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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $15 | -100.0% | 698 | -59.3% | 0.00% | – |
| Q3 2022 | $35,000 | +9.4% | 1,713 | +39.6% | 0.00% | – |
| Q2 2022 | $32,000 | -3.0% | 1,227 | +20.9% | 0.00% | – |
| Q1 2022 | $33,000 | -89.8% | 1,015 | -89.2% | 0.00% | -100.0% |
| Q4 2021 | $325,000 | +10.2% | 9,441 | +15.6% | 0.00% | 0.0% |
| Q3 2021 | $295,000 | -2.0% | 8,165 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $301,000 | – | 8,124 | – | 0.00% | – |
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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% |