ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,351 | -5.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,540 | -20.9% | 150 | -26.8% | 0.00% | 0.0% |
| Q1 2023 | $4,477 | +111825.0% | 205 | +10.8% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 185 | +23.3% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | +50.0% | 150 | +130.8% | 0.00% | – |
| Q2 2022 | $2,000 | -95.6% | 65 | -95.3% | 0.00% | -100.0% |
| Q1 2022 | $45,000 | – | 1,387 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 489,728 | $15,999,000 | 2.94% |
| Safeguard Investment Advisory Group, LLC | 30,545 | $997,000 | 0.68% |
| BDO Wealth Advisors, LLC | 169,935 | $5,552,000 | 0.59% |
| Future Financial Wealth Managment LLC | 15,446 | $505,000 | 0.42% |
| Samalin Investment Counsel, LLC | 20,899 | $683,000 | 0.41% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 308,267 | $10,071,000 | 0.41% |
| VisionPoint Advisory Group, LLC | 27,216 | $796,000 | 0.37% |
| HCR Wealth Advisors | 61,560 | $2,011,000 | 0.33% |
| SEAVIEW INVESTMENT MANAGERS LLC | 28,200 | $921,000 | 0.31% |
| Harvest Investment Services, LLC | 12,778 | $417,000 | 0.25% |