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 ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 493,875 | $20,807,000 | 13.88% |
| Flaharty Asset Management, LLC | 276,781 | $11,661,000 | 4.42% |
| Proficio Capital Partners LLC | 133,025 | $5,604,000 | 2.09% |
| SMH CAPITAL ADVISORS INC | 17,123 | $721,000 | 1.58% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 320,418 | $13,499,000 | 1.32% |
| Cornerstone Wealth Group, LLC | 116,684 | $4,916,000 | 1.23% |
| Edge Wealth Management LLC | 115,837 | $4,880,000 | 1.12% |
| TCG Advisors, LP | 31,215 | $1,315,000 | 0.95% |
| IFP Advisors, Inc | 314,932 | $13,248,000 | 0.89% |
| Nan Shan Life Insurance Co., Ltd. | 652,014 | $27,469,000 | 0.76% |