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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,299,807 | +4.2% | 97,449 | -3.6% | 0.26% | -2.6% |
| Q1 2023 | $2,206,651 | -27.6% | 101,037 | -24.8% | 0.27% | -28.5% |
| Q4 2022 | $3,048,783 | +5.6% | 134,367 | -2.6% | 0.38% | -1.3% |
| Q3 2022 | $2,887,000 | -32.8% | 137,885 | -14.1% | 0.38% | -27.3% |
| Q2 2022 | $4,294,000 | -22.7% | 160,568 | -5.5% | 0.53% | -11.0% |
| Q1 2022 | $5,552,000 | -7.5% | 169,935 | -2.3% | 0.59% | -6.6% |
| Q4 2021 | $6,000,000 | -12.6% | 173,852 | -8.4% | 0.64% | -16.0% |
| Q3 2021 | $6,864,000 | -11.9% | 189,726 | -9.6% | 0.76% | -12.3% |
| Q2 2021 | $7,789,000 | -5.7% | 209,821 | -10.5% | 0.86% | -11.5% |
| Q1 2021 | $8,262,000 | +275300.0% | 234,309 | +187347.2% | 0.97% | – |
| Q3 2020 | $3,000 | 0.0% | 125 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $3,000 | +50.0% | 125 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 125 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 460,547 | $21,572,000 | 8.63% |
| Flaharty Asset Management, LLC | 179,097 | $8,410,000 | 4.32% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 144,134 | $6,751,000 | 3.08% |
| CEDAR HILL ASSOCIATES, LLC | 342,656 | $16,050,000 | 2.77% |
| Parkside Investments, LLC | 99,961 | $4,682,000 | 2.70% |
| S. R. Schill & Associates | 59,585 | $2,791,000 | 1.67% |
| ALETHEA CAPITAL MANAGEMENT, LLC | 29,110 | $1,364,000 | 1.60% |
| First Capital Advisors Group, LLC. | 49,662 | $2,326,000 | 1.60% |
| Gainplan LLC | 52,839 | $2,475,000 | 1.28% |
| Ausdal Financial Partners, Inc. | 60,314 | $2,825,000 | 1.12% |