Segment Wealth Management, 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
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$7,852,000
+10.1%
211,530
+4.6%
0.93%
-1.5%
Q1 2021$7,131,000
+11.5%
202,250
+0.7%
0.95%
+2.5%
Q4 2020$6,397,000
+28.4%
200,790
+3.8%
0.92%
+14.1%
Q3 2020$4,981,000
+9.5%
193,360
+5.7%
0.81%
-3.8%
Q2 2020$4,549,000182,9900.84%
Other shareholders
ISHARES TR shareholders Q4 2020
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