ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,210,000 | -23.2% | 105,516 | -1.9% | 0.01% | -12.5% |
| Q2 2022 | $2,876,000 | -16.2% | 107,540 | +2.4% | 0.01% | 0.0% |
| Q1 2022 | $3,432,000 | -2.3% | 105,055 | +3.2% | 0.01% | 0.0% |
| Q4 2021 | $3,512,000 | -3.8% | 101,777 | +0.9% | 0.01% | -11.1% |
| Q3 2021 | $3,649,000 | -2.0% | 100,843 | +0.6% | 0.01% | -10.0% |
| Q2 2021 | $3,723,000 | +8.2% | 100,286 | +2.8% | 0.01% | 0.0% |
| Q1 2021 | $3,441,000 | +13.5% | 97,601 | +2.5% | 0.01% | +11.1% |
| Q4 2020 | $3,033,000 | +497.0% | 95,212 | +748.9% | 0.01% | +125.0% |
| Q1 2017 | $508,000 | -60.1% | 11,216 | -63.0% | 0.00% | -63.6% |
| Q4 2016 | $1,274,000 | – | 30,290 | – | 0.01% | – |
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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% |