ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 138 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,901 | -3.7% | 87 | 0.0% | 0.00% | – |
| Q4 2022 | $1,974 | -1.3% | 87 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 87 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $3,000 | +50.0% | 87 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -66.7% | 87 | -63.9% | 0.00% | -100.0% |
| Q2 2020 | $6,000 | +20.0% | 241 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | – | 241 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lion Street Advisors, LLC | 161,492 | $4,727,000 | 11.53% |
| NexWave Capital Partners LLC | 80,848 | $2,576,000 | 4.00% |
| Flaharty Asset Management, LLC | 395,654 | $12,606,000 | 3.15% |
| AJ WEALTH STRATEGIES, LLC | 951,542 | $30,316,000 | 2.64% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 152,415 | $4,856,000 | 2.21% |
| Mount Lucas Management LP | 300,929 | $9,588,000 | 2.02% |
| SMH CAPITAL ADVISORS INC | 17,008 | $542,000 | 1.37% |
| Ascendant Capital Management, LLC | 50,000 | $1,593,000 | 1.36% |
| Segment Wealth Management, LLC | 200,790 | $6,397,000 | 0.92% |
| Donoghue Forlines LLC | 119,655 | $3,812,000 | 0.74% |