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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,719 | -5.3% | 12,521 | 0.0% | 0.16% | +1.3% |
| Q2 2023 | $295,496 | +8.1% | 12,521 | 0.0% | 0.16% | +3.3% |
| Q1 2023 | $273,459 | -3.7% | 12,521 | 0.0% | 0.15% | -12.6% |
| Q4 2022 | $284,101 | +8.4% | 12,521 | 0.0% | 0.18% | +5.4% |
| Q3 2022 | $262,000 | -21.8% | 12,521 | 0.0% | 0.17% | -16.2% |
| Q2 2022 | $335,000 | -18.1% | 12,521 | 0.0% | 0.20% | -2.5% |
| Q1 2022 | $409,000 | -5.3% | 12,521 | 0.0% | 0.20% | 0.0% |
| Q4 2021 | $432,000 | -4.6% | 12,521 | 0.0% | 0.20% | -11.4% |
| Q3 2021 | $453,000 | +2.7% | 12,521 | 0.0% | 0.23% | -10.5% |
| Q1 2021 | $441,000 | +10.5% | 12,521 | 0.0% | 0.26% | -2.7% |
| Q4 2020 | $399,000 | +23.5% | 12,521 | 0.0% | 0.26% | +8.2% |
| Q3 2020 | $323,000 | -42.7% | 12,521 | +4.2% | 0.24% | -7.3% |
| Q4 2019 | $564,000 | +11.5% | 12,021 | 0.0% | 0.26% | +0.8% |
| Q3 2019 | $506,000 | -0.2% | 12,021 | 0.0% | 0.26% | -2.3% |
| Q2 2019 | $507,000 | -2.7% | 12,021 | 0.0% | 0.27% | -2.6% |
| Q1 2019 | $521,000 | +64.9% | 12,021 | +65.9% | 0.27% | +48.4% |
| Q3 2018 | $316,000 | +0.3% | 7,246 | 0.0% | 0.18% | -7.1% |
| Q2 2018 | $315,000 | +2.3% | 7,246 | 0.0% | 0.20% | -1.5% |
| Q1 2018 | $308,000 | -6.1% | 7,246 | 0.0% | 0.20% | -13.7% |
| Q4 2017 | $328,000 | – | 7,246 | – | 0.23% | – |
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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% |