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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,671,000 | +58.0% | 82,440 | +49.5% | 0.00% | +100.0% |
| Q3 2019 | $2,324,000 | +82.1% | 55,160 | +82.3% | 0.00% | 0.0% |
| Q2 2019 | $1,276,000 | -59.0% | 30,260 | -57.9% | 0.00% | -50.0% |
| Q1 2019 | $3,112,000 | +8.5% | 71,795 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,867,000 | -8.3% | 71,795 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,127,000 | -11.5% | 71,795 | -11.8% | 0.00% | 0.0% |
| Q2 2018 | $3,535,000 | +2.3% | 81,355 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,456,000 | +3.7% | 81,355 | +10.3% | 0.00% | 0.0% |
| Q4 2017 | $3,333,000 | -4.1% | 73,738 | -0.6% | 0.00% | -33.3% |
| Q3 2017 | $3,475,000 | -60.7% | 74,188 | -61.1% | 0.00% | -50.0% |
| Q2 2017 | $8,837,000 | +60.6% | 190,547 | +56.8% | 0.01% | +50.0% |
| Q1 2017 | $5,503,000 | -45.5% | 121,500 | -49.4% | 0.00% | -50.0% |
| Q4 2016 | $10,094,000 | – | 240,000 | – | 0.01% | – |
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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% |