CWM, 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
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$90
-1.1%
4,033
+4.5%
0.00%0.0%
Q2 2023$91
+21.3%
3,861
+12.0%
0.00%0.0%
Q1 2023$75
+581.8%
3,447
+625.7%
0.00%
Q4 2022$11
-99.9%
4750.0%0.00%
Q3 2022$10,000
-23.1%
4750.0%0.00%
Q2 2022$13,000
-18.8%
4750.0%0.00%
Q1 2022$16,0000.0%4750.0%0.00%
Q4 2021$16,000
+300.0%
475
+365.7%
0.00%
Q4 2018$4,0001020.00%
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