ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 138 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.97 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $102,522 | +2.4% | 4,694 | +6.4% | 0.01% | 0.0% |
| Q4 2022 | $100,113 | -2.8% | 4,412 | -10.3% | 0.01% | -14.3% |
| Q3 2022 | $103,000 | -40.1% | 4,916 | -23.5% | 0.01% | -41.7% |
| Q2 2022 | $172,000 | -64.1% | 6,425 | -56.1% | 0.01% | -58.6% |
| Q1 2022 | $479,000 | -19.1% | 14,650 | -14.5% | 0.03% | -21.6% |
| Q4 2021 | $592,000 | +66.3% | 17,137 | +73.9% | 0.04% | +54.2% |
| Q3 2021 | $356,000 | -38.6% | 9,854 | -36.9% | 0.02% | -42.9% |
| Q2 2021 | $580,000 | -6.8% | 15,622 | -11.4% | 0.04% | -20.8% |
| Q1 2021 | $622,000 | +52.5% | 17,629 | +37.6% | 0.05% | +43.2% |
| Q4 2020 | $408,000 | -52.5% | 12,808 | -66.0% | 0.04% | -36.2% |
| Q3 2020 | $859,000 | +28.4% | 37,646 | +40.0% | 0.06% | -33.3% |
| Q2 2020 | $669,000 | +126.8% | 26,898 | +70.8% | 0.09% | +67.3% |
| Q1 2020 | $295,000 | -49.7% | 15,752 | +19.4% | 0.05% | -29.7% |
| Q4 2019 | $587,000 | +6.3% | 13,192 | +0.7% | 0.07% | -16.9% |
| Q3 2019 | $552,000 | -15.6% | 13,104 | -15.4% | 0.09% | -31.0% |
| Q2 2019 | $654,000 | -8.0% | 15,494 | -13.0% | 0.13% | -28.3% |
| Q4 2018 | $711,000 | -7.9% | 17,800 | +0.5% | 0.18% | +47.5% |
| Q3 2018 | $772,000 | +19.7% | 17,712 | +19.3% | 0.12% | -32.2% |
| Q2 2018 | $645,000 | +4.2% | 14,843 | +1.9% | 0.18% | 0.0% |
| Q1 2018 | $619,000 | -28.0% | 14,561 | -23.4% | 0.18% | -4.3% |
| Q4 2017 | $860,000 | +29.1% | 19,017 | +33.7% | 0.19% | +20.5% |
| Q3 2017 | $666,000 | – | 14,221 | – | 0.16% | – |
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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% |