ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 111 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.86 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 493,875 | $20,807,000 | 13.88% |
| Flaharty Asset Management, LLC | 276,781 | $11,661,000 | 4.42% |
| Proficio Capital Partners LLC | 133,025 | $5,604,000 | 2.09% |
| SMH CAPITAL ADVISORS INC | 17,123 | $721,000 | 1.58% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 320,418 | $13,499,000 | 1.32% |
| Cornerstone Wealth Group, LLC | 116,684 | $4,916,000 | 1.23% |
| Edge Wealth Management LLC | 115,837 | $4,880,000 | 1.12% |
| TCG Advisors, LP | 31,215 | $1,315,000 | 0.95% |
| IFP Advisors, Inc | 314,932 | $13,248,000 | 0.89% |
| Nan Shan Life Insurance Co., Ltd. | 652,014 | $27,469,000 | 0.76% |