ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $231,000 | -6.5% | 7,094 | -1.1% | 0.13% | -3.1% |
| Q4 2021 | $247,000 | -8.9% | 7,171 | -4.3% | 0.13% | -13.9% |
| Q3 2021 | $271,000 | -5.6% | 7,495 | -3.2% | 0.15% | -4.4% |
| Q2 2021 | $287,000 | -0.3% | 7,745 | -5.4% | 0.16% | -6.0% |
| Q1 2021 | $288,000 | +0.7% | 8,185 | -9.0% | 0.17% | -5.6% |
| Q4 2020 | $286,000 | +12.6% | 8,994 | -8.9% | 0.18% | -1.7% |
| Q3 2020 | $254,000 | -1.2% | 9,874 | -4.7% | 0.18% | -13.8% |
| Q2 2020 | $257,000 | +29.8% | 10,362 | -2.6% | 0.21% | +1.0% |
| Q1 2020 | $198,000 | -58.7% | 10,639 | -1.3% | 0.21% | -48.0% |
| Q4 2019 | $479,000 | – | 10,774 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 493,875 | $20,807,000 | 13.88% |
| Flaharty Asset Management, LLC | 276,781 | $11,661,000 | 4.42% |
| Proficio Capital Partners LLC | 133,025 | $5,604,000 | 2.09% |
| SMH CAPITAL ADVISORS INC | 17,123 | $721,000 | 1.58% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 320,418 | $13,499,000 | 1.32% |
| Cornerstone Wealth Group, LLC | 116,684 | $4,916,000 | 1.23% |
| Edge Wealth Management LLC | 115,837 | $4,880,000 | 1.12% |
| TCG Advisors, LP | 31,215 | $1,315,000 | 0.95% |
| IFP Advisors, Inc | 314,932 | $13,248,000 | 0.89% |
| Nan Shan Life Insurance Co., Ltd. | 652,014 | $27,469,000 | 0.76% |