Sterneck Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sterneck Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,396,000
+10.6%
45,600
-1.0%
0.83%
+2.7%
Q3 2021$1,262,000
-6.0%
46,044
-1.1%
0.80%
-3.2%
Q2 2021$1,343,000
+14.5%
46,558
+1.2%
0.83%
+1.5%
Q1 2021$1,173,000
+28.3%
46,017
+20.5%
0.82%
+19.4%
Q4 2020$914,00038,1970.69%
Other shareholders
ISHARES TR shareholders Q1 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