ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $835,000 | -2.6% | 23,069 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $857,000 | +4.4% | 23,069 | -0.8% | 0.03% | -3.4% |
| Q1 2021 | $821,000 | +9.6% | 23,259 | -1.0% | 0.03% | -27.5% |
| Q4 2020 | $749,000 | +20.2% | 23,496 | -2.7% | 0.04% | +21.2% |
| Q3 2020 | $623,000 | +3.1% | 24,156 | -0.5% | 0.03% | -17.5% |
| Q2 2020 | $604,000 | +44.2% | 24,270 | +8.4% | 0.04% | +11.1% |
| Q1 2020 | $419,000 | +20.1% | 22,389 | +185.6% | 0.04% | +20.0% |
| Q4 2019 | $349,000 | +7.1% | 7,838 | +1.5% | 0.03% | -6.2% |
| Q3 2019 | $326,000 | +53.1% | 7,721 | +54.4% | 0.03% | +6.7% |
| Q1 2018 | $213,000 | -17.1% | 5,000 | -12.0% | 0.03% | -14.3% |
| Q4 2017 | $257,000 | -5.2% | 5,683 | -1.6% | 0.04% | -22.2% |
| Q3 2017 | $271,000 | +11.5% | 5,775 | +10.3% | 0.04% | +2.3% |
| Q2 2017 | $243,000 | +12.0% | 5,235 | +9.5% | 0.04% | +2.3% |
| Q1 2017 | $217,000 | +7.4% | 4,780 | -0.3% | 0.04% | +4.9% |
| Q4 2016 | $202,000 | – | 4,792 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 468,254 | $16,159,000 | 2.97% |
| AJ WEALTH STRATEGIES, LLC | 1,447,402 | $49,950,000 | 2.37% |
| Mount Lucas Management LP | 76,431 | $2,638,000 | 0.75% |
| BDO Wealth Advisors, LLC | 173,852 | $6,000,000 | 0.64% |
| Safeguard Investment Advisory Group, LLC | 29,215 | $1,008,000 | 0.59% |
| Future Financial Wealth Managment LLC | 15,446 | $544,000 | 0.44% |
| Samalin Investment Counsel, LLC | 18,491 | $638,000 | 0.38% |
| SEAVIEW INVESTMENT MANAGERS LLC | 27,596 | $952,000 | 0.34% |
| HCR Wealth Advisors | 62,077 | $2,142,000 | 0.33% |
| Old Port Advisors | 25,196 | $877,000 | 0.30% |