Old Port Advisors - 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
Old Port Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$235,000
-54.0%
8,516
-45.2%
0.09%
-47.7%
Q1 2022$511,000
-41.7%
15,538
-38.3%
0.17%
-41.4%
Q4 2021$877,000
-6.2%
25,196
-1.0%
0.30%
-12.4%
Q3 2021$935,000
+14.0%
25,445
+10.7%
0.34%
+14.9%
Q2 2021$820,000
+78.3%
22,986
+76.2%
0.30%
+63.0%
Q1 2021$460,00013,0440.18%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders