ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 157 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |