FIRST FOUNDATION ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 189 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$200,861
-7.8%
9,4880.0%0.01%0.0%
Q2 2023$217,940
-53.5%
9,488
-53.5%
0.01%
-59.1%
Q1 2023$468,230
-26.9%
20,420
-27.6%
0.02%
-29.0%
Q4 2022$640,445
-7.8%
28,201
-13.7%
0.03%
-8.8%
Q3 2022$695,000
-27.8%
32,684
-17.9%
0.03%
-20.9%
Q2 2022$963,000
-17.2%
39,8120.0%0.04%
+2.4%
Q1 2022$1,163,000
-17.6%
39,812
-13.7%
0.04%
-14.3%
Q4 2021$1,412,000
+4.4%
46,121
-6.6%
0.05%
-3.9%
Q3 2021$1,353,000
-3.1%
49,364
-2.0%
0.05%
-5.6%
Q2 2021$1,397,000
+0.4%
50,380
-7.7%
0.05%
-10.0%
Q1 2021$1,391,000
-7.1%
54,597
-12.7%
0.06%
-9.1%
Q4 2020$1,497,000
-1.7%
62,537
-13.6%
0.07%
-7.0%
Q3 2020$1,523,000
-65.3%
72,406
-65.6%
0.07%
-68.7%
Q2 2020$4,395,000
-73.8%
210,478
-75.9%
0.23%
-77.9%
Q1 2020$16,747,000874,5191.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders