Comprehensive Wealth Management, 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 Q3 2023. The put-call ratio across all filers is 9.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Comprehensive Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$445,729
+10.0%
18,823
+12.3%
0.35%
-5.2%
Q4 2023$405,305
+8.3%
16,762
-5.2%
0.37%
+4.0%
Q3 2023$374,349
-4.3%
17,683
+3.8%
0.35%
+3.8%
Q2 2023$391,156
+4.7%
17,029
+4.5%
0.34%
+10.1%
Q1 2023$373,59816,2930.31%
Other shareholders
ISHARES TR shareholders Q3 2023
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