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 | $19,441,971 | -0.9% | 870,276 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $19,615,595 | +12.4% | 831,169 | +4.0% | 0.00% | 0.0% |
| Q1 2023 | $17,452,594 | -73.6% | 799,111 | -72.6% | 0.00% | -71.4% |
| Q4 2022 | $66,186,118 | +224.9% | 2,916,973 | +199.9% | 0.01% | +250.0% |
| Q3 2022 | $20,369,000 | -32.5% | 972,697 | -13.8% | 0.00% | -33.3% |
| Q2 2022 | $30,190,000 | -36.9% | 1,129,036 | -22.9% | 0.00% | -40.0% |
| Q1 2022 | $47,829,000 | -3.4% | 1,464,030 | +2.0% | 0.01% | 0.0% |
| Q4 2021 | $49,513,000 | -24.3% | 1,434,734 | -20.6% | 0.01% | -28.6% |
| Q3 2021 | $65,407,000 | +30.2% | 1,807,809 | +33.6% | 0.01% | +40.0% |
| Q2 2021 | $50,238,000 | +11.9% | 1,353,378 | +6.3% | 0.01% | 0.0% |
| Q1 2021 | $44,894,000 | +29.3% | 1,273,219 | +16.8% | 0.01% | +25.0% |
| Q4 2020 | $34,734,000 | +24.4% | 1,090,201 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $27,932,000 | +53.0% | 1,084,314 | +47.6% | 0.00% | +33.3% |
| Q2 2020 | $18,256,000 | +154.6% | 734,388 | +91.5% | 0.00% | +200.0% |
| Q1 2020 | $7,170,000 | -58.8% | 383,435 | -1.8% | 0.00% | -50.0% |
| Q4 2019 | $17,382,000 | +24.7% | 390,348 | +17.9% | 0.00% | 0.0% |
| Q3 2019 | $13,943,000 | +7.4% | 330,944 | +7.5% | 0.00% | 0.0% |
| Q2 2019 | $12,985,000 | +26.1% | 307,839 | +29.6% | 0.00% | 0.0% |
| Q1 2019 | $10,294,000 | -3.9% | 237,515 | -11.4% | 0.00% | 0.0% |
| Q4 2018 | $10,711,000 | -40.7% | 268,171 | -35.4% | 0.00% | -33.3% |
| Q3 2018 | $18,077,000 | +2.7% | 414,991 | +2.5% | 0.00% | 0.0% |
| Q2 2018 | $17,599,000 | +4.3% | 405,044 | +1.9% | 0.00% | 0.0% |
| Q1 2018 | $16,878,000 | +0.3% | 397,310 | +6.7% | 0.00% | 0.0% |
| Q4 2017 | $16,828,000 | -11.7% | 372,296 | -8.5% | 0.00% | 0.0% |
| Q3 2017 | $19,055,000 | +3.4% | 406,798 | +2.4% | 0.00% | -25.0% |
| Q2 2017 | $18,429,000 | -22.7% | 397,354 | -24.5% | 0.00% | -20.0% |
| Q1 2017 | $23,838,000 | -16.6% | 526,348 | -22.5% | 0.01% | -16.7% |
| Q4 2016 | $28,567,000 | – | 679,191 | – | 0.01% | – |
Download | ||||||
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% |