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 493,875$20,807,00013.88%
Flaharty Asset Management, LLC 276,781$11,661,0004.42%
Proficio Capital Partners LLC 133,025$5,604,0002.09%
SMH CAPITAL ADVISORS INC 17,123$721,0001.58%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 320,418$13,499,0001.32%
Cornerstone Wealth Group, LLC 116,684$4,916,0001.23%
Edge Wealth Management LLC 115,837$4,880,0001.12%
TCG Advisors, LP 31,215$1,315,0000.95%
IFP Advisors, Inc 314,932$13,248,0000.89%
Nan Shan Life Insurance Co., Ltd. 652,014$27,469,0000.76%
View complete list of ISHARES TR shareholders