OXFORD FINANCIAL GROUP, LTD. LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 234 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
OXFORD FINANCIAL GROUP, LTD. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,559,221
-24.3%
262,599
-17.9%
0.48%
-31.3%
Q2 2023$7,347,781
-28.6%
319,886
-28.7%
0.70%
-39.5%
Q1 2023$10,291,053
-1.1%
448,803
-2.0%
1.16%
-4.6%
Q4 2022$10,401,027
+285.1%
457,993
+260.7%
1.21%
+198.3%
Q3 2022$2,701,000
-63.6%
126,974
-58.6%
0.41%
-62.9%
Q2 2022$7,423,000
+83.7%
307,000
+121.9%
1.10%
+113.9%
Q1 2022$4,041,000
-11.5%
138,346
-7.2%
0.51%
-0.2%
Q4 2021$4,565,000
+5.8%
149,126
-5.2%
0.51%
-6.7%
Q3 2021$4,313,000
-6.6%
157,362
-5.5%
0.55%
-11.1%
Q2 2021$4,616,000
+9.4%
166,506
+0.6%
0.62%
+5.8%
Q1 2021$4,219,000
+7.8%
165,576
+1.2%
0.58%
+3.2%
Q4 2020$3,914,000
+382.0%
163,572
+323.7%
0.57%
+332.8%
Q3 2020$812,000
+0.7%
38,6070.0%0.13%
-4.4%
Q2 2020$806,00038,6070.14%
Other shareholders
ISHARES TR shareholders Q3 2022
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