LEO BROKERAGE, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LEO BROKERAGE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$461,236
-16.8%
20,080
-17.0%
0.05%
-36.1%
Q1 2023$554,465
-8.2%
24,181
-3.2%
0.08%
-49.1%
Q2 2022$604,000
-81.8%
24,969
-78.1%
0.16%
-69.2%
Q1 2022$3,324,000
-2.2%
113,791
-8.3%
0.53%
-15.9%
Q3 2021$3,400,000
+1.0%
124,058
+2.1%
0.63%
-7.1%
Q2 2021$3,368,000
+17.5%
121,499
+8.0%
0.68%
-16.7%
Q1 2021$2,867,000
+37.6%
112,536
+29.2%
0.81%
+21.0%
Q4 2020$2,084,00087,0840.67%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 440,321$9,321,6047.25%
Gunma Bank,Ltd. 360,000$7,6215.55%
Wilshire Advisors LLC 469,454$9,938,3395.52%
VIEWPOINT INVESTMENT PARTNERS CORP 299,600$6,342,5325.33%
Morton Brown Family Wealth, LLC 325,273$6,886,0233.52%
Klaas Financial Asset Advisors, LLC 641,793$13,758,5943.12%
Boston Standard Wealth Management, LLC 491,203$10,399,0002.74%
Alhambra Investment Management LLC 196,562$4,161,2132.74%
Waterford Advisors, LLC 229,127$4,850,6112.71%
PDS Planning, Inc 942,167$19,945,6682.58%
View complete list of ISHARES TR shareholders