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 2023 | $436,800 | -86.0% | 20,000 | -85.4% | 0.00% | -80.0% |
| Q4 2022 | $3,118,083 | +21.9% | 137,421 | +12.6% | 0.01% | +25.0% |
| Q3 2022 | $2,557,000 | +45.5% | 122,087 | +85.8% | 0.00% | +33.3% |
| Q2 2022 | $1,757,000 | +88.7% | 65,725 | +130.6% | 0.00% | +200.0% |
| Q1 2022 | $931,000 | -86.0% | 28,503 | -85.2% | 0.00% | -88.9% |
| Q4 2021 | $6,653,000 | -4.2% | 192,773 | +0.4% | 0.01% | -10.0% |
| Q3 2021 | $6,948,000 | -37.3% | 192,045 | -35.7% | 0.01% | -33.3% |
| Q2 2021 | $11,087,000 | +18.9% | 298,692 | +12.9% | 0.02% | +7.1% |
| Q1 2021 | $9,324,000 | -2.6% | 264,447 | -11.9% | 0.01% | -33.3% |
| Q4 2020 | $9,568,000 | +23.7% | 300,312 | 0.0% | 0.02% | +10.5% |
| Q3 2020 | $7,736,000 | +3.6% | 300,312 | 0.0% | 0.02% | -5.0% |
| Q2 2020 | $7,466,000 | +56.6% | 300,312 | +17.8% | 0.02% | +33.3% |
| Q1 2020 | $4,768,000 | +153.2% | 255,000 | +503.2% | 0.02% | +200.0% |
| Q4 2019 | $1,883,000 | +10.1% | 42,278 | +4.1% | 0.01% | +25.0% |
| Q3 2019 | $1,711,000 | -3.9% | 40,616 | -3.8% | 0.00% | -20.0% |
| Q2 2019 | $1,780,000 | +147.6% | 42,206 | +154.3% | 0.01% | +150.0% |
| Q1 2019 | $719,000 | +5.3% | 16,596 | -2.9% | 0.00% | 0.0% |
| Q4 2018 | $683,000 | -91.8% | 17,090 | -90.3% | 0.00% | -95.6% |
| Q3 2017 | $8,286,000 | +70.3% | 176,895 | +68.6% | 0.04% | +66.7% |
| Q2 2017 | $4,866,000 | +37.5% | 104,910 | +34.3% | 0.03% | +28.6% |
| Q1 2017 | $3,538,000 | +60.2% | 78,123 | +48.8% | 0.02% | +61.5% |
| Q4 2016 | $2,208,000 | – | 52,500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FWL INVESTMENT MANAGEMENT, LLC | 429,741 | $9,600,414 | 6.44% |
| VisionPoint Advisory Group, LLC | 392,512 | $8,768,727 | 3.76% |
| Mid-American Wealth Advisory Group, Inc. | 190,181 | $4,092,705 | 3.30% |
| Barry Investment Advisors, LLC | 130,246 | $2,982,788 | 1.07% |
| Mount Lucas Management LP | 107,355 | $2,398,311 | 0.85% |
| MIRABELLA FINANCIAL SERVICES LLP | 163,730 | $3,657,728 | 0.51% |
| Continuum Advisory, LLC | 138,420 | $3,092,303 | 0.50% |
| Future Financial Wealth Managment LLC | 13,350 | $298,239 | 0.33% |
| Castleview Partners, LLC | 15,457 | $345,309 | 0.32% |
| Safeguard Investment Advisory Group, LLC | 25,334 | $565,872 | 0.25% |