ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 127 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.77 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 ↓ |
---|---|---|---|
FWL INVESTMENT MANAGEMENT, LLC | 429,741 | $9,600,414 | 6.44% |
VisionPoint Advisory Group, LLC | 392,512 | $8,768,727 | 3.76% |
Mid-American Wealth Advisory Group, Inc. | 190,181 | $4,092,705 | 3.30% |
Barry Investment Advisors, LLC | 130,246 | $2,982,788 | 1.07% |
Mount Lucas Management LP | 107,355 | $2,398,311 | 0.85% |
MIRABELLA FINANCIAL SERVICES LLP | 163,730 | $3,657,728 | 0.51% |
Continuum Advisory, LLC | 138,420 | $3,092,303 | 0.50% |
Future Financial Wealth Managment LLC | 13,350 | $298,239 | 0.33% |
Castleview Partners, LLC | 15,457 | $345,309 | 0.32% |
Safeguard Investment Advisory Group, LLC | 25,334 | $565,872 | 0.25% |