ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 121 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,452 | +1509.7% | 10,231 | +2173.6% | 0.00% | – |
| Q1 2022 | $15,000 | -98.5% | 450 | -98.4% | 0.00% | -100.0% |
| Q3 2021 | $1,020,000 | +2.8% | 28,193 | +5.5% | 0.00% | 0.0% |
| Q2 2021 | $992,000 | +337.0% | 26,732 | +315.4% | 0.00% | – |
| Q1 2021 | $227,000 | -68.8% | 6,436 | -60.6% | 0.00% | -100.0% |
| Q4 2019 | $727,000 | +27.3% | 16,333 | +20.4% | 0.00% | 0.0% |
| Q3 2019 | $571,000 | -1.7% | 13,560 | -1.5% | 0.00% | 0.0% |
| Q2 2019 | $581,000 | +98.3% | 13,772 | +103.7% | 0.00% | +100.0% |
| Q1 2019 | $293,000 | +8.5% | 6,760 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $270,000 | -14.0% | 6,760 | -6.2% | 0.00% | 0.0% |
| Q3 2018 | $314,000 | +705.1% | 7,210 | +757.3% | 0.00% | – |
| Q2 2017 | $39,000 | -27.8% | 841 | -30.1% | 0.00% | – |
| Q1 2017 | $54,000 | -8.5% | 1,203 | -14.6% | 0.00% | – |
| Q4 2016 | $59,000 | – | 1,408 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lion Street Advisors, LLC | 82,181 | $3,658,000 | 17.56% |
| Flaharty Asset Management, LLC | 286,926 | $12,777,000 | 4.52% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 141,062 | $6,281,000 | 2.83% |
| Proficio Capital Partners LLC | 211,300 | $9,409,000 | 2.71% |
| SMH CAPITAL ADVISORS INC | 17,126 | $763,000 | 1.51% |
| AdvisorShares Investments LLC | 53,684 | $2,391,000 | 1.49% |
| Gainplan LLC | 62,532 | $2,785,000 | 1.47% |
| Mount Lucas Management LP | 159,555 | $7,105,000 | 1.42% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 330,087 | $14,699,000 | 1.39% |
| Anfield Capital Management, LLC | 62,959 | $2,687,000 | 1.08% |