ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 169 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.07 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $542,000 | +23.7% | 17,008 | 0.0% | 1.37% | +34.6% |
| Q3 2020 | $438,000 | +3.1% | 17,008 | -0.5% | 1.02% | +19.7% |
| Q2 2020 | $425,000 | +32.8% | 17,102 | -0.2% | 0.85% | +25.1% |
| Q1 2020 | $320,000 | -58.1% | 17,131 | +0.0% | 0.68% | -55.1% |
| Q4 2019 | $763,000 | +5.8% | 17,126 | +0.0% | 1.51% | -4.4% |
| Q3 2019 | $721,000 | -0.1% | 17,123 | +0.0% | 1.58% | -10.1% |
| Q2 2019 | $722,000 | -2.7% | 17,120 | +0.0% | 1.76% | +22.5% |
| Q1 2019 | $742,000 | +8.5% | 17,117 | +0.0% | 1.44% | +3.6% |
| Q4 2018 | $684,000 | -8.2% | 17,115 | +0.0% | 1.39% | +8.6% |
| Q3 2018 | $745,000 | +0.3% | 17,109 | +0.0% | 1.28% | +6.1% |
| Q2 2018 | $743,000 | -21.9% | 17,103 | -23.6% | 1.20% | -18.0% |
| Q1 2018 | $951,000 | -6.0% | 22,383 | +0.0% | 1.47% | -13.7% |
| Q4 2017 | $1,012,000 | – | 22,381 | – | 1.70% | – |
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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% |