ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,253,598 | -3.0% | 56,115 | +2.4% | 0.06% | -1.6% |
| Q2 2023 | $1,292,844 | +4.4% | 54,782 | -3.4% | 0.06% | -5.9% |
| Q1 2023 | $1,238,074 | +4.6% | 56,688 | +8.7% | 0.07% | -5.6% |
| Q4 2022 | $1,183,512 | +17.5% | 52,160 | +38.4% | 0.07% | +5.9% |
| Q3 2022 | $1,007,000 | 0.0% | 37,677 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $1,007,000 | +7.2% | 37,677 | +38.4% | 0.07% | +21.4% |
| Q4 2021 | $939,000 | +2.3% | 27,214 | +7.2% | 0.06% | +93.1% |
| Q3 2021 | $918,000 | +7.0% | 25,379 | +9.8% | 0.03% | +7.4% |
| Q2 2021 | $858,000 | +16.7% | 23,110 | +10.9% | 0.03% | +3.8% |
| Q1 2021 | $735,000 | – | 20,845 | – | 0.03% | – |
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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% |