CWM, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 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
CWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$74
-7.5%
3,479
+0.1%
0.00%
Q2 2023$80
-1.2%
3,476
-1.4%
0.00%
-100.0%
Q1 2023$81
-63.0%
3,524
-63.5%
0.00%
-50.0%
Q4 2022$219
-99.9%
9,651
-0.1%
0.00%0.0%
Q3 2022$205,000
-11.3%
9,660
+1.3%
0.00%0.0%
Q2 2022$231,000
-16.6%
9,534
+0.6%
0.00%0.0%
Q1 2022$277,000
-4.2%
9,479
+0.5%
0.00%0.0%
Q4 2021$289,000
+12.5%
9,436
+1.8%
0.00%0.0%
Q2 2021$257,0000.0%9,2680.0%0.00%0.0%
Q1 2021$257,0000.0%9,2680.0%0.00%0.0%
Q4 2020$257,0000.0%9,2680.0%0.00%0.0%
Q3 2020$257,0000.0%9,2680.0%0.00%0.0%
Q2 2020$257,0000.0%9,2680.0%0.00%0.0%
Q1 2020$257,0000.0%9,2680.0%0.00%0.0%
Q4 2019$257,0000.0%9,2680.0%0.00%0.0%
Q3 2019$257,0000.0%9,2680.0%0.00%0.0%
Q2 2019$257,0000.0%9,2680.0%0.00%0.0%
Q1 2019$257,000
+4183.3%
9,268
+3714.0%
0.00%
Q4 2018$6,0000.0%2430.0%0.00%
Q3 2018$6,0002430.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders