ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 129 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.21 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $311,038 | +14.5% | 14,036 | +20.1% | 0.05% | +12.2% |
| Q1 2024 | $271,652 | -11.8% | 11,689 | -10.4% | 0.04% | -22.6% |
| Q4 2023 | $307,920 | +22.3% | 13,053 | +15.8% | 0.05% | +26.2% |
| Q3 2023 | $251,727 | -12.5% | 11,268 | -7.5% | 0.04% | +2.4% |
| Q2 2023 | $287,542 | -60.6% | 12,184 | -62.1% | 0.04% | -70.9% |
| Q4 2022 | $730,376 | +33.3% | 32,189 | +23.0% | 0.14% | +10.2% |
| Q3 2022 | $548,000 | – | 26,165 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lion Street Advisors, LLC | 82,181 | $3,658,000 | 17.56% |
| Flaharty Asset Management, LLC | 286,926 | $12,777,000 | 4.52% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 141,062 | $6,281,000 | 2.83% |
| Proficio Capital Partners LLC | 211,300 | $9,409,000 | 2.71% |
| SMH CAPITAL ADVISORS INC | 17,126 | $763,000 | 1.51% |
| AdvisorShares Investments LLC | 53,684 | $2,391,000 | 1.49% |
| Gainplan LLC | 62,532 | $2,785,000 | 1.47% |
| Mount Lucas Management LP | 159,555 | $7,105,000 | 1.42% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 330,087 | $14,699,000 | 1.39% |
| Anfield Capital Management, LLC | 62,959 | $2,687,000 | 1.08% |