Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 131 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$223,000
+5.7%
5,016
+0.3%
0.06%
-3.4%
Q3 2019$211,000
-2.3%
5,000
-2.3%
0.06%
-6.5%
Q2 2019$216,000
-2.7%
5,1200.0%0.06%
-11.4%
Q1 2019$222,000
+8.8%
5,1200.0%0.07%
-13.6%
Q4 2018$204,000
-8.5%
5,1200.0%0.08%
+1.2%
Q3 2018$223,000
+0.5%
5,1200.0%0.08%
-4.8%
Q2 2018$222,000
-9.4%
5,120
-11.2%
0.08%
-20.0%
Q1 2018$245,000
-4.7%
5,766
+1.4%
0.10%
-1.9%
Q4 2017$257,0005,6860.11%
Other shareholders
ISHARES TR shareholders Q2 2018
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