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 2021 | $386,000 | -51.3% | 10,675 | -50.0% | 0.05% | -13.6% |
| Q2 2021 | $792,000 | +110.6% | 21,350 | +100.0% | 0.06% | +20.4% |
| Q1 2021 | $376,000 | +10.6% | 10,675 | 0.0% | 0.05% | -7.5% |
| Q4 2020 | $340,000 | +23.6% | 10,675 | 0.0% | 0.05% | +8.2% |
| Q3 2020 | $275,000 | -95.0% | 10,675 | -95.2% | 0.05% | -95.7% |
| Q2 2020 | $5,530,000 | +26.5% | 222,455 | -0.3% | 1.13% | +2.8% |
| Q1 2020 | $4,373,000 | -53.5% | 223,170 | +5.6% | 1.10% | -59.5% |
| Q4 2019 | $9,409,000 | +67.9% | 211,300 | +58.8% | 2.71% | +29.9% |
| Q3 2019 | $5,604,000 | +13.4% | 133,025 | +13.5% | 2.09% | +23.5% |
| Q2 2019 | $4,942,000 | -0.9% | 117,160 | +1.8% | 1.69% | -4.9% |
| Q1 2019 | $4,986,000 | – | 115,045 | – | 1.78% | – |
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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% |