ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 178 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.1%.
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 ↓ |
---|---|---|---|
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% |