Boltwood Capital Management - 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
Boltwood Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$201,000
-28.5%
8,300
-13.6%
0.09%
-20.2%
Q1 2022$281,000
-4.4%
9,610
-0.1%
0.11%0.0%
Q4 2021$294,000
+11.4%
9,6200.0%0.11%
+2.8%
Q3 2021$264,000
-1.1%
9,6200.0%0.11%
-4.5%
Q2 2021$267,000
+9.0%
9,6200.0%0.11%
+1.8%
Q1 2021$245,000
+5.6%
9,620
-0.6%
0.11%
-3.5%
Q4 2020$232,000
-18.9%
9,680
-28.9%
0.11%
-29.4%
Q3 2020$286,000
+21.2%
13,620
+20.7%
0.16%
+12.7%
Q2 2020$236,00011,2850.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 582,000$13,927,00012.71%
Klaas Financial Asset Advisors, LLC 978,860$23,424,0005.05%
CAHABA WEALTH MANAGEMENT, INC. 1,025,183$24,635,0004.06%
Lester Murray Antman dba SimplyRich 362,105$8,665,0003.87%
SVB Investment Services Inc. 201,136$4,813,0003.74%
Boston Standard Wealth Management, LLC 370,487$8,866,000,0003.30%
Swaine & Leidel Wealth Services, LLC 162,549$3,890,0002.82%
Wiser Wealth Management, Inc 155,411$3,719,0002.79%
Larson Financial Group LLC 307,357$7,355,0002.50%
Oakwell Private Wealth Management, LLC 131,333$3,143,0002.47%
View complete list of ISHARES TR shareholders