ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $213,883 | -3.3% | 9,574 | +2.1% | 0.00% | 0.0% |
Q2 2023 | $221,226 | -11.8% | 9,374 | -18.4% | 0.00% | -33.3% |
Q1 2023 | $250,941 | +11.1% | 11,490 | +15.4% | 0.00% | +50.0% |
Q4 2022 | $225,970 | -99.9% | 9,959 | -50.8% | 0.00% | 0.0% |
Q3 2022 | $212,212,000 | +78497.0% | 20,234 | +100.0% | 0.00% | -33.3% |
Q2 2022 | $270,000 | -28.8% | 10,116 | -12.9% | 0.00% | -25.0% |
Q1 2022 | $379,000 | -8.0% | 11,616 | -2.7% | 0.00% | 0.0% |
Q4 2021 | $412,000 | -7.6% | 11,936 | -3.1% | 0.00% | 0.0% |
Q3 2021 | $446,000 | -7.9% | 12,324 | -5.4% | 0.00% | -20.0% |
Q2 2021 | $484,000 | +13.9% | 13,026 | +8.0% | 0.01% | 0.0% |
Q1 2021 | $425,000 | -60.4% | 12,066 | -64.3% | 0.01% | -58.3% |
Q4 2020 | $1,072,000 | -99.8% | 33,840 | +97.8% | 0.01% | +50.0% |
Q3 2020 | $441,000,000 | – | 17,108 | – | 0.01% | – |
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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% |