MCF Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MCF Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$147,781
-3.0%
6,4530.0%0.01%
-7.1%
Q2 2023$152,291
+8.1%
6,4530.0%0.01%
+7.7%
Q1 2023$140,934
-3.7%
6,4530.0%0.01%
-13.3%
Q4 2022$146,419
+8.5%
6,4530.0%0.02%0.0%
Q3 2022$135,000
-22.0%
6,4530.0%0.02%
-16.7%
Q2 2022$173,000
-18.0%
6,4530.0%0.02%
-10.0%
Q1 2022$211,000
-9.4%
6,4530.0%0.02%
-16.7%
Q3 2021$233,000
-2.9%
6,4530.0%0.02%
-4.0%
Q2 2021$240,000
+5.3%
6,4530.0%0.02%
-3.8%
Q1 2021$228,000
+10.7%
6,4530.0%0.03%
+4.0%
Q4 2020$206,000
+24.1%
6,4530.0%0.02%
+13.6%
Q3 2020$166,000
+3.8%
6,4530.0%0.02%0.0%
Q2 2020$160,000
+32.2%
6,4530.0%0.02%
+10.0%
Q1 2020$121,000
-57.8%
6,4530.0%0.02%
-54.5%
Q4 2019$287,000
+5.5%
6,4530.0%0.04%0.0%
Q3 2019$272,0000.0%6,4530.0%0.04%
-2.2%
Q2 2019$272,000
-2.9%
6,4530.0%0.04%
-6.2%
Q1 2019$280,000
+8.5%
6,4530.0%0.05%
-2.0%
Q4 2018$258,000
-8.2%
6,4530.0%0.05%0.0%
Q3 2018$281,000
+0.4%
6,4530.0%0.05%
-9.3%
Q2 2018$280,000
+2.2%
6,4530.0%0.05%0.0%
Q1 2018$274,000
-6.2%
6,4530.0%0.05%0.0%
Q4 2017$292,000
-3.3%
6,4530.0%0.05%
-8.5%
Q3 2017$302,000
+1.0%
6,4530.0%0.06%0.0%
Q2 2017$299,000
+2.4%
6,4530.0%0.06%
-3.3%
Q1 2017$292,000
+7.7%
6,4530.0%0.06%
+3.4%
Q4 2016$271,0006,4530.06%
Other shareholders
ISHARES TR shareholders Q4 2023
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