HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,011,000
-6.1%
61,560
-0.8%
0.33%
-0.9%
Q4 2021$2,142,000
-4.8%
62,077
-0.2%
0.33%
-11.5%
Q3 2021$2,249,00062,1710.38%
Other shareholders
ISHARES TR shareholders Q3 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