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 | ||||
---|---|---|---|---|---|---|
Q3 2021 | $334,000 | -28.6% | 9,225 | -26.8% | 0.01% | -28.6% |
Q2 2021 | $468,000 | +8.1% | 12,610 | +2.7% | 0.01% | 0.0% |
Q1 2021 | $433,000 | +8.8% | 12,279 | -1.7% | 0.01% | 0.0% |
Q4 2020 | $398,000 | +21.3% | 12,491 | -1.9% | 0.01% | +7.7% |
Q3 2020 | $328,000 | -13.7% | 12,737 | -16.6% | 0.01% | -23.5% |
Q2 2020 | $380,000 | +27.9% | 15,280 | -3.9% | 0.02% | -5.6% |
Q1 2020 | $297,000 | -35.0% | 15,898 | +54.8% | 0.02% | -5.3% |
Q4 2019 | $457,000 | +6.0% | 10,270 | +0.4% | 0.02% | -9.5% |
Q3 2019 | $431,000 | +22.8% | 10,231 | +22.8% | 0.02% | +16.7% |
Q2 2019 | $351,000 | -2.0% | 8,330 | +0.7% | 0.02% | -10.0% |
Q1 2019 | $358,000 | +45.5% | 8,269 | +34.1% | 0.02% | +11.1% |
Q4 2018 | $246,000 | -16.0% | 6,168 | -8.4% | 0.02% | +5.9% |
Q3 2018 | $293,000 | -10.1% | 6,736 | -10.1% | 0.02% | -22.7% |
Q2 2018 | $326,000 | +13.2% | 7,493 | +10.6% | 0.02% | +4.8% |
Q1 2018 | $288,000 | -48.8% | 6,775 | -45.5% | 0.02% | -51.2% |
Q4 2017 | $562,000 | -2.8% | 12,434 | +0.7% | 0.04% | -10.4% |
Q3 2017 | $578,000 | +7.4% | 12,345 | +6.4% | 0.05% | -5.9% |
Q2 2017 | $538,000 | +13.3% | 11,597 | +10.6% | 0.05% | +10.9% |
Q1 2017 | $475,000 | -11.9% | 10,485 | -18.1% | 0.05% | -22.0% |
Q4 2016 | $539,000 | – | 12,807 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FWL INVESTMENT MANAGEMENT, LLC | 429,741 | $9,600,414 | 6.44% |
VisionPoint Advisory Group, LLC | 392,512 | $8,768,727 | 3.76% |
Mid-American Wealth Advisory Group, Inc. | 190,181 | $4,092,705 | 3.30% |
Barry Investment Advisors, LLC | 130,246 | $2,982,788 | 1.07% |
Mount Lucas Management LP | 107,355 | $2,398,311 | 0.85% |
MIRABELLA FINANCIAL SERVICES LLP | 163,730 | $3,657,728 | 0.51% |
Continuum Advisory, LLC | 138,420 | $3,092,303 | 0.50% |
Future Financial Wealth Managment LLC | 13,350 | $298,239 | 0.33% |
Castleview Partners, LLC | 15,457 | $345,309 | 0.32% |
Safeguard Investment Advisory Group, LLC | 25,334 | $565,872 | 0.25% |