ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 157 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,352 | -5.3% | 10,490 | 0.0% | 0.13% | -9.2% |
| Q2 2023 | $247,570 | +10.2% | 10,490 | +2.0% | 0.14% | -0.7% |
| Q1 2023 | $224,602 | -2.6% | 10,284 | +1.2% | 0.14% | -13.3% |
| Q4 2022 | $230,525 | +8.7% | 10,160 | +0.3% | 0.16% | +9.3% |
| Q3 2022 | $212,000 | -18.5% | 10,125 | +4.0% | 0.15% | +2.0% |
| Q2 2022 | $260,000 | -11.6% | 9,738 | +8.2% | 0.15% | +5.7% |
| Q1 2022 | $294,000 | -4.9% | 9,002 | +0.4% | 0.14% | -2.1% |
| Q4 2021 | $309,000 | -8.3% | 8,968 | -3.6% | 0.14% | -18.3% |
| Q3 2021 | $337,000 | – | 9,306 | – | 0.18% | – |
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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% |