Creative Planning - 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
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$6,647,408
-5.2%
285,910
-3.4%
0.01%
-12.5%
Q1 2024$7,011,255
-12.7%
296,083
-10.9%
0.01%
-46.7%
Q4 2023$8,034,061
+11.5%
332,261
-2.4%
0.02%
+50.0%
Q3 2023$7,204,168
-11.9%
340,301
-4.4%
0.01%
-9.1%
Q2 2023$8,179,165
-4.1%
356,080
-4.3%
0.01%
-8.3%
Q1 2023$8,531,030
-0.7%
372,047
-1.7%
0.01%
-7.7%
Q4 2022$8,594,858
+255.0%
378,461
+232.6%
0.01%
+225.0%
Q3 2022$2,421,000
-11.7%
113,803
+0.3%
0.00%
-20.0%
Q2 2022$2,743,000
+2.4%
113,439
+23.7%
0.01%
+25.0%
Q1 2022$2,678,000
-1.5%
91,677
+3.3%
0.00%0.0%
Q4 2021$2,718,000
-0.5%
88,785
-11.0%
0.00%
-20.0%
Q3 2021$2,733,000
-0.0%
99,712
+1.1%
0.01%0.0%
Q2 2021$2,734,000
-3.0%
98,615
-10.8%
0.01%
-16.7%
Q1 2021$2,818,000
+9.0%
110,610
+2.4%
0.01%0.0%
Q4 2020$2,586,000
+9.2%
108,045
-4.1%
0.01%0.0%
Q3 2020$2,368,000
+105.4%
112,620
+103.9%
0.01%
+100.0%
Q2 2020$1,153,000
-50.1%
55,241
-54.2%
0.00%
-62.5%
Q1 2020$2,311,000
+360.4%
120,692
+563.9%
0.01%
+300.0%
Q4 2019$502,000
-2.1%
18,178
-0.5%
0.00%0.0%
Q3 2019$513,000
+4.5%
18,277
-0.7%
0.00%0.0%
Q2 2019$491,000
+704.9%
18,400
+673.1%
0.00%
Q2 2017$61,0002,3800.00%
Other shareholders
ISHARES TR shareholders Q4 2019
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