Symphony Financial, Ltd. Co. - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
Symphony Financial, Ltd. Co. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$291,456
-8.6%
13,272
-3.3%
0.05%
-28.4%
Q1 2024$319,018
+0.2%
13,727
+0.0%
0.07%
+8.8%
Q4 2023$318,449
+7.0%
13,726
+0.0%
0.07%
-6.8%
Q3 2023$297,581
-7.8%
13,720
+0.0%
0.07%
-7.6%
Q2 2023$322,594
-15.1%
13,716
-23.0%
0.08%
-19.4%
Q1 2023$379,944
-9.5%
17,804
+0.0%
0.10%
-11.7%
Q4 2022$419,603
+8.7%
17,802
-2.5%
0.11%
-11.9%
Q3 2022$386,000
-20.7%
18,2540.0%0.13%
-12.5%
Q2 2022$487,000
-14.3%
18,254
+0.0%
0.14%
+8.3%
Q1 2022$568,000
-9.0%
18,248
+3.0%
0.13%
-23.1%
Q4 2021$624,000
-7.1%
17,725
-3.7%
0.17%
-26.1%
Q3 2021$672,000
-1.6%
18,4110.0%0.23%
+0.9%
Q2 2021$683,000
+1.6%
18,411
-2.7%
0.23%
+30.3%
Q1 2021$672,000
+15.3%
18,924
+0.3%
0.18%
-14.8%
Q4 2020$583,000
+19.7%
18,863
-0.2%
0.21%
+5.0%
Q3 2020$487,000
+2.3%
18,910
-1.3%
0.20%
-13.5%
Q2 2020$476,000
+20.2%
19,150
-3.0%
0.23%
-15.8%
Q1 2020$396,00019,7410.27%
Other shareholders
ISHARES TR shareholders Q1 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