CreativeOne Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 166 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$299
+3.5%
13,503
+8.7%
0.02%
+25.0%
Q1 2024$289
-3.0%
12,422
-1.8%
0.01%
-36.8%
Q4 2023$298
-52.9%
12,652
-52.8%
0.02%
+18.8%
Q2 2023$633
+116.8%
26,779
+100.3%
0.02%
+14.3%
Q1 2023$292
+21.7%
13,367
+26.6%
0.01%
+7.7%
Q4 2022$240
-99.9%
10,555
+18.4%
0.01%0.0%
Q2 2022$238,000
-16.5%
8,914
+2.1%
0.01%
-13.3%
Q1 2022$285,000
+1.1%
8,734
+7.0%
0.02%
+7.1%
Q4 2021$282,000
-8.1%
8,165
-3.9%
0.01%
-22.2%
Q3 2021$307,0008,4970.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Lion Street Advisors, LLC 82,181$3,658,00017.56%
Flaharty Asset Management, LLC 286,926$12,777,0004.52%
INTERACTIVE FINANCIAL ADVISORS, INC. 141,062$6,281,0002.83%
Proficio Capital Partners LLC 211,300$9,409,0002.71%
SMH CAPITAL ADVISORS INC 17,126$763,0001.51%
AdvisorShares Investments LLC 53,684$2,391,0001.49%
Gainplan LLC 62,532$2,785,0001.47%
Mount Lucas Management LP 159,555$7,105,0001.42%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 330,087$14,699,0001.39%
Anfield Capital Management, LLC 62,959$2,687,0001.08%
View complete list of ISHARES TR shareholders