B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 168 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$229,507
-3.9%
10,706
+2.9%
0.01%
+20.0%
Q2 2023$238,927
+4.8%
10,402
+4.6%
0.01%
-16.7%
Q1 2023$228,052
+0.8%
9,946
-0.2%
0.01%0.0%
Q4 2022$226,246
-3.7%
9,962
-9.8%
0.01%
-14.3%
Q3 2022$235,000
-1.7%
11,045
+12.1%
0.01%
-30.0%
Q2 2022$239,000
-17.0%
9,854
+0.3%
0.01%
+11.1%
Q1 2022$288,000
-2.4%
9,829
+2.1%
0.01%
+12.5%
Q4 2021$295,000
+5.4%
9,630
-5.7%
0.01%
-11.1%
Q3 2021$280,000
-1.4%
10,212
-0.3%
0.01%0.0%
Q2 2021$284,000
+10.1%
10,243
+1.5%
0.01%0.0%
Q1 2021$258,000
+15.7%
10,094
+8.6%
0.01%
-25.0%
Q4 2020$223,000
+10.9%
9,296
+27.9%
0.01%
-29.4%
Q4 2019$201,0007,2690.02%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders