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 ↓
SVB Investment Services Inc. 266,747$7,394,0004.93%
CAHABA WEALTH MANAGEMENT, INC. 1,028,523$29,683,0004.59%
Boston Standard Wealth Management, LLC 408,578$11,326,000,0003.43%
Klaas Financial Asset Advisors, LLC 449,079$12,488,0003.14%
VIEWPOINT INVESTMENT PARTNERS CORP 169,700$4,704,0003.10%
Wiser Wealth Management, Inc 171,689$4,759,0002.90%
GP Brinson Investments LLC 135,241$3,749,0002.66%
Oakwell Private Wealth Management, LLC 149,001$4,130,0002.65%
Larson Financial Group LLC 390,839$10,834,0002.52%
PDS Planning, Inc 361,495$10,021,0002.44%
View complete list of ISHARES TR shareholders