Dorsey & Whitney Trust CO LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
Dorsey & Whitney Trust CO LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$233,260
+0.2%
10,1550.0%0.02%
-9.5%
Q1 2023$232,854
+1.0%
10,1550.0%0.02%
-4.5%
Q4 2022$230,620
+6.8%
10,1550.0%0.02%
-4.3%
Q3 2022$216,000
-12.2%
10,1550.0%0.02%
-8.0%
Q2 2022$246,000
-17.2%
10,1550.0%0.02%
-3.8%
Q1 2022$297,000
-4.5%
10,1550.0%0.03%0.0%
Q4 2021$311,000
-9.3%
10,155
-18.8%
0.03%
-18.8%
Q3 2021$343,000
-1.2%
12,5100.0%0.03%
-3.0%
Q2 2021$347,000
+14.1%
12,510
+4.8%
0.03%
+10.0%
Q1 2021$304,000
+6.3%
11,9350.0%0.03%
-9.1%
Q4 2020$286,00011,9350.03%
Other shareholders
ISHARES TR shareholders Q1 2023
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