ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 123 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.32 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 ↓ |
---|---|---|---|
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% |