B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 137 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 14.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$835,000
-2.6%
23,0690.0%0.03%
-3.6%
Q2 2021$857,000
+4.4%
23,069
-0.8%
0.03%
-3.4%
Q1 2021$821,000
+9.6%
23,259
-1.0%
0.03%
-27.5%
Q4 2020$749,000
+20.2%
23,496
-2.7%
0.04%
+21.2%
Q3 2020$623,000
+3.1%
24,156
-0.5%
0.03%
-17.5%
Q2 2020$604,000
+44.2%
24,270
+8.4%
0.04%
+11.1%
Q1 2020$419,000
+20.1%
22,389
+185.6%
0.04%
+20.0%
Q4 2019$349,000
+7.1%
7,838
+1.5%
0.03%
-6.2%
Q3 2019$326,000
+53.1%
7,721
+54.4%
0.03%
+6.7%
Q1 2018$213,000
-17.1%
5,000
-12.0%
0.03%
-14.3%
Q4 2017$257,000
-5.2%
5,683
-1.6%
0.04%
-22.2%
Q3 2017$271,000
+11.5%
5,775
+10.3%
0.04%
+2.3%
Q2 2017$243,000
+12.0%
5,235
+9.5%
0.04%
+2.3%
Q1 2017$217,000
+7.4%
4,780
-0.3%
0.04%
+4.9%
Q4 2016$202,0004,7920.04%
Other shareholders
ISHARES TR shareholders Q2 2017
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