ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $247,988 | +9.3% | 10,508 | +1.2% | 0.00% | – |
| Q1 2023 | $226,786 | -3.4% | 10,384 | +0.4% | 0.00% | – |
| Q4 2022 | $234,682 | +7.2% | 10,343 | -1.1% | 0.00% | – |
| Q3 2022 | $219,000 | -28.7% | 10,456 | -8.8% | 0.00% | -100.0% |
| Q2 2022 | $307,000 | -39.6% | 11,459 | -26.3% | 0.00% | 0.0% |
| Q1 2022 | $508,000 | -35.0% | 15,553 | -31.4% | 0.00% | 0.0% |
| Q4 2021 | $782,000 | -24.0% | 22,658 | -20.4% | 0.00% | -50.0% |
| Q3 2021 | $1,029,000 | +13.1% | 28,452 | +16.0% | 0.00% | +100.0% |
| Q2 2021 | $910,000 | +49.7% | 24,523 | +42.2% | 0.00% | 0.0% |
| Q1 2021 | $608,000 | -0.3% | 17,251 | -9.8% | 0.00% | 0.0% |
| Q4 2020 | $610,000 | -18.8% | 19,123 | -34.4% | 0.00% | -50.0% |
| Q3 2020 | $751,000 | +2.9% | 29,161 | -0.7% | 0.00% | 0.0% |
| Q2 2020 | $730,000 | +137.8% | 29,377 | +79.1% | 0.00% | +100.0% |
| Q1 2020 | $307,000 | -66.3% | 16,398 | -19.9% | 0.00% | -50.0% |
| Q4 2019 | $912,000 | +294.8% | 20,482 | +273.6% | 0.00% | -50.0% |
| Q3 2019 | $231,000 | 0.0% | 5,482 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $231,000 | -2.9% | 5,482 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $238,000 | +4.4% | 5,482 | -4.1% | 0.00% | -20.0% |
| Q4 2018 | $228,000 | -50.6% | 5,715 | -46.1% | 0.01% | -37.5% |
| Q3 2018 | $462,000 | +116.9% | 10,596 | +116.0% | 0.01% | +100.0% |
| Q2 2018 | $213,000 | +2.4% | 4,906 | +0.2% | 0.00% | 0.0% |
| Q1 2018 | $208,000 | -5.9% | 4,894 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $221,000 | – | 4,894 | – | 0.00% | – |
Download | ||||||
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% |