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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $91,000 | -94.7% | 2,143 | -94.3% | 0.05% | -95.1% |
| Q4 2017 | $1,703,000 | -26.8% | 37,670 | -24.1% | 1.08% | -32.7% |
| Q3 2017 | $2,326,000 | -21.2% | 49,662 | -21.9% | 1.60% | -20.9% |
| Q2 2017 | $2,951,000 | -2.1% | 63,624 | -4.4% | 2.02% | -10.3% |
| Q1 2017 | $3,015,000 | +12.2% | 66,570 | +4.2% | 2.25% | -9.5% |
| Q4 2016 | $2,688,000 | – | 63,903 | – | 2.49% | – |
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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% |