ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 129 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $77,560 | -4.6% | 3,500 | 0.0% | 0.00% | -25.0% |
| Q1 2024 | $81,340 | -1.5% | 3,500 | 0.0% | 0.00% | -50.0% |
| Q4 2023 | $82,565 | +5.6% | 3,500 | 0.0% | 0.01% | -11.1% |
| Q3 2023 | $78,190 | -6.8% | 3,500 | -1.6% | 0.01% | 0.0% |
| Q2 2023 | $83,922 | +8.1% | 3,556 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $77,663 | -3.7% | 3,556 | 0.0% | 0.01% | -20.0% |
| Q4 2022 | $80,686 | -61.6% | 3,556 | -28.9% | 0.01% | -68.8% |
| Q4 2016 | $210,000 | – | 5,000 | – | 0.03% | – |
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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% |