ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,398,311 | -9.1% | 107,355 | +40.5% | 0.85% | +12.3% |
| Q4 2021 | $2,638,000 | -52.1% | 76,431 | -49.8% | 0.75% | -54.7% |
| Q3 2021 | $5,511,000 | -9.3% | 152,330 | -7.0% | 1.66% | +3.0% |
| Q2 2021 | $6,077,000 | +0.5% | 163,724 | -4.5% | 1.62% | -9.2% |
| Q1 2021 | $6,047,000 | -36.9% | 171,502 | -43.0% | 1.78% | -11.8% |
| Q4 2020 | $9,588,000 | +236.8% | 300,929 | +172.3% | 2.02% | +239.6% |
| Q3 2020 | $2,847,000 | -59.9% | 110,510 | -30.7% | 0.59% | -58.1% |
| Q4 2019 | $7,105,000 | +128.2% | 159,555 | +115.9% | 1.42% | +153.8% |
| Q3 2019 | $3,113,000 | -48.1% | 73,892 | -48.0% | 0.56% | -45.0% |
| Q2 2019 | $5,999,000 | -9.6% | 142,214 | -7.1% | 1.02% | -7.6% |
| Q1 2019 | $6,636,000 | +517.3% | 153,120 | +468.8% | 1.10% | +707.4% |
| Q4 2018 | $1,075,000 | -85.2% | 26,918 | -83.8% | 0.14% | -87.2% |
| Q3 2018 | $7,257,000 | -4.0% | 166,600 | -4.2% | 1.06% | -7.1% |
| Q2 2018 | $7,556,000 | +81.8% | 173,907 | +89.1% | 1.14% | +59.5% |
| Q4 2017 | $4,156,000 | -0.1% | 91,944 | +3.5% | 0.72% | -4.3% |
| Q3 2017 | $4,160,000 | +443.1% | 88,819 | +437.6% | 0.75% | +420.8% |
| Q2 2017 | $766,000 | +4.5% | 16,522 | +2.1% | 0.14% | -1.4% |
| Q1 2017 | $733,000 | -38.4% | 16,182 | -42.8% | 0.15% | -35.4% |
| Q4 2016 | $1,190,000 | – | 28,300 | – | 0.23% | – |
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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% |