ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $286,000 | -18.1% | 8,275 | -14.3% | 0.00% | -20.0% |
Q3 2021 | $349,000 | +2.9% | 9,654 | +5.8% | 0.01% | 0.0% |
Q2 2021 | $339,000 | +0.9% | 9,125 | -4.2% | 0.01% | 0.0% |
Q1 2021 | $336,000 | +17.1% | 9,528 | +5.8% | 0.01% | 0.0% |
Q4 2020 | $287,000 | +16.2% | 9,008 | -5.9% | 0.01% | 0.0% |
Q3 2020 | $247,000 | +91.5% | 9,575 | +39.1% | 0.01% | +66.7% |
Q1 2020 | $129,000 | -64.1% | 6,886 | -14.4% | 0.00% | -62.5% |
Q4 2019 | $359,000 | +5.0% | 8,045 | -1.0% | 0.01% | 0.0% |
Q3 2019 | $342,000 | -4.5% | 8,125 | -4.2% | 0.01% | 0.0% |
Q2 2019 | $358,000 | +2.9% | 8,481 | +5.7% | 0.01% | 0.0% |
Q1 2019 | $348,000 | +1.8% | 8,020 | -6.4% | 0.01% | 0.0% |
Q4 2018 | $342,000 | -9.5% | 8,571 | -1.2% | 0.01% | 0.0% |
Q3 2018 | $378,000 | -1.3% | 8,674 | -1.7% | 0.01% | -11.1% |
Q2 2018 | $383,000 | -0.3% | 8,821 | -2.4% | 0.01% | -10.0% |
Q1 2018 | $384,000 | -28.8% | 9,036 | -21.4% | 0.01% | -28.6% |
Q4 2017 | $539,000 | 0.0% | 11,500 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $539,000 | +0.6% | 11,500 | -0.4% | 0.01% | -6.7% |
Q2 2017 | $536,000 | -50.2% | 11,548 | -51.4% | 0.02% | -51.6% |
Q1 2017 | $1,077,000 | – | 23,779 | – | 0.03% | – |
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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% |