Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 207 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$473,124
+9.5%
20,833
+2.5%
0.01%0.0%
Q3 2022$432,000
-10.9%
20,318
+1.2%
0.01%0.0%
Q2 2022$485,000
-18.2%
20,076
-1.2%
0.01%0.0%
Q1 2022$593,000
-11.8%
20,313
-7.5%
0.01%
-10.0%
Q4 2021$672,000
-30.4%
21,958
-37.7%
0.01%
-33.3%
Q3 2021$966,000
-7.7%
35,251
-6.7%
0.02%
+7.1%
Q2 2021$1,047,000
+26.6%
37,775
+16.4%
0.01%
+16.7%
Q1 2021$827,000
-7.0%
32,464
-12.6%
0.01%
-14.3%
Q4 2020$889,000
+4.6%
37,134
-8.2%
0.01%
-6.7%
Q3 2020$850,000
-2.4%
40,430
-3.1%
0.02%
-58.3%
Q2 2020$871,000
+1.4%
41,716
-7.0%
0.04%
-7.7%
Q1 2020$859,000
-32.4%
44,857
-2.5%
0.04%
-7.1%
Q4 2019$1,271,000
+1.9%
46,029
+3.7%
0.04%
-2.3%
Q3 2019$1,247,000
-0.8%
44,405
-5.8%
0.04%
+10.3%
Q2 2019$1,257,000
-7.4%
47,143
-7.2%
0.04%
-9.3%
Q1 2019$1,357,000
+8.5%
50,780
-4.9%
0.04%
-2.3%
Q4 2018$1,251,000
-23.9%
53,400
-18.0%
0.04%
-13.7%
Q3 2018$1,643,000
-6.3%
65,136
-4.6%
0.05%
-8.9%
Q2 2018$1,753,000
+18.0%
68,308
+12.9%
0.06%
+16.7%
Q1 2018$1,486,000
+117.3%
60,515
+130.9%
0.05%
+108.7%
Q4 2017$684,00026,2060.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 732,533$19,536,0004.88%
SigFig Wealth Management, LLC 1,006,455$26,842,0004.18%
Lester Murray Antman dba SimplyRich 282,855$7,544,0004.17%
Riverview Trust Co 207,962$5,546,0003.90%
Larson Financial Group LLC 191,641$5,111,0003.80%
Boston Standard Wealth Management, LLC 265,948$7,189,000,0003.52%
OptiFour Integrated Wealth Management, LLC 181,865$4,850,0003.39%
MFA WEALTH ADVISORS, LLC 148,315$3,956,0002.98%
ERn Financial, LLC 134,491$3,587,0002.70%
CAMG Solamere Management, LLC 159,868$4,268,0001.95%
View complete list of ISHARES TR shareholders