ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,376 | -13.2% | 9,417 | -8.4% | 0.15% | -9.3% |
| Q2 2023 | $242,490 | +5.9% | 10,275 | -2.0% | 0.16% | +1.9% |
| Q1 2023 | $228,949 | -3.7% | 10,483 | 0.0% | 0.16% | -10.7% |
| Q4 2022 | $237,859 | -8.9% | 10,483 | -15.9% | 0.18% | -13.2% |
| Q3 2022 | $261,000 | -18.7% | 12,463 | +3.7% | 0.20% | -9.7% |
| Q2 2022 | $321,000 | -8.8% | 12,013 | +11.4% | 0.23% | +6.1% |
| Q1 2022 | $352,000 | -6.6% | 10,780 | -1.3% | 0.21% | -10.8% |
| Q4 2021 | $377,000 | -14.7% | 10,925 | -10.5% | 0.24% | -8.4% |
| Q3 2021 | $442,000 | -2.4% | 12,209 | 0.0% | 0.26% | -3.3% |
| Q2 2021 | $453,000 | -12.2% | 12,209 | -16.6% | 0.27% | +17.8% |
| Q1 2021 | $516,000 | +10.7% | 14,635 | 0.0% | 0.23% | -29.2% |
| Q4 2020 | $466,000 | +17.4% | 14,635 | -5.1% | 0.32% | -12.4% |
| Q3 2020 | $397,000 | -1.2% | 15,423 | -4.6% | 0.37% | +2.5% |
| Q2 2020 | $402,000 | +33.1% | 16,173 | 0.0% | 0.36% | +7.7% |
| Q1 2020 | $302,000 | -56.9% | 16,173 | +2.9% | 0.34% | -47.3% |
| Q4 2019 | $700,000 | +31.1% | 15,719 | +24.0% | 0.64% | +15.8% |
| Q3 2019 | $534,000 | +16.8% | 12,674 | +17.0% | 0.55% | +14.8% |
| Q2 2019 | $457,000 | -93.9% | 10,833 | -96.7% | 0.48% | -14.3% |
| Q1 2019 | $7,513,000 | – | 329,366 | – | 0.56% | – |
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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% |