Asset Allocation & Management Company, 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 Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Allocation & Management Company, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$219,000
-18.3%
8,1980.0%0.09%
-5.2%
Q1 2022$268,000
-5.3%
8,1980.0%0.10%0.0%
Q4 2021$283,000
+36.1%
8,198
+42.6%
0.10%
-15.0%
Q3 2021$208,000
-2.3%
5,7470.0%0.11%
+15.3%
Q2 2021$213,000
-89.5%
5,7470.0%0.10%
-90.2%
Q1 2021$2,023,000
+858.8%
5,747
-29.9%
1.00%
+929.9%
Q3 2020$211,000
+3.4%
8,1980.0%0.10%
-2.0%
Q2 2020$204,000
-44.1%
8,1980.0%0.10%
-27.2%
Q4 2019$365,0008,1980.14%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders