Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 131 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$38,000
-19.1%
1,4300.0%0.01%0.0%
Q1 2022$47,000
-4.1%
1,4300.0%0.01%0.0%
Q4 2021$49,000
-5.8%
1,4300.0%0.01%0.0%
Q3 2021$52,000
-1.9%
1,4300.0%0.01%
-14.3%
Q2 2021$53,000
+6.0%
1,4300.0%0.01%
-22.2%
Q1 2021$50,000
+8.7%
1,4300.0%0.01%0.0%
Q4 2020$46,000
+24.3%
1,4300.0%0.01%0.0%
Q3 2020$37,000
+5.7%
1,4300.0%0.01%0.0%
Q2 2020$35,000
+34.6%
1,430
+1.3%
0.01%
+28.6%
Q1 2020$26,000
-94.2%
1,411
-87.5%
0.01%
-94.5%
Q4 2018$450,000
-8.4%
11,2630.0%0.13%
-42.0%
Q3 2018$491,000
+0.4%
11,2630.0%0.22%
-3.1%
Q2 2018$489,000
+2.3%
11,2630.0%0.23%
-0.9%
Q1 2018$478,00011,2630.23%
Other shareholders
ISHARES TR shareholders Q2 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