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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $130,247 | -25.6% | 5,964 | -22.7% | 0.00% | -20.0% |
| Q4 2022 | $175,041 | -21.2% | 7,714 | +25.5% | 0.01% | -28.6% |
| Q3 2021 | $222,000 | -10.1% | 6,149 | -7.5% | 0.01% | -12.5% |
| Q2 2021 | $247,000 | -24.2% | 6,647 | -28.2% | 0.01% | -33.3% |
| Q1 2021 | $326,000 | +6.5% | 9,256 | -3.6% | 0.01% | 0.0% |
| Q4 2020 | $306,000 | +16.3% | 9,601 | -5.9% | 0.01% | 0.0% |
| Q3 2020 | $263,000 | +2.3% | 10,201 | -1.4% | 0.01% | -14.3% |
| Q2 2020 | $257,000 | +127.4% | 10,349 | +72.0% | 0.01% | +100.0% |
| Q1 2020 | $113,000 | -18.1% | 6,018 | +93.9% | 0.01% | 0.0% |
| Q4 2019 | $138,000 | -6.8% | 3,104 | -11.7% | 0.01% | -22.2% |
| Q3 2019 | $148,000 | 0.0% | 3,515 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $148,000 | +228.9% | 3,515 | +237.0% | 0.01% | +200.0% |
| Q1 2019 | $45,000 | +104.5% | 1,043 | +92.1% | 0.00% | +50.0% |
| Q4 2018 | $22,000 | -8.3% | 543 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | 0.0% | 543 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $24,000 | +4.3% | 543 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | -8.0% | 543 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $25,000 | 0.0% | 543 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $25,000 | 0.0% | 543 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $25,000 | 0.0% | 543 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $25,000 | – | 543 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lion Street Advisors, LLC | 161,492 | $4,727,000 | 11.53% |
| NexWave Capital Partners LLC | 80,848 | $2,576,000 | 4.00% |
| Flaharty Asset Management, LLC | 395,654 | $12,606,000 | 3.15% |
| AJ WEALTH STRATEGIES, LLC | 951,542 | $30,316,000 | 2.64% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 152,415 | $4,856,000 | 2.21% |
| Mount Lucas Management LP | 300,929 | $9,588,000 | 2.02% |
| SMH CAPITAL ADVISORS INC | 17,008 | $542,000 | 1.37% |
| Ascendant Capital Management, LLC | 50,000 | $1,593,000 | 1.36% |
| Segment Wealth Management, LLC | 200,790 | $6,397,000 | 0.92% |
| Donoghue Forlines LLC | 119,655 | $3,812,000 | 0.74% |