ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,405,373 | -11.0% | 62,908 | -6.0% | 0.07% | -13.4% |
| Q2 2023 | $1,579,759 | +4.4% | 66,939 | -3.4% | 0.08% | -4.7% |
| Q1 2023 | $1,513,833 | -6.1% | 69,315 | -2.4% | 0.09% | -14.9% |
| Q4 2022 | $1,611,899 | +5.1% | 71,040 | -3.0% | 0.10% | -13.7% |
| Q3 2022 | $1,533,000 | -21.4% | 73,200 | +0.3% | 0.12% | -32.0% |
| Q2 2022 | $1,951,000 | -19.6% | 72,949 | -1.8% | 0.17% | -6.5% |
| Q1 2022 | $2,426,000 | -3.8% | 74,257 | +1.6% | 0.18% | -1.1% |
| Q4 2021 | $2,522,000 | -8.7% | 73,075 | -4.2% | 0.19% | -17.3% |
| Q3 2021 | $2,761,000 | -8.7% | 76,307 | -6.4% | 0.22% | +17.2% |
| Q2 2021 | $3,025,000 | -4.2% | 81,503 | -9.0% | 0.19% | -15.4% |
| Q1 2021 | $3,157,000 | -6.9% | 89,546 | -15.9% | 0.23% | -19.5% |
| Q4 2020 | $3,391,000 | +26.8% | 106,441 | +2.5% | 0.28% | +5.2% |
| Q3 2020 | $2,674,000 | +868.8% | 103,814 | +1577.9% | 0.27% | +712.1% |
| Q4 2019 | $276,000 | -19.8% | 6,187 | -24.3% | 0.03% | -29.8% |
| Q3 2019 | $344,000 | -30.4% | 8,173 | -30.3% | 0.05% | -34.7% |
| Q2 2019 | $494,000 | – | 11,720 | – | 0.07% | – |
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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% |