ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 166 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.23 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,385 | -3.8% | 2,703 | +1.6% | 0.01% | 0.0% |
| Q2 2023 | $62,800 | +8.1% | 2,661 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $58,116 | -3.7% | 2,661 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $60,378 | +18.4% | 2,661 | +9.7% | 0.01% | +12.5% |
| Q3 2022 | $51,000 | -28.2% | 2,425 | -8.9% | 0.01% | -33.3% |
| Q2 2022 | $71,000 | -14.5% | 2,661 | +4.6% | 0.01% | -7.7% |
| Q1 2022 | $83,000 | -5.7% | 2,545 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $88,000 | -7.4% | 2,545 | -3.6% | 0.01% | -18.8% |
| Q3 2021 | $95,000 | -4.0% | 2,639 | -1.2% | 0.02% | -5.9% |
| Q2 2021 | $99,000 | +3.1% | 2,672 | -1.5% | 0.02% | -10.5% |
| Q1 2021 | $96,000 | +11.6% | 2,712 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $86,000 | +22.9% | 2,712 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $70,000 | +40.0% | 2,712 | +34.1% | 0.02% | +13.3% |
| Q2 2020 | $50,000 | – | 2,022 | – | 0.02% | – |
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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% |