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 Q1 2021. The put-call ratio across all filers is 0.95 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 Q1 2021
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders