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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $908,957 | +9.9% | 38,515 | +0.9% | 0.05% | +6.8% |
| Q1 2023 | $827,160 | +819.1% | 38,184 | +1035.4% | 0.04% | +528.6% |
| Q2 2022 | $90,000 | -96.0% | 3,363 | -94.6% | 0.01% | -96.2% |
| Q3 2021 | $2,234,000 | +1618.5% | 61,741 | +1669.6% | 0.18% | +1563.6% |
| Q2 2021 | $130,000 | +6.6% | 3,489 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $122,000 | -57.5% | 3,476 | -61.4% | 0.01% | -60.7% |
| Q4 2020 | $287,000 | +19.1% | 9,007 | -3.7% | 0.03% | +7.7% |
| Q3 2020 | $241,000 | +33.1% | 9,352 | +28.3% | 0.03% | +8.3% |
| Q2 2020 | $181,000 | +67.6% | 7,288 | +26.3% | 0.02% | +33.3% |
| Q1 2020 | $108,000 | -47.8% | 5,772 | +24.4% | 0.02% | -50.0% |
| Q4 2019 | $207,000 | +5.6% | 4,640 | -0.3% | 0.04% | +12.5% |
| Q3 2019 | $196,000 | +3.7% | 4,653 | +4.0% | 0.03% | +6.7% |
| Q2 2019 | $189,000 | +92.9% | 4,475 | +98.4% | 0.03% | +76.5% |
| Q1 2019 | $98,000 | +292.0% | 2,256 | +256.4% | 0.02% | +240.0% |
| Q4 2018 | $25,000 | -53.7% | 633 | -49.4% | 0.01% | -72.2% |
| Q3 2018 | $54,000 | +200.0% | 1,250 | +195.5% | 0.02% | +350.0% |
| Q2 2018 | $18,000 | – | 423 | – | 0.00% | – |
Download | ||||||
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% |