ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 116 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 3.22 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $137,000 | -14.4% | 3,079 | -18.7% | 0.03% | -20.0% |
| Q3 2019 | $160,000 | +19.4% | 3,787 | +19.5% | 0.04% | +12.9% |
| Q2 2019 | $134,000 | +10.7% | 3,170 | +13.9% | 0.03% | +3.3% |
| Q1 2019 | $121,000 | -2.4% | 2,784 | -10.5% | 0.03% | -16.7% |
| Q4 2018 | $124,000 | +22.8% | 3,112 | +33.7% | 0.04% | +28.6% |
| Q3 2018 | $101,000 | +7.4% | 2,328 | +7.1% | 0.03% | -3.4% |
| Q2 2018 | $94,000 | -2.1% | 2,173 | -4.3% | 0.03% | -3.3% |
| Q1 2018 | $96,000 | +3.2% | 2,270 | +10.3% | 0.03% | -3.2% |
| Q4 2017 | $93,000 | +19.2% | 2,058 | +24.1% | 0.03% | +10.7% |
| Q3 2017 | $78,000 | -82.0% | 1,659 | -83.9% | 0.03% | -86.3% |
| Q4 2016 | $434,000 | – | 10,319 | – | 0.20% | – |
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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% |