Formidable Asset Management, 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
Formidable Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$230,358
+89883.6%
10,881
-2.5%
0.05%
-8.9%
Q2 2023$256
+0.4%
11,1560.0%0.06%
+3.7%
Q1 2023$255
+0.8%
11,1560.0%0.05%
-5.3%
Q4 2022$253
-99.9%
11,1560.0%0.06%
+1.8%
Q3 2022$242,000
-11.4%
11,156
-0.2%
0.06%
-8.2%
Q2 2022$273,000
-22.9%
11,177
-7.8%
0.06%
-10.3%
Q1 2022$354,000
-4.3%
12,120
+0.0%
0.07%
-4.2%
Q4 2021$370,000
+8.2%
12,116
-2.8%
0.07%
+10.9%
Q3 2021$342,000
-6.0%
12,465
-2.3%
0.06%
-17.9%
Q2 2021$364,000
-72.5%
12,754
-75.3%
0.08%
-72.9%
Q1 2021$1,325,000
+119.7%
51,567
+103.5%
0.29%
+105.7%
Q4 2020$603,000
+30.8%
25,344
+16.3%
0.14%
+4.5%
Q3 2020$461,00021,7880.13%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders