Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2022
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