ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 123 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $331,000 | +8.5% | 7,643 | 0.0% | 0.09% | -4.3% |
| Q4 2018 | $305,000 | -8.4% | 7,643 | 0.0% | 0.09% | -8.8% |
| Q3 2018 | $333,000 | -19.6% | 7,643 | -19.8% | 0.10% | -20.3% |
| Q2 2018 | $414,000 | -1.7% | 9,531 | -3.9% | 0.13% | -4.5% |
| Q1 2018 | $421,000 | -6.0% | 9,916 | 0.0% | 0.13% | +6.3% |
| Q4 2017 | $448,000 | -3.4% | 9,916 | 0.0% | 0.13% | -6.7% |
| Q3 2017 | $464,000 | +49.2% | 9,916 | +47.9% | 0.14% | +22.7% |
| Q2 2017 | $311,000 | +51.0% | 6,703 | +47.2% | 0.11% | +42.9% |
| Q1 2017 | $206,000 | – | 4,555 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 493,875 | $20,807,000 | 13.88% |
| Flaharty Asset Management, LLC | 276,781 | $11,661,000 | 4.42% |
| Proficio Capital Partners LLC | 133,025 | $5,604,000 | 2.09% |
| SMH CAPITAL ADVISORS INC | 17,123 | $721,000 | 1.58% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 320,418 | $13,499,000 | 1.32% |
| Cornerstone Wealth Group, LLC | 116,684 | $4,916,000 | 1.23% |
| Edge Wealth Management LLC | 115,837 | $4,880,000 | 1.12% |
| TCG Advisors, LP | 31,215 | $1,315,000 | 0.95% |
| IFP Advisors, Inc | 314,932 | $13,248,000 | 0.89% |
| Nan Shan Life Insurance Co., Ltd. | 652,014 | $27,469,000 | 0.76% |