ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 169 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.07 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,412,000 | +14.0% | 76,580 | +7.8% | 0.02% | +9.1% |
| Q3 2019 | $2,993,000 | -3.2% | 71,031 | -3.1% | 0.02% | -8.3% |
| Q2 2019 | $3,091,000 | +0.9% | 73,301 | +3.8% | 0.02% | -4.0% |
| Q1 2019 | $3,063,000 | +7.8% | 70,644 | -0.7% | 0.02% | -10.7% |
| Q4 2018 | $2,841,000 | -28.7% | 71,131 | -22.2% | 0.03% | -30.0% |
| Q3 2018 | $3,984,000 | +31.1% | 91,426 | +30.6% | 0.04% | -4.8% |
| Q2 2018 | $3,040,000 | +25.3% | 69,985 | +22.6% | 0.04% | +27.3% |
| Q1 2018 | $2,426,000 | -15.1% | 57,092 | -9.6% | 0.03% | -13.2% |
| Q4 2017 | $2,856,000 | -40.9% | 63,182 | -38.7% | 0.04% | -50.0% |
| Q3 2017 | $4,830,000 | -11.7% | 103,123 | -12.6% | 0.08% | -20.8% |
| Q2 2017 | $5,473,000 | +9.0% | 118,008 | +6.4% | 0.10% | -5.0% |
| Q1 2017 | $5,023,000 | +14.9% | 110,894 | +6.7% | 0.10% | +2.0% |
| Q4 2016 | $4,373,000 | – | 103,959 | – | 0.10% | – |
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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% |