ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,239 | -5.3% | 13,350 | 0.0% | 0.33% | -0.3% |
| Q2 2023 | $315,060 | +9.0% | 13,350 | 0.0% | 0.33% | +4.1% |
| Q1 2023 | $289,161 | -14.4% | 13,350 | -10.3% | 0.32% | -17.1% |
| Q4 2022 | $337,763 | -15.1% | 14,886 | 0.0% | 0.38% | -16.1% |
| Q3 2022 | $398,000 | -21.2% | 14,886 | -3.6% | 0.46% | -6.9% |
| Q2 2022 | $505,000 | 0.0% | 15,446 | 0.0% | 0.49% | +17.7% |
| Q1 2022 | $505,000 | -7.2% | 15,446 | 0.0% | 0.42% | -3.7% |
| Q4 2021 | $544,000 | -17.1% | 15,446 | -12.6% | 0.44% | -35.6% |
| Q3 2021 | $656,000 | 0.0% | 17,666 | 0.0% | 0.68% | 0.0% |
| Q2 2021 | $656,000 | +13.5% | 17,666 | +7.8% | 0.68% | +1.5% |
| Q1 2021 | $578,000 | +31.1% | 16,386 | +18.3% | 0.66% | +30.6% |
| Q4 2020 | $441,000 | – | 13,850 | – | 0.51% | – |
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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% |