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 | $403,326 | -5.3% | 18,054 | 0.0% | 0.06% | -14.1% |
| Q2 2023 | $426,074 | +6.7% | 18,054 | -1.2% | 0.07% | -14.5% |
| Q1 2023 | $399,192 | -6.4% | 18,278 | -2.7% | 0.08% | -10.8% |
| Q4 2022 | $426,390 | +8.2% | 18,792 | 0.0% | 0.09% | -21.8% |
| Q3 2022 | $394,000 | -21.5% | 18,792 | 0.0% | 0.12% | -24.2% |
| Q2 2022 | $502,000 | -18.2% | 18,792 | 0.0% | 0.16% | +9.0% |
| Q1 2022 | $614,000 | -6.3% | 18,792 | -1.0% | 0.14% | -5.3% |
| Q4 2021 | $655,000 | -4.7% | 18,986 | 0.0% | 0.15% | -6.7% |
| Q3 2021 | $687,000 | -4.8% | 18,986 | -2.4% | 0.16% | -15.5% |
| Q2 2021 | $722,000 | -1.0% | 19,444 | -6.0% | 0.19% | -10.2% |
| Q1 2021 | $729,000 | -22.4% | 20,684 | -43.3% | 0.22% | -49.8% |
| Q4 2020 | $940,000 | – | 36,472 | – | 0.43% | – |
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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% |