Harvest Investment Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 49.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Harvest Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$252,710
-12.2%
11,312
-7.2%
0.16%
-0.6%
Q2 2023$287,722
+8.6%
12,192
+0.5%
0.16%
-20.0%
Q1 2023$265,019
-12.2%
12,135
-8.8%
0.20%
-36.5%
Q4 2022$301,865
+13.1%
13,304
+4.1%
0.32%
-1.2%
Q3 2022$267,000
-22.2%
12,778
-0.5%
0.33%
+24.3%
Q2 2022$343,000
-17.7%
12,840
+0.5%
0.26%
+5.2%
Q1 2022$417,000
+13.6%
12,778
+20.0%
0.25%
+61.3%
Q4 2021$367,000
+35.9%
10,651
+42.3%
0.16%
+40.9%
Q3 2021$270,000
-5.9%
7,486
-3.4%
0.11%
-9.1%
Q2 2021$287,000
+2.1%
7,747
-2.8%
0.12%
-4.7%
Q1 2021$281,000
+12.4%
7,971
+1.3%
0.13%
-1.6%
Q4 2020$250,000
-16.9%
7,870
-32.8%
0.13%
-25.4%
Q3 2020$301,000
-4.7%
11,719
-8.1%
0.17%
-7.5%
Q2 2020$316,000
+32.8%
12,748
-0.1%
0.19%
-41.0%
Q1 2020$238,000
-61.4%
12,760
-7.8%
0.32%
-3.1%
Q4 2019$616,000
+3.5%
13,837
-3.2%
0.33%
+9.4%
Q3 2019$595,000
+4.2%
14,295
+5.3%
0.30%
-8.0%
Q2 2019$571,000
+1.2%
13,572
+4.8%
0.32%
-0.6%
Q1 2019$564,000
+24.0%
12,953
+22.8%
0.33%
-22.0%
Q4 2018$455,00010,5460.42%
Other shareholders
ISHARES TR shareholders Q4 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