ASPIRIANT, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 246 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 10.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
ASPIRIANT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,746,080
-23.0%
82,479
-16.4%
0.09%
-22.6%
Q2 2023$2,267,024
-3.5%
98,695
-3.7%
0.12%
-6.5%
Q1 2023$2,350,142
-0.1%
102,492
-1.1%
0.12%
+2.5%
Q4 2022$2,353,006103,6110.12%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders