ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |