ISHARES's ticker is REMXXXX and the CUSIP is 464288539.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2013 | $4,826,000 | – | 402,500 | – | 3.72% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Edge Wealth Management LLC | 1,471,852 | $17,206,000 | 5.78% |
| Barry Investment Advisors, LLC | 841,863 | $9,841,000 | 3.01% |
| Manifold Partners, LLC | 255,461 | $2,986,000 | 2.95% |
| INTEGRATED WEALTH COUNSEL, LLC | 195,595 | $2,287,000 | 2.89% |
| Madrona Financial Services, LLC | 187,484 | $2,192,000 | 2.20% |
| TEXAS CAPITAL BANCSHARES INC/TX | 319,810 | $3,738,000 | 2.08% |
| Strategic Income Management, LLC | 283,270 | $3,312,000 | 1.91% |
| Dynamic Advisor Solutions LLC | 266,101 | $3,111,000 | 1.56% |
| Capital Investment Advisors, LLC | 1,154,484 | $13,496,000 | 1.43% |
| New England Investment & Retirement Group, Inc. | 234,157 | $2,737,000 | 1.21% |