WestEnd Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$4,835,000
-5.3%
1480.0%0.00%
Q4 2021$5,107,000
-6.5%
148
-2.0%
0.00%
Q3 2021$5,463,000
+0.8%
151
+3.4%
0.00%
Q2 2021$5,419,000
+0.5%
146
-4.6%
0.00%
Q1 2021$5,394,000
+82.1%
153
+64.5%
0.00%
Q4 2020$2,962,000
+22.3%
93
-1.1%
0.00%
Q3 2020$2,421,000
-9.0%
94
-12.1%
0.00%
Q2 2020$2,660,000
+33.0%
1070.0%0.00%
Q1 2020$2,000,0001070.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 460,547$21,572,0008.63%
Flaharty Asset Management, LLC 179,097$8,410,0004.32%
INTERACTIVE FINANCIAL ADVISORS, INC. 144,134$6,751,0003.08%
CEDAR HILL ASSOCIATES, LLC 342,656$16,050,0002.77%
Parkside Investments, LLC 99,961$4,682,0002.70%
S. R. Schill & Associates 59,585$2,791,0001.67%
ALETHEA CAPITAL MANAGEMENT, LLC 29,110$1,364,0001.60%
First Capital Advisors Group, LLC. 49,662$2,326,0001.60%
Gainplan LLC 52,839$2,475,0001.28%
Ausdal Financial Partners, Inc. 60,314$2,825,0001.12%
View complete list of ISHARES TR shareholders