VisionPoint Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,768,727
-9.7%
392,512
-4.6%
3.76%
-5.3%
Q2 2023$9,710,939
+22.8%
411,481
+6.5%
3.97%
+13.8%
Q1 2023$7,907,704
-33.6%
386,307
-17.4%
3.49%
-29.2%
Q4 2022$11,914,408
+4704.2%
467,415
+5591.9%
4.93%
+4929.6%
Q2 2022$248,000
-68.8%
8,212
-69.8%
0.10%
-73.4%
Q1 2022$796,000
+23.8%
27,216
+39.1%
0.37%
+31.0%
Q4 2021$643,00019,5680.28%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 460,547$21,572,0008.63%
Flaharty Asset Management, LLC 179,097$8,410,0004.32%
INTERACTIVE FINANCIAL ADVISORS, INC. 144,134$6,751,0003.08%
CEDAR HILL ASSOCIATES, LLC 342,656$16,050,0002.77%
Parkside Investments, LLC 99,961$4,682,0002.70%
S. R. Schill & Associates 59,585$2,791,0001.67%
ALETHEA CAPITAL MANAGEMENT, LLC 29,110$1,364,0001.60%
First Capital Advisors Group, LLC. 49,662$2,326,0001.60%
Gainplan LLC 52,839$2,475,0001.28%
Ausdal Financial Partners, Inc. 60,314$2,825,0001.12%
View complete list of ISHARES TR shareholders