ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 49.03 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 ↓ |
|---|---|---|---|
| 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% |