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 2023 | $7,385,832 | +61.1% | 330,606 | +70.2% | 0.01% | +37.5% |
| Q2 2023 | $4,583,499 | +39.5% | 194,210 | +29.1% | 0.01% | +33.3% |
| Q1 2023 | $3,285,211 | +37.4% | 150,437 | +42.7% | 0.01% | +20.0% |
| Q4 2022 | $2,391,377 | +9.1% | 105,397 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $2,192,000 | -24.8% | 104,708 | -3.8% | 0.01% | -16.7% |
| Q2 2022 | $2,913,000 | -55.9% | 108,883 | -13.4% | 0.01% | -53.8% |
| Q1 2022 | $6,599,000 | +20.7% | 125,752 | -20.6% | 0.01% | +30.0% |
| Q4 2021 | $5,467,000 | -22.0% | 158,338 | -18.3% | 0.01% | -33.3% |
| Q3 2021 | $7,010,000 | -48.4% | 193,692 | -47.1% | 0.02% | -48.3% |
| Q2 2021 | $13,583,000 | +73.5% | 365,887 | +64.8% | 0.03% | +52.6% |
| Q1 2021 | $7,828,000 | +49.0% | 222,018 | +34.7% | 0.02% | +35.7% |
| Q4 2020 | $5,253,000 | +15.8% | 164,854 | -6.4% | 0.01% | 0.0% |
| Q3 2020 | $4,536,000 | +15.6% | 176,103 | +11.6% | 0.01% | +7.7% |
| Q2 2020 | $3,923,000 | +42.1% | 157,757 | -3.2% | 0.01% | +18.2% |
| Q1 2020 | $2,760,000 | – | 162,960 | – | 0.01% | – |
Download | ||||||
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% |