ISHARES TR (REM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
111
Reporting holders
$217.8M
Reported value
5.2%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $24.5M | 1,111,521 | 0.00% | 31q | -48.4%-$23.0M |
| MORGAN STANLEY | $23.4M | 1,062,779 | 0.00% | 35q | +7.6%+$1.7M |
| BNP PARIBAS FINANCIAL MARKETS | $17.3M | 786,000 | 0.01% | 2q | -28.4%-$6.9M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $14.8M | 672,345 | 0.26% | 26q | +0.9%+$125.5K |
| BANK OF AMERICA CORP /DE/ | $13.0M | 591,342 | 0.00% | 31q | +1.2%+$154.9K |
| Bank of New York Mellon Corp | $13.0M | 588,513 | 0.00% | 2q | -0.5%-$69.0K |
| AdvisorNet Financial, Inc | $7.6M | 342,996 | 0.35% | 3q | +18.9%+$1.2M |
| OSAIC HOLDINGS, INC. | $7.3M | 331,638 | 0.01% | 26q | -6.1%-$476.1K |
| LPL Financial LLC | $5.7M | 259,385 | 0.00% | 31q | -23.8%-$1.8M |
| CITADEL ADVISORS LLC | $5.5M | options only | 0.00% | 31q | OPTIONS |
| AMERIPRISE FINANCIAL INC | $4.6M | 207,305 | 0.00% | 31q | -49.3%-$4.4M |
| Foundations Investment Advisors, LLC | $4.4M | 201,617 | 0.05% | 3q | -11.7%-$587.7K |
| Balefire, LLC | $4.4M | 201,161 | 0.72% | 15q | -3.7%-$168.3K |
| Point Nemo Capital, LLC | $4.0M | 183,205 | 2.05% | new | NEW |
| Aster Capital Management (DIFC) Ltd | $4.0M | 184,722 | 0.44% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.9M | 175,508 | 0.07% | 6q | +12.9%+$441.0K |
| ENVESTNET ASSET MANAGEMENT INC | $3.7M | 169,651 | 0.00% | 31q | +6.9%+$240.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 17,984 | 0.00% | 31q | -33.4%-$1.5M |
| Trivium Point Advisory, LLC | $3.1M | 138,985 | 0.28% | new | NEW |
| Mount Lucas Management LP | $3.0M | 137,838 | 1.08% | 4q | +118.7%+$1.6M |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 130,697 | 0.00% | 7q | +4.3%+$119.7K |
| JANE STREET GROUP, LLC | $2.8M | 54,693 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $2.7M | 123,571 | 0.01% | 31q | +38.9%+$763.0K |
| Cetera Investment Advisers | $2.7M | 122,333 | 0.00% | 10q | +6.5%+$163.7K |
| UBS Group AG | $2.6M | 118,142 | 0.00% | 31q | HELD |
| BRIDGES INVESTMENT MANAGEMENT INC | $2.1M | 95,079 | 0.03% | 12q | -0.6%-$12.0K |
| HARBOUR INVESTMENTS, INC. | $1.9M | 87,705 | 0.03% | 21q | -3.8%-$76.8K |
| ROYAL BANK OF CANADA | $1.9M | 85,994 | 0.00% | 31q | -24.8%-$626.2K |
| Greenland Capital Management LP | $1.3M | options only | 0.16% | new | OPTIONS |
| Tower Research Capital LLC (TRC) | $1.3M | 59,605 | 0.03% | 9q | +856.9%+$1.2M |
| Invst, LLC | $1.3M | 57,597 | 0.12% | 13q | +15.3%+$168.8K |
| D. E. Shaw & Co., Inc. | $1.2M | 56,312 | 0.00% | new | NEW |
| Arlington Capital Management, Inc. | $1.1M | 50,891 | 0.70% | 4q | +7.8%+$81.1K |
| TRUIST FINANCIAL CORP | $1.1M | 50,138 | 0.00% | 2q | +17.4%+$163.6K |
| IHT Wealth Management, LLC | $1.1M | 48,271 | 0.02% | 24q | -2.8%-$30.3K |
| Tidal Investments LLC | $1.0M | 45,923 | 0.00% | 6q | +7.9%+$74.4K |
| FIRST FOUNDATION ADVISORS | $881.1K | 39,958 | 0.03% | 11q | -5.9%-$55.6K |
| Man Group plc | $871.1K | 39,505 | 0.00% | 3q | HELD |
| Allspring Global Investments Holdings, LLC | $754.1K | 34,200 | 0.00% | 9q | +11.8%+$79.4K |
| Capital Investment Advisors, LLC | $664.3K | 30,129 | 0.01% | 25q | -1.1%-$7.2K |
| CHOREO, LLC | $649.9K | 29,474 | 0.01% | 11q | -18.8%-$150.3K |
| CAPTRUST FINANCIAL ADVISORS | $633.4K | 28,727 | 0.00% | 25q | -21.6%-$174.8K |
| Simplicity Wealth,LLC | $615.3K | 27,903 | 0.02% | new | NEW |
| Wealthfront Advisers LLC | $547.6K | 24,833 | 0.00% | 13q | +6.2%+$32.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $546.0K | 24,762 | 0.00% | 31q | +1.0%+$5.6K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $542.1K | 24,586 | 0.01% | 11q | -2.5%-$14.0K |
| MANNING & NAPIER ADVISORS LLC | $537.1K | 24,356 | 0.01% | 8q | -13.7%-$85.4K |
| GOLDMAN SACHS GROUP INC | $534.2K | 24,225 | 0.00% | 2q | -61.3%-$845.6K |
| Kestra Advisory Services, LLC | $526.0K | 23,854 | 0.00% | 24q | -22.8%-$154.9K |
| AE Wealth Management LLC | $517.0K | 23,448 | 0.00% | 30q | +33.0%+$128.4K |
| Sumitomo Mitsui Trust Group, Inc. | $515.8K | 23,391 | 0.00% | 14q | -7.3%-$40.4K |
| Mariner, LLC | $503.9K | 22,853 | 0.00% | 30q | +20.5%+$85.6K |
| CreativeOne Wealth, LLC | $452.2K | 20,508 | 0.01% | 11q | +1.3%+$5.7K |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $450.5K | 20,442 | 0.01% | 28q | +21.5%+$79.6K |
| Wealthcare Advisory Partners LLC | $447.2K | 20,279 | 0.01% | 16q | HELD |
| AlphaCentric Advisors LLC | $446.1K | 20,231 | 0.38% | 9q | +122.4%+$245.5K |
| STIFEL FINANCIAL CORP | $439.8K | 19,947 | 0.00% | 5q | -58.8%-$627.0K |
| CITIGROUP INC | $423.2K | 19,195 | 0.00% | 31q | +3.5%+$14.2K |
| Antonelli Financial Advisors, LLC | $409.0K | 18,561 | 0.28% | 2q | -9.0%-$40.6K |
| Mutual Advisors, LLC | $356.1K | 16,149 | 0.01% | 22q | HELD |
| Cascade Financial Partners, LLC | $318.6K | 14,450 | 0.03% | 10q | HELD |
| FIFTH THIRD BANCORP | $295.3K | 13,394 | 0.00% | 2q | HELD |
| J.W. COLE ADVISORS, INC. | $293.8K | 13,322 | 0.01% | 5q | -9.5%-$30.8K |
| Fortitude Family Office, LLC | $278.9K | 12,650 | 0.05% | 8q | +35.3%+$72.7K |
| LANARK FINANCIAL, INC. | $274.5K | 12,451 | 0.02% | 12q | +10.7%+$26.6K |
| FWL INVESTMENT MANAGEMENT, LLC | $266.7K | 12,097 | 0.05% | 16q | -14.6%-$45.5K |
| Endowment Wealth Management, Inc. | $251.1K | 11,388 | 0.10% | 5q | -9.6%-$26.7K |
| Ethos Financial Group, LLC | $246.9K | 11,275 | 0.02% | 3q | HELD |
| Sage Advisory Services, Ltd.Co. | $229.0K | 10,385 | 0.11% | 2q | HELD |
| PRELUDE CAPITAL MANAGEMENT, LLC | $220.5K | 10,000 | 0.02% | 4q | -67.7%-$463.1K |
| Caption Management, LLC | $220.5K | options only | 0.00% | new | OPTIONS |
| Brookstone Capital Management | $220.0K | 9,976 | 0.00% | 21q | -12.2%-$30.5K |
| INSIGNEO ADVISORY SERVICES, LLC | $208.7K | 9,467 | 0.01% | new | NEW |
| IFP Advisors, Inc | $207.4K | 9,406 | 0.00% | 37q | -5.3%-$11.5K |
| Global Retirement Partners, LLC | $202.7K | 9,194 | 0.00% | 16q | +607.2%+$174.1K |
| Advyzon Investment Management, LLC | $201.0K | 9,117 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $182.2K | 8,264 | 0.00% | 8q | -2.2%-$4.1K |
| SIMPLEX TRADING, LLC | $169.3K | 7,679 | 0.00% | new | NEW |
| US BANCORP \DE\ | $154.9K | 7,025 | 0.00% | 3q | +0.7%+$1.1K |
| Triumph Capital Management | $121.0K | 5,486 | 0.02% | 3q | +5.1%+$5.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $59.6K | 2,705 | 0.00% | new | NEW |
| EFG International AG | $44.1K | 2,000 | 0.00% | 2q | HELD |
| FMR LLC | $43.0K | 1,951 | 0.00% | 24q | +230.1%+$30.0K |
| Ascentis Wealth Management, LLC | $39.0K | 13,712 | 0.00% | 8q | +2228.0%+$37.3K |
| Synergy Investment Management, LLC | $37.1K | 1,682 | 0.01% | 2q | +1.4% |
| JPMORGAN CHASE & CO | $33.1K | 1,501 | 0.00% | 31q | -2.3% |
| Sunrise Financial Services, LLC | $25.8K | 1,171 | 0.02% | 2q | -2.7% |
| Purpose Unlimited Inc. | $25.3K | 1,147 | 0.00% | 3q | -9.5%-$2.7K |
| Miller Global Investments, LLC | $23.9K | 1,082 | 0.02% | 3q | HELD |
| MATHER GROUP, LLC. | $17.3K | 786 | 0.00% | 2q | HELD |
| Transce3nd, LLC | $16.3K | 737 | 0.14% | 7q | -1.3% |
| Farther Finance Advisors, LLC | $10.7K | 487 | 0.00% | 8q | -92.0%-$124.1K |
| FAS Wealth Partners, Inc. | $9.3K | 422 | 0.00% | 11q | HELD |
| Wilmington Savings Fund Society, FSB | $8.3K | 375 | 0.00% | 8q | HELD |
| BLAIR WILLIAM & CO/IL | $7.4K | 336 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $6.6K | 300 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $6.0K | 274 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $5.8K | 265 | 0.00% | 37q | HELD |
| Salomon & Ludwin, LLC | $5.4K | 247 | 0.00% | 12q | HELD |
| Investors Research Corp | $3.9K | 178 | 0.00% | 19q | HELD |
Showing the largest 100 of 116 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 111 | $217.8M | 9,382,143 | 16 | 35 | 38 | 5.2% |
| Q1 2026 | 114 | $237.3M | 10,570,869 | 20 | 31 | 36 | 4.4% |
| Q4 2025 | 118 | $230.6M | 9,939,107 | 18 | 31 | 36 | 4.5% |
| Q3 2025 | 114 | $199.2M | 8,574,105 | 16 | 38 | 32 | 5.3% |
| Q2 2025 | 106 | $186.4M | 8,349,367 | 9 | 39 | 28 | 4.2% |
| Q1 2025 | 113 | $214.2M | 9,027,232 | 12 | 36 | 32 | 5.4% |
| Q4 2024 | 115 | $172.0M | 7,390,818 | 10 | 36 | 40 | 8.3% |
| Q3 2024 | 118 | $230.4M | 9,179,734 | 22 | 46 | 21 | 5.5% |
| Q2 2024 | 109 | $171.6M | 7,257,699 | 15 | 32 | 38 | 6.2% |
| Q1 2024 | 114 | $248.0M | 9,531,542 | 15 | 25 | 40 | 5.2% |
| Q4 2023 | 116 | $213.3M | 8,723,167 | 18 | 32 | 37 | 3.6% |
| Q3 2023 | 110 | $186.3M | 7,844,936 | 15 | 26 | 31 | 6.0% |
| Q2 2023 | 109 | $207.3M | 7,574,134 | 18 | 27 | 36 | 13.7% |
| Q1 2023 | 101 | $204.4M | 7,533,161 | 11 | 27 | 32 | 19.6% |
| Q4 2022 | 102 | $311.7M | 8,489,164 | 22 | 29 | 26 | 37.8% |
| Q3 2022 | 111 | $165.0M | 7,408,203 | 15 | 30 | 32 | 5.5% |
| Q2 2022 | 124 | $206.0M | 7,406,520 | 11 | 31 | 44 | 3.5% |
| Q1 2022 | 147 | $291.2M | 8,572,356 | 21 | 35 | 50 | 3.0% |
| Q4 2021 | 156 | $490.4M | 13,669,177 | 17 | 38 | 67 | 3.8% |
| Q3 2021 | 165 | $549.4M | 14,895,492 | 13 | 51 | 49 | 1.9% |
| Q2 2021 | 178 | $560.2M | 14,805,870 | 24 | 56 | 59 | 1.9% |
| Q1 2021 | 173 | $527.2M | 14,566,606 | 25 | 51 | 48 | 2.2% |
| Q4 2020 | 173 | $449.6M | 13,770,381 | 34 | 39 | 51 | 2.6% |
| Q3 2020 | 145 | $361.7M | 13,155,255 | 23 | 29 | 60 | 6.3% |
| Q2 2020 | 137 | $301.5M | 11,231,688 | 27 | 43 | 35 | 8.1% |
| Q1 2020 | 137 | $192.4M | 9,766,448 | 29 | 52 | 34 | 5.1% |
| Q4 2019 | 169 | $428.0M | 9,454,383 | 23 | 68 | 33 | 1.6% |
| Q3 2019 | 144 | $351.3M | 8,167,631 | 21 | 54 | 37 | 2.1% |
| Q2 2019 | 142 | $402.3M | 8,890,692 | 22 | 52 | 34 | 6.8% |
| Q1 2019 | 140 | $376.8M | 8,520,912 | 19 | 40 | 39 | 3.8% |
| Q4 2018 | 147 | $405.9M | 9,820,900 | 2 | 7 | 3 | 3.3% |