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

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 157 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.

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 Q4 2021
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders