Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$102,929
-8.7%
4,862
-1.0%
0.00%0.0%
Q2 2023$112,783
-33.2%
4,910
-33.3%
0.00%
-40.0%
Q1 2023$168,834
-15.9%
7,363
-16.7%
0.01%
-16.7%
Q4 2022$200,836
+6.8%
8,8440.0%0.01%0.0%
Q3 2022$188,000
-27.1%
8,844
-17.2%
0.01%
-25.0%
Q2 2022$258,000
-97.7%
10,683
-97.2%
0.01%
-97.2%
Q1 2022$11,291,000
-83.0%
386,536
-82.1%
0.29%
-82.7%
Q4 2021$66,267,000
+19.1%
2,164,871
+6.7%
1.68%
+7.8%
Q3 2021$55,629,000
+3.5%
2,029,519
+4.7%
1.56%
-0.9%
Q2 2021$53,743,000
+17.3%
1,938,796
+7.8%
1.57%
+5.6%
Q1 2021$45,836,000
+39413.8%
1,798,892
+32453.2%
1.49%
+29700.0%
Q4 2020$116,0000.0%5,5260.0%0.01%0.0%
Q3 2020$116,000
+0.9%
5,5260.0%0.01%0.0%
Q2 2020$115,000
+5.5%
5,526
-2.7%
0.01%
-16.7%
Q1 2020$109,000
-29.7%
5,679
+1.0%
0.01%
-14.3%
Q4 2019$155,000
+474.1%
5,624
+475.1%
0.01%
+600.0%
Q3 2019$27,000
-22.9%
978
-25.6%
0.00%
-50.0%
Q2 2019$35,000
-5.4%
1,314
-4.2%
0.00%0.0%
Q1 2019$37,000
-99.8%
1,371
-99.8%
0.00%
-99.8%
Q4 2018$17,850,000
+8.6%
762,153
+16.9%
1.07%
+27.0%
Q3 2018$16,443,000
+5.3%
651,987
+7.1%
0.84%
+1.1%
Q2 2018$15,620,000
+17.9%
608,726
+12.8%
0.83%
+16.3%
Q1 2018$13,249,000
+948.2%
539,468
+1013.3%
0.72%
+882.2%
Q4 2017$1,264,000
+31500.0%
48,456
+32204.0%
0.07%
Q3 2016$4,0001500.00%
Other shareholders
ISHARES TR shareholders Q1 2021
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