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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |