Gradient Investments 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
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$9,000
+28.6%
2600.0%0.00%
Q4 2020$7,0000.0%2600.0%0.00%
Q3 2020$7,000
+16.7%
2600.0%0.00%
Q2 2020$6,000
+20.0%
2600.0%0.00%
Q1 2020$5,000
-58.3%
2600.0%0.00%
-100.0%
Q4 2019$12,000
-36.8%
260
-42.4%
0.00%0.0%
Q3 2019$19,0000.0%4510.0%0.00%0.0%
Q2 2019$19,000
-5.0%
4510.0%0.00%0.0%
Q1 2019$20,000
+11.1%
4510.0%0.00%0.0%
Q4 2018$18,000
-10.0%
4510.0%0.00%0.0%
Q3 2018$20,0000.0%4510.0%0.00%0.0%
Q2 2018$20,000
+5.3%
4510.0%0.00%0.0%
Q1 2018$19,000
-5.0%
4510.0%0.00%0.0%
Q4 2017$20,000
-4.8%
4510.0%0.00%0.0%
Q2 2017$21,000
+5.0%
4510.0%0.00%
-50.0%
Q1 2017$20,000
-65.5%
451
-67.2%
0.00%
-60.0%
Q4 2016$58,0001,3770.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders