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 | $1,266 | -13.9% | 56,682 | -9.0% | 0.02% | -13.0% |
| Q2 2023 | $1,470 | -7.2% | 62,309 | -14.1% | 0.02% | -14.8% |
| Q1 2023 | $1,584 | -99.9% | 72,525 | +23.1% | 0.03% | +12.5% |
| Q4 2022 | $1,337,000 | -99.9% | 58,938 | +17.0% | 0.02% | +14.3% |
| Q3 2022 | $1,055,000,000 | +82515.5% | 50,366 | +5.5% | 0.02% | -16.0% |
| Q2 2022 | $1,277,000 | -2.5% | 47,745 | +19.0% | 0.02% | +8.7% |
| Q1 2022 | $1,310,000 | -99.8% | 40,108 | +70.6% | 0.02% | +64.3% |
| Q4 2021 | $811,000,000 | +60332.2% | 23,510 | -36.6% | 0.01% | -48.1% |
| Q3 2021 | $1,342,000 | +41.1% | 37,104 | +44.8% | 0.03% | +35.0% |
| Q2 2021 | $951,000 | -18.9% | 25,624 | -23.0% | 0.02% | -28.6% |
| Q1 2021 | $1,173,000 | +69.0% | 33,273 | +52.8% | 0.03% | +47.4% |
| Q4 2020 | $694,000 | -8.1% | 21,770 | -25.8% | 0.02% | -24.0% |
| Q3 2020 | $755,000 | +4.0% | 29,322 | +0.4% | 0.02% | -7.4% |
| Q2 2020 | $726,000 | +53.5% | 29,204 | +15.4% | 0.03% | -32.5% |
| Q1 2020 | $473,000 | -43.0% | 25,299 | +35.8% | 0.04% | +17.6% |
| Q4 2019 | $830,000 | – | 18,631 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FWL INVESTMENT MANAGEMENT, LLC | 429,741 | $9,600,414 | 6.44% |
| VisionPoint Advisory Group, LLC | 392,512 | $8,768,727 | 3.76% |
| Mid-American Wealth Advisory Group, Inc. | 190,181 | $4,092,705 | 3.30% |
| Barry Investment Advisors, LLC | 130,246 | $2,982,788 | 1.07% |
| Mount Lucas Management LP | 107,355 | $2,398,311 | 0.85% |
| MIRABELLA FINANCIAL SERVICES LLP | 163,730 | $3,657,728 | 0.51% |
| Continuum Advisory, LLC | 138,420 | $3,092,303 | 0.50% |
| Future Financial Wealth Managment LLC | 13,350 | $298,239 | 0.33% |
| Castleview Partners, LLC | 15,457 | $345,309 | 0.32% |
| Safeguard Investment Advisory Group, LLC | 25,334 | $565,872 | 0.25% |