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 | $8,768,727 | -9.7% | 392,512 | -4.6% | 3.76% | -5.3% |
| Q2 2023 | $9,710,939 | +22.8% | 411,481 | +6.5% | 3.97% | +13.8% |
| Q1 2023 | $7,907,704 | -33.6% | 386,307 | -17.4% | 3.49% | -29.2% |
| Q4 2022 | $11,914,408 | +4704.2% | 467,415 | +5591.9% | 4.93% | +4929.6% |
| Q2 2022 | $248,000 | -68.8% | 8,212 | -69.8% | 0.10% | -73.4% |
| Q1 2022 | $796,000 | +23.8% | 27,216 | +39.1% | 0.37% | +31.0% |
| Q4 2021 | $643,000 | – | 19,568 | – | 0.28% | – |
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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% |