ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,457 | -14.4% | 11,524 | -9.6% | 0.00% | -33.3% |
| Q2 2023 | $300,777 | +6.5% | 12,745 | -1.4% | 0.00% | +50.0% |
| Q1 2023 | $282,297 | -9.3% | 12,926 | -5.8% | 0.00% | -33.3% |
| Q4 2022 | $311,382 | -11.3% | 13,723 | -18.2% | 0.00% | -57.1% |
| Q3 2022 | $351,000 | -38.4% | 16,775 | -21.4% | 0.01% | -22.2% |
| Q2 2022 | $570,000 | -19.1% | 21,331 | -1.1% | 0.01% | -10.0% |
| Q1 2022 | $705,000 | -21.6% | 21,570 | -17.2% | 0.01% | -23.1% |
| Q4 2021 | $899,000 | -1.2% | 26,042 | +3.5% | 0.01% | -7.1% |
| Q3 2021 | $910,000 | -0.8% | 25,157 | +1.8% | 0.01% | -6.7% |
| Q2 2021 | $917,000 | +20.7% | 24,704 | +14.7% | 0.02% | 0.0% |
| Q1 2021 | $760,000 | +10.0% | 21,542 | -0.6% | 0.02% | +7.1% |
| Q4 2020 | $691,000 | – | 21,677 | – | 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% |