ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.34 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,839 | -5.3% | 127 | 0.0% | 0.00% | – |
Q2 2023 | $2,999 | +8.1% | 127 | 0.0% | 0.00% | – |
Q1 2023 | $2,775 | -99.6% | 127 | -99.5% | 0.00% | -100.0% |
Q2 2022 | $701,000 | +240.3% | 26,226 | +316.0% | 0.03% | +383.3% |
Q1 2022 | $206,000 | -5.5% | 6,305 | 0.0% | 0.01% | +20.0% |
Q4 2021 | $218,000 | -4.4% | 6,305 | 0.0% | 0.01% | -16.7% |
Q3 2021 | $228,000 | -2.6% | 6,305 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $234,000 | +0.4% | 6,305 | -4.5% | 0.01% | 0.0% |
Q1 2021 | $233,000 | – | 6,605 | – | 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% |