REM — ISHARES TR

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in ISHARES TR (REM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q3)
Avg. % of fund
0.0%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,889 -1,336 -11.9% 0.00% $217K $21.19
2025 Q2 REDUCED 11,225 -4,448 -28.4% 0.00% $240K $20.20
2025 Q1 REDUCED 15,673 -623 -3.8% 0.00% $352K $20.68
2024 Q4 REDUCED 16,296 -858 -5.0% 0.00% $348K $19.58
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    REM price (monthly, adj. close)

Other funds also holding REM

As of 2025 Q4 — sorted by position size

Mount Lucas Management LP 3Y 7Y 1.19% Balefire, LLC 3Y 7Y 0.9% Arlington Capital Management, Inc. 3Y 7Y 0.63% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.59% Clarity Financial LLC 3Y 0.51% AlphaCentric Advisors LLC 3Y 0.41% Trivium Point Advisory, LLC 3Y 7Y 0.36% AdvisorNet Financial, Inc 3Y 7Y 0.33% Cynosure Group, LLC 3Y 7Y 0.28% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.27%
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