BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 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
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,650
+3.6%
2310.0%0.00%
Q2 2023$5,452
-58.1%
231
-38.4%
0.00%
Q1 2021$13,000
-100.0%
375
-99.9%
0.00%
-100.0%
Q2 2019$29,644,000
+5.0%
702,800
+7.9%
0.02%
+4.2%
Q1 2019$28,231,000
+470416.7%
651,390
+452254.2%
0.02%
Q4 2018$6,000
-79.3%
144
-78.7%
0.00%
Q1 2018$29,000
-27.5%
675
-24.6%
0.00%
Q4 2017$40,000
-24.5%
895
-20.5%
0.00%
Q3 2017$53,000
+26.2%
1,126
+25.8%
0.00%
Q2 2017$42,000
-6.7%
895
-10.1%
0.00%
Q1 2017$45,000
-10.0%
995
-15.3%
0.00%
Q4 2016$50,0001,1750.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders