Waldron Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 189 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,958
-22.8%
557,721
-17.2%
0.62%
-19.6%
Q2 2023$15,481
+2.6%
673,980
+2.4%
0.77%
+5.2%
Q1 2023$15,091
+129.0%
658,153
+112.4%
0.73%
+79.0%
Q4 2022$6,590
-99.9%
309,8490.0%0.41%
+0.2%
Q3 2022$6,590,000
-12.5%
309,849
-0.5%
0.41%
-3.1%
Q2 2022$7,531,000
-9.5%
311,460
+9.3%
0.42%
-1.2%
Q1 2022$8,321,000
-15.2%
284,902
-11.1%
0.43%
-11.8%
Q4 2021$9,812,000
+19.8%
320,578
+7.3%
0.48%
+1.5%
Q3 2021$8,188,000
-0.8%
298,729
+0.4%
0.48%
-9.5%
Q2 2021$8,251,000
+7.1%
297,683
-1.6%
0.53%
-1.5%
Q1 2021$7,706,000
+6.3%
302,469
-0.2%
0.54%
-0.7%
Q4 2020$7,252,000
+20.7%
303,087
+6.0%
0.54%
+4.9%
Q3 2020$6,010,000285,8170.51%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 429,647$9,7576.92%
Wilshire Advisors LLC 523,143$11,880,5776.49%
Gunma Bank,Ltd. 420,000$9,5384.73%
VIEWPOINT INVESTMENT PARTNERS CORP 196,900$4,471,5994.37%
Morton Brown Family Wealth, LLC 269,848$6,128,2554.18%
Kooman & Associates 182,542$4,145,5294.08%
Lester Murray Antman dba SimplyRich 411,145$9,3373.72%
Klaas Financial Asset Advisors, LLC 596,537$13,547,3493.36%
RS CRUM INC. 297,780$6,762,5843.17%
Oakwell Private Wealth Management, LLC 277,793$6,308,6823.01%
View complete list of ISHARES TR shareholders