ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $497,952 | -35.3% | 22,800 | -38.0% | 0.00% | -50.0% |
| Q3 2022 | $770,000 | -58.6% | 36,800 | -50.8% | 0.00% | -84.6% |
| Q2 2020 | $1,860,000 | +266.1% | 74,815 | +175.4% | 0.01% | +160.0% |
| Q1 2020 | $508,000 | +69.9% | 27,169 | +283.5% | 0.01% | +150.0% |
| Q2 2019 | $299,000 | -64.0% | 7,085 | -63.0% | 0.00% | -50.0% |
| Q1 2019 | $830,000 | +45.4% | 19,170 | +34.1% | 0.00% | -33.3% |
| Q4 2018 | $571,000 | – | 14,290 | – | 0.01% | – |
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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% |