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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $229,000 | -0.4% | 6,281 | -0.7% | 0.02% | -11.1% |
| Q1 2021 | $230,000 | +11.1% | 6,327 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $207,000 | +1.0% | 6,327 | +45.8% | 0.02% | -25.0% |
| Q4 2019 | $205,000 | -14.9% | 4,340 | -23.6% | 0.02% | -33.3% |
| Q2 2019 | $241,000 | -22.8% | 5,684 | -21.4% | 0.04% | -26.5% |
| Q1 2019 | $312,000 | -8.2% | 7,235 | -8.1% | 0.05% | -10.9% |
| Q4 2018 | $340,000 | -28.9% | 7,872 | -29.7% | 0.06% | -36.8% |
| Q3 2018 | $478,000 | -27.0% | 11,205 | -25.7% | 0.09% | -35.1% |
| Q2 2018 | $655,000 | +1.1% | 15,073 | -1.2% | 0.13% | -5.6% |
| Q1 2018 | $648,000 | -97.1% | 15,253 | +2950.6% | 0.14% | +79.7% |
| Q1 2017 | $22,680,000 | – | 500 | – | 0.08% | – |
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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% |