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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 493,875 | $20,807,000 | 13.88% |
| Flaharty Asset Management, LLC | 276,781 | $11,661,000 | 4.42% |
| Proficio Capital Partners LLC | 133,025 | $5,604,000 | 2.09% |
| SMH CAPITAL ADVISORS INC | 17,123 | $721,000 | 1.58% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 320,418 | $13,499,000 | 1.32% |
| Cornerstone Wealth Group, LLC | 116,684 | $4,916,000 | 1.23% |
| Edge Wealth Management LLC | 115,837 | $4,880,000 | 1.12% |
| TCG Advisors, LP | 31,215 | $1,315,000 | 0.95% |
| IFP Advisors, Inc | 314,932 | $13,248,000 | 0.89% |
| Nan Shan Life Insurance Co., Ltd. | 652,014 | $27,469,000 | 0.76% |