EXENCIAL WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 244 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,331,622
-7.2%
62,901
+0.7%
0.06%
-1.5%
Q2 2023$1,435,128
-1.7%
62,478
-1.9%
0.07%
-13.2%
Q1 2023$1,460,419
-4.0%
63,690
-4.9%
0.08%
-7.3%
Q4 2022$1,520,618
+103.6%
66,958
+90.7%
0.08%
+82.2%
Q3 2022$747,000
-26.0%
35,118
-15.8%
0.04%
-21.1%
Q2 2022$1,009,000
+112.0%
41,724
+155.8%
0.06%
+137.5%
Q1 2022$476,000
-3.4%
16,311
+1.4%
0.02%0.0%
Q4 2021$493,000
+12.6%
16,091
-22.8%
0.02%
+4.3%
Q3 2020$438,000
-27.1%
20,843
-27.6%
0.02%
-55.8%
Q2 2020$601,000
-20.5%
28,780
-27.1%
0.05%
-61.5%
Q1 2020$756,000
+5.7%
39,461
+52.3%
0.14%
+8.9%
Q4 2019$715,00025,9040.12%
Other shareholders
ISHARES TR shareholders Q2 2022
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