ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 138 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.89 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 493,875 | $20,807,000 | 13.88% |
| Flaharty Asset Management, LLC | 276,781 | $11,661,000 | 4.42% |
| Proficio Capital Partners LLC | 133,025 | $5,604,000 | 2.09% |
| SMH CAPITAL ADVISORS INC | 17,123 | $721,000 | 1.58% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 320,418 | $13,499,000 | 1.32% |
| Cornerstone Wealth Group, LLC | 116,684 | $4,916,000 | 1.23% |
| Edge Wealth Management LLC | 115,837 | $4,880,000 | 1.12% |
| TCG Advisors, LP | 31,215 | $1,315,000 | 0.95% |
| IFP Advisors, Inc | 314,932 | $13,248,000 | 0.89% |
| Nan Shan Life Insurance Co., Ltd. | 652,014 | $27,469,000 | 0.76% |