SUMMIT SECURITIES GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
SUMMIT SECURITIES GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$139
-84.5%
6,200
-83.7%
0.01%
-88.0%
Q2 2023$897
+8.1%
38,0000.0%0.12%
+72.1%
Q1 2023$830
-3.7%
38,0000.0%0.07%
+112.5%
Q4 2022$862
-97.0%
38,000
+2614.3%
0.03%
+1500.0%
Q3 2022$29,000
+123.1%
1,400
+250.0%
0.00%
+100.0%
Q1 2022$13,000
-95.9%
400
-96.8%
0.00%
-97.0%
Q3 2020$319,00012,4000.03%
Other shareholders
ISHARES TR shareholders Q3 2023
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