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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,992,549 | +3062.8% | 89,192 | +2882.0% | 0.01% | – |
| Q3 2022 | $63,000 | -98.9% | 2,991 | -98.4% | 0.00% | -100.0% |
| Q1 2022 | $5,932,000 | +88.4% | 181,588 | +99.1% | 0.05% | +108.3% |
| Q4 2021 | $3,148,000 | -10.3% | 91,217 | -5.9% | 0.02% | -45.5% |
| Q3 2021 | $3,508,000 | +481.8% | 96,951 | +314.1% | 0.04% | +388.9% |
| Q3 2020 | $603,000 | -42.5% | 23,414 | -58.3% | 0.01% | -79.1% |
| Q1 2020 | $1,049,000 | -57.1% | 56,116 | +2.2% | 0.04% | -44.2% |
| Q4 2019 | $2,446,000 | – | 54,929 | – | 0.08% | – |
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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% |