WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 217 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$379,871
-7.8%
17,9440.0%0.01%
-7.1%
Q2 2023$412,170
-3.1%
17,944
-3.3%
0.01%
-6.7%
Q1 2023$425,388
+6.4%
18,552
+5.4%
0.02%0.0%
Q4 2022$399,777
+7.5%
17,604
+0.6%
0.02%
-6.2%
Q3 2022$372,000
-12.1%
17,5030.0%0.02%
-11.1%
Q2 2022$423,000
-11.5%
17,503
+0.3%
0.02%
-5.3%
Q1 2022$478,000
-10.3%
17,458
+0.2%
0.02%0.0%
Q4 2021$533,000
+12.4%
17,423
+0.8%
0.02%0.0%
Q3 2021$474,000
+3.5%
17,286
+4.7%
0.02%
+5.6%
Q2 2021$458,000
+9.6%
16,506
+0.7%
0.02%0.0%
Q1 2021$418,000
+6.6%
16,3910.0%0.02%0.0%
Q4 2020$392,000
+25.2%
16,391
+10.1%
0.02%
+5.9%
Q3 2020$313,000
+5.7%
14,893
+5.1%
0.02%
-5.6%
Q2 2020$296,000
+13.4%
14,165
+3.9%
0.02%
-5.3%
Q1 2020$261,00013,6390.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders