ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 144 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $243,000 | +6.1% | 5,447 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $229,000 | -0.4% | 5,447 | 0.0% | 0.04% | +5.1% |
| Q2 2019 | $230,000 | -2.5% | 5,447 | 0.0% | 0.04% | -9.3% |
| Q1 2019 | $236,000 | +8.3% | 5,447 | 0.0% | 0.04% | -6.5% |
| Q4 2018 | $218,000 | -36.6% | 5,447 | -31.0% | 0.05% | -13.2% |
| Q3 2018 | $344,000 | -4.7% | 7,897 | -5.0% | 0.05% | -8.6% |
| Q2 2018 | $361,000 | +2.3% | 8,315 | 0.0% | 0.06% | +34.9% |
| Q1 2018 | $353,000 | -6.1% | 8,315 | 0.0% | 0.04% | -4.4% |
| Q4 2017 | $376,000 | -3.3% | 8,315 | 0.0% | 0.04% | -10.0% |
| Q3 2017 | $389,000 | -17.6% | 8,315 | -18.3% | 0.05% | -23.1% |
| Q2 2017 | $472,000 | +2.4% | 10,172 | 0.0% | 0.06% | -3.0% |
| Q1 2017 | $461,000 | +7.7% | 10,172 | 0.0% | 0.07% | +1.5% |
| Q4 2016 | $428,000 | – | 10,172 | – | 0.07% | – |
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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% |