ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 116 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 3.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,241,000 | +10.2% | 72,782 | +4.2% | 0.02% | 0.0% |
| Q3 2019 | $2,942,000 | +4.8% | 69,857 | +5.0% | 0.02% | 0.0% |
| Q2 2019 | $2,807,000 | +52.0% | 66,559 | +56.2% | 0.02% | +42.9% |
| Q1 2019 | $1,847,000 | +20.6% | 42,600 | +11.1% | 0.01% | 0.0% |
| Q4 2018 | $1,532,000 | -13.5% | 38,357 | -5.7% | 0.01% | -6.7% |
| Q3 2018 | $1,771,000 | +85.6% | 40,655 | +80.9% | 0.02% | +66.7% |
| Q2 2018 | $954,000 | 0.0% | 22,476 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $954,000 | -22.3% | 22,476 | -17.3% | 0.01% | -25.0% |
| Q4 2017 | $1,228,000 | +14.1% | 27,162 | +18.2% | 0.01% | 0.0% |
| Q3 2017 | $1,076,000 | -34.1% | 22,985 | -34.7% | 0.01% | -36.8% |
| Q2 2017 | $1,633,000 | +113.7% | 35,218 | +108.8% | 0.02% | +90.0% |
| Q1 2017 | $764,000 | -6.6% | 16,868 | -20.4% | 0.01% | -9.1% |
| Q4 2016 | $818,000 | – | 21,199 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lion Street Advisors, LLC | 82,181 | $3,658,000 | 17.56% |
| Flaharty Asset Management, LLC | 286,926 | $12,777,000 | 4.52% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 141,062 | $6,281,000 | 2.83% |
| Proficio Capital Partners LLC | 211,300 | $9,409,000 | 2.71% |
| SMH CAPITAL ADVISORS INC | 17,126 | $763,000 | 1.51% |
| AdvisorShares Investments LLC | 53,684 | $2,391,000 | 1.49% |
| Gainplan LLC | 62,532 | $2,785,000 | 1.47% |
| Mount Lucas Management LP | 159,555 | $7,105,000 | 1.42% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 330,087 | $14,699,000 | 1.39% |
| Anfield Capital Management, LLC | 62,959 | $2,687,000 | 1.08% |