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 2021 | $522,000 | -2.4% | 14,408 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $535,000 | +5.3% | 14,408 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $508,000 | +10.7% | 14,408 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $459,000 | +23.7% | 14,398 | +0.2% | 0.02% | +10.5% |
| Q3 2020 | $371,000 | -94.2% | 14,374 | -94.4% | 0.02% | -94.8% |
| Q2 2020 | $6,350,000 | +35.0% | 255,244 | +1.6% | 0.36% | +20.3% |
| Q1 2020 | $4,702,000 | -51.2% | 251,263 | +16.3% | 0.30% | -50.2% |
| Q4 2019 | $9,627,000 | +22.7% | 216,035 | +16.1% | 0.60% | +15.9% |
| Q3 2019 | $7,844,000 | +11.8% | 186,017 | +11.9% | 0.52% | +15.2% |
| Q2 2019 | $7,016,000 | +0.3% | 166,180 | +2.9% | 0.45% | -1.1% |
| Q1 2019 | $6,996,000 | +12.7% | 161,425 | +3.9% | 0.46% | -3.0% |
| Q4 2018 | $6,206,000 | +53.0% | 155,389 | +66.9% | 0.47% | +88.0% |
| Q3 2018 | $4,056,000 | – | 93,112 | – | 0.25% | – |
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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% |