Asset Allocation & Management Company, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.

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 Q1 2022
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