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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $264,000 | +10.5% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $239,000 | -28.4% | 7,500 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $334,000 | +5.7% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $316,000 | 0.0% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $316,000 | -2.8% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $325,000 | +8.3% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $300,000 | -8.3% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $327,000 | +0.3% | 7,500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $326,000 | -1.8% | 7,500 | -4.0% | 0.00% | 0.0% |
| Q1 2018 | $332,000 | -16.6% | 7,810 | -11.3% | 0.00% | 0.0% |
| Q4 2017 | $398,000 | -3.4% | 8,805 | 0.0% | 0.00% | -20.0% |
| Q3 2017 | $412,000 | +1.0% | 8,805 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $408,000 | +2.3% | 8,805 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $399,000 | +26.7% | 8,805 | +17.4% | 0.01% | +25.0% |
| Q4 2016 | $315,000 | – | 7,500 | – | 0.00% | – |
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% |