Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 157 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$10,0000.0%271
+0.4%
0.00%0.0%
Q2 2021$10,000
+42.9%
270
+54.3%
0.00%
-50.0%
Q1 2018$7,000
-12.5%
1750.0%0.00%
-33.3%
Q4 2017$8,0000.0%1750.0%0.00%0.0%
Q3 2017$8,0000.0%1750.0%0.00%0.0%
Q2 2017$8,0000.0%1750.0%0.00%
-25.0%
Q1 2017$8,000
-42.9%
175
-46.2%
0.00%
-55.6%
Q4 2016$14,0003250.01%
Other shareholders
ISHARES TR shareholders Q4 2021
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