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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,337 | -5.8% | 104,606 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $2,481 | +14.3% | 105,147 | +5.8% | 0.01% | +20.0% |
| Q1 2023 | $2,171 | -3.2% | 99,410 | +0.6% | 0.01% | -16.7% |
| Q4 2022 | $2,242 | -99.9% | 98,809 | +3.3% | 0.01% | +20.0% |
| Q3 2022 | $2,003,000 | -21.4% | 95,629 | +0.4% | 0.01% | -28.6% |
| Q2 2022 | $2,547,000 | +11.4% | 95,267 | +36.2% | 0.01% | +75.0% |
| Q1 2022 | $2,286,000 | +25.7% | 69,965 | +34.5% | 0.00% | 0.0% |
| Q4 2021 | $1,818,000 | -20.2% | 52,015 | -17.4% | 0.00% | -20.0% |
| Q3 2021 | $2,278,000 | -1.0% | 62,945 | +1.5% | 0.01% | 0.0% |
| Q2 2021 | $2,302,000 | -23.4% | 62,015 | -27.3% | 0.01% | -28.6% |
| Q1 2021 | $3,006,000 | +6.7% | 85,250 | -3.6% | 0.01% | 0.0% |
| Q4 2020 | $2,818,000 | +9.6% | 88,450 | -11.4% | 0.01% | 0.0% |
| Q3 2020 | $2,572,000 | +112.7% | 99,829 | +105.2% | 0.01% | +75.0% |
| Q2 2020 | $1,209,000 | +40200.0% | 48,650 | +73612.1% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | – | 66 | – | 0.00% | – |
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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% |