ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $415,000 | -28.6% | 12,695 | -24.6% | 0.03% | -29.7% |
| Q4 2021 | $581,000 | -7.0% | 16,840 | -2.5% | 0.04% | -15.9% |
| Q3 2021 | $625,000 | -31.2% | 17,266 | -29.5% | 0.04% | -30.2% |
| Q2 2021 | $909,000 | +3.3% | 24,500 | -1.9% | 0.06% | 0.0% |
| Q1 2021 | $880,000 | +7.4% | 24,966 | -2.9% | 0.06% | -1.6% |
| Q4 2020 | $819,000 | -0.6% | 25,710 | -19.6% | 0.06% | -9.9% |
| Q3 2020 | $824,000 | +3.6% | 31,986 | +0.1% | 0.07% | 0.0% |
| Q2 2020 | $795,000 | +28.8% | 31,966 | -3.1% | 0.07% | +12.7% |
| Q1 2020 | $617,000 | -55.0% | 32,996 | +7.2% | 0.06% | -44.2% |
| Q4 2019 | $1,371,000 | +13.3% | 30,784 | +5.7% | 0.11% | +2.7% |
| Q3 2019 | $1,210,000 | +17.6% | 29,123 | +19.4% | 0.11% | +7.8% |
| Q2 2019 | $1,029,000 | +18.1% | 24,393 | +21.4% | 0.10% | +10.9% |
| Q1 2019 | $871,000 | +5.7% | 20,094 | -2.6% | 0.09% | -8.9% |
| Q4 2018 | $824,000 | +5.9% | 20,627 | +15.5% | 0.10% | +6.3% |
| Q3 2018 | $778,000 | – | 17,856 | – | 0.10% | – |
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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% |