Inc10,043$221K0.01%-20013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,000$220K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,956$219K<0.01%-38413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,889$217K<0.01%-1,33613F-HRTimeline
Fortitude Family Office, LLC7,805$171K0.05%+7,58213F-HRTimeline
MCF Advisors LLC6,453$142K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,285$138K<0.01%+1,30513F-HR/ATimelineGroup
SIMPLEX TRADING, LLC4,457$97K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC2,900$63.7K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisory Services Network, LLC2,624$57.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,939$43K<0.01%-40713F-HRTimelineGroup
MAI Capital Management1,822$40K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,289$28.3K<0.01%+50613F-HRTimeline
Farther Finance Advisors, LLC1,029$22.6K<0.01%-49913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,028$22.6K<0.01%+9513F-HRTimelineGroup
WealthShield Partners, LLC1,000$22K<0.01%013F-HRTimeline
Allworth Financial LP955$21K<0.01%+88713F-HRTimeline
Transce3nd, LLC811$18.2K0.16%-65,37313F-HRTimeline
Smartleaf Asset Management LLC750$16.4K<0.01%-15013F-HRTimeline
Strategic Advocates LLC598$13.1K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…589$12.9K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…576$12.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC572$12.6K<0.01%+29713F-HRTimelineGroup
NewEdge Advisors, LLC533$11.7K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.422$9.28K<0.01%013F-HRTimeline
CX Institutional394$9K<0.01%-813F-HRTimeline
TD Waterhouse Canada Inc.375$8.37K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB375$8.24K<0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…285$6.24K<0.01%+613F-HRTimeline
Salomon & Ludwin, LLC247$5.52K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP246$5.41K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…212$4.66K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC200$4.39K<0.01%013F-HRTimeline
Investors Research Corp178$3.91K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC152$3.35K<0.01%+313F-HRTimeline
PRIVATE TRUST CO NA150$3.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management96$2.11K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC91$2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…74$1.63K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.50$1.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC63$1K<0.01%new13F-HRTimeline
Blue Trust, Inc.40$879<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…23$505<0.01%013F-HR/ATimelineGroup
GROUP ONE TRADING LLC10$220<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2$44<0.01%new13F-HRTimelineGroup