NAPLES GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 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 Q4 2021
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