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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,727,000 | +6.0% | 161,492 | -5.3% | 11.53% | +27.3% |
| Q3 2020 | $4,461,000 | +173.3% | 170,527 | +159.8% | 9.06% | -20.6% |
| Q2 2020 | $1,632,000 | -23.7% | 65,637 | -42.6% | 11.41% | -2.2% |
| Q1 2020 | $2,140,000 | -41.5% | 114,419 | +39.2% | 11.66% | -33.6% |
| Q4 2019 | $3,658,000 | – | 82,181 | – | 17.56% | – |
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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% |