IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$287,538
-60.8%
12,871
-40.8%
0.01%
-18.8%
Q2 2023$732,777
+56.9%
21,728
+103.9%
0.02%
-20.0%
Q1 2023$467,162
+54032.3%
10,654
-45.8%
0.02%
-13.0%
Q4 2022$863
-99.9%
19,668
+1.1%
0.02%
+4.5%
Q3 2022$853,0000.0%19,458
+0.0%
0.02%
-18.5%
Q2 2022$853,000
-32.6%
19,454
-32.7%
0.03%
+68.8%
Q1 2022$1,266,000
+308.4%
28,903
+223.0%
0.02%
+166.7%
Q4 2021$310,000
-6.6%
8,948
-2.0%
0.01%
-14.3%
Q3 2021$332,000
-1.8%
9,134
+0.3%
0.01%0.0%
Q2 2021$338,000
+11.6%
9,103
+6.4%
0.01%
+16.7%
Q1 2021$303,000
+50.0%
8,555
+36.3%
0.01%
-25.0%
Q4 2020$202,000
+477.1%
6,278
+373.8%
0.01%
+300.0%
Q3 2020$35,000
-45.3%
1,325
-49.4%
0.00%
-60.0%
Q2 2020$64,000
+60.0%
2,616
+48.2%
0.01%
+25.0%
Q1 2020$40,000
-99.7%
1,765
-99.4%
0.00%
-99.6%
Q4 2019$12,683,000
-4.3%
282,702
-10.2%
0.95%
+7.3%
Q3 2019$13,248,000
+5199.2%
314,932
+5368.5%
0.89%
+2511.8%
Q1 2019$250,000
-97.1%
5,759
-97.3%
0.03%
-93.6%
Q4 2018$8,673,000
-15.6%
214,681
-9.0%
0.53%
+26.3%
Q3 2018$10,275,000
+30.9%
235,883
+30.6%
0.42%
+27.0%
Q2 2018$7,850,000
+33.6%
180,659
+39.0%
0.33%
+24.1%
Q1 2018$5,875,0000.0%129,9740.0%0.27%0.0%
Q4 2017$5,875,000
+19.9%
129,974
+24.2%
0.27%
+36.4%
Q3 2017$4,900,000
+38.2%
104,612
+36.9%
0.20%
+30.0%
Q2 2017$3,545,000
+5.8%
76,442
+3.3%
0.15%
+2.7%
Q1 2017$3,350,000
+18.7%
73,969
+10.2%
0.15%
+7.4%
Q4 2016$2,822,000
+1028.8%
67,105
+1065.2%
0.14%
+300.0%
Q1 2016$250,0005,7590.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders