Safeguard Investment Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.

Quarter-by-quarter ownership
Safeguard Investment Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$565,872
-12.3%
25,334
-7.4%
0.25%
-10.5%
Q2 2023$645,550
+1.6%
27,358
-6.0%
0.28%
-10.1%
Q1 2023$635,511
-9.5%
29,098
-6.0%
0.31%
-29.3%
Q4 2022$702,163
+7.7%
30,942
-0.7%
0.43%
-3.1%
Q3 2022$652,000
-34.6%
31,150
+2.0%
0.45%
-27.1%
Q2 2022$997,0000.0%30,5450.0%0.61%
-9.9%
Q1 2022$997,000
-1.1%
30,545
+4.6%
0.68%
+15.6%
Q4 2021$1,008,000
+5.4%
29,215
+10.5%
0.59%
-5.0%
Q3 2021$956,000
+35.4%
26,442
+38.9%
0.62%
+23.1%
Q2 2021$706,000
+21.1%
19,041
+15.0%
0.50%
-3.5%
Q1 2021$583,000
+2.3%
16,552
-7.6%
0.52%
+3.2%
Q4 2020$570,00017,9080.50%
Other shareholders
ISHARES TR shareholders Q1 2022
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