Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MORTGE REL ETF
-
Number of holders
-
127
-
Total 13F shares, excl. options
-
7,982,171
-
Shares change
-
-250,547
-
Total reported value, excl. options
-
$188,257,791
-
Value change
-
-$5,295,369
-
Put/Call ratio
-
123%
-
Number of buys
-
55
-
Number of sells
-
-59
-
Price
-
$23.59
Significant Holders of ISHARES TR - MORTGE REL ETF (REM) as of Q4 2023
149 filings reported holding REM - ISHARES TR - MORTGE REL ETF as of Q4 2023.
ISHARES TR - MORTGE REL ETF (REM) has 127 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,982,171 shares
.
Largest 10 shareholders include MORGAN STANLEY (1,117,369 shares), BANK OF AMERICA CORP /DE/ (698,128 shares), BlackRock Inc. (543,114 shares), LPL Financial LLC (470,481 shares), ENVESTNET ASSET MANAGEMENT INC (427,857 shares), WELLS FARGO & COMPANY/MN (354,205 shares), VisionPoint Advisory Group, LLC (309,319 shares), AE Wealth Management LLC (247,759 shares), AMERIPRISE FINANCIAL INC (222,994 shares), and OSAIC HOLDINGS, INC. (183,064 shares).
This table shows the top 127 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.