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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |