Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 99 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,00079
+259.1%
0.00%
Q1 2020$0220.0%0.00%
Q4 2019$0220.0%0.00%
Q3 2019$0
-100.0%
22
-97.1%
0.00%
-100.0%
Q2 2019$19,0000.0%751
+4.0%
0.01%
-14.3%
Q1 2019$19,000
+11.8%
722
+1.0%
0.01%0.0%
Q4 2018$17,000
-43.3%
715
-40.6%
0.01%
-36.4%
Q3 2018$30,000
+150.0%
1,203
+148.0%
0.01%
+175.0%
Q2 2018$12,000
+71.4%
485
+73.8%
0.00%
+33.3%
Q1 2018$7,0002790.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 828,280$22,877,0005.07%
SVB Investment Services Inc. 181,510$5,013,0004.75%
Larson Financial Group LLC 264,731$7,312,0004.21%
Lester Murray Antman dba SimplyRich 305,189$8,362,0004.20%
Riverview Trust Co 204,136$5,638,0003.79%
Boston Standard Wealth Management, LLC 283,652$7,834,000,0003.50%
OptiFour Integrated Wealth Management, LLC 177,654$4,907,0003.37%
Ameritas Investment Company, LLC 471,400$13,020,0002.73%
VIEWPOINT INVESTMENT PARTNERS CORP 89,600$2,475,0002.63%
DWM Financial Group, Inc. 83,664$2,311,0002.35%
View complete list of ISHARES TR shareholders