Public ownership evidence

iShares Mortgage Real Estate ETF (REM) Ownership Disclosures

Read REM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Mortgage Real Estate ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advisors Asset Management, Inc.
Report period
2020-06-30
Available
2026-08-28
Reported shares
87
Value (USD)
$2,163
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-018936
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read REM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read REM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Advisors Asset Management, Inc.2020-06-302026-08-2887$2,163None
Advisors Asset Management, Inc.2019-12-312026-08-2687$3,874None
Advisors Asset Management, Inc.2020-03-312026-08-2287$1,627None
Advisors Asset Management, Inc.2019-03-312026-08-1987$3,771None
Advisors Asset Management, Inc.2019-09-302026-08-1987$3,665None
Advisors Asset Management, Inc.2019-06-302026-08-1987$3,221None
EFG International AG2026-06-302026-08-152,000$44,100None
Synergy Investment Management, LLC2026-06-302026-08-151,682$37,097None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-1535,730$787,847None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15265$5,843None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1512,097$266,731None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-1524,356$537,056None
Mutual Advisors, LLC2026-06-302026-08-1516,149$356,085None
Advyzon Investment Management, LLC2026-06-302026-08-157,312$161,230None
Advyzon Investment Management, LLC2026-06-302026-08-151,805$39,793None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-159,467$208,747None
Invst, LLC2026-06-302026-08-1557,597$1,270,014None
Foundations Investment Advisors, LLC2026-06-302026-08-15201,617$4,445,647None
Caption Management, LLC2026-06-302026-08-1510,000$220,500Put
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,558$321,004None
OSAIC HOLDINGS, INC.2026-06-302026-08-15317,080$6,991,511None
Man Group plc2026-06-302026-08-1539,505$871,085None
JANE STREET GROUP, LLC2026-06-302026-08-1554,693$1,205,981None
JANE STREET GROUP, LLC2026-06-302026-08-1570,200$1,547,910Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1519,000$418,950Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15103,300$2,277,765Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1517,984$396,547None
Thrivent Financial for Lutherans2026-06-302026-08-1522,923$505,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1559,485$1,310,604None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15147,820$3,259,431None
ROYAL BANK OF CANADA2026-06-302026-08-1530,752$678,000None
ROYAL BANK OF CANADA2026-06-302026-08-1555,242$1,218,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-1556,312$1,241,680None
CITADEL ADVISORS LLC2026-06-302026-08-1553,500$1,179,675Put
CITADEL ADVISORS LLC2026-06-302026-08-15195,600$4,312,980Call
IHT Wealth Management, LLC2026-06-302026-08-1548,271$1,064,385None
FIRST FOUNDATION ADVISORS2026-06-302026-08-1539,958$881,076None
PRELUDE CAPITAL MANAGEMENT, LLC2026-06-302026-08-1510,000$220,500None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1524,225$534,161None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15106,222$2,342,198None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1524,475$539,674None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15671,328$14,802,772None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15440,193$9,706,251None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15112,949$2,490,525None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15478,393$10,548,567None
Silver Grove Financial Group, Inc.2026-06-302026-08-14274$6,042None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-14148,992$3,185,449None
Tidal Investments LLC2026-06-302026-08-1445,923$1,012,602None
Advisors Asset Management, Inc.2018-12-312026-08-1487$3,000None
Advisors Asset Management, Inc.2018-09-302026-08-1487$4,000None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.