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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,725 | -13.7% | 16,371 | -8.9% | 0.00% | 0.0% |
| Q2 2023 | $424,003 | -21.7% | 17,966 | -27.5% | 0.00% | 0.0% |
| Q1 2023 | $541,463 | +14.7% | 24,792 | +19.2% | 0.00% | 0.0% |
| Q4 2022 | $472,045 | +80.9% | 20,805 | +113.5% | 0.00% | 0.0% |
| Q2 2022 | $261,000 | -23.2% | 9,746 | -6.3% | 0.00% | 0.0% |
| Q1 2022 | $340,000 | -80.9% | 10,404 | -79.8% | 0.00% | -66.7% |
| Q4 2021 | $1,780,000 | -4.8% | 51,584 | -0.2% | 0.00% | -25.0% |
| Q3 2021 | $1,870,000 | +197.3% | 51,676 | +204.9% | 0.00% | +300.0% |
| Q2 2021 | $629,000 | -67.0% | 16,951 | -68.7% | 0.00% | -75.0% |
| Q1 2021 | $1,907,000 | +619.6% | 54,077 | +550.8% | 0.00% | +300.0% |
| Q4 2020 | $265,000 | -73.7% | 8,309 | -78.7% | 0.00% | -66.7% |
| Q3 2020 | $1,007,000 | +35.7% | 39,082 | +30.9% | 0.00% | +50.0% |
| Q2 2020 | $742,000 | +294.7% | 29,863 | +196.8% | 0.00% | +100.0% |
| Q1 2020 | $188,000 | -85.0% | 10,062 | -64.4% | 0.00% | -75.0% |
| Q4 2019 | $1,257,000 | +10.2% | 28,231 | +4.3% | 0.00% | 0.0% |
| Q3 2019 | $1,141,000 | +137.2% | 27,072 | +137.2% | 0.00% | +100.0% |
| Q2 2019 | $481,000 | -72.9% | 11,412 | -72.1% | 0.00% | -71.4% |
| Q1 2019 | $1,773,000 | +50.5% | 40,902 | +38.6% | 0.01% | +16.7% |
| Q4 2018 | $1,178,000 | -15.5% | 29,504 | -7.8% | 0.01% | 0.0% |
| Q3 2018 | $1,394,000 | +138.3% | 31,992 | +137.8% | 0.01% | +100.0% |
| Q2 2018 | $585,000 | +1.2% | 13,452 | -1.2% | 0.00% | 0.0% |
| Q1 2018 | $578,000 | -17.4% | 13,618 | -12.0% | 0.00% | -25.0% |
| Q4 2017 | $700,000 | -58.1% | 15,482 | -56.6% | 0.00% | -63.6% |
| Q3 2017 | $1,671,000 | +6.8% | 35,681 | +5.7% | 0.01% | 0.0% |
| Q2 2017 | $1,565,000 | +64.9% | 33,751 | +61.0% | 0.01% | +57.1% |
| Q1 2017 | $949,000 | +15.2% | 20,963 | +7.0% | 0.01% | 0.0% |
| Q4 2016 | $824,000 | – | 19,584 | – | 0.01% | – |
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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% |