ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 131 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $730,000 | -5.4% | 18,281 | +3.2% | 0.16% | -15.8% |
| Q3 2018 | $772,000 | +6.3% | 17,717 | +6.0% | 0.20% | -0.5% |
| Q2 2018 | $726,000 | +6.0% | 16,707 | +3.6% | 0.20% | +0.5% |
| Q1 2018 | $685,000 | +17.7% | 16,127 | +25.2% | 0.20% | +14.0% |
| Q4 2017 | $582,000 | -11.0% | 12,886 | -7.7% | 0.17% | -29.8% |
| Q3 2017 | $654,000 | -7.8% | 13,967 | -8.6% | 0.24% | -17.8% |
| Q2 2017 | $709,000 | +27.1% | 15,286 | +15.1% | 0.30% | +4.2% |
| Q4 2016 | $558,000 | – | 13,278 | – | 0.29% | – |
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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% |