Willingdon Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 123 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
Willingdon Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$137,000
-14.4%
3,079
-18.7%
0.03%
-20.0%
Q3 2019$160,000
+19.4%
3,787
+19.5%
0.04%
+12.9%
Q2 2019$134,000
+10.7%
3,170
+13.9%
0.03%
+3.3%
Q1 2019$121,000
-2.4%
2,784
-10.5%
0.03%
-16.7%
Q4 2018$124,000
+22.8%
3,112
+33.7%
0.04%
+28.6%
Q3 2018$101,000
+7.4%
2,328
+7.1%
0.03%
-3.4%
Q2 2018$94,000
-2.1%
2,173
-4.3%
0.03%
-3.3%
Q1 2018$96,000
+3.2%
2,270
+10.3%
0.03%
-3.2%
Q4 2017$93,000
+19.2%
2,058
+24.1%
0.03%
+10.7%
Q3 2017$78,000
-82.0%
1,659
-83.9%
0.03%
-86.3%
Q4 2016$434,00010,3190.20%
Other shareholders
ISHARES TR shareholders Q1 2018
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