Beacon Financial Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 127 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$234,352
-5.3%
10,4900.0%0.13%
-9.2%
Q2 2023$247,570
+10.2%
10,490
+2.0%
0.14%
-0.7%
Q1 2023$224,602
-2.6%
10,284
+1.2%
0.14%
-13.3%
Q4 2022$230,525
+8.7%
10,160
+0.3%
0.16%
+9.3%
Q3 2022$212,000
-18.5%
10,125
+4.0%
0.15%
+2.0%
Q2 2022$260,000
-11.6%
9,738
+8.2%
0.15%
+5.7%
Q1 2022$294,000
-4.9%
9,002
+0.4%
0.14%
-2.1%
Q4 2021$309,000
-8.3%
8,968
-3.6%
0.14%
-18.3%
Q3 2021$337,0009,3060.18%
Other shareholders
ISHARES TR shareholders Q2 2022
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