Private Ocean, 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
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 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