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 | $1,278,319 | +92.6% | 57,221 | +103.5% | 0.06% | +93.9% |
| Q2 2023 | $663,610 | +22.3% | 28,119 | +13.2% | 0.03% | +13.8% |
| Q1 2023 | $542,571 | +195.3% | 24,843 | +206.8% | 0.03% | +163.6% |
| Q4 2022 | $183,721 | -9.5% | 8,097 | -16.3% | 0.01% | -15.4% |
| Q3 2022 | $203,000 | -72.9% | 9,672 | -52.2% | 0.01% | -69.8% |
| Q2 2021 | $750,000 | – | 20,215 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 493,875 | $20,807,000 | 13.88% |
| Flaharty Asset Management, LLC | 276,781 | $11,661,000 | 4.42% |
| Proficio Capital Partners LLC | 133,025 | $5,604,000 | 2.09% |
| SMH CAPITAL ADVISORS INC | 17,123 | $721,000 | 1.58% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 320,418 | $13,499,000 | 1.32% |
| Cornerstone Wealth Group, LLC | 116,684 | $4,916,000 | 1.23% |
| Edge Wealth Management LLC | 115,837 | $4,880,000 | 1.12% |
| TCG Advisors, LP | 31,215 | $1,315,000 | 0.95% |
| IFP Advisors, Inc | 314,932 | $13,248,000 | 0.89% |
| Nan Shan Life Insurance Co., Ltd. | 652,014 | $27,469,000 | 0.76% |