Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 189 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$455,232
-13.3%
22,626
+1.0%
0.02%
-7.4%
Q2 2023$525,083
+2.7%
22,411
+0.5%
0.03%
-10.0%
Q1 2023$511,517
-4.4%
22,308
+3.6%
0.03%
-9.1%
Q4 2022$535,295
+7.9%
21,532
-4.8%
0.03%
-5.7%
Q3 2022$496,000
-19.1%
22,623
-3.3%
0.04%
-20.5%
Q2 2022$613,000
-6.8%
23,386
-9.4%
0.04%
-12.0%
Q1 2022$658,000
-4.5%
25,807
+3.7%
0.05%
+2.0%
Q4 2021$689,000
-4.7%
24,892
+1.5%
0.05%
-3.9%
Q3 2021$723,000
-48.7%
24,528
-50.0%
0.05%
-1.9%
Q2 2021$1,410,000
+121.0%
49,058
+107.6%
0.05%
-1.9%
Q1 2021$638,000
+17.1%
23,630
+4.2%
0.05%
+1.9%
Q4 2020$545,000
+1.5%
22,678
-10.1%
0.05%
-18.8%
Q3 2020$537,000
-43.4%
25,212
-44.3%
0.06%
-45.8%
Q2 2020$948,000
+4.3%
45,274
+0.3%
0.12%
-15.7%
Q1 2020$909,000
-31.3%
45,138
-4.5%
0.14%
-14.1%
Q4 2019$1,323,000
+128.1%
47,262
+135.0%
0.16%
+98.8%
Q3 2019$580,000
+11.8%
20,109
+3.9%
0.08%
+10.8%
Q2 2019$519,000
+2.4%
19,350
+0.3%
0.07%
-1.3%
Q1 2019$507,000
-22.9%
19,299
-28.3%
0.08%
-23.5%
Q4 2018$658,000
+273.9%
26,903
+273.2%
0.10%
+276.9%
Q3 2018$176,000
-3.3%
7,208
+1.4%
0.03%
-7.1%
Q2 2018$182,000
+5.2%
7,105
+0.9%
0.03%
-6.7%
Q1 2018$173,000
-4.9%
7,043
+0.8%
0.03%0.0%
Q4 2017$182,000
+2.2%
6,987
+0.7%
0.03%0.0%
Q3 2017$178,000
+1.1%
6,9380.0%0.03%
-40.0%
Q1 2017$176,0006,9380.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders