ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 138 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229,534 | -41.5% | 9,726 | -45.8% | 0.12% | -47.5% |
| Q1 2023 | $392,143 | -33.6% | 17,955 | -31.0% | 0.24% | -36.7% |
| Q4 2022 | $590,689 | +15.1% | 26,033 | +6.2% | 0.37% | -0.8% |
| Q3 2022 | $513,000 | -20.3% | 24,510 | +1.7% | 0.38% | -17.2% |
| Q2 2022 | $644,000 | -5.7% | 24,089 | +15.3% | 0.45% | +9.7% |
| Q1 2022 | $683,000 | +7.1% | 20,899 | +13.0% | 0.41% | +8.1% |
| Q4 2021 | $638,000 | -9.6% | 18,491 | -5.2% | 0.38% | -16.6% |
| Q3 2021 | $706,000 | -0.1% | 19,515 | +2.5% | 0.46% | +0.2% |
| Q2 2021 | $707,000 | -7.6% | 19,038 | -12.3% | 0.46% | -10.7% |
| Q1 2021 | $765,000 | +12.8% | 21,708 | +2.0% | 0.51% | +0.8% |
| Q4 2020 | $678,000 | +32.9% | 21,278 | +7.4% | 0.51% | +11.9% |
| Q3 2020 | $510,000 | +1.4% | 19,816 | -2.2% | 0.46% | -13.7% |
| Q2 2020 | $503,000 | +151.5% | 20,272 | +89.5% | 0.53% | +96.6% |
| Q1 2020 | $200,000 | -58.1% | 10,697 | -0.2% | 0.27% | -33.2% |
| Q4 2019 | $477,000 | – | 10,723 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 493,875 | $20,807,000 | 13.88% |
| Flaharty Asset Management, LLC | 276,781 | $11,661,000 | 4.42% |
| Proficio Capital Partners LLC | 133,025 | $5,604,000 | 2.09% |
| SMH CAPITAL ADVISORS INC | 17,123 | $721,000 | 1.58% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 320,418 | $13,499,000 | 1.32% |
| Cornerstone Wealth Group, LLC | 116,684 | $4,916,000 | 1.23% |
| Edge Wealth Management LLC | 115,837 | $4,880,000 | 1.12% |
| TCG Advisors, LP | 31,215 | $1,315,000 | 0.95% |
| IFP Advisors, Inc | 314,932 | $13,248,000 | 0.89% |
| Nan Shan Life Insurance Co., Ltd. | 652,014 | $27,469,000 | 0.76% |