AXS Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 123 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
AXS Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$581,000
-29.6%
25,000
-28.6%
0.14%
-29.8%
Q4 2023$825,650
-20.5%
35,000
-20.5%
0.20%
-28.5%
Q2 2023$1,038,40044,0000.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 493,875$20,807,00013.88%
Flaharty Asset Management, LLC 276,781$11,661,0004.42%
Proficio Capital Partners LLC 133,025$5,604,0002.09%
SMH CAPITAL ADVISORS INC 17,123$721,0001.58%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 320,418$13,499,0001.32%
Cornerstone Wealth Group, LLC 116,684$4,916,0001.23%
Edge Wealth Management LLC 115,837$4,880,0001.12%
TCG Advisors, LP 31,215$1,315,0000.95%
IFP Advisors, Inc 314,932$13,248,0000.89%
Nan Shan Life Insurance Co., Ltd. 652,014$27,469,0000.76%
View complete list of ISHARES TR shareholders