ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,029,364 | +141.6% | 85,990 | +260.9% | 0.04% | -35.3% |
Q1 2021 | $840,000 | +5.7% | 23,828 | -4.5% | 0.07% | -4.2% |
Q4 2020 | $795,000 | -11.0% | 24,938 | -28.1% | 0.07% | -24.5% |
Q3 2020 | $893,000 | +7.5% | 34,669 | +3.7% | 0.09% | -7.8% |
Q2 2020 | $831,000 | -62.1% | 33,425 | -39.2% | 0.10% | -64.7% |
Q4 2018 | $2,195,000 | -72.6% | 54,950 | -67.9% | 0.29% | -68.0% |
Q3 2017 | $8,018,000 | +3.4% | 171,184 | +2.4% | 0.90% | -4.9% |
Q2 2017 | $7,756,000 | +8.1% | 167,230 | +5.6% | 0.95% | +1.2% |
Q1 2017 | $7,172,000 | – | 158,368 | – | 0.94% | – |
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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% |