ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 137 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 14.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $217,234 | -4.4% | 9,724 | +1.0% | 0.00% | – |
| Q2 2023 | $227,315 | -14.7% | 9,632 | -21.1% | 0.00% | – |
| Q1 2023 | $266,502 | -32.5% | 12,202 | -29.9% | 0.00% | – |
| Q4 2022 | $394,911 | -41.7% | 17,405 | -46.1% | 0.00% | -100.0% |
| Q3 2022 | $677,000 | -56.3% | 32,315 | -44.2% | 0.00% | -50.0% |
| Q2 2022 | $1,548,000 | -30.9% | 57,887 | -15.6% | 0.00% | 0.0% |
| Q1 2022 | $2,241,000 | -40.6% | 68,584 | -37.3% | 0.00% | -33.3% |
| Q4 2021 | $3,774,000 | -31.5% | 109,360 | -28.2% | 0.00% | -40.0% |
| Q3 2021 | $5,508,000 | -0.1% | 152,252 | +2.5% | 0.01% | 0.0% |
| Q2 2021 | $5,514,000 | +4.9% | 148,537 | -0.3% | 0.01% | 0.0% |
| Q1 2021 | $5,255,000 | +30.3% | 149,040 | +17.7% | 0.01% | +25.0% |
| Q4 2020 | $4,034,000 | +99.0% | 126,624 | +60.9% | 0.00% | +33.3% |
| Q3 2020 | $2,027,000 | +64.3% | 78,699 | +58.5% | 0.00% | +50.0% |
| Q2 2020 | $1,234,000 | -7.2% | 49,641 | -30.2% | 0.00% | 0.0% |
| Q1 2020 | $1,330,000 | -60.0% | 71,130 | -4.8% | 0.00% | -50.0% |
| Q4 2019 | $3,327,000 | +8.7% | 74,706 | +2.8% | 0.00% | 0.0% |
| Q3 2019 | $3,062,000 | +2.9% | 72,688 | +3.0% | 0.00% | 0.0% |
| Q2 2019 | $2,975,000 | +1.1% | 70,537 | +3.9% | 0.00% | 0.0% |
| Q1 2019 | $2,943,000 | +7.3% | 67,913 | -1.1% | 0.00% | -20.0% |
| Q4 2018 | $2,743,000 | -55.6% | 68,666 | -51.6% | 0.01% | -50.0% |
| Q3 2018 | $6,178,000 | +12.6% | 141,822 | +12.3% | 0.01% | +11.1% |
| Q2 2018 | $5,487,000 | -7.6% | 126,289 | -9.7% | 0.01% | -18.2% |
| Q1 2018 | $5,938,000 | +1.3% | 139,787 | +7.8% | 0.01% | 0.0% |
| Q4 2017 | $5,863,000 | -3.2% | 129,698 | +0.3% | 0.01% | -8.3% |
| Q3 2017 | $6,059,000 | -7.7% | 129,353 | -8.6% | 0.01% | -14.3% |
| Q2 2017 | $6,567,000 | +5.3% | 141,584 | +2.8% | 0.01% | 0.0% |
| Q1 2017 | $6,236,000 | -19.3% | 137,685 | -25.0% | 0.01% | -30.0% |
| Q4 2016 | $7,723,000 | – | 183,629 | – | 0.02% | – |
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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% |