ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 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 ↓ |
|---|---|---|---|
| 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% |