ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $222,895 | -0.5% | 10,206 | +3.4% | 0.08% | -14.4% |
Q4 2022 | $223,946 | +9.8% | 9,870 | +1.4% | 0.09% | +8.4% |
Q3 2022 | $204,000 | -73.8% | 9,737 | -66.5% | 0.08% | -76.3% |
Q2 2022 | $778,000 | -15.5% | 29,104 | +3.2% | 0.35% | +14.0% |
Q1 2022 | $921,000 | -3.3% | 28,200 | +2.2% | 0.31% | -8.4% |
Q4 2021 | $952,000 | +315.7% | 27,596 | +336.0% | 0.34% | +207.3% |
Q3 2021 | $229,000 | – | 6,330 | – | 0.11% | – |
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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% |