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 | $801,888 | -4.7% | 35,895 | +0.6% | 0.04% | -2.6% |
| Q2 2023 | $841,806 | +8.4% | 35,670 | +0.3% | 0.04% | +15.2% |
| Q1 2023 | $776,456 | +1.8% | 35,552 | +5.7% | 0.03% | -8.3% |
| Q4 2022 | $762,811 | +18.6% | 33,619 | +9.5% | 0.04% | -2.7% |
| Q3 2022 | $643,000 | +64200.0% | 30,696 | +122684.0% | 0.04% | – |
| Q1 2021 | $1,000 | -80.0% | 25 | -90.3% | 0.00% | -100.0% |
| Q1 2020 | $5,000 | -54.5% | 257 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | 0.0% | 257 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $11,000 | 0.0% | 257 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 257 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 257 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -9.1% | 257 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $11,000 | 0.0% | 257 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 257 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | -88.7% | 257 | -88.0% | 0.00% | -92.0% |
| Q4 2017 | $97,000 | -3.0% | 2,137 | 0.0% | 0.02% | -16.7% |
| Q3 2017 | $100,000 | – | 2,137 | – | 0.03% | – |
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% |