MORRIS FINANCIAL CONCEPTS, INC. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
MORRIS FINANCIAL CONCEPTS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,269,070
+8.7%
59,947
+17.9%
0.84%
+11.7%
Q2 2023$1,167,671
+18.1%
50,835
+17.9%
0.76%
+8.3%
Q1 2023$988,968
+5.1%
43,130
+4.1%
0.70%
-8.3%
Q4 2022$940,947
+15.9%
41,433
+8.5%
0.76%
-9.6%
Q3 2022$812,000
-8.7%
38,183
+3.9%
0.84%
-0.5%
Q2 2022$889,000
-18.4%
36,747
-1.5%
0.84%
-7.0%
Q1 2022$1,090,000
-4.7%
37,311
-0.2%
0.91%
-4.7%
Q4 2021$1,144,00037,3690.95%
Other shareholders
ISHARES TR shareholders Q3 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