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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $331,000 | +8.9% | 9,401 | -1.5% | 0.00% | 0.0% |
| Q4 2020 | $304,000 | -84.1% | 9,547 | -87.2% | 0.00% | -75.0% |
| Q3 2020 | $1,915,000 | -24.5% | 74,330 | -27.2% | 0.00% | -33.3% |
| Q2 2020 | $2,538,000 | +627.2% | 102,109 | +1181.6% | 0.01% | +500.0% |
| Q4 2019 | $349,000 | -2.2% | 7,967 | -5.4% | 0.00% | 0.0% |
| Q3 2019 | $357,000 | +4.7% | 8,425 | +4.4% | 0.00% | 0.0% |
| Q2 2019 | $341,000 | -8.6% | 8,072 | -6.6% | 0.00% | 0.0% |
| Q1 2019 | $373,000 | +8.7% | 8,641 | +1.1% | 0.00% | 0.0% |
| Q4 2018 | $343,000 | -19.5% | 8,551 | -12.7% | 0.00% | 0.0% |
| Q3 2018 | $426,000 | -0.5% | 9,791 | -0.8% | 0.00% | 0.0% |
| Q2 2018 | $428,000 | +1.4% | 9,867 | -0.5% | 0.00% | 0.0% |
| Q1 2018 | $422,000 | -59.9% | 9,921 | -57.3% | 0.00% | -66.7% |
| Q4 2017 | $1,052,000 | -47.3% | 23,229 | -45.3% | 0.00% | -57.1% |
| Q3 2017 | $1,997,000 | +71.3% | 42,476 | +69.8% | 0.01% | +75.0% |
| Q2 2017 | $1,166,000 | -86.2% | 25,011 | -86.6% | 0.00% | -87.9% |
| Q1 2017 | $8,424,000 | +394.4% | 185,985 | +360.9% | 0.03% | +371.4% |
| Q4 2016 | $1,704,000 | – | 40,351 | – | 0.01% | – |
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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% |