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Get Institutions for : 
iShares FTSE NAREIT Mort Plus Cp Idx (REM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 125    3
Total shares held : 
7,973,507  
% of shares held : 
19.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-216,076  
% of shares held change : 
  -0.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
14
 473,550
 5.94%
 
Increased Positions :
43
 887,233
 11.13%
 
Unchanged Positions :
27
 163,350
 2.05%
 
Decreased Positions :
41
-1,185,192
-14.86%
 
Closed Positions :
17
-391,667
-4.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 2381 - 2023-12-31 1,117,369 $26,359,000 36,768
   BLACKROCK INC. 3154 - 2023-12-31 543,114 $12,812,000 163,762
   WELLS FARGO & CO/MN 1610 - 2023-12-31 354,205 $8,356,000 70,083
   AE Wealth Management LLC 545 - 2023-12-31 247,759 $5,822,000 20,313
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 246,500 $5,729,000 246,494
   AMERIPRISE FINANCIAL INC 2238 - 2023-12-31 222,994 $5,260,000 116,331
   Mid-American Wealth Advisory Group Inc. 8 - 2024-03-31 198,373 $4,610,000 23,299
   CITADEL ADVISORS LLC 1826 - 2023-12-31 152,828 $3,605,000 76,652
   GOLDMAN SACHS GROUP INC/ 2822 - 2023-12-31 140,111 $3,305,000 34,462
   Barry Investment Advisors LLC 28 - 2024-03-31 140,802 $3,272,000 1,133
   MT LUCAS MANAGEMENT CORP 38 - 2023-12-31 110,089 $2,597,000 2,734
   ROYAL BANK OF CANADA 2534 - 2023-12-31 89,116 $2,102,000 12,382
   CITIGROUP INC 1729 - 2023-12-31 70,031 $1,652,000 48,673
   CYNOSURE MANAGEMENT LLC 74 - 2023-12-31 65,747 $1,551,000 32,327
   MML INVESTORS SERVICES LLC 1137 - 2023-12-31 64,763 $1,528,000 3,548
   BANK OF MONTREAL /CAN/ 1475 - 2023-12-31 59,224 $1,439,000 58,993
   HARBOUR INVESTMENTS INC. 293 - 2023-12-31 60,706 $1,432,000 4,591
   JANE STREET GROUP LLC 3023 - 2023-12-31 49,235 $1,161,000 23,044
   JANNEY MONTGOMERY SCOTT LLC 1487 - 2024-03-31 44,816 $1,042,000 8,552
   CAPTRUST FINANCIAL ADVISORS 1241 - 2023-12-31 43,893 $1,035,000 3,347
   WEDBUSH MORGAN SECURITIES INC 331 - 2023-12-31 42,244 $997,000 1,123
   Private Advisor Group LLC - 2024-03-31 41,586 $966,000 2,786
   Wealthcare Advisory Partners LLC 385 - 2024-03-31 39,550 $919,000 5,094
   BRIDGES INVESTMENT MANAGEMENT INC 142 - 2024-03-31 38,817 $902,000 6,640
   AXS Investments LLC 170 - 2023-12-31 35,000 $826,000 35,000
   MILLENNIUM MANAGEMENT LLC 2832 - 2023-12-31 34,485 $814,000 34,485
   J P MORGAN CHASE & CO 3539 - 2023-12-31 27,845 $657,000 4,010
   WHITE BAY PT LLC 81 - 2023-12-31 17,800 $420,000 11,600
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 17,213 $400,000 243
   CFO4Life Group LLC - 2023-12-31 16,352 $386,000 3,461
   AlphaCentric Advisors LLC 91 - 2024-03-31 15,954 $371,000 177
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2713 - 2024-03-31 15,361 $357,000 333
   TRUE Private Wealth Advisors 222 - 2024-03-31 14,146 $329,000 72
   Change Path LLC 497 - 2023-12-31 12,652 $298,000 12,652
   COMERICA BANK 2121 - 2023-12-31 11,970 $282,000 1,374
   Kestra Advisory Services LLC 1906 - 2023-12-31 11,412 $269,000 1,838
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 9,498 $221,000 394
   NBC SECURITIES INC. 709 - 2024-03-31 9,032 $219,000 1,550
   TOWER RESEARCH CAPITAL LLC 2258 - 2023-12-31 6,893 $163,000 3,074
   BTS ASSET MANAGEMENT, INC. 36 - 2024-03-31 3,772 $88,000 3,772
   CWM LLC 1956 - 2024-03-31 3,655 $85,000 26
   Element Wealth LLC 162 - 2023-12-31 2,390 $56,000 69
   ORG Partners LLC 463 - 2023-12-31 2,041 $48,000 2,041
   Goss Wealth Management LLC 2621 - 2023-12-31 714 $17,000 544
   FMR LLC 4066 - 2023-12-31 417 $10,000 323
   HANSON MCCLAIN, INC. 2343 - 2024-03-31 249 $6,000 60
   Investors Research Corp 849 - 2023-12-31 157 $4,000 29

  47 Records found
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