NAPLES GLOBAL ADVISORS, 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
NAPLES GLOBAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,692,641
-0.8%
172,289
+6.3%
0.45%
+2.3%
Q2 2023$3,721,370
+14.9%
162,010
+14.7%
0.44%
+8.2%
Q1 2023$3,239,278
+9.2%
141,268
+8.1%
0.40%
+7.2%
Q4 2022$2,967,337
+5.6%
130,662
-1.1%
0.38%
-2.6%
Q3 2022$2,809,000
-0.1%
132,061
+13.6%
0.39%
+6.0%
Q2 2022$2,812,000
+15.7%
116,293
+39.7%
0.36%
+29.9%
Q1 2022$2,431,000
+32.0%
83,236
+38.3%
0.28%
+31.9%
Q4 2021$1,842,000
+12.1%
60,171
+0.4%
0.21%
-1.4%
Q3 2021$1,643,000
+1.5%
59,951
+2.7%
0.22%
-4.0%
Q2 2021$1,618,000
+14.8%
58,371
+5.5%
0.22%
+5.1%
Q1 2021$1,410,000
+11.7%
55,319
+4.9%
0.21%
+0.5%
Q4 2020$1,262,000
+109.6%
52,747
+84.4%
0.21%
+82.1%
Q3 2020$602,00028,6100.12%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders