Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 169 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$241,452
+1509.7%
10,231
+2173.6%
0.00%
Q1 2022$15,000
-98.5%
450
-98.4%
0.00%
-100.0%
Q3 2021$1,020,000
+2.8%
28,193
+5.5%
0.00%0.0%
Q2 2021$992,000
+337.0%
26,732
+315.4%
0.00%
Q1 2021$227,000
-68.8%
6,436
-60.6%
0.00%
-100.0%
Q4 2019$727,000
+27.3%
16,333
+20.4%
0.00%0.0%
Q3 2019$571,000
-1.7%
13,560
-1.5%
0.00%0.0%
Q2 2019$581,000
+98.3%
13,772
+103.7%
0.00%
+100.0%
Q1 2019$293,000
+8.5%
6,7600.0%0.00%0.0%
Q4 2018$270,000
-14.0%
6,760
-6.2%
0.00%0.0%
Q3 2018$314,000
+705.1%
7,210
+757.3%
0.00%
Q2 2017$39,000
-27.8%
841
-30.1%
0.00%
Q1 2017$54,000
-8.5%
1,203
-14.6%
0.00%
Q4 2016$59,0001,4080.00%
Other shareholders
ISHARES TR shareholders Q4 2019
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