ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 49.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,309 | -11.8% | 15,457 | -6.8% | 0.32% | -9.6% |
| Q2 2023 | $391,500 | +11.8% | 16,589 | +3.4% | 0.35% | +13.9% |
| Q1 2023 | $350,226 | -3.2% | 16,038 | +0.6% | 0.31% | -11.9% |
| Q4 2022 | $361,746 | +904.8% | 15,943 | +820.5% | 0.35% | +935.3% |
| Q3 2022 | $36,000 | -99.7% | 1,732 | -13.4% | 0.03% | +277.8% |
| Q2 2022 | $11,440,000 | +21085.2% | 2,000 | +19.8% | 0.01% | -73.5% |
| Q1 2022 | $54,000 | -96.4% | 1,669 | -96.8% | 0.03% | +183.3% |
| Q4 2021 | $1,507,000 | +5096.6% | 52,006 | +6671.6% | 0.01% | -7.7% |
| Q2 2021 | $29,000 | – | 768 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Flaharty Asset Management, LLC | 489,728 | $15,999,000 | 2.94% |
| Safeguard Investment Advisory Group, LLC | 30,545 | $997,000 | 0.68% |
| BDO Wealth Advisors, LLC | 169,935 | $5,552,000 | 0.59% |
| Future Financial Wealth Managment LLC | 15,446 | $505,000 | 0.42% |
| Samalin Investment Counsel, LLC | 20,899 | $683,000 | 0.41% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 308,267 | $10,071,000 | 0.41% |
| VisionPoint Advisory Group, LLC | 27,216 | $796,000 | 0.37% |
| HCR Wealth Advisors | 61,560 | $2,011,000 | 0.33% |
| SEAVIEW INVESTMENT MANAGERS LLC | 28,200 | $921,000 | 0.31% |
| Harvest Investment Services, LLC | 12,778 | $417,000 | 0.25% |