ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 166 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.23 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $7,852,000 | +10.1% | 211,530 | +4.6% | 0.93% | -1.5% |
| Q1 2021 | $7,131,000 | +11.5% | 202,250 | +0.7% | 0.95% | +2.5% |
| Q4 2020 | $6,397,000 | +28.4% | 200,790 | +3.8% | 0.92% | +14.1% |
| Q3 2020 | $4,981,000 | +9.5% | 193,360 | +5.7% | 0.81% | -3.8% |
| Q2 2020 | $4,549,000 | – | 182,990 | – | 0.84% | – |
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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% |