Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 143 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 3.13 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 Q3 2018
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