ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,692,213 | +0.7% | 71,734 | -4.6% | 0.04% | -8.7% |
Q3 2023 | $1,680,183 | -11.1% | 75,210 | -6.1% | 0.05% | -20.7% |
Q2 2023 | $1,889,572 | +4.9% | 80,067 | -2.9% | 0.06% | +9.4% |
Q1 2023 | $1,801,646 | +91633.5% | 82,493 | -4.7% | 0.05% | -10.2% |
Q4 2022 | $1,964 | -99.9% | 86,567 | -4.7% | 0.06% | -9.2% |
Q3 2022 | $1,902,000 | -28.6% | 90,852 | -8.8% | 0.06% | -26.1% |
Q2 2022 | $2,663,000 | -24.1% | 99,595 | -7.3% | 0.09% | -17.8% |
Q1 2022 | $3,510,000 | -9.0% | 107,435 | -3.9% | 0.11% | -9.3% |
Q4 2021 | $3,858,000 | -11.1% | 111,791 | -6.8% | 0.12% | -19.2% |
Q3 2021 | $4,339,000 | -9.0% | 119,940 | -6.6% | 0.15% | -11.0% |
Q2 2021 | $4,767,000 | -2.3% | 128,428 | -7.2% | 0.16% | -10.9% |
Q1 2021 | $4,877,000 | +7.9% | 138,326 | -2.5% | 0.18% | -2.6% |
Q4 2020 | $4,519,000 | +19.3% | 141,850 | -3.6% | 0.19% | +4.4% |
Q3 2020 | $3,789,000 | +1.5% | 147,099 | -2.0% | 0.18% | -6.2% |
Q2 2020 | $3,732,000 | – | 150,121 | – | 0.19% | – |
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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% |