ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,715,000 | -13.1% | 76,734 | -8.2% | 0.00% | -100.0% |
| Q2 2023 | $1,974,000 | -9.4% | 83,613 | -16.2% | 0.00% | 0.0% |
| Q1 2023 | $2,179,000 | -8.5% | 99,744 | -5.0% | 0.00% | 0.0% |
| Q4 2022 | $2,381,000 | +104.2% | 104,947 | +88.4% | 0.00% | – |
| Q3 2022 | $1,166,000 | -37.6% | 55,701 | -20.3% | 0.00% | -100.0% |
| Q2 2022 | $1,870,000 | -11.5% | 69,922 | +8.1% | 0.00% | 0.0% |
| Q1 2022 | $2,113,000 | -18.9% | 64,656 | -14.4% | 0.00% | 0.0% |
| Q4 2021 | $2,605,000 | -66.4% | 75,491 | -64.7% | 0.00% | -50.0% |
| Q3 2021 | $7,742,000 | +14.8% | 213,994 | +17.8% | 0.00% | 0.0% |
| Q2 2021 | $6,746,000 | +70.8% | 181,730 | +62.3% | 0.00% | +100.0% |
| Q1 2021 | $3,949,000 | -2.0% | 111,995 | -11.5% | 0.00% | 0.0% |
| Q4 2020 | $4,031,000 | +52.5% | 126,542 | +23.3% | 0.00% | 0.0% |
| Q3 2020 | $2,644,000 | -22.4% | 102,667 | -25.1% | 0.00% | 0.0% |
| Q2 2020 | $3,407,000 | -1.6% | 137,064 | -25.9% | 0.00% | -50.0% |
| Q1 2020 | $3,461,000 | -15.5% | 185,071 | +101.1% | 0.00% | +100.0% |
| Q4 2019 | $4,097,000 | +16.0% | 92,010 | +9.7% | 0.00% | 0.0% |
| Q3 2019 | $3,533,000 | +14.6% | 83,886 | +14.7% | 0.00% | 0.0% |
| Q2 2019 | $3,084,000 | +30.6% | 73,150 | +34.3% | 0.00% | 0.0% |
| Q1 2019 | $2,361,000 | -6.6% | 54,461 | -13.9% | 0.00% | 0.0% |
| Q4 2018 | $2,528,000 | -8.2% | 63,289 | +0.1% | 0.00% | 0.0% |
| Q3 2018 | $2,755,000 | +7.9% | 63,248 | +7.6% | 0.00% | 0.0% |
| Q2 2018 | $2,554,000 | -14.7% | 58,773 | -16.6% | 0.00% | 0.0% |
| Q1 2018 | $2,995,000 | -9.0% | 70,512 | -3.2% | 0.00% | 0.0% |
| Q4 2017 | $3,292,000 | -3.4% | 72,850 | +0.1% | 0.00% | -50.0% |
| Q3 2017 | $3,409,000 | +2.8% | 72,789 | +1.9% | 0.00% | 0.0% |
| Q2 2017 | $3,315,000 | -11.7% | 71,459 | -13.8% | 0.00% | 0.0% |
| Q1 2017 | $3,753,000 | -63.1% | 82,862 | -65.7% | 0.00% | -66.7% |
| Q4 2016 | $10,166,000 | – | 241,698 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 489,728 | $15,999,000 | 2.94% |
| Safeguard Investment Advisory Group, LLC | 30,545 | $997,000 | 0.68% |
| BDO Wealth Advisors, LLC | 169,935 | $5,552,000 | 0.59% |
| Future Financial Wealth Managment LLC | 15,446 | $505,000 | 0.42% |
| Samalin Investment Counsel, LLC | 20,899 | $683,000 | 0.41% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 308,267 | $10,071,000 | 0.41% |
| VisionPoint Advisory Group, LLC | 27,216 | $796,000 | 0.37% |
| HCR Wealth Advisors | 61,560 | $2,011,000 | 0.33% |
| SEAVIEW INVESTMENT MANAGERS LLC | 28,200 | $921,000 | 0.31% |
| Harvest Investment Services, LLC | 12,778 | $417,000 | 0.25% |