ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,347,280 | -7.2% | 284,122 | -2.0% | 0.00% | 0.0% |
| Q2 2023 | $6,842,510 | +17.1% | 289,937 | +8.4% | 0.00% | 0.0% |
| Q1 2023 | $5,844,174 | -20.9% | 267,589 | -17.8% | 0.00% | 0.0% |
| Q4 2022 | $7,389,087 | +12.4% | 325,654 | +3.7% | 0.00% | 0.0% |
| Q3 2022 | $6,574,000 | -26.4% | 313,916 | -6.1% | 0.00% | -33.3% |
| Q2 2022 | $8,938,000 | -33.1% | 334,261 | -18.2% | 0.00% | 0.0% |
| Q1 2022 | $13,357,000 | -38.1% | 408,832 | -34.6% | 0.00% | -40.0% |
| Q4 2021 | $21,580,000 | -13.0% | 625,348 | -8.8% | 0.01% | 0.0% |
| Q3 2021 | $24,814,000 | +2.3% | 685,861 | +4.9% | 0.01% | 0.0% |
| Q2 2021 | $24,263,000 | +8.6% | 653,630 | +3.2% | 0.01% | 0.0% |
| Q1 2021 | $22,333,000 | +14.3% | 633,398 | +3.3% | 0.01% | 0.0% |
| Q4 2020 | $19,536,000 | +21.1% | 613,190 | -2.1% | 0.01% | +25.0% |
| Q3 2020 | $16,133,000 | +27.1% | 626,283 | +22.6% | 0.00% | 0.0% |
| Q2 2020 | $12,696,000 | +74.3% | 510,725 | +31.2% | 0.00% | +33.3% |
| Q1 2020 | $7,282,000 | -50.7% | 389,386 | +17.5% | 0.00% | -25.0% |
| Q4 2019 | $14,757,000 | +26.9% | 331,408 | +20.0% | 0.00% | +33.3% |
| Q3 2019 | $11,633,000 | +8.8% | 276,136 | +8.9% | 0.00% | 0.0% |
| Q2 2019 | $10,694,000 | -7.5% | 253,546 | -5.0% | 0.00% | 0.0% |
| Q1 2019 | $11,563,000 | +30.0% | 266,805 | +19.8% | 0.00% | 0.0% |
| Q4 2018 | $8,897,000 | -28.7% | 222,760 | -22.2% | 0.00% | -25.0% |
| Q3 2018 | $12,473,000 | +6.0% | 286,340 | +5.7% | 0.00% | +33.3% |
| Q2 2018 | $11,769,000 | +37.8% | 270,862 | +34.8% | 0.00% | 0.0% |
| Q1 2018 | $8,538,000 | -32.2% | 200,997 | -27.8% | 0.00% | -25.0% |
| Q4 2017 | $12,587,000 | -5.2% | 278,491 | -1.8% | 0.00% | 0.0% |
| Q3 2017 | $13,281,000 | -6.4% | 283,539 | -7.3% | 0.00% | -20.0% |
| Q2 2017 | $14,184,000 | -33.3% | 305,815 | -34.8% | 0.01% | -28.6% |
| Q1 2017 | $21,253,000 | -15.1% | 469,282 | -21.1% | 0.01% | -22.2% |
| Q4 2016 | $25,019,000 | – | 594,837 | – | 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% |