Savant Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 237 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Savant Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$56,650,732
-5.0%
2,436,591
-3.3%
0.57%
-17.2%
Q1 2024$59,661,238
-5.3%
2,519,478
-3.3%
0.68%
-15.6%
Q4 2023$63,001,717
+10.9%
2,605,530
-2.9%
0.81%
-4.1%
Q3 2023$56,795,885
-5.5%
2,682,848
+2.6%
0.85%
-9.9%
Q2 2023$60,082,275
-0.4%
2,615,685
-0.6%
0.94%
-16.3%
Q1 2023$60,323,832
+5.4%
2,630,782
+2.5%
1.12%
-19.7%
Q4 2022$57,206,515
+58.1%
2,567,651
+50.9%
1.40%
+24.0%
Q3 2022$36,191,000
-4.2%
1,701,526
+8.9%
1.13%
-1.7%
Q2 2022$37,786,000
-12.1%
1,562,680
+6.2%
1.15%
-18.6%
Q1 2022$42,968,000
+8.9%
1,471,036
+14.1%
1.41%
+10.3%
Q4 2021$39,448,000
+15.2%
1,288,718
+3.1%
1.28%
+2.2%
Q3 2021$34,248,000
+0.0%
1,249,479
+1.1%
1.25%
-9.6%
Q2 2021$34,243,000
+10.7%
1,235,305
+1.7%
1.38%
-16.6%
Q1 2021$30,941,000
+11.9%
1,214,339
+5.1%
1.66%
+3.0%
Q4 2020$27,651,000
+22.9%
1,155,509
+8.0%
1.61%
+4.6%
Q3 2020$22,490,000
+4.7%
1,069,423
+4.0%
1.54%
-5.4%
Q2 2020$21,473,000
+84.9%
1,028,407
+69.6%
1.63%
+47.5%
Q1 2020$11,611,000
+217.2%
606,336
+357.6%
1.10%
+145.4%
Q4 2019$3,660,000
+5.7%
132,515
+7.5%
0.45%
-6.7%
Q3 2019$3,462,000
+11.5%
123,281
+5.9%
0.48%
+10.1%
Q2 2019$3,105,000116,4310.44%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Wilshire Advisors LLC 520,568$11,071,0006.34%
COOPER/HAIMS ADVISORS, LLC 328,634$6,990,0005.79%
Gunma Bank,Ltd. 420,000$8,933,0005.45%
Morton Brown Family Wealth, LLC 299,102$6,362,0005.07%
Lester Murray Antman dba SimplyRich 405,096$8,616,0003.88%
VIEWPOINT INVESTMENT PARTNERS CORP 148,700$3,163,0003.77%
Boston Standard Wealth Management, LLC 424,408$9,027,000,0003.03%
Oakwell Private Wealth Management, LLC 255,285$5,430,0003.01%
Drake & Associates, LLC 247,948$5,274,0003.00%
Klaas Financial Asset Advisors, LLC 541,748$11,523,0002.93%
View complete list of ISHARES TR shareholders