Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,000
-98.6%
36
-99.2%
0.00%
-100.0%
Q1 2020$70,000
-63.4%
4,2950.0%0.02%
-72.2%
Q4 2019$191,000
-99.1%
4,295
-99.1%
0.05%
-99.6%
Q3 2019$20,807,000
-7.6%
493,875
-7.4%
13.88%
-14.8%
Q2 2019$22,507,000
-1.9%
533,587
+1.4%
16.28%
-34.8%
Q1 2019$22,945,000
-7.1%
526,262
-14.9%
24.99%
+34.3%
Q4 2018$24,689,000
-11.9%
618,154
-3.9%
18.61%
+8.1%
Q3 2018$28,032,000
+5.0%
643,518
+4.7%
17.21%
-1.9%
Q2 2018$26,693,000
+6.2%
614,337
+3.9%
17.54%
+1.6%
Q1 2018$25,125,000
-0.3%
591,455
+6.1%
17.26%
-0.6%
Q4 2017$25,198,000
+16.8%
557,459
+21.0%
17.36%
+101.1%
Q3 2017$21,572,000
+24.7%
460,547
+23.5%
8.63%
+39.3%
Q2 2017$17,298,000
+9.4%
372,970
+6.8%
6.20%
+12.4%
Q1 2017$15,816,000
+43.2%
349,223
+33.0%
5.51%
+66.4%
Q4 2016$11,042,000262,5293.31%
Other shareholders
ISHARES TR shareholders Q1 2022
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