ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 123 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,171,579 | -1.6% | 589,596 | +4.0% | 0.01% | -10.0% |
| Q2 2023 | $13,381,838 | +11.4% | 567,027 | +3.1% | 0.01% | +11.1% |
| Q1 2023 | $12,017,299 | -5.9% | 550,243 | -2.2% | 0.01% | -18.2% |
| Q4 2022 | $12,766,801 | +46.7% | 562,662 | +35.4% | 0.01% | +37.5% |
| Q3 2022 | $8,701,000 | +12.0% | 415,526 | +43.0% | 0.01% | +14.3% |
| Q2 2022 | $7,769,000 | -7.9% | 290,535 | +12.6% | 0.01% | 0.0% |
| Q1 2022 | $8,432,000 | -12.7% | 258,102 | -7.8% | 0.01% | -12.5% |
| Q4 2021 | $9,664,000 | -8.7% | 280,047 | -4.3% | 0.01% | -20.0% |
| Q3 2021 | $10,585,000 | -6.4% | 292,575 | -4.0% | 0.01% | -9.1% |
| Q2 2021 | $11,308,000 | -10.2% | 304,634 | -14.7% | 0.01% | -21.4% |
| Q1 2021 | $12,595,000 | +34.2% | 357,213 | +21.3% | 0.01% | +16.7% |
| Q4 2020 | $9,382,000 | +23.9% | 294,461 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $7,573,000 | +1.6% | 293,986 | -2.0% | 0.01% | -7.7% |
| Q2 2020 | $7,456,000 | +42.5% | 299,928 | +7.2% | 0.01% | +18.2% |
| Q1 2020 | $5,233,000 | -71.1% | 279,834 | -31.2% | 0.01% | -66.7% |
| Q4 2019 | $18,107,000 | +71.2% | 406,634 | +62.0% | 0.03% | +50.0% |
| Q3 2019 | $10,575,000 | +8.6% | 250,998 | +8.8% | 0.02% | +4.8% |
| Q2 2019 | $9,734,000 | -2.5% | 230,771 | +0.2% | 0.02% | -8.7% |
| Q1 2019 | $9,983,000 | +26.5% | 230,352 | +16.5% | 0.02% | +9.5% |
| Q4 2018 | $7,894,000 | -11.8% | 197,645 | -3.8% | 0.02% | 0.0% |
| Q3 2018 | $8,952,000 | -3.4% | 205,514 | -3.7% | 0.02% | -12.5% |
| Q2 2018 | $9,271,000 | +2.0% | 213,381 | -0.2% | 0.02% | -4.0% |
| Q1 2018 | $9,086,000 | -31.1% | 213,888 | -26.7% | 0.02% | -37.5% |
| Q4 2017 | $13,193,000 | -8.8% | 291,883 | -5.5% | 0.04% | -21.6% |
| Q3 2017 | $14,467,000 | -11.0% | 308,862 | -11.9% | 0.05% | -17.7% |
| Q2 2017 | $16,253,000 | -7.7% | 350,425 | -9.7% | 0.06% | -48.3% |
| Q1 2017 | $17,617,000 | +6.1% | 388,127 | +0.0% | 0.12% | -4.8% |
| Q4 2016 | $16,601,000 | – | 388,050 | – | 0.13% | – |
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% |