ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 178 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,382,841 | +12.6% | 106,663 | +18.9% | 0.00% | 0.0% |
| Q2 2023 | $2,116,239 | +124.3% | 89,671 | +107.6% | 0.00% | – |
| Q1 2023 | $943,490 | +130.1% | 43,200 | +139.4% | 0.00% | – |
| Q4 2022 | $410,000 | +22.0% | 18,044 | +12.5% | 0.00% | – |
| Q3 2022 | $336,000 | -7.9% | 16,037 | +17.6% | 0.00% | – |
| Q2 2022 | $365,000 | -24.3% | 13,638 | -7.6% | 0.00% | – |
| Q1 2022 | $482,000 | -9.7% | 14,757 | -4.7% | 0.00% | – |
| Q4 2021 | $534,000 | -14.1% | 15,481 | -10.0% | 0.00% | – |
| Q3 2021 | $622,000 | +4.7% | 17,203 | +7.4% | 0.00% | – |
| Q2 2021 | $594,000 | -83.5% | 16,022 | -84.3% | 0.00% | -100.0% |
| Q1 2021 | $3,606,000 | +14.6% | 102,296 | +3.6% | 0.00% | 0.0% |
| Q4 2020 | $3,146,000 | -14.3% | 98,728 | -30.7% | 0.00% | 0.0% |
| Q3 2020 | $3,671,000 | +20.2% | 142,490 | +16.2% | 0.00% | 0.0% |
| Q2 2020 | $3,055,000 | -0.8% | 122,600 | -25.8% | 0.00% | -50.0% |
| Q1 2020 | $3,080,000 | -7.3% | 165,170 | +121.4% | 0.00% | +100.0% |
| Q4 2019 | $3,323,000 | +39.2% | 74,597 | +31.7% | 0.00% | 0.0% |
| Q3 2019 | $2,387,000 | +3.0% | 56,635 | +3.0% | 0.00% | 0.0% |
| Q2 2019 | $2,318,000 | +6.6% | 54,959 | +9.5% | 0.00% | 0.0% |
| Q1 2019 | $2,175,000 | +15.9% | 50,188 | +6.9% | 0.00% | 0.0% |
| Q4 2018 | $1,876,000 | -8.4% | 46,959 | -0.1% | 0.00% | 0.0% |
| Q3 2018 | $2,049,000 | +45.5% | 47,007 | +45.1% | 0.00% | 0.0% |
| Q2 2018 | $1,408,000 | +2.3% | 32,404 | +0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,376,000 | -18.2% | 32,396 | -12.9% | 0.00% | 0.0% |
| Q4 2017 | $1,682,000 | +43.3% | 37,207 | +48.5% | 0.00% | 0.0% |
| Q3 2017 | $1,174,000 | -14.4% | 25,059 | -15.3% | 0.00% | 0.0% |
| Q2 2017 | $1,371,000 | +16.6% | 29,591 | +14.0% | 0.00% | 0.0% |
| Q1 2017 | $1,176,000 | -59.3% | 25,965 | -62.2% | 0.00% | -50.0% |
| Q4 2016 | $2,888,000 | – | 68,667 | – | 0.00% | – |
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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% |