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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $219,000 | -18.3% | 8,198 | 0.0% | 0.09% | -5.2% |
| Q1 2022 | $268,000 | -5.3% | 8,198 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $283,000 | +36.1% | 8,198 | +42.6% | 0.10% | -15.0% |
| Q3 2021 | $208,000 | -2.3% | 5,747 | 0.0% | 0.11% | +15.3% |
| Q2 2021 | $213,000 | -89.5% | 5,747 | 0.0% | 0.10% | -90.2% |
| Q1 2021 | $2,023,000 | +858.8% | 5,747 | -29.9% | 1.00% | +929.9% |
| Q3 2020 | $211,000 | +3.4% | 8,198 | 0.0% | 0.10% | -2.0% |
| Q2 2020 | $204,000 | -44.1% | 8,198 | 0.0% | 0.10% | -27.2% |
| Q4 2019 | $365,000 | – | 8,198 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 489,728 | $15,999,000 | 2.94% |
| Safeguard Investment Advisory Group, LLC | 30,545 | $997,000 | 0.68% |
| BDO Wealth Advisors, LLC | 169,935 | $5,552,000 | 0.59% |
| Future Financial Wealth Managment LLC | 15,446 | $505,000 | 0.42% |
| Samalin Investment Counsel, LLC | 20,899 | $683,000 | 0.41% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 308,267 | $10,071,000 | 0.41% |
| VisionPoint Advisory Group, LLC | 27,216 | $796,000 | 0.37% |
| HCR Wealth Advisors | 61,560 | $2,011,000 | 0.33% |
| SEAVIEW INVESTMENT MANAGERS LLC | 28,200 | $921,000 | 0.31% |
| Harvest Investment Services, LLC | 12,778 | $417,000 | 0.25% |